Corporate Secretariat, Senior Administrator - Guernsey

Who we are

Saffery Trust is a director-led firm of individually expert, collectively exceptional people. We help clients to optimise their personal and business wealth and to create lasting legacies. We have the freedom and agility to act in the moment, and the wisdom and experience to plan for the long-term.

Established in Guernsey in 1977, we are one of the largest independent private client firms in the island. As an accredited STEP Platinum Employer Partner, we offer great benefits, including: 

• a competitive salary
• flexible working and dress for your day policies
• full financial support and study leave for professional development
• top-level health insurance for our people
• annual performance-based bonuses
• e-bikes free for staff use and opportunities to take part in green initiatives
• regular sports and social events as well as opportunities to support local charities 

The role

We’re looking for an enthusiastic Corporate Secretariat at Senior Administrator level who demonstrates our core values and wants to build a rewarding career. The role will give the opportunity for an individual to develop their Company Secretarial skills under the guidance of the firm’s Company Secretary. They should be familiar with multi-jurisdictional statutory requirements and able to take meeting notes electronically. The ideal candidate will be studying towards a relevant qualification. 

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: 

• providing statutory secretarial services for Guernsey, Switzerland, Cayman and Dubai jurisdictions and for Saffery’s main in-house companies, including day to day minutes
• assisting with the Board meeting management, quarterly minute reporting, governance-related projects and minute template development
• assisting with scheduling board meetings, preparing agendas, and ensuring timely distribution of board papers along with provision of guidance on the content and structure of board papers ensuring clarity and effectiveness
• developing and maintaining strong, proactive relationships with board members, serving as a key source of information and advice and facilitating efficient and timely communication between the board, its committees, senior management, and non-executive directors
• recording board decisions clearly and accurately through minute taking and the recording and tracking of action points, ensuring a comprehensive and precise account of discussions and resolutions and communicating board decisions to the relevant members of the management team via quarterly and ad-hoc minutes
• may develop and maintain a corporate governance improvement plan, ensuring regular reviews and updates based on board evaluations

You

• a sound understanding of tasks covering a range of activities using multiple methods, techniques and processes
• may have attained or be working towards a relevant qualification, (CGI/STEP 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

Job Summary:

To assist with the day to day running of a portfolio of clients which will contain a mixture of trusts and companies dealing with a wide variety of tasks under the guidance and supervision of a Senior Trust Administrator / Trust Supervisor.

Job Accountabilities:

Day to day duties will include:-

> Statutory work – ensuring that statutory records are kept up to date and are accurately maintained at all times

> Entering payments and identify receipts as required

> Preparation of minutes/resolutions of the Trustee / Board for routine matters

> Entity reviews – to assist with clearing any action points following the annual reviews

> Liaison with our respective departments regarding legal, accounting and taxation matters

> Liaison with clients and intermediaries both by telephone and in writing with regard to matters of a non-complex nature

> General administrative tasks relating to the running of Trust and Company structures

> Ad hoc project work of a non complex nature

Minimum Education and Experience

> Educated to ‘A’ Level standard, or equivalent

> Willingness to study towards a relevant professional qualification i.e. STEP Certificate/Diploma

Required Skills

> Strong written and verbal communication skills

> Good problem solving skills

> A good team player

> Ability to work to deadlines with minimum supervision

Client Leader - Captive & Insurance Management - Guernsey

Are you passionate about leading complex captive client relationships and driving value from sophisticated risk financing strategies?

Do you enjoy orchestrating multi‑disciplinary teams to deliver outstanding client outcomes and profitable growth?

Join Aon as a Captive Client Leader and help our clients realise the full potential of their captives!

This is a hybrid role with the flexibility to work both virtually in Guernsey and from our St Peters Port office.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive team, and we are passionate about helping our colleagues and clients succeed.

What The Day Will Look Like

The Captive Client Leader is the principal interface between captive clients and Aon, with overall responsibility for captive client engagement and the delivery of client servicing in line with our stated principles. The role is shifting from a mainly technical, results-focused approach to focusing on deep client understanding. It also emphasizes value realization and coordinating Aon resources around captive and risk finance opportunities.

