An esteemed financial services company in Jersey is hiring an Assistant Trust Manager to oversee private wealth relationships, support Trust Managers, and contribute to delivering exceptional client service. The role involves managing client portfolios, assisting with complex fiduciary issues, and supporting business development and risk management initiatives. 

Requirements include prior experience in Trust & Company administration, holds a professional qualification such as STEP, possesses strong client relationship and a good understanding of offshore structures and regulatory frameworks. The ideal candidate will demonstrate interpersonal skills, a proactive approach, and a drive to develop professionally.

For more information, please contact Stu Wheeldon on 01534 707816 or email your CV to jobs@excel-recruitment.com.

Our client, a reputable financial services company based in Jersey, is looking for a Fund Administrator specialising in Real Assets to join their team on a permanent basis.

The role involves routine fund administration, liaising with clients, assisting with company secretarial matters, maintaining investor records, and supporting fund operations.

The ideal candidate will have experience in Funds & Real Estate Services, with a good understanding of fund structures and administrative processes. They should be studying towards a professional qualification such as CGI or equivalent, and possess strong computer literacy and interpersonal skills. The role offers excellent training, career development opportunities.

For more information, please contact Ben Le Feuvre on 01534 707811 or email your CV to jobs@excel-recruitment.com.

An exciting new opportunity has arisen for a Company Secretarial & Corporate Governance professional to join a reputable Financial Services company based in Jersey. The role involves managing fund administration and ensuring compliance with corporate governance standards within the private equity sector.

The ideal candidate will have proven experience in Company Secretarial duties, corporate governance frameworks, and relevant industry knowledge. The will also be expected to be studying towards a relevant
professional qualification (preferably CGI Certificate level or equivalent). Further, they will bring exceptional organisational skills, attention to detail, and a proactive approach.

For more information, please contact Ben Le Feuvre on 01534 707811 or email your CV to jobs@excel-recruitment.com.

An experienced Senior Administrator is required to join a reputable and growing financial services company based in Jersey. This role offers an excellent opportunity to work within a dynamic team, supporting client services in the real estate sector.

The ideal candidate should have proven experience in Funds & Real Estate Services, with strong administrative and client liaison skills. They will also hold the CGI (previously ICSA), STEP or similar qualification.

If you meet the requirements and are looking to progress your career in a reputable organisation, we would love to hear from you.

For more information on this role, please contact Ben on 01534 707811 or email your CV to jobs@excel-recruitment.com.

This permanent role within a leading Financial Services company involves overseeing day-to-day client service delivery for a portfolio of client structures, mainly in Funds & Real Estate Services. The successful candidate will manage operational activities, foster strong relationships with internal and external stakeholders, and lead team resources to ensure exceptional service standards.

Requirements include a relevant professional qualification (such as ACCA, ACA, CGI, ICSA), extensive experience in corporate and fund legislation, and proven leadership skills in building and motivating effective teams. Ability to apply business insights, manage conflicts discreetly, and drive operational and transformational initiatives is essential.

For more information on this role, please contact Ben Le Feuvre on 01534 707811 or email your CV to jobs@excel-recruitment.com.

Our client, an international and highly respected professional services business is seeking a Senior Finance Administrator. Key responsibilities will include: Managing accounts payable and receivable, overseeing billing processes, completing reconciliations, and undertaking a range of operational duties that support the wider business.

Candidates should have:

• A minimum of three years’ experience in a similar role, ideally within a professional services environment
• A solid understanding of core accounting principles
• Proficiency in MS Office, particularly Excel, Word, and Outlook

For more information, please contact Ben Le Feuvre on 01534 707811 or email your CV to jobs@excel-recruitment.com

Key Responsibilities:

• Management of stakeholder diaries and meeting preparation and follow-up
• Proactive organisation of travel logistics
• Project coordination and research
• Drafting and proofreading correspondence
• Event management and general office support

Key Requirements:

• Strong organisational and prioritisation skills
• Excellent communication and interpersonal skills
• Experience with Microsoft Suite

For more information, please contact Stu on 01534 707816 or email your CV to jobs@excel-recruitment.com

This is a great opportunity for a driven and talented individual to make a real difference as part of a dedicated and professional team. The main areas of responsibility for this role are to provide detailed and timely advice and support to the wider business and clients on a range of compliance, anti-money laundering (AML) and risk management duties specifically connected to the onboarding of new clients and investors which focus on ensuring that regulatory obligations and risk management objectives are fulfilled at take on.

Requirements:

• Hold a table 4 compliance professional qualification or equivalent.
• Ideally five or more years of demonstrable experience within the financial services industry with a detailed understanding of the Trust Company and Fund Services Business compliance environment.
• The candidate will need to be familiar with statutory and regulatory requirements relating to fund and trust company businesses, the regulatory regime under which we operate and the suite of available fund products we administer.
• Ability to work through practical compliance and AML / CFT related scenarios within the parameters of internal and external policies and procedures / regulations.

For more information, please contact Ben Le Feuvre on 01534 707811 or email your CV to jobs@excel-recruitment.com

This is a great opportunity for a driven and talented individual to make a real difference as part of a dedicated and professional team. The Compliance Administrator will work on a broad range of compliance and risk management duties, providing support to the Compliance function, wider business and clients to ensure regulatory obligations and risk management objectives are fulfilled. This is a position best suited to an enthusiastic individual who is eager to progress their career in compliance and works well in a team with a willingness to commit to professional qualifications when required.

Requirements:

• Educated to at least ‘A’ level standard or equivalent. Preferably studying towards the AML/Compliance qualification (e.g. ICA or AML Diploma/Certificate); or willingness to study towards a relevant professional qualification.
• Previous experience in the CDD, KYC, AML/CFT/compliance and risk environment is essential; ideally 1 or more years of demonstrable years’ experience in a compliance position.

For more information, please contact Ben Le Feuvre or email your CV to jobs@excel-recruitment.com

This role involves leading business development initiatives within a fiduciary Services environment based in Jersey. The successful candidate will manage strategic client relationships, oversee marketing strategies, and support revenue growth through targeted market positioning.

Candidates must have at least 10 years of experience within a Trust company, with proven success in business development, marketing, or a commercial leadership role. Strong communication, negotiation, and analytical skills are essential, alongside proficiency with CRM systems and digital tools. Knowledge of AML/CFT/CPF legislation and internal regulatory policies is also required.

For more information on this role, please contact Stu on (01534) 707816 or email your CV to jobs@excel-recruitment.com.

An excellent opportunity for a self-motivated individual interested in developing their career in Human Resources within a dynamic financial services company. The role involves providing comprehensive administrative support to the HR team, assisting with recruitment processes, and managing onboarding procedures. You will support hiring managers and coordinate various HR activities including interviews, documentation, and recruitment events.

