FTC Private Client Reviews Manager

Job Ref: LF 40952
Leapfrog Jobs

This is a 6-month fixed-term opportunity for an experienced fiduciary Manager to support key client lifecycle projects- ideally suited to a technically strong Assistant Manager or Manager ready to step into a focused project-led remit! Working within a Private Clients team, this position supports complex fiduciary transitions and review processes.

Location

Guernsey, Channel Islands

Duties for this role include, but are not limited to:

  • Managing onboarding and offboarding of complex fiduciary structures in accordance with Client Services Agreements and regulatory obligations.
  • Supporting fiduciary teams in addressing action points arising from periodic review processes.
  • Leading and delivering ad-hoc projects relating to client lifecycle events, ensuring deadlines and compliance standards are met.
  • Liaising with lawyers, accountants, tax advisers, banks and internal stakeholders on client matters.
  • Ensuring client entity files and records are complete, accurate and up to date.
  • Developing and implementing structured communication and reporting plans.
  • Maintaining awareness of regulatory, technical and market developments impacting fiduciary services.
  • Providing leadership and knowledge-sharing support across the team where required.

Skills / Qualifications

The ideal candidate will have recent experience at Assistant Manager or Manager level within a regulated fiduciary or professional services environment. They will demonstrate strong technical understanding of trust and company administration, onboarding processes and regulatory compliance requirements. A professional qualification such as STEP, ICSA (CGI) or equivalent is required, or candidates must be qualified by experience. Strong organisational capability, system proficiency, stakeholder communication skills and a proactive approach to professional development are essential. Candidates must hold the right to live and work in Guernsey.

How To Apply

For a full job description or further information on this role please call 711188, or email [email protected].

If you wish to apply for this role, please submit your CV via the Apply Now button below.
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