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Posted over 1 year ago

  • Sector: Trust
  • Job Ref: 39675

Contribute to the success of a forward thinking and innovative international wealth management organisation, with a strong reputation in the marketplace.

In this role, you will assist the Managers and Directors in managing a designated list of fiduciary entities and be involved with the complex and bespoke services provided to these entities. You will be supported by centralised specialist teams, who provide non-client facing support, such as bookkeeping, accounts preparation and corporate governance.

This is an ideal opportunity for a motivated individual with the ability to prioritise and make decisions in a fast-paced environment whilst delivering a seamless client experience.

Responsibilities will include:

  • Managing of a portfolio of trusts, companies, foundations and nomineeships

  • Assisting with a programme of regular client and advisor visits, attending and assisting with the broadening of client relationships

  • Providing support in respect of procedures that are the responsibility of fiduciary management, undertaking analysis of client requests referring to others for technical input

  • Assisting with fee reviews to ensure recovery of work in progress and fee collection targets and delivery of own work in progress, recovery and fee targets

  • Identifying cross-selling opportunities within the existing client base and assist with new business opportunities 

Experience and skills required:

  • Studying towards or have completed a Category A or B level qualification under Jersey Financial Services Commission regulations or Guernsey Financial Services Commission Codes of Practice

  • Proven industry experience in the fiduciary operations of trusts, companies, foundations and nomineeships

  • Excellent communication skills

  • Ability to work well within a team and independently using own initiative 

  • Proactive and solution focused approach to tasks 

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.