Candidates should have at least 'A' level standard (grades A-C), GCSEs in Mathematics and English, and demonstrate a genuine interest in HR. Previous exposure to HR or administrative experience is advantageous. Strong organisational, communication, and computer literacy skills are essential, along with the ability to handle sensitive information confidentially.

For more information on this role, please contact Ben Le Feuvre on 01534 707811 or email your CV to jobs@excel-recruitment.com.

Our client, a highly reputable Financial Services company based in Jersey, is recruiting for a Permanent Senior Administrator within their Corporate Services team. The role offers the opportunity to work in a dynamic environment within the Trust & Corporate Services sector.

The ideal candidate will have proven experience in Trust & Corporate Services, demonstrating strong administrative and organisational skills. Knowledge of Jersey financial regulations and excellent communication abilities are essential.

For more information on this role, please contact Ben Le Feuvre on 01534 707811 or email your CV to jobs@excel-recruitment.com.

This permanent role based in Jersey involves designing, developing, and implementing custom applications using Microsoft Power Apps and Power Platform. You will collaborate with business stakeholders to gather requirements, integrate Power Apps with data sources like SharePoint and SQL Server, develop workflows with Power Automate, and create Power BI reports to deliver actionable insights. The role offers flexible, hybrid working arrangements and the opportunity to work on strategic initiatives within a dynamic team focused on regulatory compliance and risk management.

Requirements include proven experience as a Power App/Power Platform Developer, strong knowledge of the Microsoft Power Platform, proficiency in programming languages such as JavaScript, C#, Python, and Power FX, and experience working with complex data sets and database technologies. Microsoft Power Platform certifications and SDLC experience are essential. Additional skills in data analytics tools like Alteryx or Tableau, and an understanding of financial services or fintech sectors are desirable.

For more information on this role, please contact Stu on (01534) 707816 or email your CV to jobs@excel-recruitment.com.

Based in Jersey, this role offers the opportunity to work within a reputable organisation specialising in private client, corporate, and fund administration services. The successful candidate will be responsible for managing a diverse portfolio of companies, trusts, and entities, ensuring compliance with relevant legislation and delivering excellent client service. Key duties include administering client portfolios, preparing statutory records, liaising with clients and internal teams, and supervising junior staff.

A strong understanding of Jersey AML legislation, trust and corporate structures, and relevant qualifications such as STEP, CGI, or ACCA are essential. The role requires good IT skills, attention to detail, and a proactive approach to work. 

For more information on this role, please contact Ben on (01534) 707811 or email your CV to jobs@excel-recruitment.com.

Based in Jersey, this role offers the opportunity to join a leading financial services company as part of their Wealth Management Europe team. The successful candidate will be responsible for delivering risk control assessments, refining control documentation, and providing actionable insights to senior stakeholders.

Experience in operational risk frameworks, control assessments, and risk management practices is essential. Familiarity with AI tools and analytics is advantageous. This role also provides flexible working arrangements, including up to one day remote work per week, and a competitive benefits package including pension options, private medical insurance, and professional development opportunities.

For more information on this role, please contact Stu on (01534) 707816 or email your CV to jobs@excel-recruitment.com.

Our client, a reputable financial services company based in Jersey, is looking to recruit a Fund Administrator. The role involves overseeing fund administration tasks within a dynamic team environment, offering stability and career development opportunities.

The ideal candidate will have 1-2 experience in fund administration, has started or is willing to start a relevant professional qualification such as CGI (previously ICSA) and  strong organisational skills. A proactive attitude and excellent attention to detail are essential for success in this role.

For more information on this role, please contact Ben Le Feuvre on 01534 707811 or email your CV to jobs@excel-recruitment.com.

Key Responsibilities:

• Deliver brand awareness through engaging, lead-generating marketing campaigns
• Media management and development of marketing collateral
• Website content development and management, driving digital strategy to deliver engaging lead-generating campaigns and reporting on these
• Develop events and maintain relationships with clients, suppliers, and stakeholders

Key Requirements:

• Understand and comply with the licence, data protection and other regulatory rules applying to the position
• Educated at least to CIM/Degree level
• Minimum five years of marcomms experience
• Proven track record in key disciplines, including campaign planning, event execution, and digital strategy and planning.

For more information, please contact Stu on 01534 707816 or email your CV to jobs@excel-recruitment.com

This role involves overseeing the Group’s billing functions, managing financial controls, and ensuring compliance with regulatory requirements such as ANLA (JFSC) and IFR (MFSA). The successful candidate will lead a finance team, develop financial procedures, and explore innovative tools like PowerBI and Alteryx to enhance efficiency. They will also contribute to strategic decision-making at board level and manage risk in line with enterprise policies. 

Candidates should hold a relevant Finance qualification (ACA, ACCA), demonstrate strong leadership, and have proven senior management experience with excellent communication and analytical skills. Attention to detail and a financial control mindset are essential. 

For more information on this role, please contact Stu on (01534) 707816 or email your CV to jobs@excel-recruitment.com.

In this role, you will manage the day-to-day administration of client companies and trust structures. The role involves maintaining accurate records, ensuring compliance with procedures, and providing high-quality service to clients. The position offers hybrid working, a competitive holiday entitlement, pension contributions, life insurance, private medical insurance, and various wellbeing benefits.

The ideal candidate will have 1-3 years' experience in fiduciary or administrative roles, a good understanding of offshore structures, and excellent organisational skills. A minimum of A level education or equivalent is required, along with strong communication and interpersonal abilities. Willingness to learn and a keen eye for detail are essential.

For more information on this role, please contact Stu on (01534) 707816 or email your CV to jobs@excel-recruitment.com.

Based in Jersey, this role involves managing a portfolio of complex fund structures, ensuring compliance, and delivering high-quality client service. The successful candidate will support relationship management, oversee regulatory requirements, and contribute to operational excellence within a collaborative team environment.

Candidates should have at least 4 years' industry experience, with a minimum of 3 years managing their own client portfolio, preferably with corporate exposure. A strong knowledge of Jersey finance legislation, fund structures, and investor reporting is essential. The role requires excellent organisational skills, professional judgement, and the ability to work independently while coaching junior staff.

Professional qualification study (e.g., STEP, ICSA, CGI) is desirable.

For more information on this role, please contact Ben Le Feuvre on 01534 707811 or email your CV to jobs@excel-recruitment.com.

The role offers an excellent opportunity to work within a prestigious client environment, supporting high-net-worth individuals. The position involves providing comprehensive administrative support and ensuring efficient service delivery.

The ideal candidate should have a minimum of 5 years+ experience in administration in a similar environment and hold or be studying towards a relevant professional qualification e.g. STEP, CGI etc. They will also need strong organisational skills, strong attention to detail and the ability to work effectively within a team. A proactive approach and excellent communication skills are also essential.

