Trainee Trust Case Manager – Entry Level

About the role

We are seeking a motivated Law graduate to join our Bristol team as a Trainee Trust Case Manager. This entry‑level position offers comprehensive training and a clear pathway into trusts and private‑wealth administration.

Key responsibilities

• Assist with the administration of trusts for a diverse client base.
• Manage trust cases in line with legislation and internal procedures.
• Communicate with clients and related parties regarding trust matters.
• Support the handling of trust tax issues.
• Work closely with experienced Trust Managers to develop technical expertise.
• Deliver a high standard of client service.
• Provide support to colleagues across the wider trust administration team.

Required profile

• Undergraduate Law degree.
• Genuine interest in trust law, private wealth or fiduciary services.
• Strong written and verbal communication skills.
• Excellent attention to detail and a professional, confidential approach.
• Ability to work independently while contributing positively to a team.
• Motivation to learn, develop and undertake professional qualifications.

Required skills

What we offer

• Starting salary of £25,000 per year.
• 10% employer pension contribution.
• Fully funded STEP qualification and study support.
• 25 days annual leave plus bank holidays.
• Hybrid working after successful completion of training and probation.
• Group life assurance and income protection.
• Paid professional subscriptions.
• Employee Assistance Programme and ongoing mentoring.