Senior Finance Administrator / Finance Officer - Guernsey

We’re looking for an enthusiastic internal finance professional who demonstrates our core values and wants to build a rewarding career working across allocated jurisdictions of the trust group with responsibilities including day-to-day financial administration and monthly and quarterly internal financial reporting.

The responsibilities

You’ll be working in a friendly and progressive environment as a member of the team to undertake a broad range of duties including: 

• assisting in the undertaking of the general administrative duties of the finance department, and supporting with bookkeeping, cash management and reconciliations where required.
• assisting with preparation of monthly, quarterly and year end internal reporting and the annual financial statements for the allocated Trust Group jurisdictions, working closely with colleagues including Senior Finance Officers, Assistant Managers and the Finance Manager to meet required deadlines.
• assisting with debt collection, cash flow management and analysis of spending for allocated Trust Group jurisdictions.
• for allocated jurisdictions, ensuring records of all time and fee transactions are kept up to date and assisting colleagues outside the Internal Finance Team with client billing.
• liaising with colleagues in relation to timesheets and disbursements, making sure that these are reconciled monthly, liaising with team members to complete.
• for allocated jurisdictions, ensuring all expense invoices are posted to the correct GL codes, bank accounts are reconciled and signed off each month and filed on the system correctly.
• assisting other members of the Internal Finance Team where required to ensure consolidated reporting deadlines are met. 
• ensuring completion of the PlainSail timekeeping system.
• focusing on accuracy and reporting layout, making sure figures and formats are correct and checked each month.

You

• very good technical knowledge and understanding to enable delivery of a range of activities within finance
• may have attained or be working towards a relevant qualification, FIA/CAT/ACCA, along with meeting your CPD requirements
• effective communication skills and the ability to converse with a range of people along with the ability to produce documentation of a slight to moderately complex nature with high accuracy and attention to detail
• ability to identify and resolve slight to moderately complex issues, with support and direction
• pro-active and self-sufficient to meet deadlines and objectives, with support and direction, as required
• ability to work to specified standards and service levels along with demonstrating a wider thought process around tasks, such as potential impact of actions and associated risk
• lead by example by evidencing a positive and committed approach

Senior Client Accountant

Key Responsibilities

As a Senior Client Accountant, you will serve as the primary contact for external auditors and work to strengthen relationships with clients and internal teams.

You will review the work of bookkeepers and produce annual financial statements and management accounts for your allocated portfolio.

Additional responsibilities include:

• Managing daily accounting activities for a range of Ogier Global clients
• Supporting audit preparation and assisting with the management of audits
• Monitoring and tracking the progress of financial information preparation
• Preparing accurate routine month end and quarter end management accounts
• Identifying opportunities for improvements in processes and service delivery
• Ensuring compliance with internal policies, procedures, and controls
• Supporting, mentoring, and guiding junior members of the team
• Taking on additional responsibilities as required

Skills, Knowledge & Expertise

We are seeking a qualified or part qualified accountant (ACA, ACCA, or equivalent) with strong numerical and analytical ability and a proactive approach.  Candidates should have proven experience in client accounting or accounts preparation, with a diligent and organised working style.

Client-facing experience is required, and knowledge of Real Estate, Private Wealth, or Corporate accounting environments is advantageous. Experience with Caseware or Viewpoint is beneficial but not essential.

Proficiency in Microsoft Excel and other MS Office applications is essential. Strong communication, time management, and prioritisation skills are key to success in this role.

If you are committed to achieving excellence for yourself, your clients, and your team, we would be delighted to hear from you.

Associate Director, Private Wealth - Jersey

The role is focused on supporting and growing Praxis’ Private Wealth and fiduciary services business in Jersey. This includes promoting fiduciary solutions to existing and prospective private clients and intermediary partners and contributing to the creation of an environment that supports sustainable and strategic business growth.

The post holder will assist in business development activities, particularly in identifying opportunities to extend services to existing Private Wealth clients and in developing and maintaining strong working relationships with key intermediaries. This will involve supporting and conducting research into new fiduciary and private wealth service offerings that respond to client needs within Praxis’ target market.

The role will also work closely with the directors to implement all aspects of the Company’s business strategy as it relates to Jersey and the wider Praxis Group. A key focus will be enhancing profitability while managing and minimising risk for both the Company and its clients. The post holder will be responsible for managing a portfolio of Private Wealth clients appropriate to the level of management responsibility.

