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Private Client Services Administrator, Guernsey

2022-06-13 18:23:062022-08-19 Personnel Appointments
Job Type Permanent
Area Guernsey, United Kingdom Guernsey United Kingdom
Sector Trust and Company Trainee roles
Start Date ASAP
Job Ref XS210465
Job Views 36
Description
Our client is a wealth management company seeking to recruit a Private Client Services Administrator.

This role would suit someone who is looking for an entry position or someone with prior relevant experience gained in regulated finance or professional services.

Overall purpose of the role:

To assist and undertake day to day administration of client affairs and related administrative duties, in accordance with the relevant Client Services Agreements and the various laws and regulations pertaining to the Group’s Licence.

Key responsibilities will include;

•To assist in the day-to-day administration of client`s (personal, company or trust) taxation and related financial affairs;
•To provide support to team members with routine clerical/administrative duties (collating client information, and similar information scheduling, record keeping/copying, etc.);
•Preparing correspondence as appropriate;
•To assist in ensuring the timely completion and processing of daily correspondence, dealing with tax assessments and tax payments, preparing tax appeals and Guernsey and/or UK tax returns;
•To assist in reviewing client files to ensure all matters are up to date with nothing outstanding;

The successful candidate will have:

•A Level/Baccalaureate or equivalent. GCSE Grade in English and Mathematics
•Willingness to study toward professional qualification such as ATT, CTA AAT/ACCA, FIA or similar
•Technical IT technical skills.

For more information, please email: info@pa.gg or call: +44 1481 723221. Please visit our website www.pa.gg for our latest vacancies.


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