For more information on this role, please contact Ben Le Feuvre on 01534 707811 or email your CV to jobs@excel-recruitment.com.

This role is based in Jersey for a leading financial services company and involves managing a varied portfolio of trust and company structures, ensuring excellent client relationship management, and supporting business development initiatives. You will oversee complex offshore trusts, liaise with intermediaries, and ensure compliance with regulatory and risk management standards. 

Candidates should have a minimum of 5-10 years' experience in fiduciary services, a proven track record in managing complex offshore structures, and qualify as a C category person under JFSC guidelines. A strong understanding of offshore fiduciary regulations, client relationship management, and compliance issues is essential.

For more information on this role, please contact Stu on (01534) 6 or email your CV to jobs@excel-recruitment.com.

You will provide administrative support to the private client trust and company administrators and other senior administration staff, to enable the team to meet client expectations.  You will gradually develop the skills and experience that will in time enable you to administer an allocated caseload of medium to low risk clients, competently and autonomously with the necessary support of other team members.

Key Responsibilities:

• General administrative support in relation to the administration of various structures
• Inputting payments as instructed and completing checklists as appropriate
• Assist with ensuring that all client requests / documentation are completed accurately and in a timely manner
• Taking action to improve the completeness of data and information held on our systems
• Assisting with periodic reviews of trusts and companies as required
• Assisting with compliance screening checks and internet searches, taking a risk based approach in line with internal policies and procedures
• Closing of accounts, as requested, as per standard checklist by adhering to Company / Compliance procedures and to ensure satisfactory completion to the agreed time scales
• Drafting of simple minutes and/or written resolutions as required
• Dealing with customers and intermediaries in a polite and professional manner as required

Key Requirements:

• A confident and personable personality
• Good communication skills
• Excellent numeracy and attention to detail
• A positive attitude, willingness to learn and reliability
• Strong self-motivation and the ability to work under pressure
• Shows a commitment to providing a quality service
• Excellent IT skills (MS Office)
• Strong organisational skills and the ability to effectively time manage
• Good standard of oral and written communication skills
• A high level of accuracy and consistency
• Able to learn and has problem solving skills

For more information, please contact Stu on 707816 or email your CV to jobs@excel-recruitment.com

📢 We’re hiring – Jersey‑based Insurance Professionals

Due to continued growth, our client is looking to speak with insurance professionals based in Jersey.

They are open‑minded on seniority, however candidates must have a minimum of 2+ years’ experience working within a Jersey insurance environment. More experienced candidates are very welcome to get in touch.

📞 For more information, please contact Stu Wheeldon on 01534 707816
📧 Or email your CV to jobs@excel-recruitment.com

A reputable financial services business based in Jersey is looking to appoint a Compliance Manager to support their Channel Islands operations. The role involves implementing the compliance framework, advising on regulatory matters, managing Jersey-specific regulations, and acting as the Key Person Compliance Officer for Jersey Depositary Companies. The ideal candidate will have previous experience in financial services and ideally within a compliance team, along with strong knowledge of Jersey regulations and a recognised professional qualification such as ICA.

Key requirements include excellent communication and organisational skills, the ability to interpret complex regulations, and experience in risk management and audit follow-up. A professional qualification in compliance, risk, or law is preferred, and familiarity with Jersey financial legislation is essential.

For more information on this role, please contact Ben on (01534) 707811 or email your CV to jobs@excel-recruitment.com.

This role offers an exciting opportunity within a renowned financial services company, responsible for managing a diverse portfolio of corporate structures. The successful candidate will oversee administration tasks, support staff development, and ensure compliance with all relevant legislation while maintaining excellent client relationships.

Candidates should possess over 5 years' post-qualifying experience in the fiduciary sector and/or at least 10 years of industry experience, with a strong understanding of Jersey corporate structures and company law, and AML legislation. A working knowledge of Viewpoint would be helpful. Recognised professional qualifications and managerial experience are essential. A proactive attitude and excellent organisational skills are also required.

For more information on this role, please contact Ben on (01534) 707811 or email your CV to jobs@excel-recruitment.com.

The successful candidate will play an integral role within the Private Client Administration team, providing administrative support to team members, learning the industry and core tasks and building knowledge on the rules and regulations for the sector.

Requirements:

• Self-motivated and eager to learn
• Good communication skills (verbal and written)
• Methodical, thorough and attentive to detail
• Good time management and prioritisation skills
• Microsoft office competency

For more information, please contact Ben Le Feuvre on 01534 707811 or email your CV to jobs@excel-recruitment.com

This role involves supporting the compliance team within a Financial Services company, ensuring adherence to regulatory and legal obligations, and maintaining a strong compliance culture across the business. Responsibilities include conducting compliance monitoring, financial crime screening, adverse media checks, and providing risk management insights to various stakeholders. The successful candidate will also support policy reviews, assist the MLCO/MLRO, and coach colleagues in AML/CFT/CPF controls.

Applicants should have experience in Compliance, preferably within a financial services environment, with knowledge of Jersey regulations. Strong analytical skills, attention to detail, and the ability to communicate effectively across teams are essential. Familiarity with KYC processes and financial crime mitigation is highly desirable.

For more information on this role, please contact Ben on (01534) 707811 or email your CV to jobs@excel-recruitment.com.

This exciting opportunity is with a reputable financial services organisation based in Jersey. The role involves delivering accurate regulatory administration, managing data entry, and supporting compliance with Jersey’s financial services standards. The successful candidate will work closely with internal and external stakeholders to ensure regulatory processes are efficient and effective.

The ideal candidate should have experience in Compliance, Customer Due Diligence (CDD), and Risk management. Strong communication skills, high attention to detail, and proficiency in Microsoft applications are essential. Knowledge of financial services and products, including financial statements, is desirable. A proactive approach to continuous improvement and team working is highly valued.

For more information on this role, please contact Stu Wheeldon  on 01534 707816 or email your CV to jobs@excel-recruitment.com.

This growing Fiduciary business in Jersey is looking for an experienced Assistant Private Client Manager with a background in Trust & Corporate Services. The role involves supporting senior management, managing complex client cases, and ensuring high standards of compliance and service are maintained within a dedicated private client team.

The ideal candidate will hold a relevant professional qualification such as STEP (or similar) have proven experience in the trust and company industry, a good understanding of relevant legislation and tax matters, and the ability to lead and develop team members. Strong relationship management skills and a proactive approach to client needs are essential. 

For more information on this role, please contact Ben Le Feuvre on 01534 707811 or email your CV to jobs@excel-recruitment.com.

Based in Jersey, this senior role involves leading the Risk and Compliance strategy across trust and fund services following a recent merger. The successful candidate will hold key regulatory appointments, act as the senior risk and compliance leader, and ensure regulatory, conduct, financial crime, and operational risks are effectively managed and reported to the Board and regulators.