The CCL Acts As

• The connector and advocate of the client’s captive and risk finance needs across Aon
• The coordinator and access point for “the Aon message” into the client
• The leader of captive-related client outcomes, ensuring profitable growth and a strong, enduring relationship
• Client Relationship & Strategy
• Own overall captive client engagement and satisfaction, acting as the primary point of contact for senior client collaborators.
• Develop and maintain strong, strategic relationships with key client contacts, ensuring a deep understanding of their business, risk financing approach and captive strategy.
• Lead the development and execution of annual account plans, ensuring alignment with client objectives, regulatory requirements and Aon’s 3x3, revenue growth and margin goals.
• Conduct strategy sessions and periodic strategy check‑ins with relevant subject matter experts to find opportunities to improve captive performance and client value.

Service Delivery & Governance

• Ensure the delivery of client servicing in line with agreed service schedules, account plans and stewardship commitments, including the production and presentation of stewardship reports.
• Align ACIM’s service schedule with client and regulatory requirements and ensure that services are delivered to the expected quality and timelines.
• Monitor and interpret performance management reports and important metrics, using data to drive continuous improvement in service and client outcomes.
• Maintain appropriate technical involvement in captive-related matters, ensuring that advice and outputs remain robust and fit for purpose.

Growth, Profitability & Value Realisation

• Take responsibility for fee growth and the profitability of allocated captive accounts, identifying and pursuing opportunities to enhance revenue and margin.
• Proactively identify and develop cross‑sell and up‑sell opportunities across Aon capabilities (e.g. AGRC, Broking, Aon Re, Global Benefits) based on client needs and captive developments.
• Ensure clients receive the appropriate level of strategic and advisory support to make better decisions related to their captive and broader risk finance strategy.

Internal Leadership & Collaboration

• Act as the orchestrator of the wider account team, aligning domicile leaders, GCC teams and other internal collaborators to client objectives and service requirements.
• Build and maintain strong working relationships with relevant counterparts across the Aon network to ensure clients receive best-in-class, integrated advice.
• Provide coaching, mentoring and role modelling for more junior CCLs and associated team members, helping to embed the client leadership approach.

Processes, Technology & Data

• Use and champion Aon systems and tools (e.g. Appian for schedule management, client portals, Power BI leveraging SICS and D365 data) to handle service delivery and support insight‑driven client conversations.
• Ensure an accurate view of client services and performance is maintained within core systems, and that outputs (reports, data extracts) are standardised to deliver a “one Aon” client experience.
• Contribute to the refinement of processes, KPIs and technology requirements to support the evolving CCL role.

How This Opportunity Is Different

This is a highly visible, strategic role at the heart of Aon’s captive proposition. You will lead some of our most sophisticated captive client relationships, bringing together experts from across ACIM, AGRC, Broking, Aon Re, Global Benefits and other specialist teams to deliver integrated, insight‑driven solutions. You will have the opportunity to shape captive strategy, influence key client decisions and play a pivotal role in driving profitable growth for Aon, while coaching and mentoring the next generation of captive client leaders.

Skills And Experience That Will Lead To Success

• Strong understanding of captive insurance structures, risk financing and related regulatory and governance requirements.
• Proven experience in complex client account management or client leadership roles, ideally within insurance, reinsurance or risk consulting.
• Experience handling multi‑stakeholder account teams and coordinating across functions and geographies.
• Comfortable working with data and dashboards (e.g. SICS, D365, Power BI) to extract insights and drive performance conversations.
• Advanced relationship‑building skills with the ability to operate as a trusted advisor to senior client executives.
• Strong communication and presentation skills, including the ability to clearly articulate the value of Aon’s captive and related services.
• Demonstrated ability to identify and convert growth opportunities, handle pricing/fees and maintain account profitability.
• “ECL mindset” – focused on embedding and expanding the Aon relationship, not just delivering transactions.
• Proven coaching and mentoring capability, supporting capability build in more junior colleagues and across GCCs/domiciles.
• Comfortable leading through change, as the role transitions toward more consultative, value‑adding client engagement.
• Education: Bachelor’s degree or equivalent experience in a relevant field (e.g. Risk Management, Finance, Business, Insurance) or equivalent years of industry experience.

Client Leader - Captive & Insurance Management - Guernsey

Are you passionate about leading complex captive client relationships and driving value from sophisticated risk financing strategies?

Do you enjoy orchestrating multi‑disciplinary teams to deliver outstanding client outcomes and profitable growth?

Join Aon as a Captive Client Leader and help our clients realise the full potential of their captives!

