Trust Administrator/Senior - Single Family Office
Listed on 2026-06-19
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Finance & Banking
Regulatory Compliance Specialist, Financial Compliance, Financial Reporting, Wealth Management
Location: Greater London
We are exclusively working with a UK-based single family office to appoint a Senior Trust or Trust Administrator as part of the continued development of its internal trust and estate function.
This is a broad and hands‑on role within a high-quality, multi-generational family office environment, offering exposure to trust administration, taxation and accounting across a portfolio of private family structures.
Depending on experience, the successful candidate will take ownership of more complex structures and play a key role in ensuring compliance, reporting accuracy and the ongoing development of the trust function.
Key Responsibilities- Manage the day-to-day administration of a portfolio of trusts and estates
- Take ownership of trust structures, with increasing responsibility for more complex entities (level dependent)
- Prepare trust accounts and support or review income and inheritance tax returns
- Calculate CGT and IHT liabilities, including 10-year and exit charges (senior level)
- Manage or support HMRC submissions and ensure ongoing compliance with UK tax regulations
- Support distributions to beneficiaries, income planning and trust cashflows
- Maintain accurate records, documentation and correspondence
- Liaise with advisers including accountants, lawyers and investment managers
- Act as a key point of contact for stakeholders (more senior hires)
- Support wider structuring work and ongoing family office initiatives
- Contribute to process improvements and the development of internal capabilities
- Experience in trust and estate administration within a fiduciary services, private client or family office environment
- Strong understanding of UK trust structures, accounting principles and compliance requirements
- Experience with trust taxation, including exposure to CGT and IHT (level dependent)
- Proven ability to manage a portfolio of trusts and estates (with complexity dependent on seniority)
- Strong organisational skills and attention to detail
- Comfortable working in a hands‑on, detail-oriented and discreet environment
- STEP qualification (or working towards) beneficial, but not essential
This is an excellent opportunity to join a well-established single family office, working directly with private family structures rather than a broad client base.
The role offers long‑term stability, strong technical exposure and clear progression, with the opportunity to take on increased ownership and play a key role in the evolution of the trust function over time.
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