Candidates should possess extensive experience leading Risk and Compliance within trust, fiduciary, or fund administration environments. A professional qualification such as the ICA Diploma or ACAMS is required, along with proven experience engaging with regulators and leading risk frameworks across multiple jurisdictions.

For more information on this role, please contact Ben on (01534) 707811 or email your CV to jobs@excel-recruitment.com.

This role offers an excellent opportunity for individuals looking to develop their career in trust administration within a reputable financial services company. The successful candidate will gain comprehensive training in the administration of trust and company structures and have the chance to work in a supportive team that values work-life balance.

Candidates should have strong organisational skills, attention to detail, and be proficient in Microsoft Office. Motivation to study towards a professional qualification such as STEP or CGI is essential for this role.

For more information on this role, please contact Stu on (01534) 707816 or email your CV to jobs@excel-recruitment.com.

Based in Jersey, this role within a financial services company offers an exciting opportunity to support workplace management and deliver exceptional service. The role involves welcoming visitors, managing meeting room facilities, liaising with suppliers, maintaining office supplies, and handling administrative tasks to ensure a smooth office environment. 

Candidates should have prior support or customer service experience, strong interpersonal and organisational skills, and a proactive attitude. Knowledge of Health & Safety legislation and IT skills are desirable. A confident communicator who can build relationships at all levels and work effectively in a team will thrive in this role. Flexibility to work outside of standard hours may be required.

For more information on this role, please contact Stu on (01534) 707816 or email your CV to jobs@excel-recruitment.com.

This is an exciting opportunity for a dedicated individual to join a leading financial services company in Jersey. The role involves supporting Partners and Directors across the wider business, managing diaries, coordinating travel, preparing meeting materials, and assisting with project coordination and stakeholder communications. The position offers flexible hybrid working, with the chance to develop technical and interpersonal skills within a collaborative team environment.

The ideal candidate will have proven experience in a similar role, strong organisational and prioritisation skills, and excellent communication. A proactive attitude, high discretion, and proficiency with Microsoft Office applications are essential. Experience with stakeholder management, meeting coordination, and basic data handling will be advantageous. This role is suitable for someone eager to grow their career in a professional services setting, supporting a reputable organisation in Jersey.

For more information on this role, please contact Stu on (01534) 707816 or email your CV to jobs@excel-recruitment.com.

This role offers an exciting opportunity within a reputable financial services company based in Jersey. The successful candidate will support client services in the real estate sector.

The ideal applicant should be educated to A-Level or be a graduate with strong academics. They should be motivated, have a professional attitude and strong organisational skills and be prepared to undertake a relevant professional qualification to support their continued development. 

For more information on this role, please contact Ben Le Feuvre on 01534 707811 or email your CV to jobs@excel-recruitment.com.

This role is based in Jersey within a reputable financial services company. The successful candidate will support knowledge management and innovation initiatives, ensuring the company stays ahead in a competitive market. Previous experience in legal is preferred to facilitate effective information handling and legal process understanding.

Requirements include relevant legal experience, strong organisational skills, and the ability to work collaboratively in a fast-paced environment. Familiarity with knowledge sharing tools and a proactive attitude towards innovation are advantageous.

For more information on this role, please contact Ben Le Feuvre on 01534 707811 or email your CV to jobs@excel-recruitment.com.

In this role, you will assist with managing a portfolio of trust and company structures, providing professional support, and ensuring compliance with company policies. You will also be responsible for preparing documents, liaising with third parties, attending client meetings, and maintaining client confidentiality.

Responsibilities:

• Responsible for the administration of a portfolio of trust and company structures.
• Drafting/preparing less complex documents i.e., minutes/resolutions, as appropriate.
• Liaising with investment advisers, asset managers, and other professional advisers.
• Attending client meetings with client directors and managers.
• Observing CDD at all times.
• Achieving financial targets as determined by management.

Requirements:

• Previous experience in a role at a similar level. Exposure to working with Private Clients is highly beneficial.
• A good understanding of Trust and Company administration.
• Currently studying towards a relevant professional qualification or willing to do so.
• Experience building a strong rapport with colleagues and clients.
• Proven experience in understanding and following business processes and checklists.

For more information on this role please contact Stu on 707816 or email your CV to jobs@excel-recruitment.com

For this role, our client will consider candidates from junior to senior administrator levels. 

Responsibilities:

• Manage a portfolio of trusts and companies.
• Handle client communications and escalate important matters.
• Conduct monthly account checks and prepare reports.
• Draft trust resolutions and company minutes.
• Maintain compliance with CDD requirements.
• Contribute to team financial targets and maintain client confidentiality.

Requirements:

• Strong organisational and communication skills.
• Proactive and professional approach.
• Experience in managing client portfolios (senior roles).
• Awareness of compliance and regulatory requirements.

For more information on this role, please contact Stu on (01534) 707816 or email your CV to jobs@excel-recruitment.com

An exciting opportunity has arisen for a Senior Administrator within the Asset Services team at a leading financial services company in Jersey. The role involves managing complex operational tasks, supporting daily team activities, and ensuring data integrity while mitigating operational risks. Strong operational background and problem-solving skills are essential, along with the ability to share knowledge and support process improvements.

The ideal candidate should have practical experience in operations within the financial sector, be confident with technology, and be capable of delivering high-quality work within set SLAs. A background in financial services is required, with a proactive approach to risk management and process optimisation.

For more information on this role, please contact Stu on (01534) 707816 or email your CV to jobs@excel-recruitment.com.

The Client Administrator will assist one or more of the CRDs with the administration of a complex portfolio of clients, liaising closely with the Director to ensure client communications and administration is carried out in accordance with their policies and procedures.

Key Responsibilities:

• Assist one or more CRDs with the administration of a complex portfolio of clients according to their abilities and the complexity of the matter at hand. Passing all correspondence through the Director for authorisation and liaising closely with the Director before or after (if appropriate) communication with clients and intermediaries.
• Expected to assist less experienced staff members and show leadership as required.
• Assisting on client and non-client related projects to support the firm and the Board of Directors in meeting its objectives.
• Expected to be studying or hold a table 5 qualification and obtain appropriate levels and type of CPD to enable the role to be fulfilled as identified in discussions with the CRD.
• Assisting the director in training and managing more junior members of staff as appropriate.

The ideal candidate will have 2-5+ years’ experience in a private client environment and hold or be working towards an appropriate recognised professional qualification.

For more information, please contact Stu on 01534 707816 or email your CV to jobs@excel-recruitment.com

Based in Jersey, this role offers the opportunity to work within a reputable financial services company. The successful candidate will be responsible for preparing high-quality financial statements, management accounts, and ensuring compliance with IFRS and UK GAAP standards. The role requires managing client portfolios, liaising with auditors, and delivering exceptional client service, all within a dynamic environment that adapts to changing requirements.

