Job search

The role of the Client Services Director involves acting as a director on specific client cases, providing advisory and fiduciary services according to relevant agreements and laws. This position focuses on business development and enhancing client relationships, both new and existing. The job entails proactive management of a portfolio of client entities, supported by administration teams. There will be a strong emphasis on maintaining financial targets, such as chargeable hours and recovery rates. The successful individual will build and maintain good relationships through quality service and active participation in relevant industry events. They will also ensure adherence to administration procedures outlined in the Procedures Manual. Moreover, the role includes development responsibilities for team members and participation in management and risk committee meetings as required. Click here to read more

This role offers a senior position within the General Counsel team, providing primary legal support to Guernsey boards. The Legal Counsel will focus on board advisory work, legal risk management, and contract review while also handling PI, complaints, contentious and regulatory matters. The successful candidate will engage in direct collaboration with the General Counsel and the wider General Counsel team across all the firm’s jurisdictions. Key responsibilities will include contributing to legal reports, attending board meetings, managing external counsel, and supervising junior legal resources. This position requires a qualified lawyer with at least four years of post-qualification experience (PQE) and demonstrable commercial and risk-based legal support skills in a fast-paced fiduciary and financial services context. The role is an opportunity to work within a culture that values teamwork and collaboration. Click here to read more

The role of Senior Administrator within the established family office involves providing comprehensive administrative support as well as managing relationships with a varied client portfolio. Responsibilities include overseeing complex transactions under the guidance of designated superiors, managing the onboarding process for new clients, and ensuring proper KYC documentation is collected. The Senior Administrator will maintain an up-to-date task list for the client portfolio while reporting on outstanding matters during team meetings. Additionally, this position requires active involvement in supervising junior staff, offering training and technical support as needed. The role is committed to delivering quality and efficient services, liaising with clients, and maintaining corporate records and databases. Ultimately, this role necessitates collaboration across teams to ensure the smooth handling of transactions and contributions to ongoing team objectives. Click here to read more

Our client has an exciting opportunity for a talented and experienced Senior Administrator to join their ambitious and busy Governance Services team. This role involves providing high-quality administration for a portfolio of corporate and fiduciary clients, with a particular emphasis on client service. Reporting to the Client Services Manager, the successful candidate will be involved in the full life cycle of clients, including the client take-on process and all aspects of ongoing administration. Our client offers focused mentoring and professional development support to ensure you continue to grow alongside the business and achieve your full potential. This is a fantastic opportunity for someone with a strong background in administration within corporate, trust, and fiduciary services. If you are looking to join a friendly and professional team, our client would love to hear from you. Click here to read more

The role of Manager within the Corporate Services department involves supervising and managing a team that provides administration and other services to both corporate and private fund client entities across various asset classes, including real estate. The position requires overseeing a diverse portfolio while identifying and pursuing business development and marketing opportunities. The selected individual will ensure that the team administers the client portfolio to high standards, adhering to the policies and procedures of the firm. Responsibilities include managing client transactions, reviewing documentation prepared by the administration team, and maintaining strong relationships with clients, intermediaries, and advisers. The role also involves supporting team members with their personal targets and conducting periodic appraisals to foster growth and confidence within the team. The Manager will work closely with other senior staff to enhance the operational efficiency of the business and facilitate its growth. Click here to read more

This role involves managing a key family office client relationship from the Guernsey office, providing an excellent opportunity for a driven individual who excels in client service. The Senior Trust Officer will take on direct administrative responsibility for a portfolio encompassing trusts, companies, and other wealth structures. The primary goal is to ensure first-class service and to identify and manage risks effectively within their span of control. Additionally, this role will involve supporting junior team members and assisting with the onboarding of new client structures. The successful candidate will prepare regulatory and tax returns, review annual financial statements, and undertake customer due diligence reviews while maintaining excellent business relationships with clients and third parties. This role is essential in delivering high-quality service, identifying client needs, and seeking new business opportunities as appropriate. Click here to read more

