At a Glance
- Tasks: Manage trust and estate administration, ensuring compliance and accuracy.
- Company: A prestigious UK-based single family office with a focus on quality.
- Benefits: Long-term stability, strong technical exposure, and clear career progression.
- Other info: Opportunity for increased ownership and involvement in evolving trust functions.
- Why this job: Join a dynamic team and make a real impact on private family structures.
- Qualifications: Experience in trust administration and understanding of UK tax regulations.
The predicted salary is between 50000 - 65000 £ per year.
We are exclusively working with a UK-based single family office to appoint a Senior Trust or Trust Administrator as part of the continued development of its internal trust and estate function. This is a broad and hands-on role within a high-quality, multi-generational family office environment, offering exposure to trust administration, taxation and accounting across a portfolio of private family structures. Depending on experience, the successful candidate will take ownership of more complex structures and play a key role in ensuring compliance, reporting accuracy and the ongoing development of the trust function.
Key Responsibilities
- Manage the day-to-day administration of a portfolio of trusts and estates
- Take ownership of trust structures, with increasing responsibility for more complex entities (level dependent)
- Prepare trust accounts and support or review income and inheritance tax returns
- Calculate CGT and IHT liabilities, including 10-year and exit charges (senior level)
- Manage or support HMRC submissions and ensure ongoing compliance with UK tax regulations
- Support distributions to beneficiaries, income planning and trust cashflows
- Maintain accurate records, documentation and correspondence
- Liaise with advisers including accountants, lawyers and investment managers
- Act as a key point of contact for stakeholders (more senior hires)
- Support wider structuring work and ongoing family office initiatives
- Contribute to process improvements and the development of internal capabilities
Skills & Experience
- Experience in trust and estate administration within a fiduciary services, private client or family office environment
- Strong understanding of UK trust structures, accounting principles and compliance requirements
- Experience with trust taxation, including exposure to CGT and IHT (level dependent)
- Proven ability to manage a portfolio of trusts and estates (with complexity dependent on seniority)
- Strong organisational skills and attention to detail
- Comfortable working in a hands-on, detail-oriented and discreet environment
- STEP qualification (or working towards) beneficial, but not essential
The Opportunity
This is an excellent opportunity to join a well-established single family office, working directly with private family structures rather than a broad client base. The role offers long-term stability, strong technical exposure and clear progression, with the opportunity to take on increased ownership and play a key role in the evolution of the trust function over time.
Trust Administrator / Senior - Single Family Office employer: Victus Search
Join a prestigious UK-based single family office that prioritises employee development and offers a collaborative work culture. With a focus on trust administration and estate management, this role provides unique exposure to complex family structures and the opportunity for significant professional growth. Enjoy long-term stability and the chance to contribute to meaningful family initiatives in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Administrator / Senior - Single Family Office
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Victus Search. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Trust Administrator / Senior - Single Family Office
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Victus Search.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Victus Search's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Victus Search
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Victus Search.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Victus Search will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Victus Search employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
