wealth administrator Work, Jobs in manchester, eng (with Salaries)

Trust Administrator - Private Wealth
JMW Solicitors —Manchester
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Communication skills
Quick apply
Fund Operations Administrator
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Microsoft Excel
- Time management
12d
Mortgage Administrator
Eventus Recruitment Group —Manchester
- £30,000 a year
- Call to connect
- Flexible schedule
IFA Administrator
Capio Recruitment Financial Planning —Manchester
- £25,000 - £35,000 a year
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
10d
Fund Dealing Administrator
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Microsoft Excel
- Time management
Financial Planning Client Administrator
Evelyn Partners —Manchester
- Full-time
- Organisational skills
- IT
- In-person
Quick apply
3d
Data and General Administrator
UKHCDO Limited —Manchester
- £28,392 - £39,043 a year
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Access
- Employee assistance programme
Administrator
Salford Council —Salford
- £23,166 - £24,704 a year
- Human resources
- Organisational skills
- School
Employee Benefits Administrator
K3 Advisory Group —Manchester
- Microsoft Office
- Organisational skills
- IT
7d
Client Data Administrator Northwich
Meraki Talent Limited —Northwich
- Microsoft Office
- Administrative experience
- Data entry
10d
Trainee financial services Administrator
Camargue Chambers LLP —Cheadle
- £19,747 - £22,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Life insurance
Quick apply
Power Platform Consultant
razorblue Careers —Salford
- £55,000 - £60,000 a year
- Hybrid work
- Azure
- Mentoring
- AI
- Life insurance
Quick apply
Power Platform Solutions Architect
razorblue Careers —Salford
- £55,000 - £60,000 a year
- Hybrid work
- Azure
- Mentoring
- AI
- Life insurance
Quick apply
Senior Financial Planner
WTW —Manchester
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
IFA Administrator / Senior IFA Administrator
Carlton Mays —Chorley
- Up to £31,000 a year
- Full-time
- Customer service
- Organisational skills
- Financial services
- Life insurance
Quick apply
Veterinary Surgeon - Small Animal
IVC —Blackburn
- £35,000 - £65,000 a year
- Full-time
- IT
- Annual leave
- Employee discount

I want to receive the latest job alerts for wealth administrator in manchester, eng

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth administrator jobs near manchester, eng

Trust Administrator - Private Wealth

JMW Solicitors -
Manchester

Quick apply

Job details

Permanent | Full-time

Qualifications

Administrative experience
Organisational skills
Communication skills
Time management

Full job description

Description

JMW’s Private Wealth department are looking for a Trust Administrator with excellent administrative skills and aspiration to develop their career within a friendly, supportive team.

The successful candidate will work closely with partners and members of our growing team, including our Trust Manager. The team itself deals with a wide range of trust administration work together with tax and probate matters.

We encourage applications from applicants who have been exposed to the administration of trusts or estates and are looking to expand their knowledge and experience in the area.

Key Responsibilities

Liaising with clients and third-party investment managers or accountants
Overseeing and contributing towards the timely preparation of trust accounts and tax returns including inheritance tax returns and dealing with HM Revenue and Customs as required
Calculating trustees’ liabilities to IHT, CGT and Income Tax and making use of annual exemptions
Preparing for and attending trustees’ meetings and taking minutes of those meetings
Dealing with payments and distributions from trusts, both capital and discretionary income distributions
Preparing and reviewing trustees’ investment policy statements
Keeping supervisors regularly updated with progress on assignments and assisting with billing
Ensure all written and verbal communication is of the highest professional standard
Any other tasks as may be required from time to time

Skills, Knowledge and Expertise

Experience of taxation and administration of trusts, including completion of trust tax returns
Enthusiasm and dedication to pursuing a career in private client work, with a focus on trust and estate administration
Willingness to share knowledge and experience with colleagues
Excellent organisational skills and the ability to prioritise competing demands effectively
A high degree of attention to detail
Familiarity with CCH or a similar tax reporting software (although full training can be given where necessary)
Good level of judgement and logical approach to problem solving
High standard of oral and written communication skills
Self-motivated and able to work under pressure
The ability to deal with client and professional advisors thereby showing a commitment to providing a quality service
Strong internal personal skills in dealing with clients, colleagues and senior management
Excellent time management, organisational and multi-tasking skills
Able to work on own initiative and to be highly disciplined

About JMW Solicitors

An award-winning, full-service law firm offering straight-talking advice that delivers positive outcomes with a commercial edge. We have a well-deserved reputation for excellence and entrepreneurship. We take care of our clients, and our people. What do we do? We do the right thing. Our firm, and the individuals working within it, are recognised by the prestigious legal directories Legal 500 and Chambers and Partners and we regularly win awards for our work. We have three offices: our head office in Manchester, a full-service office in London and one of our specialist family law teams based in Liverpool. We are proud of our northern heritage, and work closely with a wide variety of charities and fund-raising initiatives so as to give back to our local community.

Quick apply

Refine Your Search

wealth administrator jobs in manchester, eng

Trust Administrator - Private Wealth

Fund Operations Administrator

Mortgage Administrator

IFA Administrator

Fund Dealing Administrator

Financial Planning Client Administrator

Data and General Administrator

Administrator

Employee Benefits Administrator

Client Data Administrator Northwich

Trainee financial services Administrator

Power Platform Consultant

Power Platform Solutions Architect

Senior Financial Planner

IFA Administrator / Senior IFA Administrator

Veterinary Surgeon - Small Animal

I want to receive the latest job alerts for wealth administrator in manchester, eng

Explore jobs in more locations

Description

Key Responsibilities

Skills, Knowledge and Expertise

About JMW Solicitors

Jobseeker tools

Employer Tools

Browse

Stay Connected