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Assistant Trust Manager

Assistant Trust Manager

£28,000 - £32,000 per annum (Dependent on Experience)


With the expansion of our Trustee business, we are looking for an organised and technically competent individual to play a key role in the administration of our growing book of trust business.

The successful candidate will report into the Trust Operations Manager and will be involved in managing the book of trusts for which we are trustee as well as assisting lay trustees in the administration of our range of Inheritance Tax mitigation trusts.

The candidate will be expected to carry out annual trust reviews, contribute to the annual tax return run and help ensure the Company remains compliant with all aspects of HMRC regulations.

The Assistant Trust Manager will also provide technical support to the members of the administrative team, the sales team, the professional introducers and lay trustees.


Key skills and experience we think you'll need:


NB: This is a full-time, permanent role working 35 hours per week Monday - Friday. Our office is based in Ferndown, Dorset however hybrid working (working part of the week from the office and part remotely) is available.

Additional Company benefits include: 25 days holiday plus bank holidays, competitive company pension, life assurance, private medical insurance, healthcare cash plan, Buying and Selling Holiday Scheme, flexible working and free office parking onsite.

If you have the skills and experience to excel in this role, please email your CV and cover letter directly to Kevin Barker, Trust Operations Manager at 


Date posted: Monday, 26th June 2021