Trust and Estates Apprentice

We are looking for a motivated and enthusiastic individual to join our Trust and Estates team in Northwich on a full\-time basis. This apprenticeship provides an excellent opportunity to build a career in Trust and Estates, combining practical, hands\-on experience in estate and trust administration with structured learning and professional development. Working alongside experienced professionals, you will develop the knowledge, skills, and behaviours required for a successful career in the field. As part of the apprenticeship, we are committed to supporting your progression towards achieving ATT/CTA, or an equivalent professional qualification.

About Us

bennettbrooks is a well‑established chartered accountancy practice with offices across Cheshire, North Wales and Merseyside. Alongside our core accountancy and tax work, we also provide specialist IT services and payroll services to support a wide range of clients.

Our mission is simple. To build strong, long‑lasting relationships and support our clients at every stage of their business journey. We combine a personal approach with modern tools and technology, giving both our clients and our team the best possible experience.

We believe work should support life, not compete with it. That’s why we offer competitive salaries and generous leave policies, aiming to offer a rewarding and fulfilling career that never comes at the expense of personal commitments.

We’re also committed to using our business as a force for good. By joining our team, you’ll be contributing to sustainable and responsible working practices that benefit our clients, our communities, our environment and our people.

Job Purpose

To support the Trust and Estates team in delivering high\-quality estate and trust administration services, while developing the knowledge, skills, and professional qualifications required for a successful career in Trust and Estates.

Job Responsibilities

• Assisting with the administration of trusts and estates, ensuring all work is completed accurately and within required timescales.


• Preparing correspondence, reports, and documentation for clients, beneficiaries, solicitors, and HM Revenue \& Customs (HMRC).


• Supporting the completion of trust and estate tax returns and related compliance work.


• Maintaining accurate client records and management systems in line with regulatory and firm requirements.


• Assisting with the preparation of estate accounts and trust accounts.


• Liaising with clients and third parties to obtain information and documentation required for ongoing trust and estate matters.


• Supporting the team with inheritance tax calculations and estate planning assignments.


• Monitoring deadlines and assisting with the timely submission of statutory and tax\-related filings.


• Conducting research on trust, probate, and taxation matters as required.


• Providing general administrative support to the Trust and Estates team.


• Building and maintaining positive relationships with clients through professional and responsive communication.


• Studying towards ATT/CTA qualification and applying developing technical knowledge to client work.

• A genuine interest in developing a long\-term career within the Trust and Estates profession.


• A strong team player with excellent communication and interpersonal skills, able to build positive relationships with clients and colleagues.


• Well organised with good attention to detail and the ability to manage workload effectively to meet deadlines.


• Willingness to support colleagues and work collaboratively during busy periods to ensure excellent client service.


• Able to produce accurate, high\-quality work and take pride in getting things right first time.


• Proactive and eager to learn, with the confidence to seek guidance when required.


• Good problem\-solving skills and a positive approach to tackling new challenges.


• Committed to continuous professional development and keeping up to date with legislation and industry changes.


• Proficient in Microsoft Office applications, particularly Excel, Word and Outlook.


• Working towards, or interested in studying towards the ATT/CTA qualification would be advantageous.

• 31 days holiday – inclusive of Bank Holidays/Christmas period


• Pension scheme – 5% employer contribution


• Buy and Sell Holiday Scheme


• Employee assistance programme (which includes; Life support, Legal information, Bereavement support, Medical Information, CBT \& Managerial Support).


• Life Assurance cover


• Option of salary sacrifice pension scheme


• Enhanced maternity/paternity/shared parental pay


• Enhanced sick pay


• Referral scheme


• Paid volunteer time


• Long service enhancements to employer pension contribution and holiday entitlement


• On\-site parking


• Social events


• Free fruit

Pay: From £25,200\.00 per year

Benefits:

• Company events


• Company pension


• Cycle to work scheme


• Health \& wellbeing programme


• On\-site parking


• Sick pay

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