Trainee (Graduate) – Trust, Probate, Corporate Solutions

ZEDRA Group; Knutsford; On-site; GBP 22,000 - 28,000; Full time

Job summary

A leading company in financial services is seeking a Trainee (Graduate) to provide vital support in Trust and probate administration. This full-time role involves assisting in managing client cases while developing skills in legal and financial aspects. The successful candidate will benefit from in-house training and opportunities for professional qualifications, fostering a rewarding career path.

Benefits

Competitive remuneration package

Study support for professional qualifications

Flexible working

Learning & Development hub

Social events

Qualifications

• Graduate entry – law degree ideal or relevant degrees considered.
• Self-driven with ability to work independently and as part of a team.
• Ability to prioritise and deliver multiple tasks to deadlines.

Responsibilities

• Administer a casebook of Trust, UK Corporate or Probate cases.
• Ensure high quality client service and compliance with tax regulations.
• Travel for face-to-face client meetings as required.

Skills

Client relationship skills

Communication skills

Organizational skills

Time management skills

Education

Law degree or relevant degree

Job description

Trainee (Graduate) – Trust, Probate, Corporate Solutions

Trainee (Graduate) – Trust, Probate, Corporate Solutions

Direct message the job poster from ZEDRA Group

Recruitment & Talent Acquisition Manager

We're looking for a talented, enthusiastic and eager to learn individual to join our Knutsford office.

Purpose of Role

The Trainee (Graduate) will provide assistance on a range of duties including the administration of a book of Trust; UK Corporate or Probate cases for a variety of clients including High Net Worth and UK Corporate Clients. Following an initial period of training and on the job learning the successful individual will take on responsibility for a simple case book, working towards managing a larger and more complex book as they gain experience.

The role will involve learning the legal, tax, accounting and relationship management aspects of being a Trustee, Executor or Company Secretary and applying that knowledge to the practical day to day management of Trusts, Estates and UK Companies.

Key Accountabilities

• Prompt, efficient administration of a casebook of Trust, UK Corporate or Probate cases to ensure high quality client service, accurate reporting, tax compliance and risk management.
• Role holder will need to demonstrate excellent client relationship/communication skills as they will need to communicate with clients, internal departments and external stakeholders during the execution of their duties.
• Role holder will be expected to travel and attend face to face meetings with clients and third parties as required.
• Be a team player and actively identify and implement business initiatives for process improvement.

Skills and Qualifications

Graduate entry – law degree ideal however relevant candidates with degrees in other specialties will also be considered on a case by case basis.

• Self-driven with the ability to work independently but being mindful that you are part of a team.
• Excellent client relationship/communication skills
• Strong administration and organisational skills
• Ability to prioritise and deliver multi tasks to deadline
• Time management and interpersonal skills

What we offer in return

We empower our people to BE MORE by providing fulfilling and meaningful work, coaching and mentoring, and rich career development opportunities both locally and globally.

The successful applicant will develop experience from inhouse training and will embark on specific professional qualifications relevant to the role. ZEDRA will support financially and provide study leave for the role holder to study for Society of Trust and Estate Practitioners Diploma or the Chartered Governance Qualifying Programme of the Chartered Governance Institute UK & Ireland or similar qualification. The successful applicant will demonstrate a strong work ethic and a desire to learn. They will demonstrate ambition to develop their level of technical competency and build on the skills learnt through their education to date.

We offer a competitive remuneration package and benefits, including study support, technical and soft skills training, Learning & Development hub, Wellnez programme, flexible working, social events and a commitment to sustainability.

We foster a work environment that is not just a workplace, but a place where you can feel at home, a place where you have a voice, a place where you can truly be the best version of you. We want you to think and feel that ‘this must be the place’ where I am meant to work.

For more information or to request a copy of the job description, please email [e-mail]

All agency emails and queries should be sent to [e-mail]

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative, Accounting/Auditing, and Finance

• Industries

  Financial Services, Professional Services, and Funds and Trusts

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