Candidates should hold an appropriate accountancy qualification, such as ACCA or ACA, or possess relevant experience in private client accounting, trust accounts, and family office structures. Strong IT skills, experience with software such as Xero and CaseWare, and a high level of attention to detail are essential. The role demands excellent organisational abilities, confidentiality, and proactive communication skills.

For more information on this role, please contact stu on (01534) 707816 or email your CV to jobs@excel-recruitment.com.

This role involves delivering exceptional employee experience by managing HR policies, employee relations, and compliance with local legislation. The successful candidate will oversee ER cases, develop policies, support leadership, and ensure legal and regulatory adherence. 

Requirements include CIPD Level 3 or equivalent, proven experience in HR policy development, employee relations, rewards, and HR technologies such as Workday. Knowledge of housing, work permits, and employment law is essential. Candidates should demonstrate excellent communication skills, adaptability under pressure, and a professional approach. Eligibility to work in Jersey is a must, as the company cannot provide a work permit.

For more information on this role, please contact Stu on (01534) 707816 or email your CV to jobs@excel-recruitment.com.

The business, a reputable financial services company based in Jersey, is currently looking to appoint a Senior Accountant specialising in Governance Services. The role offers an excellent opportunity to develop within a dynamic environment, supporting governance and accounting functions. The ideal candidate will have proven experience in Accounting & Finance, with a strong understanding of governance frameworks. They should be competent in managing financial records, preparing reports, and ensuring compliance with regulatory standards. 

Requirements:

• Must hold "Entitled" or "Entitled to Work" status in Jersey, Channel Islands
• Ideally part-qualified ACCA/ACA, currently studying or qualified by relevant experience with good up to date technical knowledge of UK GAAP, IFRS and US GAAP, including practical application

The standard working hours are 36.25 per week. This role is perfect for a professional seeking to contribute to a well-established organisation in a key financial capacity.

For more information on this role, please contact Ben Le Feuvre on  01534 707811 or email your CV to jobs@excel-recruitment.com.

This role is based in Jersey and offers an exciting opportunity within a reputable financial services company. The ideal candidate will have proven experience in Fund Accounting, particularly within real assets, and possess strong technical skills to manage complex fund structures.

The position involves a standard 37.5-hour week and comes with a comprehensive benefits package, including a starting holiday entitlement of 25 days per annum, private healthcare, eye care reimbursement, life assurance, critical illness cover, and participation in a non-contributory pension scheme with employer contributions starting at 10%. Additional benefits include employee bonus schemes, professional subscriptions, in-house training via Aztec Academy, and worldwide annual travel insurance.

Applicants should demonstrate relevant experience in fund accounting, good analytical ability, and excellent communication skills. Prior familiarity with real assets investment funds will be advantageous.

For more information on this role, please contact Ben Le Feuvre on 01534 707811 or email your CV to jobs@excel-recruitment.com.

We are supporting a number of clients with multiple vacancies in the Trust & Company administration industry in Jersey.

This ranges from Trainee through to Director and in different types of organisational profile. The sector really is booming!

If you would like to have a private conversation with one of the team, please get in touch! 

E: jobs@excel-recruitment.com

T: 01534 707800 

As a Senior Administrator you will be the day-to-day contact for a substantial portfolio of clients, including a couple of key clients and will have the opportunity to build relationships with these clients supported by an experienced Client Director or Manager. There is variety in this role and, in addition to the day-to-day servicing of clients you will also have the opportunity to expand your knowledge and specialise in other areas such as business development, onboarding and developing people management skills. 

Requirements:

• To be working towards or considering a professional qualification e.g. ACA/ACCA/ICSA/STEP
• Some experience in employment related reward structures, such as share plans, nominee arrangements, and corporate savings and pension plans would be preferable however, we will consider individuals with a strong trust or financial services background
• Committed and driven to achieving excellence for themselves, the team, and their clients
• Strong communication skills and the ability to establish good relationships with all stakeholders
• Strong organisational skills and excellent attention to detail

For more information, please contact Stu Wheeldon on 01534 707816 or email your CV to jobs@excel-recruitment.com

As an Administrator you would have a varied workload focused on providing exceptional customer service including but not limited to client communications, preparing resolutions for the trustee, instructions to intermediaries, payments, updating registers, updating trust records, as well as maintaining and updating our online administration portals. Technical affinity and good data management skills, together with Excel experience would be advantageous.

Requirements:

• Candidates would ideally have one or two years experience in a similar role or another area of the finance industry with transferable skills
• A good working knowledge of online filing systems, Outlook, Word, Excel and capable of working with online systems and banking platforms
• Interest in and affinity with using technology to deliver client service
• Be able to deal with tasks independently, using own initiative and taking ownership of tasks

For more information, please contact Stu Wheeldon on 01534 707816 or email your CV to jobs@excel-recruitment.com

Key Responsibilities:

• Work within the Insurance Services team to develop the insurance services business/offering
• Obtain quotes for new business and manage insurance renewals
• Involvement in the day-to-day operations of the Insurance Services team
• Liaise with brokers, loss adjusters, tenants, and property managers
• Prepare periodic reports for Group-internal stakeholders
• Collate due diligence on entities/clients
• Assist in client meeting preparations and action client communications
• Identify business development opportunities

Key Requirements:

• Educated to A-level standard or equivalent as a minimum, with a Diploma or Degree in Business, Finance or Insurance-related fields preferred
• Circa 3 years of experience desired
• Experience in a business that operates in the offshore and onshore financial services industry
• A high level of understanding and expertise of the insurance world, particularly as it relates to assets held personally and within structures

For more information, please contact Stu on 01534 707816 or email your CV to jobs@excel-recruitment.com

Our Client is seeking a Senior Fund Administrator to join their Fund Administration team

Key Responsibilities:

• Prepare fund distribution and call notices
• Ensure alignment with regulatory requirements
• Manage investor queries and maintain databases
• Review payment instructions and investor correspondence
• Coordinate with internal and external parties for fund administration
• Liaise with the wider business functions to ensure an efficient administration process is maintained

Key Requirements:

• 3-5 years fund administration experience
• Holds or has started a relevant professional qualification such as CGI, ACCA or similar
• Team player with strong interpersonal skills

For more information, please contact Ben on 01534 707811 or email your CV to jobs@excel-recruitment.com

Key Responsibilities:

• Property and site management, including liaison with contractors and industry professionals
• Provide office management and administrative duties in support of the business and principal
• Undertake a range of Financial Administrative responsibilities
• Provide Executive Support to the Principal

Key Requirements:

• Discretion and confidentiality will be key
• Strong initiative and ability to work independently
•  Excellent organisational and communication skills
• Problem-solving mindset with the ability to think ahead
• Knowledge or experience in property management (commercial property experience preferred).
• Competence with financial processes and basic accounting tasks
• Ability to build effective working relationships

For more information, please contact Stu on 01534 707816 or email your CV to jobs@excel-recruitment.com

The role is based in Jersey and the successful candidate will join a family-owned group operating within luxury home interiors retail and property development. The successful candidate will oversee accounts functions including bookkeeping, payroll, and statutory returns, alongside providing administrative support to  the Directors in a small, busy environment. They should have proven experience in accounting and office administration, with strong knowledge of Sage 50 or similar software, along with excellent organisational skills and discretion. This is a stable, full-time position offering varied responsibilities within a supportive team.

