An excellent opportunity to build expertise in a specialist and growing area - Employee Benefit Trusts - while supporting and mentoring a developing team! Ideal for someone ready to take the next step into leadership, this role combines portfolio management with team development and specialist technical exposure.
Location
Guernsey,
Channel Islands
Duties for this role include, but are not limited to:
- Managing a diverse portfolio of EBT structures.
- Leading client transactions and liaising with advisers and business partners.
- Mentoring team members and supporting their development.
- Maintaining regular communication with clients.
- Reviewing and managing daily workloads within the team.
- Assisting with appraisals and performance objectives.
- Supporting additional tasks to enhance client knowledge and service delivery.
Skills / Qualifications
The ideal candidate will have experience in EBT administration and be studying toward or holding a professional qualification such as ACA, ACCA, ICSA or STEP. Strong communication skills, a collaborative mindset and the ability to manage client work independently are essential. They should be proactive, organised and familiar with Guernsey's legislative and governance framework.
For a full job description or further information on this role please call , or email .