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Trust Associate

Bristol, United Kingdom

Trust Associate

Bristol, United Kingdom

This job posting is no longer active

The Requirements

We're looking for Trust Associate to join us in Bristol for Coutts

  • This is your opportunity to join Coutts, an award winning, prestigious UK Private Bank with a heritage spanning 325 years
  • Our goal is to be the best private bank in the UK with a focus on continuing to improve the client experience and investing in our people
  • As the UK’s largest corporate Trust Administration business, we're seeking highly professional STEP & ATT qualified individuals to join our growing team in Bristol

What you'll do

The expectations of our clients and the standards we set ourselves are high. In this role you'll be developing a deep understanding of our clients' needs and working to deliver a world class customer experience.

You’ll assist with the administration of a range of trusts, acting as point of contact for our clients and intermediaries, and ensuring all requirements are met and the bank's regulations are adhered to. You'll calculate trust tax liabilities, including inheritance tax, capital gains tax, income tax and preparing tax certificates as appropriate.

With the ability to work independently, you’ll undertake a diverse array of specialist technical duties, using relevant tools and processes with minimal direct supervision.

You'll also: 

  • Act as the day to day point of contact for clients where you'll strive to develop strong client relationships, based upon transparency, trust, and simplicity
  • Provide a vital channel of communication, conveying necessary information and professionally managing client expectations
  • Maintain a high level of industry knowledge in order to provide swift solutions for a variety of queries

The skills you'll need

You'll need outstanding interpersonal skills and one or more of the following:

  • A STEP diploma in England and Wales or Scotland
  • An ATT qualification with Inheritance Tax, Trust and Estate paper or a high level of specialist technical or taxation knowledge gained by experience in the Trust field

How we'll reward you

In return, we offer a competitive salary and you'll also join our retirement savings plan. You can also choose from a selection of protection, healthcare or lifestyle extras from RBSelect, our fully flexible reward programme.

Visit our reward and benefits page for more information on the benefit packages we offer.


At Coutts, we want everyone to feel welcome, regardless of your background or needs. If you need adjustments making to your working environment, we’ll do everything we can to support you. As part of this commitment, we offer flexible working options for some of our roles - find out more.

Apply for one of our graduate programmes or internships and find out how you can be part of our story.

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