Job Accountabilities:

 Client Relationship Management

• Take overall responsibility for all aspects of the client relationships within area of control.
• Create strong, profitable relationships based on mutual respect with clients and a profound knowledge of the client’s affairs and encourage staff to do likewise.
• Anticipate client needs and manage client expectations in terms of service delivery without over promising.
• Use understanding of financial and investment issues to develop the most appropriate strategies to meet needs of clients.
• Anticipate technical problems when dealing with client issues, think laterally and creatively to find solutions and, where necessary, seek expert advice.
• Anticipate tax problems when dealing with complex client issues or structures and recognise when to seek expert advice.
• Regularly seek feedback from clients to enhance future performance.
• Encourage liaison between Praxis’ business units to ensure clients receive highest possible level of service.
• Assist the directors with contentious client issues, making decisions as appropriate.
• Critically review sets of company or trust accounts or other financial reports.
• Act as an ‘A’ signatory on bank accounts.
• Actively participate in the take on of new business.
• Act as a director of managed companies as required.
• Play an active part in the management of the managed companies to which they have been appointed a director.
• Provide cover for directors when required.

 Business Development

• Continually network with contacts outside of Praxis to further the development of the business.
• Seek opportunities to attend business forums and social functions to promote fiduciary services in general and Praxis’ expertise in particular.
• Promote the view that Praxis’ target market only includes clients of the very highest calibre who are discerning individuals connected with legitimate business activities.
• Encourage all fiduciary staff to seek opportunities to grow business with existing clients.
• Travel to meet existing and prospective clients, and nurture long term business relations with intermediaries who introduce new business.
• Adapt personal style to take account of the culture, individual and/or corporate contacts in which they are doing business.
• Demonstrate to clients the ability, supported by Praxis skill base and other specialists, to provide advice on all aspects of wealth management.
• Ensure that the company is fully informed about new clients and developments with existing clients.
• Keep up to date with changes in the market that have the potential to impact on offshore structures.
• Keep abreast of product and service developments that may enhance and add value to existing and potential client relationships. 
• Have a general awareness of financial and economic developments globally.

 Risk Management

• Understand and apply local legislation relating to drug trafficking, money laundering, terrorist financing and any other legislation that impacts on the conduct of fiduciary business within the jurisdiction.
• Stay up to date with changes in legislative and professional standards that impact on Praxis’ work.
• Manage complaints, operational risks, suspicions etc. in accordance with local procedures.
• Ensure understanding and adherence to Praxis’ risk management policies and procedures and, where appropriate, be proactive in identifying and proposing improvements.
• Support and advise in the setup of new clients; development of client handling procedures; closure of existing structures; KYC and exception monitoring.
• Identify and respond appropriately to risk situations relevant to the company and/or its clients and implement adequate internal controls to mitigate risk.
• Follow up client complaints to ensure that they have been satisfactorily resolved.

 Corporate Governance

• Act as an ambassador for Praxis, raise the company’s profile, build its reputation and gain respect in the marketplace.
• Implement company strategy by developing the Jersey business plan to meet group objectives.
• Actively champion Praxis’ values by promoting a culture of professionalism, teamwork and leadership.
• Display a high degree of commitment at work at all times and strive for excellence.
• Have detailed understanding of Praxis’ vision and align the Jersey planning accordingly.
• Promote the view that the role of each individual contributes to Praxis’ vision.
• Assist in setting policies in relation to administered entities.
• Assist in implementing Praxis’ standards and policies.

 Leadership and Communication

• Lead and manage the team to include recruitment, performance management and development, reward and remuneration and engagement and motivation.
• Inspire others and lead by example in order to promote teamwork, develop people and encourage development across the company.
• Regularly attend meetings with managers / directors, in order to cascade information and receive feedback.
• Explain technical issues in a way non-technical people can understand.
• Actively champion Praxis' values by promoting a culture of professionalism, teamwork, and leadership.
• Support, advise, be decisive and provide direction.
• Make expertise available to others by acting as a coach and/or mentor for more senior members of staff.
• Encourage a positive approach to change.

 Personal Development

• Attend seminars and workshops, read industry publications and advisory briefs and follow developments in wealth management to enhance professional and technical knowledge.
• Shape own development to reflect the affairs, priorities and interests of clients and/or to meet the needs of Praxis.
• Systematically plan and prioritise time and tasks in order to effectively handle multiple work activities simultaneously.
• Be aware of own impact and change style/approach to suit situation.
• Maintain evidence of continuing professional development with at least 25 hours CPD per annum.  No more than five hours of recorded CPD should be accounted for by time spent reading professional and industry publications.