This is a hybrid role with the flexibility to work both virtually in Guernsey and from our St Peters Port office.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive team, and we are passionate about helping our colleagues and clients succeed.

What The Day Will Look Like

The Captive Client Leader is the principal interface between captive clients and Aon, with overall responsibility for captive client engagement and the delivery of client servicing in line with our stated principles. The role is shifting from a mainly technical, results-focused approach to focusing on deep client understanding. It also emphasizes value realization and coordinating Aon resources around captive and risk finance opportunities.

The CCL Acts As

• The connector and advocate of the client’s captive and risk finance needs across Aon
• The coordinator and access point for “the Aon message” into the client
• The leader of captive-related client outcomes, ensuring profitable growth and a strong, enduring relationship
• Client Relationship & Strategy
• Own overall captive client engagement and satisfaction, acting as the primary point of contact for senior client collaborators.
• Develop and maintain strong, strategic relationships with key client contacts, ensuring a deep understanding of their business, risk financing approach and captive strategy.
• Lead the development and execution of annual account plans, ensuring alignment with client objectives, regulatory requirements and Aon’s 3x3, revenue growth and margin goals.
• Conduct strategy sessions and periodic strategy check‑ins with relevant subject matter experts to find opportunities to improve captive performance and client value.

Service Delivery & Governance

• Ensure the delivery of client servicing in line with agreed service schedules, account plans and stewardship commitments, including the production and presentation of stewardship reports.
• Align ACIM’s service schedule with client and regulatory requirements and ensure that services are delivered to the expected quality and timelines.
• Monitor and interpret performance management reports and important metrics, using data to drive continuous improvement in service and client outcomes.
• Maintain appropriate technical involvement in captive-related matters, ensuring that advice and outputs remain robust and fit for purpose.

Growth, Profitability & Value Realisation

• Take responsibility for fee growth and the profitability of allocated captive accounts, identifying and pursuing opportunities to enhance revenue and margin.
• Proactively identify and develop cross‑sell and up‑sell opportunities across Aon capabilities (e.g. AGRC, Broking, Aon Re, Global Benefits) based on client needs and captive developments.
• Ensure clients receive the appropriate level of strategic and advisory support to make better decisions related to their captive and broader risk finance strategy.

Internal Leadership & Collaboration

• Act as the orchestrator of the wider account team, aligning domicile leaders, GCC teams and other internal collaborators to client objectives and service requirements.
• Build and maintain strong working relationships with relevant counterparts across the Aon network to ensure clients receive best-in-class, integrated advice.
• Provide coaching, mentoring and role modelling for more junior CCLs and associated team members, helping to embed the client leadership approach.

Processes, Technology & Data

• Use and champion Aon systems and tools (e.g. Appian for schedule management, client portals, Power BI leveraging SICS and D365 data) to handle service delivery and support insight‑driven client conversations.
• Ensure an accurate view of client services and performance is maintained within core systems, and that outputs (reports, data extracts) are standardised to deliver a “one Aon” client experience.
• Contribute to the refinement of processes, KPIs and technology requirements to support the evolving CCL role.

How This Opportunity Is Different

This is a highly visible, strategic role at the heart of Aon’s captive proposition. You will lead some of our most sophisticated captive client relationships, bringing together experts from across ACIM, AGRC, Broking, Aon Re, Global Benefits and other specialist teams to deliver integrated, insight‑driven solutions. You will have the opportunity to shape captive strategy, influence key client decisions and play a pivotal role in driving profitable growth for Aon, while coaching and mentoring the next generation of captive client leaders.

Skills And Experience That Will Lead To Success

• Strong understanding of captive insurance structures, risk financing and related regulatory and governance requirements.
• Proven experience in complex client account management or client leadership roles, ideally within insurance, reinsurance or risk consulting.
• Experience handling multi‑stakeholder account teams and coordinating across functions and geographies.
• Comfortable working with data and dashboards (e.g. SICS, D365, Power BI) to extract insights and drive performance conversations.
• Advanced relationship‑building skills with the ability to operate as a trusted advisor to senior client executives.
• Strong communication and presentation skills, including the ability to clearly articulate the value of Aon’s captive and related services.
• Demonstrated ability to identify and convert growth opportunities, handle pricing/fees and maintain account profitability.
• “ECL mindset” – focused on embedding and expanding the Aon relationship, not just delivering transactions.
• Proven coaching and mentoring capability, supporting capability build in more junior colleagues and across GCCs/domiciles.
• Comfortable leading through change, as the role transitions toward more consultative, value‑adding client engagement.
• Education: Bachelor’s degree or equivalent experience in a relevant field (e.g. Risk Management, Finance, Business, Insurance) or equivalent years of industry experience.