An experienced Company Administrator is sought to manage a portfolio of corporate clients, effectively ensuring compliance with regulatory requirements while providing exceptional administrative support. This full-time position is based on the Isle of Man and requires a minimum of two years' experience within the Trust and Corporate Service Provider (TCSP) sector. The role encompasses a wide range of responsibilities, including maintaining accurate client records, preparing statutory documents, and liaising directly with clients and regulatory bodies. This position is a fantastic opportunity for career advancement in a supportive and professional environment. Successful candidates will thrive in a collaborative setting dedicated to maintaining the highest standards of professionalism and integrity. Click here to read more

This role is focused on providing assistance as a member of a dedicated and progressive team, offering comprehensive administration services to an international client base and their structures. The position entails managing a client portfolio that includes Trusts, Companies, Foundations, and Limited Partnerships. The successful candidate will undertake bookkeeping responsibilities to maintain accurate accounting records for the team's client portfolio. Duties will also include drafting written instructions for online payments, distributions, dividends, and professional fees, as well as preparing minutes and general correspondence for review. An accurate statutory database must be maintained to reflect the client's portfolio, and the role involves liaising with intermediaries such as banks, law firms, and other professional advisors through email, telephone, and written correspondence. General assistance will be provided to the team as necessary. Click here to read more

This role is part of a dynamic team providing taxation services across various jurisdictions and companies. The Group Assistant Tax Business Partner will be responsible for the delivery of tax compliance and reporting services for a portfolio of fiduciary clients, including trusts and companies, along with internal group reporting. Combining technical tax expertise with supervisory responsibilities, this position ensures the timely and accurate completion of tax compliance work. The candidate will also support the development of junior team members and act as a key point of contact for tax-related matters. This is a full-time position, with an emphasis on teamwork and collaboration in a fast-paced environment, providing opportunities to service a variety of international clients across all asset classes. Click here to read more

This role is part of a dynamic team providing taxation services across various jurisdictions and companies. The Group Assistant Tax Business Partner will be responsible for the delivery of tax compliance and reporting services for a portfolio of fiduciary clients, including trusts and companies, along with internal group reporting. Combining technical tax expertise with supervisory responsibilities, this position ensures the timely and accurate completion of tax compliance work. The candidate will also support the development of junior team members and act as a key point of contact for tax-related matters. This is a full-time position, with an emphasis on teamwork and collaboration in a fast-paced environment, providing opportunities to service a variety of international clients across all asset classes. Click here to read more

This role is part of a dynamic team providing taxation services across various jurisdictions and companies. The Group Assistant Tax Business Partner will be responsible for the delivery of tax compliance and reporting services for a portfolio of fiduciary clients, including trusts and companies, along with internal group reporting. Combining technical tax expertise with supervisory responsibilities, this position ensures the timely and accurate completion of tax compliance work. The candidate will also support the development of junior team members and act as a key point of contact for tax-related matters. This is a full-time position, with an emphasis on teamwork and collaboration in a fast-paced environment, providing opportunities to service a variety of international clients across all asset classes. Click here to read more

This position is for an experienced Trust Officer responsible for administering a portfolio of trust and company structures. The successful individual will manage their portfolio with minimal supervision, exercising sound judgement while proactively identifying issues and taking ownership from initiation through to completion. The role demands a strong technical foundation alongside excellent organisational skills and commercial awareness. Additionally, the officer will develop trusted relationships with clients, intermediaries, and professional advisers, ensuring that all fiduciary duties and internal procedures are adhered to. The role encompasses various duties, including preparing and reviewing documentation, processing transactions, and maintaining compliance with regulatory requirements. The successful candidate will also provide guidance to trust administrators and contribute to enhancing efficiency and service delivery while ensuring a culture of accountability and proactivity. Click here to read more

This role offers an exciting opportunity for a Trainee Administrator to join a growing Governance Services team in Guernsey. The successful applicant will provide a wide range of administration services to a high-quality and diverse portfolio of clients within the corporate and fiduciary services sector. Key duties include delivering exceptional client service, assisting with day-to-day administration in line with regulatory requirements, and managing workloads to meet deadlines effectively. The role encourages ongoing professional development and mentoring, ensuring that you can grow alongside the business. This position calls for a proactive individual eager to build a successful career in financial services. Click here to read more