Skills and Knowledge:

• Comprehensive knowledge of and a proven track record in offshore fiduciary services.
• A proven track record in handling complex offshore fiduciary issues.
• A proven track record in client relationship management.
• Previous exposure to marketing and business development initiatives.
• Strong leadership and interpersonal skills for dealing with staff, intermediaries and clients.
• Excellent time management and organisation.
• Good presentation skills.
• Sound judgement.
• Good understanding of financial markets and finances in general.
• Excellent communication skills.
• Ability to inspire and be a motivational leader.
• Knowledge of compliance issues and the regulatory framework within with Praxis operates.

Professional Qualifications and Experience:

The holder of this position should ideally be educated to degree level in a business-related subject such as law or accountancy and be a member of a relevant professional body.  The post holder should have a minimum of 15 years’ experience in fiduciary services, with at least 5 years senior management experience.

Senior Client Accounting Administrator - Guernsey

We’re looking for a Senior Client Accounting Administrator who demonstrates our core values and wants to build a rewarding career. The role will be responsible for routine bookkeeping and preparation of client financial statements for a portfolio of trust and company clients.

The responsibilities

You’ll be working in a friendly and progressive environment as a member of the team to undertake a broad range of duties including: 

• assisting in the preparation of trust and company financial statements in accordance with UK and international accounting standards
• working in accordance with all company policies, procedures, processes, best practice and compliance requirements
• assisting with the preparation and updating of the annual accounts preparation workplan
• assisting bookkeepers with client bookkeeping when required, such as providing cover during staff holidays
• assisting the Client Accounting Manager with the testing and implementation of change initiatives
• working collaboratively with colleagues to ensure first class delivery of professional and efficient service to clients
• maintaining communication with senior colleagues to ensure workloads are appropriately managed and deadlines met
• completing all documentation under the PlainSail timekeeping system
• assisting the administration teams with accounting related queries
• completing any other relevant duties as requested by your manager

You

• a sound understanding of tasks covering a range of activities using multiple methods, techniques and processes
• may have attained, or be working towards completion of, ACA or ACCA (or equivalent) along with meeting your CPD requirements
• effective communication skills and the ability to converse with a range of people, adapting style with ease to suit the audience and situation
• ability to identify and resolve non-complex issues, with support and direction
• ability to prioritise and complete tasks to achieve deadlines, with support and direction
• ability to work to specified standards and service levels and propose solutions to resolve straight forward daily problems
• evidence a positive and committed approach to teamwork and understand the importance of working together to provide excellent client service

Senior Finance Administrator

The Senior Finance Administrator role supports the day to day operations of the Finance team by working closely with the Senior Finance Operations Manager and fellow Finance Administrators. Key responsibilities include managing accounts payable and receivable, overseeing billing processes, completing reconciliations, processing conveyancing transactions, and carrying out other operational duties that support the department and the wider Bedell Cristin global partnership.

Key Responsibilities

• Timely and accurate posting of cash receipts, ensuring attention to new payors and completing anti–money laundering checks in line with company policy prior to application. 
• Uploading and completing all bank reconciliations in the practice management system (Aderant), ensuring reconciling items are monitored and resolved promptly. 
• Managing and resolving a range of daily tasks and enquiries received through the Finance Helpdesk. 
• Processing supplier invoices and staff expenses, preparing BACS payments during scheduled payment cycles, and managing any ad hoc payment requirements. 
• Demonstrating competence across all banking platforms and entering electronic payments for authorisation. 
• Preparing invoices and managing billing queries received from practice groups. 
• Posting and maintaining records in the practice management system. 
• Running WIP and debtor reports and producing additional breakdowns for practice areas as required. 
• Posting corporate credit card transactions and reconciling them to statements and receipts. 
• Assisting the Property Team with weekly considerations related to property transactions. 
• Managing client accounts and ensuring full compliance with Jersey Law Society and group policies

Knowledge, skills and experience

Technical knowledge

• A solid understanding of the core accounting principles.
• Competence in MS Office (particularly Excel, Word, and Outlook).
• Previous experience using Aderant is advantageous but not essential. 

