At a Glance
- Tasks: Manage diverse trust portfolios and ensure smooth day-to-day administration.
- Company: Join a leading Private Client Legal team with a focus on client service.
- Benefits: Gain valuable experience, develop skills, and build professional relationships.
- Other info: Dynamic role with opportunities for growth and early application encouraged.
- Why this job: Make a real impact in trust administration while learning from experienced professionals.
- Qualifications: 2+ years in UK trust administration or related fields preferred.
The predicted salary is between 35000 - 45000 € per year.
We are seeking a detail-focused and client-driven Trust Administrator to join our Private Client Legal team. This is an excellent opportunity for an organised and proactive individual to get involved in managing a diverse portfolio of trusts, working closely with experienced fee‑earners. In this role, you will support the day‑to‑day administration of trusts, helping ensure everything runs smoothly and is delivered to a high standard. You will be involved across the full trust lifecycle, from core administration through to governance and financial management, making sure work is completed accurately and on time. You will also play an important role in keeping everything compliant with UK legislation, tax requirements, and professional standards. Alongside this, you’ll have the chance to build relationships with clients and colleagues, develop your technical knowledge, and become a trusted part of the team.
Key responsibilities include:
- Trust setup and lifecycle administration: Prepare and execute trust deeds and other documents and liaise with clients, beneficiaries, trustees, and third parties. Manage day‑to‑day administration of trusts, including distributions, capital and income accounts, and record‑keeping.
- Compliance and governance: Ensure trust activities comply with relevant legislation (including the Trustee Act, CGT, IHT, and anti‑money laundering standards). Maintain accurate regulatory and internal compliance records; support KYC/AML checks for new and ongoing matters. Assist with regulatory filings (e.g. Automatic Exchange of Information, FATCA/CRS and the Trust Registration Service), annual accounts, and tax‑related reporting, including trust and estate tax returns and inheritance tax returns.
- Financial management: Manage banking arrangements, liaising with investment managers, and cash flow forecasting for trust funds. Liaise with accountants and tax advisers to prepare and file trust tax returns, annual accounts, and statutory documents.
- Client service: Build and maintain strong working relationships with clients, beneficiaries, trustees, professional advisers, and internal teams. Provide timely, accurate, and clear communications on matters, including statutory deadlines, distributions, and administrative changes. Support client meetings, prepare agendas and meeting notes, and follow up on action items.
Our ideal person:
- A strong background in UK trust administration or related probate/estate management (2+ years preferred).
- Solid knowledge of UK trust law, taxation (IHT, CGT, income tax), and regulatory requirements.
- Experience with trust accounting, banking, investments, and financial reporting.
- Excellent organisational and project management skills with close attention to detail.
- Strong written and verbal communication, with the ability to explain complex matters clearly to clients.
We reserve the right to close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.
Trust Administrator employer: The Progeny Group Limited
Join our dynamic Private Client Legal team as a Trust Administrator, where you will thrive in a supportive and collaborative work environment. We prioritise employee growth through ongoing training and development opportunities, ensuring you build your expertise in trust administration while managing a diverse portfolio. Located in a vibrant area, we offer a culture that values client relationships and teamwork, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal and trust administration fields. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of UK trust law and compliance requirements. We recommend practising common interview questions with a friend or in front of the mirror. Confidence is key, so show them you know your stuff!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in making a lasting impression. It shows your enthusiasm for the role and keeps you fresh in their minds.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to navigate!
We think you need these skills to ace Trust Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in UK trust administration and any relevant qualifications to show us you’re the right fit for the Trust Administrator role.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about trust administration. Share specific examples of your experience with compliance, governance, and client service to demonstrate how you can contribute to our Private Client Legal team.
Showcase Your Attention to Detail:Since this role requires a keen eye for detail, make sure your application is free from typos and errors. Present your information clearly and concisely, as this will reflect your organisational skills and professionalism.
Apply Early!:We might close the vacancy early if we get enough applications, so don’t wait! Head over to our website and submit your application as soon as possible to ensure you don’t miss out on this fantastic opportunity.
How to prepare for a job interview at The Progeny Group Limited
✨Know Your Trusts
Make sure you brush up on your knowledge of UK trust law and taxation. Familiarise yourself with key concepts like IHT, CGT, and the Trustee Act. Being able to discuss these topics confidently will show that you're serious about the role.
✨Showcase Your Organisational Skills
As a Trust Administrator, organisation is key. Prepare examples from your past experience where you've successfully managed multiple tasks or projects. Highlight how you kept everything compliant and on track, as this will resonate well with the interviewers.
✨Build Rapport with Clients
Demonstrate your ability to build strong relationships by sharing experiences where you've effectively communicated with clients or colleagues. Discuss how you handled complex matters and ensured clear communication, as this is crucial for the role.
✨Prepare for Compliance Questions
Expect questions around compliance and governance. Brush up on your understanding of KYC/AML checks and regulatory filings. Be ready to explain how you would ensure that trust activities comply with relevant legislation, as this will be a significant part of your responsibilities.
