Based in Jersey, this role offers an excellent opportunity for professionals with experience in Banking & Investments to join a reputable organisation. The Account Manager will serve as the primary contact between Relationship Managers and clients, delivering exceptional client service and managing a diverse portfolio.

Requirements include experience in a front office client support role within banking or trust services, knowledge of banking, custody, FX, and credit, and strong communication, organisational, and project management skills. A proactive, client-focused attitude and an understanding of compliance are essential.

For more information on this role, please contact Stu Wheeldon on 01534 707816 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

This role offers an excellent opportunity to join a reputable financial services company, specialising in Trust & Company Accounting. The successful candidate will manage daily accounting functions for a varied client portfolio, support audit processes, and prepare management accounts, all within a supportive team environment.

Candidates should be qualified or part-qualified (ACA, ACCA, or equivalent) with experience in client accounting, strong organisational skills, and proficiency in MS Office. Knowledge of Real Estate, Private Wealth, or Corporate accounting is advantageous. Client-facing experience and the ability to mentor junior staff 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.

Operating within a global financial services group, the successful candidate will lead employee engagement, internal communications, and culture initiatives across multiple jurisdictions. The role involves executing engagement surveys, developing communication campaigns, managing content on intranet platforms, and supporting leadership communication strategies to foster a positive workplace culture.

The ideal candidate should have proven experience supporting employee engagement, internal communications, or marketing within a multi-jurisdictional or global organisation. Strong skills in stakeholder collaboration, data insights, digital tools, and content creation are essential. Previous exposure to engagement platforms, reporting, and cultural initiatives will be advantageous.

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

This role is based in Jersey and involves assisting the Trust team with the administration of a diverse portfolio of companies, trusts, and foundations. The successful candidate will ensure all correspondence is handled professionally, maintain statutory records, and support client relationships to identify new business opportunities.

Experience in trust, company, and fiduciary structures, along with strong organisational and communication skills, is essential. A STEP/CGI qualification or equivalent is required, along with good IT knowledge and understanding of compliance.

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 financial services company is looking for an experienced Fund Accountant to join their team. The role involves preparing complex annual financial statements, managing bookkeeping activities, and delivering accurate management reports across a diverse portfolio of structures, in compliance with IFRS and FRS 102 standards.

The ideal candidate should have a solid background in trust, company, and fund structures and will hold, or be working towards, a professional qualification such as ACCA or ACA. Strong IT skills, experience with financial systems like Viewpoint, and good knowledge of AML legislation are desirable. 

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

A Financial services company based in Jersey is looking to appoint a Trainee Accountant to support their fund accounting team. The role involves assisting with bookkeeping, preparing management accounts, supporting audit and compliance activities, and ensuring accurate fund records.

The successful candidate will be keen to study towards a professional qualification, possess strong analytical skills, and demonstrate a proactive attitude. Applicants should have a strong academic background, good IT skills (including Excel), and relevant experience in accounting or financial services is desirable. 

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

This role is based in Jersey and involves supporting the finance team with bookkeeping, invoicing, bank payments, and reconciliations. You will assist with routine financial processes, maintain accurate records, and liaise with international banks and suppliers. The position offers career development opportunities, including support for accountancy qualifications, in a supportive team environment.

The ideal candidate will have a strong academic background, excellent attention to detail, and proficient knowledge of MS Word and Excel. A positive attitude, good organisational skills, and the ability to work independently 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 involves providing comprehensive legal advice to the Board and Senior Management, supporting fiduciary structures, and managing external advisers. The successful candidate will oversee legal matters related to trust, tax, and company law, and contribute to business development initiatives.

Candidates should be a qualified Jersey advocate or English Solicitor/Barrister, preferably with experience in private practice or in-house within a trust business. Knowledge of Jersey regulations, trust and company law, and UK tax law is essential. Strong interpersonal, project management, and analytical skills are required.

