Download our app for instant access to hundreds of jobs and other features
Download our app!

Private Client Services Administrator, Guernsey

This job does not exist anymore.

Try running a new search or browse our vacancies.

Or fill in the form below to receive job alerts.

2022-07-18 18:23:051970-01-01 Personnel Appointments
Job Type Permanent
Area Guernsey, United Kingdom Guernsey United Kingdom
Sector Trust and Company Trainee roles
Start Date ASAP
Job Ref XS210727
Job Views 59
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: or call: +44 1481 723221. Please visit our website for our latest vacancies.

Job TypeClear
Sign in
Similar Jobs
  • Assistant Manager - Real Estate, Jersey
    United Kingdom, Jersey
    Trust and Company

    Our client is a financial services company seeking to recruit anAssistant Manager - Real Estate, Jersey.

    Key responsibilities will include;

    •Collaborate with the team to manage a portfolio of clients, offering advice from their internal processes
    •Ensure that all statutory ret...
  • Senior Administrator - Private Wealth, Jersey
    United Kingdom, Jersey
    Trust and Company

    Our client is a financial services company seeking to recruit a Senior Administrator - Private Wealth, Jersey.

    Overall purpose of the role:

    Work closely with the team to manage a portfolio of private wealth clients covering a variety of Trust structures. This role requires good attenti...
  • Trust Relationship Contractor, Guernsey
    United Kingdom, Guernsey
    Trust and Company

    Our client is a private bank and wealth management company seeking to recruit a Trust Relationship Contractor. To start asap until 31st December 2022.

    Key responsibilities will include;

    •Administration of exit cases
    •Off-boarding process and reconciliation of closing register ...
Email Me Jobs Like This
Subscribed to similar jobs notifications
We use cookies to provide you with the best possible browsing experience on our website. You can find out more below.
Cookies are small text files that can be used by websites to make a user's experience more efficient. The law states that we can store cookies on your device if they are strictly necessary for the operation of this site. For all other types of cookies we need your permission. This site uses different types of cookies. Some cookies are placed by third party services that appear on our pages.
Necessary cookies help make a website usable by enabling basic functions like page navigation and access to secure areas of the website. The website cannot function properly without these cookies.
ResolutionUsed to ensure the correct version of the site is displayed to your device.
SessionUsed to track your user session on our website.
Statistic cookies help website owners to understand how visitors interact with websites by collecting and reporting information anonymously.
Google AnalyticsGoogle Analytics is an analytics tool to measure website, app, digital and offline data to gain user insights.

More Details