At a Glance
- Tasks: Manage trusts and estates, assist with tax returns, and support senior team members.
- Company: Join a leading law firm with a top-notch Private Wealth team.
- Benefits: Competitive salary, hybrid working, and excellent career progression opportunities.
- Other info: Great opportunity for those studying professional qualifications like ATT, CTA, or STEP.
- Why this job: Develop your expertise in a supportive environment while working with high-net-worth clients.
- Qualifications: Experience in trust administration or related fields, with strong organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
Leading law firm in Manchester is seeking a Trust Administrator. Are you working in trust administration, private client tax, probate, estate administration, or a private wealth environment and looking for the next step in your career? This is an opportunity to join one of the UK's leading Private Wealth teams, working alongside recognised experts who advise high-net-worth individuals, families, trustees, business owners, and professional advisers on complex trust and estate matters. The team is continuing to grow and is looking for a Trust Administrator who is keen to develop their technical expertise, take on greater responsibility, and build a long-term career within Private Wealth.
Whether you're currently working within a law firm, accountancy practice, trust corporation, family office, or wealth management business, this role offers exposure to high-quality work, excellent mentoring, and genuine progression opportunities.
What makes this opportunity stand out?
- Join a highly regarded Private Wealth team with an outstanding reputation in the market
- Work closely with experienced Partners, Trust Managers, tax specialists, and private client lawyers
- Exposure to a broad range of trusts, estates, tax, succession planning, and wealth preservation matters
- Hybrid working and a supportive, collaborative culture
- Clear opportunities for development and career progression
- Excellent platform for those studying ATT, CTA, STEP or other professional qualifications
The role will involve:
- Managing the administration of trusts and estates
- Assisting with trust accounts and trust tax returns
- Calculating Inheritance Tax, Capital Gains Tax and Income Tax liabilities
- Liaising with clients, trustees, accountants, investment managers and HMRC
- Assisting with trustee meetings, minutes and ongoing trust management
- Processing trust distributions and payments
- Supporting senior members of the team on a wide variety of private wealth matters
About you:
We're interested in speaking with individuals who have experience within trust administration, estate administration, probate, private client tax, trust taxation, fiduciary services, or a related area. You may already be working as a:
- Trust Administrator
- Trust Officer
- Trust & Tax Assistant
- Private Client Tax Assistant
- Estate Administrator
- Probate Executive
- Private Wealth Assistant
- Fiduciary Administrator
Most importantly, you'll have a genuine interest in developing a career within trusts, estates and private wealth, together with strong organisational skills and excellent attention to detail. If you're looking for a role where you'll be supported, challenged and given the opportunity to build specialist expertise within a highly respected team, we'd love to hear from you.
Competitive Salary + Excellent Benefits
Trust Administrator – Private Wealth in Portsmouth employer: Office Collective
Join a leading law firm in Manchester, renowned for its exceptional Private Wealth team, where you will benefit from hybrid working arrangements and a collaborative culture that fosters professional growth. With access to high-quality work and mentorship from industry experts, this role offers clear pathways for career advancement while you develop your technical skills in trust administration and estate management. Embrace the opportunity to work with high-net-worth clients and gain invaluable experience in a supportive environment that values your development.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Administrator – Private Wealth in Portsmouth
✨Network Like a Pro
Get out there and connect with people in the private wealth sector! Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience in trust administration and any relevant qualifications. We want to see how your skills can benefit their team, so be ready to share specific examples of your work!
✨Prepare for Interviews
Do your homework before interviews! Research the firm’s recent cases or projects in private wealth and think about how your background fits into their work. We want you to come across as genuinely interested and knowledgeable about their operations.
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that Trust Administrator role! We’ve got all the info you need right there, and it shows you’re serious about joining our fantastic team.
We think you need these skills to ace Trust Administrator – Private Wealth in Portsmouth
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects your experience in trust administration and private wealth. Highlight relevant roles and responsibilities that align with what we're looking for, like managing trusts or liaising with clients.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your genuine interest in the role and how your background makes you a great fit for our Private Wealth team. Don’t forget to mention any professional qualifications you're pursuing!
Showcase Your Skills:We want to see your organisational skills and attention to detail. Include examples of how you've successfully managed tasks in previous roles, especially those related to tax calculations or estate management.
Apply Through Our Website:For the best chance of success, make sure to apply through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity in our growing team!
How to prepare for a job interview at Office Collective
✨Know Your Trusts
Make sure you brush up on your knowledge of trusts and estates before the interview. Familiarise yourself with different types of trusts, tax implications, and recent changes in legislation. This will show that you're not just interested in the role but also committed to understanding the complexities involved.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your experience in trust administration or related fields. Whether it’s managing trust accounts or liaising with clients, having concrete examples ready will demonstrate your capability and readiness for the position.
✨Ask Insightful Questions
Interviews are a two-way street, so come prepared with thoughtful questions about the team, the firm's approach to private wealth, and opportunities for professional development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
✨Emphasise Your Attention to Detail
In a role that involves managing trusts and estates, attention to detail is crucial. Be ready to discuss how you've demonstrated this skill in your previous positions. Whether it’s through meticulous record-keeping or ensuring compliance with regulations, highlighting this trait can set you apart.