This full-time, permanent role provides an excellent opportunity for individuals looking to start their career in client services administration. The successful candidate will work within a renowned independent provider of fiduciary and corporate services, gaining valuable experience in a collaborative environment. The primary responsibilities will include shadowing qualified colleagues and assisting with the administration of a portfolio of trust and company clients. Tasks will encompass general administrative duties such as setting up and maintaining client and entity records, preparing statutory documents, and assisting with client reporting. The individual will also contribute to the development of the organisation’s procedures and best practices while ensuring compliance with regulatory standards. A proactive approach, strong communication skills, and a keen eye for detail will be essential in this varied role. Click here to read more

This role presents an excellent opportunity for individuals studying towards an accounting qualification, responsible for managing a small portfolio of clients while providing oversight and assistance to junior team members when necessary. The position operates in a fast-paced and rewarding environment, delivering personal and efficient services to a variety of international clients across all asset classes. Duties include the preparation of financial statements and ad-hoc reporting, as well as liaising with clients and their advisers on accounting-related matters. The role fosters teamwork and collaboration while promoting a culture of professionalism and leadership. Successful candidates will play a vital role in shaping their own development and enhancing their skills. The position is part-time, details regarding daily working hours can be provided upon enquiry. Click here to read more

This role involves providing essential administrative support to a team managing a diverse portfolio of clients. The position includes full-time engagement with no specified contract length. The successful candidate will assist in various administrative tasks such as setting up and maintaining client information, conducting day-to-day bookkeeping, and managing bank account-related activities. The role also requires effective communication and collaboration within a friendly and progressive team environment. As part of the responsibilities, the candidate will prepare documentation for senior team members, develop an understanding of relevant policies, and contribute to the overall efficiency of the team's operations. This is an excellent opportunity for someone looking to build a career in the trust administration sphere, working in an established firm with a commitment to professional development and team excellence. Click here to read more

This role involves working closely with the Client Directors and their team to ensure that all client service functions are delivered efficiently and timely. The Administrator will take specific responsibility for a small portfolio of less complex clients within the client services team. The team operates in semi-autonomous groups, each comprising Client Directors, Managers or Assistant Managers, and Administrators, working collaboratively to ensure exceptional client service which includes management of regulatory adherence, billing, record maintenance, risk management, CDD monitoring, client engagement, and task management. The role may require participation in various business documentation processes and the onboarding of new clients, while also preparing accurate minutes for client transactions. Additionally, daily time recording and meeting chargeable time targets is essential. The Administrator will also engage in cash collections and complete periodic client risk assessments. This role supports personal development, including the achievement of qualifications aligned with the industry’s standards. Click here to read more

The Trainee Administrator position offers an excellent opportunity to develop within a supportive and ambitious team environment. This role involves close collaboration with various teams, including the Family Office Team, Accounting, Banking and Compliance department. The successful individual will be integral to a client workgroup, providing essential administrative support for multi-jurisdictional Trusts and Companies. Key responsibilities will include maintaining company and trust records, liaising with clients and professional advisors, and participating in ad hoc projects. Training will be provided on a daily basis by a designated buddy or mentor, ensuring that the new recruit develops the skills necessary for success. The organisation places significant emphasis on personal development, with annual Personal Development Plans in place. Click here to read more

This Senior Trust Manager role requires a minimum of ten years’ relevant experience within the trust industry and ideally a professional qualification such as STEP or CGI/ICSA. The position represents a senior leadership opportunity that involves overseeing a team, managing complex portfolios, developing client relationships, and enhancing operational efficiency, accuracy, and profitability. The successful candidate will demonstrate significant management experience, possess strong commercial awareness, and have a proven track record in delivering outstanding client service. This position reports to the Director/Head of Administration and entails daily management responsibilities alongside strategic oversight. Furthermore, it includes maintaining compliance with internal and regulatory requirements and requires adeptness in client relationship management.  Click here to read more

