Trust Administrator - Private Wealth
The Trust, Bolton
Trust Administrator - Private Wealth
Salary not available. View on company website.
The Trust, Bolton
- Full time
- Permanent
- Onsite working
Posted 1 week ago, 7 Jun | Get your application in now before you're too late!
Closing date: Closing date not specified
Job ref: 6dcfa3cd31a04853af1e74f1f8d69ca9
Location ref: Bolton
Full Job Description
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 qualificationsThe 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
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. Manchester | Hybrid WorkingCompetitive Salary + Excellent Benefits