Trusts & Estates Compliance Leader - Private Client

MFG LEGAL SERVICES LIMITED; Larkhill; On-site; GBP 28,000 - 36,000; Full time

Benefits offered by this job

25 days holiday (FT)

Employee Assistance Programme

Discounted legal fees for staff

Death in service

Company pension

Job summary

MFG LEGAL SERVICES LIMITED is seeking a Trust Administrator to support the administration and compliance management of UK trusts from our Kidderminster office. The role assists trustees and senior colleagues with compliant records, deadlines, and tax-related processes.

You will bring a background in accountancy or legal work and have a willingness to develop technical knowledge within a supportive environment. A strong client-care focus is essential.

Qualifications

• Experience within a private client, trust, tax or legal environment.
• Basic understanding of UK trusts and HMRC processes.
• Willing to develop technical knowledge within a well-supported environment.

Responsibilities

• Commitment to outstanding client care.
• Maintaining strong working relationships with internal and external stakeholders.
• Adhering to and implementing Law Society and firm guidelines and regulations.
• Following regulatory and best practices in accordance with GDPR and Solicitors accounts rules.
• Maintaining and updating records regarding trust compliance and regulation.
• Assisting with HMRC preparation, forms and tax support.
• Supporting the administration of trusts.

Job description

MFG LEGAL SERVICES LIMITED is seeking a Trust Administrator to support the administration and compliance management of UK trusts from our Kidderminster office. The role assists trustees and senior colleagues with compliant records, deadlines, and tax-related processes.

You will bring a background in accountancy or legal work and have a willingness to develop technical knowledge within a supportive environment. A strong client-care focus is essential.