Source Recruitment

The successful candidate will act as the primary client contact, overseeing all aspects of fund administration, including transactions, regulatory compliance, and statutory filings, while ensuring accuracy and adherence to internal procedures. The role also involves coordinating complex operational activities such as entity set-ups and regulatory applications, alongside driving team performance through coaching, supervision, and development. You will contribute to project work and respond to evolving client needs, maintaining strong relationships with stakeholders at all levels. Key criteria for success in this role is a proactive and detail-oriented approach with strong leadership, communication, and technical skills, holding a relevant qualification

The successful candidates responsibilities will encompass assisting with all aspects of administration for Private Clients including processing payments and client changes as well as assisting with company secretarial matters and maintaining accurate records of the clients and entities. The ideal candidate will be organised with strong communications skills and have a strong desire to learn. There will be ample opportunities to study towards professional qualifications while also gaining invaluable hands on experience. Maths and English at GCSE are essential and A levels are preferred. If this sounds like you, get in touch for more information!

The Senior Trust and Company Administrators are involved in all aspects of client administration, including bookkeeping, general management of Trust and Company portfolios, client due diligence, and preparation of client reports. Ideally, the successful candidate will be STEP or ICSA qualified (or working towards) with at least five years’ experience in Trusts and Companies, the ability to prioritise workload effectively, and a strong focus on continuing professional development. Please note that this role supports the Alderney office and is based in Guernsey. It will involve working online with teams across different jurisdictions and may include occasional travel.

Responsibilities for this role as the Client Accountant include preparing financial statements for Trusts and Companies, producing Solvency, Tax, and Interest certificates, preparing monthly account statistics, and problem-solving accounting queries by investigating discrepancies. We would welcome applicants who have an understanding of IFRS and GAAP, with bookkeeping experience, and, ideally, those working towards an accountancy qualification. Please note that this role supports the Alderney office and is based in Guernsey. It will involve working online with teams across different jurisdictions and may include occasional travel.

The Relationship Manager will serve as the primary contact for a portfolio of High Net Worth clients, delivering comprehensive wealth management solutions and handling enquiries and transactions with professionalism and efficiency. The role involves proactively deepening client relationships, acquiring new business, collaborating with specialists, participating in projects as needed, and contributing to the training and development of junior team members, all while ensuring full compliance with regulatory and internal standards. The ideal candidate will be level 6 qualified, client-focused, approachable, and able to build strong relationships across diverse backgrounds. Professionally, they should have a relevant educational background and experience managing and