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

An exciting opportunity has arisen with a leading financial services company based in Jersey for a Senior Fund Administrator. The role involves supporting fund administration activities ensuring efficient operation and client satisfaction. The ideal candidate will have proven experience in administration within a financial services environment, demonstrating strong organisational and communication skills. Further, they will hold a professional qualification such as the CGI. 

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:

• Support the delivery of HR strategy across multiple jurisdictions
• Responsibilities include General Employee lifecycle administration and employee relations
• Workplace planning, talent and recruitment, and involvement with the L&D strategy
• Streamlining and analysis of data and HR systems to ensure business efficiencies are maintained, and key objectives met
• Payroll and support of the employee engagement and cultural initiatives

Key Requirements:

• Previous experience in an HR generalist role, ideally within the financial services industry
• Experience supporting multiple jurisdictions (UK, Crown Dependencies or similar) is desirable
• Strong knowledge and understanding of Jersey and UK employment law
• Understanding of HR best practice across the full employee lifecycle
• Ability to work under pressure and demonstrate a high level of discretion, integrity and professionalism

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

An exciting opportunity has arisen for a Client Accountant to join a reputable financial services company. The successful candidate will be responsible for managing day-to-day accounting operations for a diverse portfolio of clients, including preparing financial statements, management accounts, and acting as a primary contact for external auditors. Experience in client accounting or accounts preparation is preferred, along with strong numeracy, analytical skills, and proficiency in Microsoft Office, particularly Excel.

Candidates studying towards an ACA, ACCA, or equivalent qualification with a few years' experience are preferred. Knowledge in Real Estate, Private Wealth, Corporate, or Debt Capital Markets is desirable but not mandatory. The ideal applicant values teamwork, demonstrates excellent communication skills, and can prioritise effectively in a fast-paced environment.

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

Our client, a reputable financial services company based in Jersey, is looking to hire a Business Analyst to join their team on a permanent basis. The role involves delivering business change, process improvement, and supporting key transformation projects within Governance Services. You will work closely with colleagues across various teams, gather and document requirements, and act as a liaison between stakeholders and technical teams.

The ideal candidate will have proven experience as a Business Analyst, with strong knowledge of Governance Services business and project analysis techniques. Excellent communication and organisational skills are essential, along with the ability to build rapport with stakeholders at all levels. 

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

Key Responsibilities:

• Actively support the supervision of entities, in line with the agreed risk-based approach, centred on risk mitigation, and in line with regulatory and financial crime requirements
• Actively assist in the utilisation of the risk model when identifying escalating levels of risk,  ensuring appropriate follow-up action is taken
• Assist the team in the education of sectors through methods such as holding events, drop-in sessions, and the publication of guidance, to improve industry understanding and compliance. 
• Delivery of activities is completed in line with agreed processes, SLA’s and KPI’s for quality, timeliness, and efficiency, ensuring agreed standards are met
• Actively assist in maintaining high quality of data entry and record keeping/filing system that are compliant with the law and support insight into trends and improve business integrity
• Effectively building a strong network of internal stakeholders

Key Requirements:

• Able to apply a risk-based approach to tasks
• Understanding of relevant financial services and products, and an understanding of the Jersey and International regulatory and financial crime legislation/requirements is desirable
• Motivation for continuous learning and development, a flexible approach and an aptitude for team working are key requisites for the role

For more information, 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 offering an exciting opportunity for a motivated individual to join their Client Services team as a Trainee Administrator. This role provides comprehensive exposure to client relationship management, governance, and administrative support within a dynamic environment, supporting a diverse portfolio of clients across various jurisdictions.

The ideal candidate will possess a strong academic background, including a minimum of 5 GCSE passes grade A-C, with good organisational skills, excellent communication abilities, and a desire to pursue industry-recognised qualifications. Previous office experience is preferred but not essential, and candidates should be proficient in Outlook, Word, and Excel. A keen eye for detail and the ability to work well within a team are essential qualities.

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

This is a permanent role based in Jersey within a reputable financial services company. The ideal candidate will have at least 5 years of experience in accounting and finance, with a proven background in real estate accounting, offshore trusts, and company structures. The role involves managing financial records, preparing management accounts and financial statements under relevant standards, and liaising with auditors and third parties.

