Estates & Trust Trainee

Chesterfield

This full-time, permanent role offers an excellent opportunity to join our Private Client team. 

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The role

We are recruiting for a Private Client - Estates & Trust Trainee to join our award-winning Private Client team in Chesterfield.

The role is available with an immediate start and offers a fantastic opportunity for a A-level school or College leaver to begin building a long-term career within a highly specialist area of professional services.

 

Full details can be found in the attached brochure and Job Description.

 

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About Shorts

To learn more about Shorts and what sets us apart and makes it a great place to work… READ MORE HERE

 

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Earn while you learn

Going to university isn't the only way into a professional career. If you'd rather start earning, start learning, and come out the other side with a recognised qualification and several years of real experience, this is that route.

As a STEP Gold Employer Partner, Shorts offers a fully supported path into trusts and estates work: your professional qualification funded, structured study support, and real client responsibility from early on. No tuition fees, no student debt.

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The work

Our Estates team looks after families through some of the most significant moments in their lives - administering estates, managing trusts, and guiding people through decisions that shape what they pass on. It's technical work, and it's people work, in equal measure.

You'll start alongside experienced colleagues, working on real client files, and build up your own responsibility as your knowledge grows. There's no photocopying-for-a-year phase.

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with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.

Who we're looking for

We're looking for someone with a strong attention to detail, a willingness to learn and a genuine interest in building a career within professional services. This opportunity would suit someone completing, or who has recently completed, their A-Levels or college studies and is looking to start their career through a structured trainee programme.

No prior experience is needed. What matters is that you write clearly, listen well, and can hold a sensitive conversation with care. We're looking for someone curious enough to ask ‘why’, willing to apply their own judgement, and happy to adapt as the work changes. Check out our brochure for more information. If that sounds like you, the technical knowledge is entirely learnable - we'll teach you.

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Benefits that back you

A fantastic place to work with a competitive and flexible benefits package which includes:

Time off & flexibility

  • 25 days’ annual leave (plus bank holidays) with extra days for long service and the option to buy/sell days.
  • Core hours (start between 08.00–09.30) and take up to 2 hours for lunch by arrangement.
  • TOIL for any overtime and a no‑weekend culture - protecting work-life balance.
  • Volunteering day each year to support causes you care about.

Health & wellbeing

  • Health Cash Plan (Paycare) with EAP, MyPocketGP, dental/optical/physio reimbursements and everyday discounts.
  • Mental Health First Aiders across the firm with ongoing awareness sessions and support.
  • Free eye tests and flu‑jab reimbursements.

Financial & everyday perks

  • Death‑in‑service / group life assurance
  • Free/subsidised parking at both offices.
  • Referral bonuses, regular socials (summer & Christmas), and a friendly, open culture-plus the little things: dress for your diary, good coffee, cookies and fresh fruit.
  • Flexible home‑working (usually post‑probation).
  • Professional subscriptions reimbursed where required.

Study support (professional qualifications)

  • All first‑time exam sittings fully funded- courses, revision, exam fees, books and professional membership fees covered during study; reasonable travel/hotel costs by exception.
  • Study leave (typically time before and on exam day for first sittings), with structured training agreements and planning support.

Our application process

  • Apply
    Submit your CV and cover letter via our website or email: recruitment@shorts.uk.com
  • Introductory Call
    If suitable our Talent Acquisition Manager, Laura Collins, will arrange an informal call to get to know you and give you the opportunity to ask any questions about the role and Shorts.
  • CV Review & First Interview
    If your application is successful, you’ll be invited to a first-stage interview with our Private Client Managers.

 

Begin your journey with us today.

Drop us a line to see how we can help your business thrive

Download our brochure

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with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.