Description

You will play a key role within the Private Wealth team, delivering high-quality trust and company administration services to an international client base. Acting as a senior point of support, you will manage your own portfolio of clients, support junior team members, and work closely with senior management to ensure excellent client service, regulatory compliance, and operational efficiency.

What You’ll Do

• You will manage and administer a diverse portfolio of private wealth clients, delivering accurate and timely trust and company administration services in line with policies, procedures, and regulatory requirements
• You will provide a consistently high level of internal and external client service, ensuring client correspondence, queries, and deliverables are handled efficiently and professionally
• You will support senior management with the day-to-day administration of private client structures, exercising judgement, escalating risks appropriately, and deputizing where required
• You will demonstrate strong technical knowledge of trust and corporate structures, taxation principles, fiduciary duties, and relevant laws across jurisdictions, acting as a technical resource for the wider team
• You will actively contribute to a strong client servicing culture, acting as a role model for Group values and promoting collaboration, operational effectiveness, and continuous improvement
• You will identify process improvements, efficiencies, and potential growth opportunities while maintaining commercial and industry awareness
• You will ensure full compliance with company policies, regulatory obligations, and AML requirements, including identifying and reporting risk issues, suspicious activity, and compliance breaches in a timely manner

What we offer

• Comprehensive remuneration: Competitive financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
• Pension Scheme: Generous employer contribution with the ability to allow and increase employee contributions
• Wellbeing: Additional social benefits such as medical insurance & life assurance, access to onsite gym as well as engaging with our local community via sports activities, charity programmes & environmental initiatives
• Flexible working: We recognise the value of working flexibly and is keen to ensure all employees enjoy an excellent work-life blend
• Support and development: We will ensure you have the right training, tools and development plan to grow and improve your skills every day.

Qualifications

• You have a minimum of 5 years’ experience in Trust and Private Wealth administration, ideally within the Isle of Man or a similar jurisdiction
• You have a CGI or STEP Diploma or another relevant professional qualification and are a member of a recognised professional institute
• You have strong technical expertise in trust and company administration, fiduciary responsibilities, and industry best practice
• You have excellent organisational, analytical, and numerical skills with the ability to prioritise, multitask, and work under pressure to meet deadlines
• You have strong verbal and written communication skills and are confident building relationships with clients, intermediaries, and internal stakeholders
• You have a proven commitment to Continuous Professional Development and maintaining up-to-date technical knowledge
• You have strong IT skills, including working knowledge of Microsoft Word, Excel, and Outlook, with a high level of attention to detail

Additional Info

OUR COMMITMENT TO YOU AND THE ENVIRONMENT

As a forward-looking business, sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining meaningful, long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.

There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.

Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,500+ employees - from 94 nationalities, speaking 41 languages across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support female managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.

We’re committed to growing long-term relationships with our clients and supporting them in achieving their objectives. We understand that our clients' sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.