An exciting opportunity has arisen for a Senior Administrator to join the Client Services team in Guernsey. This position is geared towards an experienced administrator with a solid understanding of corporate and fiduciary services, who possesses a passion for delivering exceptional client service. The role entails delivering high-quality administration across a diverse portfolio of corporate and fiduciary clients, supporting them throughout the full client lifecycle from onboarding through to ongoing administration. Responsibilities include managing client relationships and transactions effectively whilst ensuring excellent service delivery and regulatory compliance. The successful candidate will collaborate closely with colleagues across the business, providing guidance and support to junior team members. Additionally, the role offers the chance to develop and maintain a thorough understanding of client structures and enhance technical knowledge through continued professional development. Click here to read more

The Senior Administrator, Private Clients will take charge of the daily administration for a portfolio of Guernsey trusts and companies, ensuring high-quality fiduciary services and an exceptional client experience. This role encompasses the complete oversight of client instructions, maintaining accurate records, and ensuring compliance with Guernsey regulatory requirements, including AML/CFT obligations. Additionally, the position entails collaboration with internal stakeholders and external advisers for effective transaction progress, accurate record-keeping, and meeting statutory deadlines. The individual will manage cash flows, oversee payment processing, and work closely with the Accounts team on bookkeeping and annual accounts preparation. It is also crucial to support timely fee collection and address compliance reviews. The successful candidate will remain informed of industry developments and have the opportunity to deputise for the Assistant Manager when required, contributing to the delivery of consistent service standards. Click here to read more

The Administrator, Private Clients will take charge of the daily administration for a portfolio of Guernsey trusts and companies, ensuring high-quality fiduciary services and an exceptional client experience. This role encompasses the complete oversight of client instructions, maintaining accurate records, and ensuring compliance with Guernsey regulatory requirements, including AML/CFT obligations. Additionally, the position entails collaboration with internal stakeholders and external advisers for effective transaction progress, accurate record-keeping, and meeting statutory deadlines. The individual will manage cash flows, oversee payment processing, and work closely with the Accounts team on bookkeeping and annual accounts preparation. It is also crucial to support timely fee collection and address compliance reviews. The successful candidate will remain informed of industry developments and have the opportunity to deputise for the Assistant Manager when required, contributing to the delivery of consistent service standards. Click here to read more

This middle office style role entails processing all aspects of retirement product administration within a dynamic team environment. The successful candidate will be responsible for the day-to-day administration of retirement products, while gaining insight into Trusts and Companies. Responsibilities include handling administrative tasks associated with retirement products and responding to member and Financial Advisor queries regarding ongoing requests. The role requires effective communication with the Client Relationship Team, as well as liaison with investment houses, banks, and other financial institutions. The Administrator will also be tasked with updating pertinent systems, ensuring accurate administration through checklists, and preparing essential documentation, including trustee minutes and resolutions. This full-time position requires the individual to work collaboratively with a shared Service Centre, aligning with the organisation's values. Training opportunities will be provided, and the role may adapt to evolving service demands. Click here to read more

This role involves the day-to-day administration of a portfolio comprising various Client Company and trust structures. The individual will undertake specific additional tasks as required and work alongside the Fiduciary management team to enhance profitability, mitigate risks for both clients and the firm, and deliver a high-quality service. Duties will include managing client relationships through the administration of complex client cases, financial report preparation, and understanding offshore trust and company practices. The Senior Trust Officer will need to liaise with investment advisors and asset managers while ensuring both client and company expectations are aligned. Regular communication is vital in maintaining profitable business relationships, respecting client confidentiality, and addressing technical issues creatively. Click here to read more

This role is focused on sourcing candidates for various positions within the trust and company sector at all levels. The company is seeking individuals with a strong background in trust and company, who will be able to contribute effectively to the organisation's goals. Candidates will be involved in a range of duties that encompass the management and administration of trusts and companies. Opportunities for career advancement and training will be available, making this a fulfilling role for qualified candidates. The company values a collaborative and professional environment where those with relevant experience are encouraged to apply. This advert serves as a specification for the ideal candidates who are keen to join a dynamic organisation. Click here to read more

