Manager, Digital Marketing – 6 Month Contract - Guernsey

This six-month fixed-term role focuses on maintaining and optimising Praxis’ digital channels. The role supports the marketing and communications team by keeping the Group website and digital platforms up to date, implementing agreed SEO and eMarketing activity, and providing clear reporting to help inform decisions.

Job Accountabilities:

• Maintain the day-to-day upkeep of the Group website, ensuring content, structure and tracking are accurate, secure and up to date, including any changes linked to new services, campaigns or acquisitions.
• Implement the agreed SEO programme across web and digital activity, monitoring rankings and performance, and sharing practical guidance with colleagues so they follow the same approach.
• Support the delivery of digital campaigns and eMarketing activity.
• Manage digital marketing platforms and, ensuring they are used securely and efficiently.
• Monitor and report on performance and KPIs, providing clear summaries and recommendations to optimise performance and support lead nurturing and conversion tracking.
• Help safeguard and apply the Praxis consumer and employer brands online, promoting consistent use of brand assets, templates and messaging, and maintaining the online brand portal.
• Contribute to market and competitor analysis to support agreed projects and campaigns.
• Support compliance with relevant governance, regulatory and copyright requirements and help maintain key marketing policies and processes.
• Provide day-to-day guidance and support to the marketing and communications assistant.

Skills, experience and qualifications:

• 3+ years’ experience in a similar digital marketing role, ideally within a regulated professional or financial services environment.
• Demonstrable expertise in digital marketing, including SEO, website management, social media and email marketing.
• Confident user of digital tools such as Google Business tools, analytics platforms, SEO monitoring tools, CMS and eMarketing platforms.
• Strong analytical skills with the ability to interpret data and translate it into practical actions.
• Good understanding of user experience, and content best practice
• Well organised, able to manage multiple tasks, priorities and deadlines and to work calmly under pressure.
• Strong communication and problem-solving skills, with good attention to detail and a commitment to high-quality delivery.
• Commercial awareness and an interest in developing skills and knowledge.
• Competent user of Office 365, including Excel and Word.
• A bachelor’s degree in marketing, communications, digital technology or a business-related subject and/or relevant professional qualifications (for example CIM, DMI).

Assistant Manager, Corporate Services (FTC 9 months) - Guernsey

We’re looking for an experienced Assistant Manager to join our Corporate Services team in Guernsey. This role involves managing the day-to-day administration of a portfolio of client structures, primarily private equity and real estate investment entities. You’ll be working closely with internal teams and external advisors to ensure high standards of service and compliance with local regulations.

Key Responsibilities:

• Portfolio Management: Administer a portfolio of complex client structures, ensuring accuracy and timeliness across all tasks.
• Team Support: Assist Managers and Directors in overseeing team deliverables and maintaining service quality.
• Stakeholder Liaison: Communicate with lawyers, accountants, tax advisors, banks, and other CSC offices.
• Governance & Documentation: Maintain up-to-date case files, draft meeting minutes, and ensure timely sign-off of accounts.
• Client Communications: Countersign standard correspondence and attend board meetings as required.
• Financial Oversight: Manage invoicing and debt recovery for your portfolio and support team billing when needed.
• Compliance: Action review points and ensure regulatory obligations are met.
• Leadership & Development: Foster strong communication within the team and stay informed on industry developments.

Your Profile:

• Industry Experience: Proven experience in regulated finance or professional services, particularly in private equity and real estate administration.
• Leadership Skills: Strong organisational and supervisory capabilities.
• Professional Qualifications: ICSA/CGI, STEP or equivalent, or qualified by experience.
• Technical Proficiency: Confident with IT systems and tools relevant to the role.
• Growth Mindset: Proactive in personal development and staying current with industry trends.

Trust Manager - Guernsey

To provide overall responsibility for the day-to-day assistance with the management and control of a trust administration team’s portfolio of clients. This will contain a mixture of trusts, companies and other structures dealing with a variety of arrangements which will be of both a routine and complex nature and for developing, mentoring and coaching the trust administration team members.

Job Accountabilities:

• Day to day running of a trust administration team’s portfolio of clients.
• Ensuring that all procedures manuals, relevant laws, guidelines, regulations and codes of practice are followed in all aspects of the role. i.e. client and non-client related.
• Liaising with other departments regarding accounting and taxation issues and operational issues.
• Liaising with clients and intermediaries both by telephone and in writing.
• Attending client and intermediary meetings.
• Building relationships with the clients and intermediaries within the trust administration team and providing support in the absence of the relevant relationship principal.
• Assisting junior employees with queries/problems being encountered and assisting in the resolution thereof.
• Acting as ‘B’ signatory for PraxisIFM Trust Limited.
• Providing cover for other trust administration teams and trust administration department managers in times of absence.
• Identifying efficiency and implementing the necessary measures.