Strong knowledge of FRS 102, IFRS, and regulatory frameworks is essential, along with proficiency in Microsoft Excel. The role requires a highly detail-oriented, proactive individual with excellent communication skills and leadership qualities to support junior team members and ensure high-quality deliverables.

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

Join a leading financial services group as their Senior Facilities Manager. You will be responsible for the strategic and operational management of office estates across eight jurisdictions. You will lead office projects, manage vendor relationships, ensure regulatory compliance, and enhance the employee and client experience. The role includes overseeing relocations, fit-outs, maintenance, and cost management, with regular international travel involved.

The ideal candidate will have extensive experience in facilities management within multi-site or multi-jurisdictional environments, strong project management skills, and a proven ability to lead office relocation and consolidation projects. Knowledge of health and safety, building compliance, and vendor management is essential. Corporate real estate or facilities experience supporting financial or regulated environments will be advantageous.

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

A reputable financial services company in Jersey is looking to appoint a permanent Technology Governance Specialist to join their Business Enablement’s Technology & Transformation team. The successful candidate will be responsible for overseeing quality management activities, ensuring compliance with Network Standards, and maintaining information security policies aligned to ISO 27001. The role involves coordinating internal audits, managing risk assessments, and engaging stakeholders across the organisation to embed best practices and controls.

Candidates should have proven experience in IT, with knowledge of ISO 27001, enterprise Information Security Policies, and internal audit coordination. Strong communication and organisational skills, and the ability to translate policy into practical controls are essential. Experience in technology risk, quality management, or RAS is highly desirable, alongside familiarity with QMSE/QMR frameworks and network standards.

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

This permanent role offers the opportunity to join a leading professional services firm within their Workplace Operations Team. The successful candidate will provide essential facilities management support, coordinate maintenance and repairs, organise office supplies, and assist in event support and health & safety procedures. Flexibility to work out of hours and travel between the Channel Islands is required.

Ideal applicants should have at least 5 years of residency and experience in facilities or a similar environment. Strong interpersonal, communication, and organisational skills are essential, along with a proactive and adaptable approach. Experience with desktop applications and a willingness to learn new technologies are desirable. Knowledge of Health & Safety legislation and a customer service background are beneficial.

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 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

Key Responsibilities:

• Ensure all user applications and infrastructure requests and calls for application and infrastructure assistance are logged promptly
• Provide 1st line support for both local and remote staff over the phone and, if necessary, desk-side and where necessary escalate to the appropriate internal or contracted external 2nd and 3rd line support
• Review at least daily the progress of calls and requests
• Perform troubleshooting and fixing of desktops, laptops, printers, scanners, and other computer peripherals
• Ensure all System changes are authorised and are undertaken in accordance with business policy
• Raise any risks identified with the Operations Centre Manager
• Support the monitoring and response to system alerts and maintain the activity log

Key Requirements:

• Ability to build good working relationships with all business users
• Good communication skills and a polite phone demeanour with the ability to give clear direction to non-technical customers
• Possess basic understanding of applications and infrastructure systems to identify, analyse and resolve a variety of technical issues
• IT-related studies desirable

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

Key Responsibilities:

• Develop knowledge and skills to administer trusts and personal financial structures daily
• Develop an understanding of how to manage companies and an appreciation of the content, function and legal requirements in relation to statutory accounts and financial information
• Liaise with the trustee’s advisers, professional intermediaries and financial institutions regularly
• Participate fully in the work of the team, assist in the delivery of high-quality service and contribute to the professional relationship with external advisors

Key Requirements:

• Desire to take professional qualifications
• Ability to work with discretion and confidentiality
• Ability to meet deadlines and work within guidelines and procedures

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

Key Responsibilities:

