With more than 30,000 Trusts being administered in Jersey, this impressive sector has become the backbone of Jersey’s financial services industry.
There is no compromise when it comes to quality versus quantity, this sector is equipped with intricate Jersey Trust Laws and regulations that have become particularly appealing to international private clients.
Whether you are starting your career in trust and private wealth or you are transferring your expert client service experience to another organisation, this area of the finance industry has no limits in its offerings. Alongside developing an impressive career in trust, qualifications such as STEP and ICSA are widely offered and encouraged.
With our knowledge and experience we are ideally placed to help you develop your career in trust. We understand what employers are looking for and will connect you with the right opportunity; guiding you through every step of the application process and sharing our market knowledge and advice.
Permanent Full Time Hours
Associate Director | Private Clients
A new and exciting challenge for a trust professional to be part of a small team within a local, independently owned trust company and proactively manage a mixed portfolio of trusts and companies. In this role you will be expected to identify business development opportunities and ensure clients receive an excellent service.Working within this highly regarded firm, you will be rewarded for your dedication and commitment to providing a professional and an adaptable service to clients.Within this role you will act as a supervisor for a team of trust and company professionals, be a higher authority on day-to-day queries and as 4-eyes signatory on client matters, ensuring company policy and professional guidelines are adhered to.Responsibilities will include:Overseeing the team’s performance and ensuring objectives are metEnsuring a quality service is delivered to clients at all timesAssisting and supporting the development of a coherent business plan and budgetDeveloping strong working relationships, contributing to cross selling opportunities and developing sales activityExperience and skills required:Hold a relevant professional qualification such as STEP, ICSA, ACCA or equivalentSound technical understanding of trust and company administrationAbility to prioritise workload and delegate where necessaryTeam management experience would be an advantage, however this is not essentialIf you’d like to find out more information about this opportunity, please call us on 01534 626777 or email firstname.lastname@example.orgWe are an equal opportunity employer and value diversity at all times.View details
Permanent Full Time Hours
A role within a fast-growing company, this opportunity is best suited to a driven individual who is technically minded and keen to make a real difference being part of a dedicated and professional team.This is an exciting role within an organisation which invests in their employees to help them develop professionally, and are extremely proud of their leadership focused culture which fosters a dedicated, approachable and collaborative way of working.As Fund Manager, you will have the opportunity to work on a range of services for established and new real estate and private equity funds. You will also work on a number of interesting and varied ad hoc projects which will give you exposure to a wide variety of high-quality clients.Responsibilities will include:Assisting with all aspects of real estate and private equity fund administration and coordinating company secretarial duties Organising the set up and take on of new clientsManaging the day to day workload of the team, providing mentoring and supporting the recruitment process Assisting with internal regulatory procedures and liaising with regulatory bodies such as the JFSC Reviewing client deliverables and profitability, identifying new billing opportunities and process improvements Experience and skills required:Minimum 5 years’ real estate, private equity or trust and company experienceIdeally hold, currently studying or willing to study towards a relevant professional qualification Proven people management experienceExcellent presentation skills and confident communication skills Ability to solve practical problems and adapt to situations If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email email@example.comWe are an equal opportunity employer and value diversity at all times.View details
Permanent Full Time Hours
An entrepreneurial, client focused fiduciary business, is seeking a trust professional to support their team with the administration of a varied portfolio of trust, companies and other wealth structures.If you are looking to take the next step in your trust career and continually seek to drive improvement in all aspects of your role, this could be the ideal opportunity for you.Responsibilities will include:Interacting directly with clients and supporting the Trust Directors in identifying client needs and delivering a quality client service Building and maintaining strong working relationships Highlighting potential revenue opportunities and assisting with the collection of feesUnderstanding and managing any risks and escalating where necessary Accurately recording time spent on clients Experience and skills required:Minimum 3 years’ trust administration experienceAn awareness of current industry issues affecting fiduciary structures Either hold or currently studying towards a relevant professional qualification such as ICSA or STEP Strong organisational and time management skills Excellent interpersonal and communication skills If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email firstname.lastname@example.orgWe are an equal opportunity employer and value diversity at all times.View details
Permanent Full Time Hours
Client Director | Trust | Guernsey
Contribute to the growth and success of an entrepreneurial fiduciary business, leading the client facing activity and managing a team of direct reports, ensuring a high level of client service is consistently provided.In this senior level role, you will deputise for the Managing Director as required and be responsible for growing your own portfolio of clients by actively engaging in business development activities.Responsibilities will include:Managing the client relationships associated with your administration team Ensuring team targets are met and all statutory records and company registers are accurately maintainedActing as key point of contact on technical matters and providing coaching to the wider teamIdentifying and generating new business opportunities and onboarding new client relationships Acting as an authorised signatory for the business Experience and skills required:Minimum 15 years’ trust experience, including experience working on high net worth clients and complex structures Previous experience leading, coaching and supporting colleagues Good working knowledge of the regulatory environmentHold a relevant professional qualification (e.g. STEP/ICSA/ACCA) Excellent analytical and problem solving skills If you’d like to find out more information about this opportunity, please call Sue Pallot on 01534 626711 or email email@example.comWe are an equal opportunity employer and value diversity at all times.View details
Permanent Part Time Hours
Client Compliance Officer | Part Time
An excellent part-time opportunity for a compliance professional, providing support to a dedicated compliance department within an entrepreneurial fiduciary business, for 30 hours per week.Utilising your background in compliance and excellent working knowledge of corporate governance and risk management in this key person role, you will act as the Compliance Officer and Money Laundering Compliance Officer to various regulated client funds and fund services businesses and also provide support to the in-house investment advisory businessThis company recognises the need to develop and expand their employees’ skill sets and encourages career growth, as well as supporting a social culture which celebrates the companies’ inclusive culture.Responsibilities will include:Working with the relevant boards to ensure regulated clients comply with regulatory requirements Monitoring policies, procedures and internal controls to ensure these are operating in line with regulations and industry best practiceAccurately maintaining compliance records and registers Acting as a principal point of contact on day to day regulatory, anti-money laundering and counter finance terrorism issuesProviding direction on all policies and procedures, including finance crime policies and financial sanctions Experience and skills required:A good working knowledge of the regulation and operation of funds in Jersey Previous compliance experience Detailing knowledge of AML, CFT and all related financial crime legislation, codes and regulatory guidanceExcellent communication skills and the ability to clearly explain regulatory concepts Hold a relevant professional compliance qualification If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email firstname.lastname@example.orgWe are an equal opportunity employer and value diversity at all times.View details
Permanent Full Time Hours
Senior Manager | EBT | Guernsey
Progress your career within a well-regarded international provider of fiduciary services and play a key role in the development and growth of your own client portfolio.Leading a team of administrators, you will manage the day-to-day provision of quality administration services, ensuring alignment with the business’ overall growth strategy.This is a great opportunity to be part of an organisation which recognises the need to develop and expand employee’s skill sets and encourages career growth, as well as supporting a social culture which celebrates the companies’ inclusive culture.Responsibilities will include:Providing technical support and guidance to the EBT teamIdentifying new business opportunitiesActing as the primary point of contact for clients and building strong working relationships Assisting with the onboarding of new clients Ensuring compliance with regulatory requirements at all times Experience and skills required:Extensive experience working with fiduciary servicesPrevious people management experience Hold a relevant professional qualificationStrong communication and interpersonal skills High level of accuracy and attention to detail If you’d like to find out more information about this opportunity, please call Sue Pallot on 01534 626711 or email email@example.comWe are an equal opportunity employer and value diversity at all times.View details
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