Skills and experience

• A minimum of three years' experience in a similar role, ideally within a professional services environment
• A positive, proactive, and adaptable approach to work and problem‑solving.
• Values teamwork and actively contributes to a supportive working environment.
• Maintains a positive attitude during busy periods (e.g., month‑end) and consistently meets deadlines.
• Strong time‑management skills with the ability to prioritise, organise, and deliver a varied workload effectively.
• Exceptional attention to detail.
• Strong verbal and written communication skills, encouraging open dialogue, constructive feedback, and transparency.
• Builds trust by being dependable, accurate, solution‑focused, and demonstrating a high level of initiative.

In this role you will be expected to:

• Behave in a manner in keeping with our core culture and values.
• Adhere to all policies, procedures and regulations including those around anti-money laundering and terrorist financing.
• Commit to fulfilling any personal CPD requirements and continually developing your skills and knowledge.

ADMINISTRATOR – EMPLOYER SOLUTIONS - GUERNSEY

PURPOSE OF JOB

This administrator will report into the Senior Administrator within the Employer Solutions Team. The team deals with all aspects of trusteeship and administration relating to (but not limited to) Employee Incentive Arrangements, Employee Benefit Trust Administration, Share Plans, Nominee Arrangements and Client Relationship Management.

The role holder will be responsible for the administration of Employee Benefit Trusts that contain FTSE listed and Private Clients. You will be responsible for the delivery of efficient and timely administration of documents, instructions and other associated paperwork.

MAIN RESPONSIBILITIES AND DUTIES

• Administer and monitor a varied portfolio of Trust, Company and Nominee arrangements. Ensure a professional service is provided to clients and intermediaries.
• Document trustee decision making and preparation of instructions in relation to exercises for the Trusts.
• Liaison with 3rd party administrators ensuring compliance with Service Level Agreements Arranging payments and invoice /trade settlements.
• Collaboration with internal teams to service clients.
• Correspondence with clients, bankers, custodians, brokers, registrars, legal advisors, tax advisors and other intermediaries.
• Assisting with the Client Periodic Reviews.
• Ensuring careful consideration is given to all communications made externally – standard JTC format to be applied.
• Ensuring all work is completed in a timely manner and is accurate.
• Assisting in ad-hoc project work and new client take on — any project deadline will need to be met along with daily workloads.
• Adhere to Risk & Associate Compliance procedures in relation to regulatory requirements and AML, TF & PF legislation.
• Adhere to JTC core values and expected behaviours.
• Any other duties as deemed necessary by Management.

ESSENTIAL REQUIREMENTS

• Ability to work independently and as part of a team.
• Excellent communication and numerical reasoning and problem-solving skills.
• Excellent attention to detail.
• Knowledge of MS Office, with ability to learn new systems and processes effectively.
• Trust Administration Experience.

Client Relationship Manager 2 - Private Equity - Jersey

As a Manager / Manager II (Band 3), you will be responsible for the leadership of a team or project, driving process improvement, operational excellence and contributing towards broader team strategies. This will be achieved through leading, motivating and coaching a team that is focused on outcomes, being open-minded and embracing change whilst valuing diverse perspectives and channelling a 'can-do' attitude. You will support business and people growth through connecting and collaborating across the business to enable Aztec's future ambitions.

Key responsibilities:

• Act as first point of contact for a limited number of alternative investment fund and corporate structures within a team 
• Co-ordinate legal, tax and other professional advice 
• You will build strong customer relationships with existing and new clients and other external parties, gaining insight into their needs and delivering customer-centric solutions also  ensuring we meet our requirements
• Oversee client board meetings and shareholders meetings 
• Act as a “B” level authorised signatory on the client bank accounts, ensuring that company policy and professional and regulatory guidelines are adhered to and that a professional  quality service is provided to clients and outside contacts
• Be in charge of your team’s profit and loss account, including responsibility for the working capital of your clients
• Supervise and assist in the training and development of staff
• Participate in the appraisal process for members of staff

Skills and experience 

• 4 – 5 years alternative investment fund administration experience or similar, supported by a relevant professional qualification (ICSA Diploma level or equivalent would be a plus) 
• Ideally experience in coaching, supervising and supporting more junior team members 
• Previous use of eFront, Viewpoint and Yardi would be advantageous 
• Microsoft packages

We will provide the training, both in house for relevant technical knowledge and also professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.

Salary Range:

£61,200.00 - £91,800.00