• Preparation of group consolidation and financial statements (IFRS), Jersey & UK financial statements
• Support in managing the global audit process; managing relationships with external auditors
• Establishing and maintaining effective relationships with internal jurisdictional financial controllers, tax and company secretarial teams as well as external auditors
• Preparation of audit schedules and support, including ad hoc technical accounting papers for board and auditors
• Managing financial reporting projects such as the implementation of changes in accounting standards, ensuring compliance with IAS requirements
• Provision of technical accounting expertise to the business including the development and maintenance of group-wide accounting policies

Key Requirements:

• Audit background preferred but not essential for the right candidate
• ACA/ACCA/CIMA qualified or part qualified
• In-depth working knowledge of IFRS and strong analytical skills
• Competency with group consolidation finance systems and accounts production systems preferred

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

Key Responsibilities:

• Support the Chief Risk Officer in the ongoing development and delivery of the regulatory risk strategy, working in close partnership with the Executive and Board
• Lead the development of the risk appetite to support clear decision-making
• Coordination of strategy across the function and delivery of initiatives in support of this
• Analysis of risk and delivery of appropriate data-driven solutions to support the business’s approach to Financial Crime
• Manage and engage with stakeholders to enhance the business's operational approach to regulatory risk
• Deputising for the Chief Risk Officer where required

Key Requirements:

• Demonstrate a positive, collaborative and proactive engagement style, delivering strong outcomes through effective teamwork
• Ability to navigate and operate effectively within Jersey’s legal and regulatory frameworks
• Significant experience within a regulated financial services environment, with expertise in risk management or compliance
• Strong understanding of financial services regulation is essential, including across financial crime 

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

An opportunity for a motivated individual to join a renowned financial services company as a Trainee Trust Administrator. This role involves supporting a high-profile UHNW client portfolio, gaining valuable experience in trust and company administration within a professional environment.

Candidates should have strong attention to detail, good organisational skills, and basic proficiency in Microsoft Office. The role calls for proactive communication and the ability to build positive working relationships.

For more information on this role, please contact Ben Le Feuvre on 01534 707811 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

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.

Key Responsibilities:

• Responsibility for the full end-to-end administration of a portfolio of trust and company structures, liaising with clients, advisors and intermediaries
• Provide excellent levels of client service
• Be responsible for the management of your WIP and be responsible for the billing process for your client portfolio
• Attending client meetings with client directors and managers
• Undertake associated risk and compliance management with regard to your portfolio
• Prepare payment instructions, including for online banking systems

Key Requirements:

• 3 + years of experience of proven experience, ideally in Trust and Company, financial services or legal services environment
• Will hold or be studying towards a Table 4 qualification
• Sound working knowledge of the regulatory framework

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

Key Responsibilities:

• Responsibility for the full end-to-end administration of a portfolio of more complex trust and company structures, liaising with clients, advisors and intermediaries
• Understand the different requirements/processes for payments, including for high-risk clients
• Be responsible for the management of your WIP and be responsible for the billing process for your client portfolio
• Undertake associated risk and compliance management with regard to your portfolio
• Support the management team with any project work allocated

Key Requirements:

• 5 + years of  proven experience, ideally in Trust and Company, financial services or legal services environment
• Will hold or be studying towards a Table 5 qualification
• Sound working knowledge of the regulatory framework

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

Based in Jersey, this role offers an exciting opportunity within a prestigious financial services company. The successful candidate will support and deliver the firm’s marketing strategy across multiple jurisdictions, working closely with senior stakeholders to ensure high-quality execution across all channels. Responsibilities include managing campaigns, social media, content creation, event coordination, and supporting rebranding initiatives.

The role requires a proactive individual with experience in managing multi-channel marketing activities, excellent communication skills, and the ability to handle confidential information with discretion.

Candidates should have a degree in Marketing, Communications, or a related discipline, with 5-8 years’ relevant experience, ideally within financial or professional services. Proficiency in social media management, content production, and agency coordination is essential. CIM qualification or equivalent is desirable.

