Trusts & Estates Executive

TSR-Legal; Larkhill; On-site; GBP 36,000 - 54,000; Full time

Benefits offered by this job

Competitive salary

Healthcare benefit scheme

Company pension

Job summary

TSR Legal is recruiting a Trusts & Estates Executive to join its Private Client team. The role focuses on administering and ensuring compliance of UK trusts, with support for trustees and senior staff.

You'll handle records, deadlines, HMRC forms and regulatory requirements while upholding high standards of client service and professional conduct within a well-established firm.

Qualifications

• Experience in Private Client, Trusts, Tax, Accountancy or Legal Services.
• Basic understanding of UK trusts and HMRC trust processes.
• Excellent attention to detail and strong organisational skills.
• Ability to manage deadlines and maintain accurate records.
• Strong communication and relationship-building skills.
• Commitment to delivering outstanding client service.
• Interest in developing technical knowledge in trusts and estates.

Responsibilities

• Support administration of trusts and maintain accurate records.
• Monitor trust compliance requirements and deadlines.
• Assist with HMRC forms, reporting and tax processes.
• Maintain trust records and keep information up to date.
• Support trustees and senior colleagues with trust administration.
• Ensure compliance with regulatory and professional requirements.
• Build relationships with clients, trustees and stakeholders.
• Follow GDPR and firm procedures.
• Provide high standard of client care and service.

Skills

Attention to detail

Organisational skills

Communication

Relationship-building

Client service

Job description

Trusts & Estates Executive

TSR Legal is working with a well-established and highly regarded regional law firm to recruit a Trusts & Estates Executive to join its Private Client team.
This is an excellent opportunity for someone with a background in private client, trusts, tax, accountancy or legal services who has a good understanding of UK trusts and is looking to develop their technical knowledge within a supportive and well-established team.

The Role

You will support the administration and compliance management of UK trusts, ensuring statutory obligations, HMRC reporting requirements and regulatory responsibilities are met accurately and within required deadlines.
Key responsibilities will include:

• Supporting the administration of trusts and maintaining accurate records.


• Monitoring trust compliance requirements and key deadlines.


• Assisting with HMRC forms, reporting and tax-related processes.


• Maintaining trust records and ensuring information is kept up to date.


• Supporting trustees and senior colleagues with trust administration.


• Ensuring compliance with relevant regulatory and professional requirements.


• Building strong relationships with clients, trustees and internal and external stakeholders.


• Following GDPR, regulatory and firm-wide procedures.


• Providing a high standard of client care and service.

About You

We are looking for someone with:

• Previous experience within Private Client, Trusts, Tax, Accountancy or Legal Services.


• A basic understanding of UK trusts and HMRC trust processes.


• Strong attention to detail and excellent organisational skills.


• The ability to manage deadlines and maintain accurate records.


• Excellent communication and relationship-building skills.


• A commitment to delivering outstanding client service.


• An interest in developing their technical knowledge within trusts and estates.

Why Join?

You’ll be joining a supportive, people-focused firm with a strong reputation and an established Private Client team.
The firm places real emphasis on career development, wellbeing and work-life balance, with a 35-hour working week and a range of benefits, including:

• Competitive salary


• Healthcare benefit scheme


• Employee Assistance and wellbeing support


• Discounted legal fees for you and your family


• Death in service benefit


• Company pension


• Annual colleague events


• Opportunities for professional and career development