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 dynamic and esteemed law firm that prioritises collaboration and professional growth within its Litigation team. With a strong commitment to employee development, you will have the opportunity to manage a diverse caseload while receiving support from experienced colleagues and engaging in mentoring roles. Located in a vibrant area, this firm offers a stimulating work culture that values innovation and client-focused solutions, making it an ideal place for motivated litigators seeking meaningful and rewarding careers.
