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?
Responsibilities
- 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.
Qualifications
- Experience within trust administration, estate administration, probate, private client tax, trust taxation, fiduciary services or a related area.
- Professional titles: Trust Administrator, Trust Officer, Trust & Tax Assistant, Private Client Tax Assistant, Estate Administrator, Probate Executive, Private Wealth Assistant, Fiduciary Administrator.
- Strong organisational skills and excellent attention to detail.
Benefits
- Manchester | Hybrid WorkingCompetitive Salary + Excellent Benefits