Staff management may include:

• Managing a trust administration team on a daily basis and providing advice and assistance on the resolution of queries, as required to the sub-team leaders and employees within those teams.
• Ensuring that team members receive the necessary training in order to carry out their roles to the best of their ability.
• Providing support to the sub-team leaders regarding control and delegation of the team’s day to day workload.
• Completing annual appraisals and probation reviews and providing support to the sub-team leaders.
• Responsibility for escalating matters to the Client Director as appropriate.
• Responsibility for ensuring that all team members within the trust administration team meet efficiency targets where relevant.
• Responsibility for ensuring all team members meets their KPIS and department deadlines.
• Resolving any conflicts which may arise within a trust administration team or escalating them appropriately

Minimum Education and Experience

• A minimum of 8 years’ relevant experience
• A relevant professional qualification i.e. STEP Diploma, ICSA Diploma or equivalent

Required skills

• Good standard of business writing and numeracy skills.
• Demonstrated ability of managing an administration team.
• Previous experience of managing own portfolio of clients.
• Excellent communication skills and ability to impart knowledge to others, including clients, clients’ advisors and professional intermediaries.
• Demonstrated ability to manage and maintain client relationships in accordance with KPIs and Praxis standards.
• Demonstrated ability to take responsibility for all work, and all work delegated to administration team, including the prioritisation of workload and ability to always meet deadlines.
• Demonstrated knowledge of legal and regulatory framework operating in Guernsey and other territories, including anti-money laundering provisions and relevant fiduciary laws etc.
• Technical competence in relation to all Fiduciary matters including trusts, companies, pensions, limited partnerships and other structures.
• Excellent critical analysis and problem-solving skills, ability to convey these to the team to improve standard of work and levels of efficiency.
• Ability to work to deadlines and to obtain an overview of a situation promptly and ascertain potential problem areas and solutions thereon.

Senior Administrator, Corporate Services - Guernsey

The Senior Administrator will assist in the day-to-day administration of a portfolio of client structures comprising a mixture of private equity and real estate investment structures. All fiduciary services are provided in accordance with the relevant Client Services Agreements and the various laws and regulations pertaining to the Group’s Guernsey regulatory licenses. 

 The Key Responsibilities for the role are noted below and as a Senior Administrator you will be expected to undertake any such duties that are deemed a reasonable requirement, for example, participating in projects that are related to the role. In addition, you will be required to participate in business and social events organised for staff.

Your responsibilities

• Working closely with the team, assisting in the administration of a portfolio of clients structures in a time pressured environment;
• Liaise with lawyers, accountants, tax advisors and banks as well as other CSC offices;
• Provide support to other team members in respect of correspondence preparation and general administrative duties;
• Ensure that all client files are up to date and that Minutes and Meeting Notes have been drafted accurately with an appropriate level of detail; 
• Ensure that fee collection and chasing/collection of debtors is completed in a timely manner;
• Liaise, as needed, with the Accounts Team in respect of annual accounts for Corporate Service clients, as requested;
• Action any compliance review points in a timely manner; and
• Drive development by using all learning and development resources available (My CSC Learn).

What technical skills, experience and qualifications do you need:

• Able to demonstrate good organisational and time management skills whilst providing a first-class client services;
• Prior relevant experience in regulated finance or professional services;
• Sound educational background, i.e. A Level/Baccalaureate or equivalent. GCSE Grade in English and Mathematics; 
• Proven experience in a similar role;
• Either part qualified or willingness to study toward a full professional qualification such as ICSA/CGI
• Possess a solid understanding of the business and regulations applicable;
• Demonstrate strong technical IT skills.

Director – Fund Administration - Jersey

The purpose of this role is to provide strategic leadership, operational oversight, and commercial direction for the fund administration function. As a Director, you will be responsible for ensuring the efficient delivery of high-quality fund administration services, leading a team of professionals, building strong client relationships, driving regulatory compliance, and contributing to the growth and profitability of the business. This role is pivotal in shaping the operational strategy, ensuring client satisfaction, and maintaining the firm’s market reputation.

Key responsibilities include:

• Lead and oversee the fund administration department, ensuring delivery of accurate and timely services across a portfolio of complex fund structures across the alternatives sector.
• Act as a senior point of contact for key client relationships, managing high-value accounts and ensuring consistent service excellence in line with Belasko’s Client Service model.
• Develop and implement departmental strategy in alignment with broader business goals, including resource planning, workflow management, and service innovation.
• Ensure compliance with the Guernsey Financial Services Commission (GFSC) regulations, anti-money laundering (AML) laws, and other local regulations governing financial services to include internal policies and procedures.
• Guide the preparation and approval of fund administration deliverables, including (but not limited to) financial reporting, administration, governance, regulatory, tax and legal matters.
• Play a leading role in new business proposals, client pitches, and onboarding of complex structures.
• Monitor team performance, productivity, and professional development; provide coaching, feedback, and succession planning.
• Work cross-functionally with accounting, legal, compliance, and operations teams to ensure integrated service delivery.
• Drive continuous improvement in systems, processes, and controls to increase efficiency and manage operational risk.
• Ensure all mandatory training, including AML/CFT/PF and Bribery and Corruption, is completed on a timely basis.
• Ensure team adherence to internal controls, risk management procedures, and service level agreements.
• Contribute to board-level reporting and participate in internal governance committees as required.
• Stay abreast of market trends, regulatory developments, and client needs, ensuring the business remains competitive and responsive.
• Collaborate with directors and other senior stakeholders on local and group-wide strategic initiatives, systems implementation, and policy development.
• Ensure team adherence to internal controls, risk management procedures, and service level agreements.
• Ensure financial discipline to include timely completion of timesheets, client billing, debt collection and recoverability analysis, and lead on any remedial / improvement actions required.
• Ensure relevant professional qualifications are maintained through the appropriate professional body CPD requirements and recorded.
• Act as a director on client and internal boards.
• To ensure that sufficient time is devoted to the discharge of executive director responsibilities.
• Dotted line reporting to Group Head of Funds.