The role involves overseeing the day-to-day management of a portfolio of offshore companies and trusts, encompassing a wide variety of tasks with varying complexity. The successful candidate will provide supervision to a small team of administration staff located in Jersey. This position will also require acting as a signatory to client bank accounts and operating boards as per client signing arrangements. The work environment is fast-paced and rewarding, providing opportunities to service a diverse range of international clients across all asset classes. Candidates should be prepared to liaise with clients and intermediaries, ensuring efficient communication both in writing and verbally. Additionally, the position requires assistance in training junior staff and conducting performance reviews. Click here to read more

This full-time role based in Saint Helier, Jersey, involves providing trust and company administration services to a diverse Private Client portfolio. The position requires ensuring compliance with internal policies and regulatory standards while delivering high-quality client service. The ideal candidate will possess at least 5 years of experience in trust and company administration or financial services. Key responsibilities include managing complex client entities, maintaining tax compliance, and serving as the first point of contact for allocated client relationships. Moreover, the role requires overseeing accounting records, managing billing cycles, and contributing to team development. Candidates are expected to possess strong technical knowledge of trust administration and Jersey company law, as well as a diploma-level professional qualification (e.g., CGI/STEP) preferred. Click here to read more

This position seeks a confident and experienced Manager to join a fiduciary services team. The role involves managing a portfolio of clients, ensuring they receive a high standard of service at all times while also assisting the wider team. The successful candidate will need prior experience in managing both trusts and companies with varying asset classes, and ideally should hold or be studying towards a relevant professional qualification. While this is fundamentally a Manager role, the organisation is also open to considering experienced Assistant Managers looking for career progression. Strong organisational and communication skills are essential, and any experience in mentoring junior staff members would be highly desirable. This opportunity presents an ideal next step for someone eager to further their career in fiduciary services. Click here to read more

Our client is seeking a Head of Private Clients in Guernsey to lead their Private Clients business, delivering fiduciary services across trust, company, and related structures within a regulated environment. This is a permanent leadership role, responsible for overseeing people, governance, and maintaining a strong market presence in the Guernsey private client sector. The successful candidate will act as a director on client entities, making informed and independent decisions to protect client interests while ensuring compliance with regulatory obligations and upholding the client’s high standards. This role involves driving commercial performance, strengthening client relationships, and identifying new growth opportunities in Guernsey and the wider market. The position operates on a hybrid work arrangement with a full-time commitment of 36.25 hours per week, Monday to Friday. The ideal candidate will be involved in resolving complex client matters and ensuring high fiduciary governance standards. Click here to read more

This role provides a comprehensive involvement in pension administration, supporting the Client Services Team. It necessitates a wide array of responsibilities due to the operation's scale, with full training provided. The Pension Administrator will collaborate closely with the Client Services Team to manage day-to-day administration of various pension schemes. The position requires effective communication with clients via telephone, email, or letter, and encompasses liaising with intermediaries and investment houses. Duties involve managing client event maintenance, preparing withdrawal requests for member benefits, and ensuring compliance with regulatory obligations. The role is full-time, comprising 35 hours per week, ideally from 9 am to 5 pm, with a competitive salary benchmarked to experience. Candidates with relevant pension administration and/or trust and company experience will be preferred. Click here to read more

This role is a full-time position with flexibility on hours (no less than 25 hours per week), available immediately at the Guernsey Office. The successful candidate will be responsible for assisting the team with the administration of both local and international pension schemes. Job duties include the maintenance of membership records, processing payments of pensions and other benefits or expenses through online banking systems, and calculating members’ benefits. Additionally, the role involves performing bank and other reconciliations, liaising with employers, banks, and investment managers, and occasional communication with pension scheme members. The administrator will also manage the investment of pension scheme contributions and the liquidation of assets, while addressing any pension-related queries from adhering employers via telephone and email. The position requires a proactive individual with strong problem-solving skills. Click here to read more