For more information on this role, please contact Ben Le Feuvre on 01534 707811 or email your CV to jobs@excel-recruitment.com.

This role is pivotal in overseeing trust and company structures, ensuring compliance, and mentoring junior staff.

Responsibilities:

• Administer a portfolio of trust and company structures, some of which are complex.
• Review annual accounts and liaise with bookkeepers and accountants.
• Produce periodic reports and analyses to third parties.
• Draft documents such as minutes, resolutions, and agreements.
• Liaise with investment advisers, asset managers and other professional advisers. 
• Attend client meetings and develop close working relationships with clients.
• Assist in the development of junior staff.

Requirements:

• Experience in trust and company administration or financial services.
• Studying/Qualified in CGI Diploma (ICSA) or equivalent.
• Proactive, excellent communication skills, and able to use initiative.

For more information on this role please contact Ben on (01534) 707811 or email your CV to jobs@excel-recruitment.com

Key Responsibilities:

• Ensure work is produced to a high level of accuracy, in a timely manner, and to relevant SLAs and operational standards (where defined).
• Support line manager in ensuring departmental guides, processes, and procedures are current, as well as supporting the accurate production of MI and reporting (for example, active engagement with ActiveOps).
• Escalate any issues as appropriate to management in relation to risks, errors, and/or daily workload completion in a timely manner.
• Understand the team goals and the relationship to wider group strategy.
• Understand and adhere to Risk & Control Framework and Policy Framework and engage proactively in regulatory and audit reviews.
• Simplify and innovate using knowledge and experience. Support line managers in identifying and implementing areas of continuous improvement, in conjunction with Operations Initiatives.
• Act as Subject Matter Expert (SME) on project work and take responsibility for more complex queries.

Key Requirements:

• Practical knowledge of the financial services sector.
• A confident user of technology who embraces new ways of working.
• Consistently able to deliver accurate, high-quality work while keeping competing demands on track.

For more information, please contact Stu on 01534 707816 or email your CV to jobs@excel-recruitment.com

This role offers an excellent opportunity to support the functions within a leading financial services company. The successful candidate will provide legal advice mainly focused on the corporate administration services, collaborating closely with senior management and key stakeholders across various teams. Responsibilities include handling corporate governance, contract review, data protection advice, and supporting legal compliance. The position requires a qualified lawyer with at least 4 years' PQE, prior experience in a cross-jurisdictional or offshore environment is advantageous, and knowledge of AML legislation and regulation is desirable. In-house experience is welcome but not essential.

For more information on this role, please contact Ben Le Feuvre on 01534 707811 or email your CV to jobs@excel-recruitment.com.

The individual will work in a team servicing the needs of a portfolio of clients. There will be a number of responsibilities as outlined below:

• Preparation of bank reconciliations for all client accounts
• Bookkeeping on SUN systems for allocated Fund structures (RE & PE) companies and trusts
• Preparation of monthly/quarterly management accounts for allocated clients
• Preparation of Investor capital accounts

Requirements:

• Educated to at least ‘A’ level standard or equivalent (3 Grades A-C / 9-4), and GCSE Mathematics and English (Grades A-C / 9-4), and a willingness to study towards a relevant professional qualification
• Wishes to start studying toward ACCA
•  Relevant practical work experience would be an advantage

For more information, please contact Ben Le Feuvre on 01534 707811 or email your CV to jobs@excel-recruitment.com

This is a great opportunity for a driven and talented individual to make a real difference as part of a dedicated and professional team. The Trainee Administrator will work on a range of matters providing administration, management and secretarial services for established and new Real Estate and Private Equity Funds. 

Requirements:

• Educated to at least ‘A’ level standard or equivalent (3 Grades A-C / 9-4), and GCSE Mathematics and English (Grades A-C / 9-4), and a willingness to study towards a relevant professional qualification.
• The candidate must have excellent communication skills with the ability to work within a team, and also the ability to use initiative and work independently.
• Strong organisational and time management skills are essential.

For more information, please contact Ben Le Feuvre on 01534 707811 or email your CV to jobs@excel-recruitment.com

This senior role involves overseeing complex trust and company structures, developing strong client relationships, and leading a dedicated team to deliver high-quality administration and strategic guidance. You will also play a key part in business growth, client service excellence, and team leadership within a collaborative environment.

The ideal candidate will have proven experience in a similar role, excellent managerial skills, and a strategic mindset. You should demonstrate strong client management, leadership capabilities, and knowledge of regulatory standards. A track record supporting complex transactions and a proactive approach towards business development are essential.

For more information on this role, please contact Stu on (01534) 707816 or email your CV to jobs@excel-recruitment.com.

Key Responsibilities:

• Being involved in all aspects of Real Estate and Private Equity Fund administration and coordination of Company Secretarial duties.
• The maintenance of investor details and investor-related documentation, performing calls and distributions, and creating and maintaining records of a portfolio of clients
• Creation of new SPVs, Limited Partnerships and Trusts, playing a pivotal role in the completion and satisfaction of the KYC / AML policy for all new entities or investors.
• Become familiar with Limited Partnership Agreements and other material agreements or legal documents relating to the management, control and administration of the Fund's vehicles

Key Requirements:

• Prior experience with private equity real estate fund administration, ideally 3 or more years
• Be familiar with statutory requirements and corporate governance matters
• Be proficient in organising board meetings for various purposes
• Educated to ‘A’ level standard or equivalent (3 grades A-C), and GCSE Mathematics and English
• Preferably completion or studying towards the CGI Diploma or equivalent, or willing to study towards a relevant professional qualification
• Excellent communication skills with the ability to use initiative and work independently.

For more information, please contact Stu on 01534 707816 or email your CV to jobs@excel-recruitment.com

This role is based in Jersey, offering a unique opportunity to lead cyber risk management initiatives within a prominent financial organisation. The successful candidate will be responsible for designing and implementing enterprise-wide cyber risk governance frameworks, assessing cyber threats, and managing large information security projects. The position requires up-to-date knowledge of industry frameworks such as NIST CSF, ISO27001, PCI-DSS, and GDPR, along with proven experience in overseeing cyber risk controls and developing strategic resilience plans.

