Source Recruitment

A great opportunity with a local Wealth Management Company who requires a proactive candidate with at least 5 years experience in account opening along with full working knowledge of the GFSC handbook. This is a pivotal role established in order to meet internal, external and regulatory requirements and to assure that high standards of client documentation are met. Key duties will cover the overview of client documentation, the control and review of static data including client records, monitoring and reporting outstanding documentation to Senior Management, undertaking ad-hoc projects and assisting with drafting of procedures manuals where required. We are keen to hear from

An exciting new opportunity for an experienced individual to join the Alderney based team of this leading Insurance business. The purpose of this role is to deliver sustainable, profitable growth achieving agreed targets by consistently identifying the insurance needs of clients through active prospecting. An entry-level CII professional qualification would be beneficial; however, a willingness to undertake the necessary training to pursue a career in the insurance industry and attain the relevant professional qualification is essential. Experience of operating in a busy, customer focused environment, either face to face or via the telephone is required and experience of sales and the achievement of

An established Insurance provider is seeking a personal or general insurance broker to strengthen their team. The role holder will deliver sustainable, profitable growth through consistent identification of the insurance needs of Personal clients by the provision of excellent broking advice and the compliant servicing of products in a manner designed to establish long term and effective relationships. Applications are invited from self-motivated, proactive and enthusiastic individuals with excellent customer service skills.

A local people-centric Private Bank are seeking an Executive Personal Assistant to provide administrative support to the CEO and Executive Office. Duties will include Diary Management, Communications, Meeting Coordination, Travel and Expenses, Operational Support and in house Relationship Management. We are keen to hear from applicants who have at least 5 years PA experience, a high level of organisation and administrative skills, and able to deal with stakeholders at all levels.

An exciting opportunity at an independent, owner managed Trust company for a hands-on Executive Director. This Board level role will have a number of Managers and Relationship Managers reporting to them. The role holder will manage client relationships for a dedicated portfolio of sophisticated corporate clients and nurture strong relationships with clients and their underlying stakeholders, often across multiple jurisdictions and time zones. Strong technical understanding of securitisation structures, asset-backed products, and relevant corporate vehicles (PCCs, ICCs, SPVs) and well as working knowledge of Guernsey and Cayman regulatory environments. Regular travel will be required.