This role is a full-time position with flexibility on hours (no less than 25 hours per week), available immediately at the Guernsey Office. The successful candidate will be responsible for assisting the team with the administration of both local and international pension schemes. Job duties include the maintenance of membership records, processing payments of pensions and other benefits or expenses through online banking systems, and calculating members’ benefits. Additionally, the role involves performing bank and other reconciliations, liaising with employers, banks, and investment managers, and occasional communication with pension scheme members. The administrator will also manage the investment of pension scheme contributions and the liquidation of assets, while addressing any pension-related queries from adhering employers via telephone and email. The position requires a proactive individual with strong problem-solving skills. Click here to read more

Our client is an independent, leading provider of bespoke private wealth, corporate administration, and yacht services to individuals, families, and corporations worldwide. With a strong commitment to recruiting and retaining top talent, our client fosters a culture that values every voice and nurtures collaboration and teamwork. This role is critical for managing a portfolio of private wealth relationships, ensuring day-to-day service delivery expectations are met. Additionally, the Assistant Trust Manager will support the Trust Manager in the efficient management of their section, providing technical and managerial support to junior staff as necessary. The position offers opportunities to work with various international clients across all asset classes, enabling professional growth in a fast-paced and rewarding environment. The contract is a full-time position, with specific tasks varying from day-to-day. Click here to read more

The role of Senior Client Administrator / Assistant Manager is a full-time position based in Douglas, Isle of Man. This position involves taking ownership of the day-to-day administration of client entities within the assigned portfolio, while also supporting the team and aiding in the development of junior staff members. The ideal candidate will be highly organised, possess a keen attention to detail, and demonstrate a strong ability to build relationships with colleagues and clients alike. The role encompasses a variety of responsibilities, including client management, risk and compliance management, and effective communication within the team. The emphasis will be on meeting client deadlines, ensuring adherence to governance procedures, and providing mentoring support to junior team members. Additionally, the candidate should possess sufficient experience to provide directorships when required, making this a pivotal role within the organisation. This is an opportunity to make a significant impact in client administration while fostering a collaborative work environment. Click here to read more

Our client is an independent, leading provider of bespoke private wealth, corporate administration, and yacht services to companies, individuals, and families across the world. This role is focused on managing all aspects of the maintenance of the Guernsey Registry for both client and in-house entities, ensuring updates are completed within mandatory timelines. The successful candidate will ensure that beneficial ownership and control details are accurate in the database and at the registry, whilst maintaining statutory data and managing filings and Annual Validations. Additionally, you will be responsible for overseeing a team, fostering their development, and managing their career progression. Our client values collaboration, and you will also lead projects aimed at obtaining efficiencies through automated processing or Centres of Excellence. This position would suit a Trust and Company candidate transitioning to Operations or someone with relevant operations experience.
Click here to read more

The role of Senior Administrator, Client Services involves supporting team members under the guidance of the Client Services Associate Director. Responsibilities include accurately dealing with all issues and administrative tasks in accordance with the strategic plan, regulatory requirements, the firm’s service levels, and organisational standards to meet client expectations. The Senior Administrator will manage a portfolio of Real Estate clients, where knowledge of limited partnerships is advantageous. Key duties include assisting in the management and review of investments and client assets, preparation of meeting minutes and resolutions, processing financial transactions such as dividends, distributions, and loans, and maintaining company and trust records, including client due diligence. Participation in ad hoc projects and committees is expected, along with providing accurate time recording to ensure the correct fee income is achieved. Additionally, contributions towards the maintenance and improvement of internal customer efficiency are essential. Click here to read more

The role of Manager, Client Services involves acting as a director for Client services, collaborating with other directors to ensure compliant management of client companies. This position requires the successful candidate to ensure adherence to all legislative and regulatory requirements, thereby promoting the highest standards of client relationship management. The manager will be responsible for a portfolio of Real Estate clients, and familiarity with limited partnerships will be advantageous. Trust and company administration services will be provided for an allocated caseload, primarily consisting of medium to high-risk multi-jurisdictional high net worth clients, in alignment with the strategic plan and regulatory requirements. Additionally, the successful candidate will contribute to the maintenance and improvement of internal customer relationships, ensuring effective communication and support for personal development. Accurate time recording is essential to derive the correct fee income. Click here to read more