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

This permanent role involves managing a private client administration team, handling complex offshore trust and company structures, and fostering client relationships. The successful candidate will provide technical support, oversee financial and operational reports, and contribute to business development initiatives within a fast-paced, collaborative environment. The role offers hybrid working, a competitive holiday entitlement, contributory pension, private medical insurance, life insurance, bonus schemes, and wellbeing benefits.

Applicants should have at least 10 years' experience in fiduciary services, with proven management expertise and a solid understanding of offshore legal, tax, and regulatory frameworks. A degree in law or accounting, membership of a relevant professional body, and qualifying as a category B person under JFSC guidelines are essential. Strong interpersonal, organisational, and leadership skills are required for success in this role.

For more information on this role, 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:

• 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

An exciting opportunity has arisen for an experienced professional to provide support to the Group Company Secretary within a prestigious financial services group based in Jersey. The role involves assisting with governance, statutory compliance, corporate secretarial administration, and supporting key corporate transactions across multiple jurisdictions.

The ideal candidate should hold relevant qualifications such as ICSA or an equivalent, and have previous experience in company secretarial roles within financial services. Knowledge of company law, corporate governance frameworks, and excellent organisational skills are essential. Strong IT skills and high ethical standards are also required.

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

This role is based in Jersey and involves supporting the busy HR Operations Team with day-to-day transactional tasks, ensuring smooth employee lifecycle management, including onboarding, managing leavers, and HR system administration.

As the ideal candidate, you will have prior experience in HR administration, possess strong organisational skills, and excellent communication abilities. Other requirements include close attention to detail, confidentiality, and a friendly, team-oriented approach. Flexibility to adapt to various HR processes and a proactive mindset for process improvements are essential. 

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

This is a permanent role within a leading international financial services provider, specialising in fund, corporate, and private wealth services. The Trust Officer will support the administration of a diverse portfolio of companies, trusts, and foundations, ensuring high standards of service and compliance. The position offers flexible working options and competitive benefits, including a performance bonus, pension, health plans, and ongoing professional development opportunities.

Requirements include previous experience within a Trust & Corporate Services environment, strong organisational skills, attention to detail, and good communication abilities. Studying towards relevant professional qualifications and IT proficiency are desirable. Candidates should possess integrity, discretion, and a client-focused approach, with the drive to deliver high-quality service.

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

An exciting opportunity has arisen for an experienced professional to join a leading financial services company based in Jersey. The role involves managing and developing a growth-focused Funds and Corporate Services team, ensuring high standards of client service, operational efficiency, and compliance. The successful candidate will oversee client relationships, contribute to business development, and maintain robust governance standards within a dynamic environment.

Candidates should have extensive experience in Funds & Real Estate Services, with an understanding of local regulatory requirements. A relevant professional qualification, such as STEP, ICSA, ACCA, or a law/accountancy degree, is essential. Proven leadership skills, excellent communication, and the ability to manage multiple stakeholder relationships are also required.

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 role involves delivering high-quality fund administration services within a supportive and collaborative environment. Key responsibilities include managing client transactions, overseeing account openings and closings, liaising with third parties, and mentoring junior colleagues.

The ideal candidate will have over 2 years of relevant experience and hold or be studying towards CGI/ICSA certificates or equivalent. You will possess excellent communication and supervisory skills and be able to demonstrate proactive problem-solving ability, good judgement, and strong attention to detail.

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

In this role, you will be responsible for the day-to-day administration of a portfolio of client entities, making sure that each client entity’s administrative files and financial records are in good order and up to date. This role has regular client contact, and excellent client service is a key requirement.

The successful candidate will have 2-3 years' proven experience gained in the Trust industry, demonstrating strong administrative and client management skills within a professional setting.

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.

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

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.

An exciting opportunity has arisen for a Trainee or Graduate calibre candidate to join a leading Financial Services company in Jersey as a Junior Officer in Funds & Corporate administration. The role involves assisting with client administration, routine bookkeeping, preparing reports, and supporting client transactions under supervision, all within a dynamic and professional environment.

