Our client has an exciting opportunity for an experienced trust professional or qualified accountant to join their Family Office in the Relationship Management team located in the Isle of Man. This position reports to the Senior Client Relationship Manager, yet the successful individual may also work for multiple Directors and/or Partners within the department. This varied role involves close and regular interaction with clients, third parties associated with the organisation, as well as with internal departments and business units. Click here to read more

The Relationship Support Officer role provides essential administrative assistance to Relationship Managers within the Corporate and Business Banking sector. This position focuses on delivering exceptional service to clients, helping to foster a positive client experience while maintaining high ethical standards and compliance with regulatory requirements. The successful candidate will play a pivotal role in addressing client queries and requests promptly, ensuring communication between clients and internal departments is seamless. Administrative duties include accurate data management on internal systems and supporting the onboarding of new clients while meeting compliance guidelines. This full-time position is vital in enhancing productivity and turnaround times within the team, ensuring that all processes align with established policies and procedures. The role requires a proactive approach to record-keeping and client satisfaction. Click here to read more

The role of Client Relationship Administrator is pivotal in supporting the Client Relationship Executives with an array of responsibilities aimed at ensuring exceptional service for a portfolio of Life and Disability clients. This position involves collaborating effectively with the local and cross-jurisdictional teams and partners to meet client needs. The successful candidates will be engaged in managing client queries, developing product knowledge, and liaising with various teams to ensure that service delivery is optimal. Key responsibilities include drafting client-specific documentation, managing new business requests, and facilitating effective communication between stakeholders. The role may require continuous learning and adaptation, focusing on enhancing operational processes and improving client retention rates. Candidates should be prepared to engage with technology crucial to the business operations, and adherence to company policies is essential. This is a full-time position based in Guernsey. Click here to read more

The role of Account Manager involves acting as the primary point of contact between Relationship Managers and a designated portfolio of clients, delivering the highest standard of client service. This position requires coordinating client instructions and managing the end-to-end processes of deposits and payments, foreign exchange, securities transactions, and corporate actions. The successful candidate will deliver a highly personalised service through proactive client engagement while ensuring that client accounts are maintained to meet group minimum standards. Responsibilities will also include preparing account opening documentation, resolving issues in collaboration with the Relationship Manager and onboarding team, and supporting the Relationship Manager in monitoring transactional activity. This role offers a dynamic environment where the candidate will assist in client periodic reviews and promote the full suite of services offered, such as savings, credit cards, FX, custody, and lending. The Account Manager will also collaborate with the Relationship Manager to manage and coordinate client entertainment and relationship-building activities while staying current with all relevant laws, regulations, and internal policies. Click here to read more

This role entails a 12-month contract position within the Accounts team, aimed at finding a suitable candidate with experience in financial statement preparation. While experience in preparing pension scheme financial statements is preferred, it is not essential. The position requires proficiency in bookkeeping as part of the role. The successful individual need not be fully qualified; candidates at technician level or those who are part-qualified ACCA will be considered. Ideally, applicants should have approximately five years of relevant experience, although there is flexibility on this requirement. Full-time hours are preferred; however, some flexibility in working hours is available for the right candidate, with a minimum of 25 hours per week. The salary will be commensurate with experience and qualifications. Click here to read more

The role of Bookkeeper involves playing an integral part within the accounting team, contributing to the delivery of high-quality services to clients and in-house companies. This full-time, on-site position is based in the Douglas office and requires a proactive and self-motivated individual who can effectively manage their workload while meeting tight deadlines. The successful candidate will work across multiple projects in a dynamic, client-focused, and entrepreneurial environment, collaborating closely with colleagues to ensure accuracy and efficiency in all deliverables. Key responsibilities include assisting with client payments and accounting processes, preparing accurate monthly client invoicing, and performing monthly and year-end intercompany reconciliations. Additionally, support in the preparation of monthly management accounts is expected, as well as ensuring timely and accurate delivery of client services and assignments. Ad hoc tasks may also be required as part of the role. Click here to read more

This role involves assisting with the daily management of a diverse portfolio of clients, which comprises a blend of trusts and companies. The successful candidate will undertake a variety of tasks under the guidance and supervision of a Senior Trust Administrator or Trust Supervisor. The position operates within a fast-paced environment, providing opportunities to work with a broad range of international clients across various asset classes. Daily responsibilities will include ensuring statutory records are maintained accurately, preparing minutes and resolutions for trustees or boards, and liaising with clients and intermediaries on non-complex matters. The role requires a commitment to professional development, with a willingness to study for a relevant qualification such as the STEP Certificate or Diploma. Candidates must demonstrate strong communication skills and the ability to work effectively as part of a team. This is an excellent opportunity for individuals looking to start their career in trust administration within a supportive organisation. Click here to read more

This role is designed to provide a comprehensive and confidential paralegal service to the relevant team, ensuring full support is provided. The position is within a firm that specialises in contentious trusts and estates, company and funds, insolvency, and fraud. It presents a fantastic platform for individuals keen on progressing to the Trainee Solicitor Programme. The successful candidate will be expected to meet an agreed target of chargeable hours per day or week, engaging in client communication, various research tasks, and drafting simple legal documents. This role also includes responsibilities such as screening incoming telephone calls, arranging conference and outgoing calls, and assisting with team-specific financial and matter management tasks. Additionally, the paralegal will undertake searches at the request of partners, manage client records, and ensure that all file documentation is current. Participation in team meetings and social events is also a part of this role. Click here to read more