The role involves administering support alongside other team members under the guidance of the Client Services Manager. Key responsibilities include dealing accurately with all issues and administrative tasks in alignment with the strategic plan, regulatory requirements, service levels, and organisational standards to meet client expectations. The Administrator will assist with the management of a portfolio of client companies and trusts and contribute to the review of investments and related documentation. This position requires the preparation of minutes and resolutions, opening and managing client bank accounts, and undertaking relevant statutory filings. The role also involves processing financial transactions such as dividends, distributions, and loans while maintaining accurate company and trust records. In addition, the Administrator will assist in collating client data for regulatory and internal reporting, supporting the overall improvement of internal customer efficiency. Click here to read more

The role of Trust Administrator involves working with a sanctioned client, which may present unique challenges not suited to every professional. The ideal candidate will have a few years' experience in trust administration, showcasing their capability in handling trust-related responsibilities. The Trust Administrator will be expected to manage various tasks related to the administration of trusts, providing support and ensuring compliance with relevant regulations. The role requires a detail-oriented individual who can thrive in a potentially demanding environment. A proactive approach and the ability to work independently are essential for this position. Click here to read more

The Private Client Manager is tasked with overseeing the administration team while providing essential technical support and training to administrators. This role involves managing client relationships to ensure retention and development through effective communication and collaboration with clients and advisors. The Private Client Manager will be responsible for essential management duties, including guiding team members, reviewing workloads, and providing performance feedback to foster an efficient working environment. Daily responsibilities include overseeing trust and company administration, maintaining accurate client and entity database records, and ensuring compliance with regulatory requirements and the organisation’s policies. In addition, identifying new business opportunities, including products or services, and nurturing introducer relationships is a critical part of the role. The position also encompasses risk assessments, procedural assistance, and engagement in various ad hoc projects that contribute to the effectiveness of client servicing. This full-time position reports directly to the Client Services Director. Click here to read more

An opportunity has arisen for an Assistant Manager to join the corporate services team in Guernsey. The successful candidate will play a crucial role in supporting the Managing Director, CSP Manager, and Head of Company Secretarial and Governance in delivering high-quality corporate services. This position involves managing a diverse client portfolio, contributing to both client delivery and the professional development of junior team members. The role requires at least five years of client-facing corporate services experience within a professional services environment. The Assistant Manager will be instrumental in maintaining excellent client relationships, ensuring compliance with regulatory obligations and enhancing internal processes. This is a full-time position with a working week of 35 hours, from 9:00 am to 5:30 pm. Click here to read more

This role involves building and maintaining relationships with members, their appointed advisors, and other third parties, while also liaising internally to coordinate administrative tasks. Key responsibilities will encompass day-to-day administration of retirement products, which includes managing incoming phone calls from members, intermediaries, and introducers. The successful candidate will respond to member queries and administrative requests, ensuring accuracy in updating relevant systems. Following established checklists will be essential for effective administration, while clear communication with the Client Servicing Team is necessary for processing requests. It is important to validate the suitability of new requests by conducting internal reviews and checking Customer Due Diligence documents. The role requires the individual to handle all retirement product requests in an organised and timely manner. Collaborating with the shared Service Centre and the compliance department will be necessary to ensure compliance checks are conducted accurately. Click here to read more

The role involves administering a portfolio of client entities to a high professional standard while exercising specified signatory powers on designated client entities. The administrator will work collaboratively with team members and other departments within the organisation to ensure all client requests are addressed in a timely and professional manner. Responsibilities include supervising the workload of the Company Administrators and providing support to the Client Portfolio Manager. The position requires responding to existing client enquiries, providing quotes for specific work, and handling new client inquiries when appropriate. Maintaining awareness of due diligence requirements and anti-money laundering provisions is essential for compliance. The role also encompasses the incorporation and structuring of companies and trusts, liaising with the Business Development Team for ongoing administration, and preparing necessary documentation as requested by clients. This full-time position may involve additional duties related to annual returns, tax deadlines, and day-to-day administration of clients' companies and trusts. Click here to read more

