Trainee (Graduate) - Trust, Probate, Corporate

3 weeks ago

Manchester, United Kingdom ZEDRA Full time

We are a global powerhouse providing Corporate & Global Expansion, Active Wealth, Pension & Incentive services and Fund solutions, all aligned under one common goal**:to DO MORE so our clients and our people can ACHIEVE MORE**.

We believe in taking care of our people and in serving our clients with reliability, agility and creativity while adhering to principles of **fairness**, **sustainability** and **inclusivity**. These values underpin everything we do - and we believe, set us apart from our peers.

Above all else, **we value our people** and our clients’ success.

Since our origination, we have been cultivating a work environment that attracts and retains the **very best talent** in the industry.

We actively **embrace entrepreneurialism** and encourage our people to see beyond their specific role and participate in a **wide range of opportunities** as they see fit.

We’re looking for talented, enthusiastic and eager to learn Trainees/Graduates to join our Cheshire office.

The Trainee (Graduate) will provide assistance on a range of duties including the administration of a book of Trust; UK Corporate or Probate cases for a variety of clients including High Net Worth and UK Corporate Clients. Following an initial period of training and on the job learning the successful individual will take on responsibility for a simple case book, working towards managing a larger and more complex book as they gain experience.

**Key Accountabilities**
- Prompt, efficient administration of a casebook of Trust, UK Corporate or Probate cases to ensure high quality client service, accurate reporting, tax compliance and risk management.
- Role holder will need to demonstrate excellent client relationship/communication skills as they will need to communicate with clients, internal departments and external stakeholders during the execution of their duties.
- Role holder will be expected to travel and attend face to face meetings with clients and third parties as required.
- Be a team player and actively identify and implement business initiatives for process improvement.

**Skills and Qualifications**
- Self-driven with the ability to work independently but being mindful that you are part of a team.
- Excellent client relationship/communication skills
- Strong administration and organisational skills
- Ability to prioritise and deliver multi tasks to deadline
- Time management and interpersonal skills

**What we offer in return**

We empower our people to BE MORE by providing fulfilling and meaningful work, coaching and mentoring, and rich career development opportunities both locally and globally.

The successful applicant will develop experience from inhouse training and will embark on specific professional qualifications relevant to the role. ZEDRA will support financially and provide study leave for the role holder to study for Society of Trust and Estate Practitioners Diploma or the Chartered Governance Qualifying Programme of the Chartered Governance Institute UK & Ireland or similar qualification. The successful applicant will demonstrate a strong work ethic and a desire to learn. They will demonstrate ambition to develop their level of technical competency and build on the skills learnt through their education to date.

We offer a competitive remuneration package and benefits, including study support, technical and soft skills training, Learning & Development hub, Wellnez programme, flexible working, social events and a commitment to sustainability.

We foster a work environment that is not just a workplace, but a place where you can feel at home, a place where you have a voice, a place where you can truly be the best version of you. We want you to think and feel that ‘this must be the place’ where I am meant to work.

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