Ideal candidates will have at least 5 years of experience in cybersecurity management, possess relevant certifications such as CISSP, CISM, or CRISC, and demonstrate extensive knowledge of risk and compliance practices. Strong leadership, stakeholder management, and project financials experience are essential, along with the ability to work flexibly with hybrid working options.

For more information on this role, please contact Stu on (01534) 707816 or email your CV to jobs@excel-recruitment.com.

Key Responsibilities:

• Take ownership of a designated list of entities and be involved with complex and bespoke services provided to these entities
• Assist in the management of a portfolio of trusts, companies, foundations and nomineeships
• Assist with the client and advisor visits and attend where appropriate, and assist with the broadening of client relationships
• Analysis of client requests and provision of technical input
• Ensure compliance with company procedures and assist in ensuring all Audit points are addressed
• Liaise with the wider business to ensure a bespoke service is delivered

Key Requirements:

• Be studying towards or have completed a Category A or B level qualification under the Jersey Financial Services Commission Regulations
• Proven industry experience in the fiduciary operations of trusts, companies, foundations and nomineeships
• Natural relationship builder, with attention to detail, resilience and adaptability

For more information, please contact Stu on 01534 707816 or email your CV to jobs@excel-recruitment.com

Based in Jersey, this role involves managing a varied portfolio of trust and company structures, providing excellent client service, and ensuring accurate administration.

The position requires proven experience ideally in trust and company administration, with a good understanding of regulatory frameworks. You should be proactive, organised, and possess strong communication skills, with a commitment to personal development and client satisfaction.

For more information on this role, please contact Stu on (01534) 707816 or email your CV to jobs@excel-recruitment.com.

Our client, a prominent financial services company based in Jersey, is looking for a motivated Corporate Administrator to join their Employee Incentives team on a permanent basis. The role involves supporting client entities, preparing documentation, liaising with clients and intermediaries, and ensuring compliance with industry regulations. It offers the opportunity to develop professional qualifications such as CGI or STEP, and to gain valuable experience in corporate administration and employee benefit arrangements.

The ideal candidate will have 1-2 years' administration experience, with a preference for those with specific Employee Incentives knowledge. Strong organisational skills, attention to detail, and the ability to work proactively in a fast-paced environment are essential. Candidates should demonstrate excellent communication, integrity, and a commitment to professional growth.

For more information on this role, please contact Stu on (01534) 707816 or email your CV to jobs@excel-recruitment.com.

The successful applicant will play a key role in providing a wide range of administration services to a high quality and diverse portfolio of clients in the provision of corporate and fiduciary services. In return, this opportunity will offer focused mentoring and professional development.

Requirements:

• Proven corporate administration experience
• Studying towards a relevant professional qualification (such as STEP or CGI)
• Great communication and interpersonal skills
• Being able to build relationships and work as part of a team
• A desire to succeed within a financial services role

For more information, please contact Ben Le Feuvre on 01534 707811 or email your CV to jobs@excel-recruitment.com

A varied role, the successful candidate will be working within the Fund Accounting and Administration teams to provide fund administration, corporate services, and investor services to private equity funds and their associated vehicles. This includes ensuring compliance with fund documentation, legal, and regulatory requirements.

Requirements:

• Professional qualification in accountancy
• An excellent working knowledge of various Private Capital fund structures (GP/LP/Feeder) and the accounting required for these structures
• Excellent knowledge of US GAAP/ UK GAAP/IFRS
• Proper and effective administration skills
• Good interpersonal and communication skills and able to deal with various parties both internal and external
• Organisational skills are key, with an ability to manage workloads and to meet all deadlines

For more information, please contact Ben Le Feuvre on 01534 707811 or email your CV to jobs@excel-recruitment.com

Key Responsibilities:

• Attending to clients’ needs in a timely, professional manner and maintaining knowledge and control over the assets and activities of entities administered
• To take responsibility for the administration of a varied portfolio of trusts, companies, foundations and/or other entities, of a low-risk, non-complex nature, keeping data maintained, up to date and relevant
• Act as a primary point of contact for designated clients and intermediaries.
• Build and maintain client relationships under the oversight of the senior team members
• Review statutory documents and procedures in the context of client/internal requests and raise any suggested changes accordingly
• Responsible for ensuring CDD, reviews, and ongoing monitoring
• Preparation of standard minutes of statutory and other meetings

Key Requirements:

• Experience of Trust services industry or a similar regulated business
• Experience in Trust and Company administration
• A good awareness of Jersey local trust and company legislation and practice, including knowledge of Anti Money Laundering Laws and Orders
• Have over 2 years of experience in a trust administration role
• Hold STEP/CGI Certificate, be working towards or have a willingness to work towards the CGI/STEP Diploma

For more information, please contact Stu on 01534 707816 or email your CV to jobs@excel-recruitment.com

This role is based in Jersey within a prominent financial services company. The successful candidate will lead on employee relations, absence management, wellbeing initiatives, and policy development, with oversight of key areas across the employee lifecycle. The role involves collaborating with multiple internal teams, managing complex HR transactions, and ensuring compliance with local employment laws.

Candidates should have a CIPD Level 5 qualification or equivalent, with proven experience in employee relations, HR policy development, managing employee lifecycle activities, and familiarity with HR technologies such as Workday. Strong interpersonal skills, resilience under pressure, and the ability to build rapport across levels are essential. Experience in wellbeing strategy and managing cross-jurisdictional relocations is desirable.

For more information on this role, please contact Stu on (01534) 707816 or email your CV to jobs@excel-recruitment.com.

Our client, a recognised provider of private wealth, fund, and corporate administration services, is offering an exciting opportunity for a Manager, Private Capital in Jersey! The ideal candidate will have 5-10 years’ experience serving high-net-worth international families, with strong knowledge of fiduciary structures, regulatory requirements, and asset classes such as property and investments. Proven management of complex international structures, excellent communication skills, and relevant professional qualifications (STEP, ICSA, Accountancy, or Legal) are essential.

Candidates should demonstrate strong technical awareness, interpersonal skills, and the ability to work independently while collaborating effectively with internal teams and external professionals. A comprehensive understanding of local legislation, AML, KYC, GDPR, and working knowledge of NavOne is also required.

For more information on this role, please contact Ben Le Feuvre on 0153) 707811 or email your CV to jobs@excel-recruitment.com.

This role involves the day-to-day administration of complex client portfolios within corporate and fund structures, specialising in real estate, venture capital, and private equity asset classes. You will manage client relationships, liaise with third parties, review financial reports, and support business development initiatives in a fast-paced environment.

The ideal candidate should have at least 4 years’ experience in fiduciary services, strong knowledge of offshore structures, excellent interpersonal and organisational skills, and be qualified as a C category person under JFSC guidelines. A background in handling complex offshore fiduciary issues and a sound understanding of compliance and regulatory frameworks are essential.