Candidates should possess a strong academic background with at least five GCSEs at grades 5-9 (A-C), including English and Mathematics. Good organisational skills, attention to detail, and a willingness to study towards ACCA or similar qualification are essential. Previous experience in a similar environment is beneficial but not mandatory.

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

Our client, a Financial Services company based in Jersey, is looking for an experienced and driven Executive Director to join their senior leadership team. The role involves overseeing day-to-day operations, regulatory responsibilities, client relationship management, business development, and strategic planning within the Jersey office. The successful candidate will also act as a director on internal corporate entities and be involved in various business-wide projects, ensuring smooth operations and growth of the company.

Applicants must be be fully qualified accountants with extensive industry experience in the Private Equity and Real Estate sectors, a strong understanding of company secretarial and cash management processes, and familiarity with Jersey’s funds sector. Candidates must possess excellent interpersonal, leadership, and strategic planning skills, as well as the ability to lead multiple projects simultaneously. Demonstrable experience in client management, regulatory compliance, and team leadership 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.

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 role offers an exciting leadership opportunity within a regulated fund management environment. The successful candidate will oversee compliance monitoring, reporting, and regulatory adherence, including AML/CFT/CPF frameworks, while supporting senior management and holding key MLRO and MLCO responsibilities as required. An in-depth understanding of Jersey legislation, fund and trust compliance, and proven experience in CDD and risk management are essential.

Candidates should have a minimum of five years’ experience in financial services compliance, ideally holding a table 4 qualification or equivalent. Strong technical knowledge of regulatory requirements, excellent communication skills, and the ability to manage a team are necessary to succeed in this position.

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 role offers an exciting opportunity to support a diverse fund administration team within a reputable financial services company. The successful candidate will be responsible for providing company secretarial and corporate governance services to a varied client portfolio, ensuring compliance with Jersey law and fund regulations. Key duties include preparing board materials, maintaining statutory records, managing governance registers, and supporting fund lifecycle events such as launches and restructurings.

Applicants should have a minimum of 5 years’ experience in a company secretarial, corporate governance, or fiduciary role within fund administration. A CGI qualification or progress towards it is preferred. The candidate must demonstrate strong knowledge of Jersey law and fund structures, excellent communication skills, and high attention to detail. Experience liaising with boards, legal advisors, and regulators is essential.

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

This reputable financial services company based is looking to hire an Assistant Manager/Manager to oversee fund and corporate administration for a 12-month fixed-term contract. The role involves managing a diverse portfolio of Corporate and Fund structures, ensuring excellent client service, and maintaining strong relationships within a dynamic team environment.

Candidates should have at least five years' experience in fund administration, with proven expertise in Funds & Real Estate Services. A relevant professional qualification e.g. CGI (previously ICSA) nd a strong understanding of the regulatory landscape within financial services 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 is an opportunity to join a leading financial services company specialising in private client, corporate, and fund administration across multiple jurisdictions.

The role involves managing a diverse portfolio of funds and related structures, ensuring high standards of service and compliance. The successful candidate will have relevant experience in funds and real estate services, a solid understanding of fund legalities and regulations, and excellent communication and numerical skills. Further they will hold or be pursuing a relevant professional qualification such as the CGI (previously ICSA). 

Experience working with international clients and liaising with professional advisers is essential. Additional responsibilities will include fund administration tasks such as valuations, transaction processing, and regulatory compliance, alongside supporting and mentoring junior team members.

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

An opportunity has arisen to join a reputable Financial Services company as a Fund Administrator. The role involves providing high-quality administrative support to client entities throughout the fund lifecycle, including company secretarial activities, recording board meeting minutes, and liaising with third parties such as auditors and lawyers.

The ideal candidate will have experience in administration, possess strong communication skills, and be motivated to study towards a relevant professional qualification such as CGI or equivalent. You should be proactive, accountable, and able to exceed client expectations while working in a collaborative environment.

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 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.

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 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

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.

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.

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.

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

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.

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.

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.

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.

📢 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

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 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.

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.

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

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

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