The role of Corporate Secretariat, Senior Administrator entails working part-time for 30 to 35 hours a week, presenting an exciting opportunity for an individual with high-level minute writing experience, preferably in a PA role. This position requires familiarity with multi-jurisdictional statutory requirements and the ability to take meeting notes electronically. While the ideal candidate will have a strong background in minute taking, the remainder of the role's responsibilities can be taught. The successful applicant will work within a friendly and progressive environment, developing Company Secretarial skills under the guidance of the firm's Company Secretary. Key responsibilities include providing statutory secretarial services for various jurisdictions, assisting with board meeting management, and maintaining strong relationships with board members and senior management. The position also involves creating and sustaining a corporate governance improvement plan, ensuring clarity in decision-making processes, and effective communication across the board. Click here to read more

The role of Trust Administrator is an exciting opportunity for an individual with strong administrative and bookkeeping skills, ideally complemented by experience in onboarding processes. This position requires an individual who can fulfil 32 to 35 hours of work each week, with flexible hours available between 8.00 am and 6.00 pm. The role primarily focuses on ensuring the efficient operation of trust administration functions. Key duties will involve supporting the administrative aspects of trust management while also liaising with clients and stakeholders to facilitate onboarding and documentation processes. This position promises a collaborative and supportive work environment. Click here to read more

This role invites high-potential candidates to engage in a global early careers academy programme designed to provide a structured two-year development experience. The programme is tailored for school leavers and graduates, combining practical experience with professional qualifications and rotational placements across various business functions. Participants will gain a robust foundation for long-term career success within a global organisation. An upcoming event is being hosted to connect with prospective candidates and showcase the opportunities available, allowing them to learn more about the structured and high-quality early careers pathway. This initiative fosters collaboration while connecting strong early-career talent with vital developmental opportunities. Click here to read more

This role invites high-potential candidates to engage in a global early careers academy programme designed to provide a structured two-year development experience. The programme is tailored for school leavers and graduates, combining practical experience with professional qualifications and rotational placements across various business functions. Participants will gain a robust foundation for long-term career success within a global organisation. An upcoming event is being hosted to connect with prospective candidates and showcase the opportunities available, allowing them to learn more about the structured and high-quality early careers pathway. This initiative fosters collaboration while connecting strong early-career talent with vital developmental opportunities. Click here to read more

The role of the Assistant Manager is to provide essential assistance in managing private wealth services, with a focus on supporting clients' financial aspirations and goals. The successful candidate will engage in various aspects of wealth management, including client relationship management, investment strategies, and financial planning. As an integral member of the team, the role is likely to entail full-time employment with a competitive salary package and benefits. The Assistant Manager will be expected to collaborate with both clients and team members to ensure that individual needs are met with the utmost professionalism and dedication. This position also includes participating in training initiatives aimed at professional development. The role may require occasional travel for client meetings or industry events. Click here to read more

The role of Senior Administrator, Trust & Corporate involves delivering excellent client administration to a portfolio of client trust and company structures while providing support to the Private Wealth Team as required. This full-time position requires close liaison with the Trust team, clients, and intermediaries. The successful candidate will manage all aspects of administering a diverse portfolio of company and trust structures, ensuring compliance with regulatory requirements and maintaining high-quality client service. Responsibilities include handling client communication, transactional work, and drafting necessary documentation. The role demands proactive engagement in onboarding new business and thorough review processes. Attention to detail and effective time management will be crucial as you meet deadlines and maintain client satisfaction. Click here to read more

Our client is seeking a Senior Trust Officer to join their Global Family Office Team, providing high-quality service to a multi-billion pound book of fiduciary clients. This full-time role involves engagement in all elements of finance, including banking and fiduciary services. The Global Family Office Team administers trusts, companies, foundations, PTCs, and PCC structures for some of the wealthiest families worldwide, focusing on bespoke high-touch fiduciary services. The successful candidate will manage a portfolio of company and trust structures, collaborating with internal partners, tax/legal advisors, and investment managers to ensure excellent client service. This position offers the unique advantage of a fixed fee-based structure, eliminating the need for hourly billing. The role will also involve attending client and advisor meetings, preparing minutes and resolutions, and ensuring compliance with relevant regulatory requirements. Click here to read more