Director - Captive & Insurance Management – Guernsey

Are you a senior insurance professional—underwriter, broking leader, or enterprise client leader looking for the next step to shape strategy and deliver excellence at scale?

Aon’s Captive Insurance Management leadership team in Guernsey is seeking a forward-thinking Insurance Director. This is an exceptional opportunity for a seasoned insurance leader to join our team and partner with the Managing Director to ensure our strategic vision, growth ambitions, and service standards are achieved.

This leadership role is ideal for those driving complex insurance solutions for global clients or steering underwriting/broking teams, who now wish to broaden their impact—overseeing commercial, reinsurance, and ILS business, and leading high-performing client service teams.

This is a hybrid role with the flexibility to work both virtually from home in Guernsey, and from the office in St Peter Port.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive team, and we are passionate about helping our colleagues and clients succeed.

What The Day Will Look Like

• Lead, direct, develop and motivate colleagues toward the accomplishment of business and company goals and objectives, and the accomplishment of personal objectives. Identification and development and ongoing training/education of staff in order enhance skills and achieve succession-planning objectives. This will include standard methodology, research, innovation, training, and development
• Ensure that all client needs are catered for by staff working under you and/or other Directors and Client Executives. Support an overall ‘Aon United,’ “one team” ethic
• Develop/maintain the client servicing teams such that all client, regulatory and group requirements are met
• Structure the team in a manner that enables it to meet all client, regulatory and Aon Group requirements, and such that it seamlessly cooperates alongside other teams
• Become a member of the AIMG Board within a short time horizon, subject to performance, supporting the Managing Director and other board members in resolving strategy and service structures and always ensuring the corporate good standing of the Company
• Work with Senior Managers and Client Executives to ensure the right level of resource is assigned to each client
• Support team members with high-level fee negotiations/ discussions with clients/ other areas of Aon (i.e. Bermuda where Guernsey performs a support function)
• Ensure group IT / IP investment goals are met and utilised such as SICS and MS Dynamics
• Ensure client profitability is prioritized, balanced by adequate resourcing to deliver the necessary service levels
• Maintain a strong working relationship with the ACIM and Aon Group function leaders plus service centre leaders in Bangalore and Poland.

Skills And Experience That Will Lead To Success

• ACII (or equivalent) is required; additional credentials in business, leadership, or governance (MBA, Diploma IoD) will set you apart but not essential.
• Deep technical knowledge of insurance, reinsurance, and a strategic grasp of accounting, tax, and legal considerations for complex risks.
• Proven track record in leading high-value insurance teams, custom solutions, and large client portfolios in dynamic markets.
• Strong change-management skills—driving strategy from concept to implementation.
• Client-centric mindset, with a history of delivering outstanding service quality within commercial constraints.

Plan Administration - Senior Administrator, Executive Compensation Services - Jersey 

About the role:
We’re looking for a Senior Administrator to join our ECS plan administration team in Jersey. ECS delivers tailored solutions for employee incentive structures, including share plans, carried interest, and pension arrangements. You’ll be working on market-leading technology that supports a wide range of incentive plans, and you’ll play a key role in delivering high-quality plan administration services to a global client base. 

Key Responsibilities:

• Plan Administration: Administer a portfolio of share plans and incentive structures, ensuring accuracy and compliance with internal procedures. 
• System Support: Configure and maintain core business systems, supporting the delivery of client services. 
• Client Relationships: Build and maintain strong relationships with clients, responding to queries promptly and professionally. 
• Record Keeping: Ensure client records are accurately maintained and updated in line with transactions. 
• Compliance: Adhere to regulatory requirements and internal policies. 
• Team Support: Mentor junior team members, contribute to training, and support wider team initiatives. 
• Collaboration: Work closely with colleagues across jurisdictions to deliver seamless service. 

Your Profile:

• Experience in system-driven plan administration or system-based service delivery.
• Background in share plans, trusts, or financial services desirable. 
• Strong communication and organisational skills. 
• High attention to detail.
• Proactive, detail-oriented, and committed to delivering high standards.
• Working towards or hold a relevant professional qualification.