For more information on this role, please contact Stu on (01534) 707816 or email your CV to jobs@excel-recruitment.com.

This role, based in Jersey, offers the opportunity to work within a dynamic financial services environment, specialising in risk, regulation, and financial technology projects. The successful candidate will be involved in diverse client engagements, supporting regulatory compliance, risk management, and innovative FinTech solutions across the Channel Islands and beyond.

Candidates should have at least 3 years' experience within financial services, with a solid understanding of regulatory frameworks, strong stakeholder management skills, and a proactive, problem-solving attitude. Experience in risk-related roles and familiarity with industry regulations or digital tools is highly desirable. A university degree and relevant professional qualifications are advantageous.

For more information on this role, please contact Stu on (01534) 707816 or email your CV to jobs@excel-recruitment.com.

The successful candidate will play a key role in ensuring compliance with AML/CFT regulations, managing CDD processes, and supporting risk management initiatives. They will be responsible for maintaining robust compliance frameworks, preparing reports, conducting client due diligence, and providing guidance on regulatory updates. This role offers a collaborative and development-oriented environment with opportunities for professional growth and study support.

Applicants should have at least three years’ experience in Compliance, with a strong knowledge of fund, trust, and AML legislation specific to Jersey. Excellent communication skills, attention to detail, and the ability to work independently are essential. A qualification in AML/Compliance (e.g., ICA or AML diploma) is preferred, along with familiarity of Jersey regulatory requirements and the fund administration environment.

For more information on this role, please contact Ben Le Feuvre on 01534 707811 or email your CV to jobs@excel-recruitment.com.

Key Responsibilities:

• Welcome visitors and handle calls via our switchboard
• Manage meeting rooms, diaries, and daily reception duties
• Support postal processes, deliveries, archiving and general office operations
• Assist with light maintenance, desk moves, and facilities-related tasks
• Coordinate wet-ink Facilities signatures and document dispatch for international teams
• Provide flexible support across the Facilities function when needed

Key Requirements:

• Front of house or customer service experience (professional services ideal)
• Confident communicator with a warm, professional manner
• Strong organisational and multitasking skills
• Comfortable using MS Office and office equipment
• Team focused, proactive, and detail-driven

For more information, please contact Stu on 01534 707816 or email your CV to jobs@excel-recruitment.com

An exciting opportunity has arisen for a professional with experience in Advisory to join a leading financial services company based in Jersey. This role involves leading the Independence, Ethics, and Business Conduct team to ensure compliance with global and UK standards, delivering training, monitoring policies, and supporting regulatory reviews, all within a dynamic and collaborative environment.

The ideal candidate will have strong knowledge of independence and ethics requirements (including IESBA guidelines), proven experience in compliance monitoring, and excellent stakeholder engagement skills. A relevant professional qualification, such as ACCA or ICAEW, is required, along with 3-5 years of related experience.

For more information on this role, please contact Stu on (01534) 707816 or email your CV to jobs@excel-recruitment.com.

An exciting opportunity has arisen at a leading Financial Services organisation based in Jersey. The role involves managing key technology alliances, driving strategic partnership initiatives, and overseeing client account management to support the firm's business goals. The position offers hybrid working options and a competitive benefits package, including private medical insurance, life assurance, and competitive holiday entitlement.

The ideal candidate will have at least 5 years’ experience in Partner & Alliance Management, excellent relationship-building skills, and strong communication abilities. Knowledge of technology solutions and experience in managing complex business change are desirable. The role requires delivering high-quality project outputs, fostering collaboration, and analysing market trends for strategic growth. Limited travel may be required.

For more information on this role, please contact Stu on (01534) 707816 or email your CV to jobs@excel-recruitment.com.

This leading financial services company in Jersey is recruiting for an experienced Compliance Policy and Regulatory Engagement Lead to join their Risk & Quality team. This role involves developing and maintaining the company's compliance framework, managing regulatory relationships, and overseeing AML/CFT and CPF policies across Jersey and Guernsey.

The ideal candidate should have a strong background in Compliance, CDD, and Risk, with relevant experience in compliance monitoring, policy development, and stakeholder engagement. A professional qualification such as ACCA, ICAEW, or ICA Diploma in Governance, Risk and Compliance is desirable, along with excellent communication and leadership skills. Familiarity with local laws and regulations and experience working with regulators will be advantageous.

For more information on this role, please contact Stu Wheeldon on 01534 707811 or email your CV to jobs@excel-recruitment.com.

Key Responsibilities:

• Attending to clients’ needs in a timely, professional manner and maintaining knowledge and control over assets and activities of entities administered
• To take responsibility for the administration of a varied portfolio of trusts, companies, foundations and/or other entities, keeping data maintained, up to date and relevant
• Prepare minutes/resolutions/other related documents/payments/distributions of acomplex nature and present to management/directors for review
• Liaise with multiple business functions to ensure the effective delivery of administration services
• To maintain a good understanding of local regulations and compliance requirements
• To assist in the training and development (mentoring) of junior team members

Key Requirements:

• Have 5 years+ of experience in a trust administration role and hold or be workingtowards a recognised trust qualification (STEP Diploma or similar)
• A good awareness of Jersey local trust and company legislation and practice, including good knowledge of Anti Money Laundering Laws and Orders
• Attention to detail
• Ability to work efficiently and effectively, and manage other team members
• Strong time management and organisational skills with an ability to meet deadlines

For more information, please contact Stu on 01534 707816 or email your CV to jobs@excel-recruitment.com

This role is based in Jersey and involves managing the SME platform, underwriting cases within agreed processes and risk appetite, and supporting business development and retention goals. The successful candidate will work closely with brokers, making underwriting decisions and identifying new business opportunities to contribute to the team’s success.

Ideal candidates will have insurance experience, preferably with underwriting and broker relationship exposure. Possessing CII qualifications is advantageous. You should be self-motivated, organised, and able to work independently to meet deadlines, with a strong customer service focus and keen attention to detail.

For more information on this role, please contact Stu on (01534) 707816 or email your CV to jobs@excel-recruitment.com.

This is a great opportunity for a driven and talented individual to make a real difference as part of a dedicated and professional team. The Administrator will work on a range of matters providing administration, management and secretarial services for established and new Real Estate and Private Equity Funds. 

Requirements

• Educated to at least ‘A’ level standard or equivalent.
• Preferably completion of/or studying towards the ICSA Diploma or similar; or willing to study for a relevant professional qualification.
• Demonstrable real estate or private equity / trust and company experience, preferably with some knowledge or exposure to corporate structures, SPV administration.
• Company Secretarial knowledge would be advantageous.

For more information, please contact Ben on 01534 707811 or email your CV to jobs@excel-recruitment.com