Qualifications & Experience:

• Must hold Table 4 professional qualification (e.g., STEP, TEP, ICSA, ACCA, LLB).
• Minimum 10–12 years’ experience in fund administration or financial services, with at least 5 in a senior management or leadership capacity.
• Deep knowledge of fund structures and fund administration practices, particularly in alternative asset classes.
• Previous or current approval by a financial services regulator in a Prescribed Role.
• Demonstrated experience in managing large teams, overseeing client portfolios, and leading operational strategy.
• Proven track record of building and sustaining senior client relationships and supporting business growth.
• Familiarity with fund administration systems (e.g., Investran, eFront, Allvue) and workflow tools.

Skills Required:

• Strategic mindset with strong commercial acumen and decision-making capabilities.
• Excellent leadership and people management skills with the ability to inspire high performance.
• Strong technical understanding of fund accounting, administration, and regulatory frameworks.
• Outstanding client relationship skills and stakeholder management abilities.
• Exceptional communication and presentation skills, both written and verbal.
• High attention to detail, with a commitment to accuracy, risk management, and compliance.
• Adaptability and resilience in a dynamic, high-growth environment.

Assistant Manager, Private Clients - Jersey

About the Role

We’re looking for an experienced Assistant Manager to join our Private Client team in Jersey. This specialist team supports wealthy families, family offices, and owner-managed businesses. You’ll manage a portfolio of trust structures and play a key role in delivering high-quality service, mentoring junior team members, and driving operational improvements.

This role suits someone with strong technical knowledge of trust structures, a proactive mindset, and a collaborative approach.

Key Responsibilities

• Client Portfolio Management: Work closely with your team to manage a portfolio of private clients across a variety of structures.
• Technical Expertise: Act as a subject matter expert on trust structures and stay up to date with relevant legislation and regulatory requirements.
• Client Relationships: Build and maintain strong relationships with clients, colleagues, and business partners, communicating openly and professionally.
• Operational Efficiency: Identify and implement ideas to improve daily task efficiencies and support financial processes including aged debt review and cash collections.
• Team Support: Mentor and supervise junior team members, offering guidance and support.
• Commercial Awareness: Identify cross-selling opportunities across service lines and jurisdictions.
• Time Management: Ensure accurate time recording for client matters to support billing and recovery.

Your Profile

• Proven experience in a similar trust administration role
• Studying towards or holding a relevant professional qualification (e.g. CGI, STEP or equivalent)
• Able to work independently and use initiative
• Strong academic background
• Proactive and forward-thinking
• Broad understanding of fiduciary products

Manager - Trust

Rawlinson & Hunter Limited, is a firm of Licensed Fiduciaries. Our objective is to provide our clients with an administrative service which is accurate, personal, efficient and compliant.

Role overview

The Manager will combine the skills and experience of a professional qualification or alternatively many years of trust and company administration with the acquired skills of managing an effective administration team to provide an accurate, personal, efficient and compliant administration service to each of the Company’s clients within their management portfolio, within the framework of the Company’s policies and procedures and all relevant legislation.

Duties and Responsibilities

• Ensure that clients’ needs are met and that their entities are being managed effectively
• Ensure systems are in place and working properly so that deadlines are recognised and met, work in progress or pending is constantly reviewed, all staff are always gainfully employed and that the working functions of the office are in place and operating smoothly
• Recognise situations where staff are in or may encounter difficulty with their own work flows and react to assist and re-organise with a view to minimising the stressful effects of variations in work flows, finding and implementing both short and long-term solutions as required
• Keep systems and working practices under review to ensure that the office functions efficiently, reporting any areas of concern to the team Senior Manager/Executive Director
• Ensure training for direct and indirect reports is relevant and that staff are properly equipped with the skills necessary to perform their work
• Maintain technical standards at all levels as evidenced primarily by standards of practice and record keeping
• Manage the appraisals process for direct and indirect reports
• Monitor portfolio billing and receivables
• Assist with monitoring of the quarterly billing requirements for the group
• Maintain a good knowledge of industry practices and updates to trust legislation, corporate management, compliance and anti-money laundering regulations
• Such other duties as may be required from time to time

General

• R&H “B” Signatory

Person Specification

• Qualified in STEP, ICSA, ACCA, ACA or alternatively many years of trust and company administration
• Possess a sound knowledge of all facets of trust and company administration
• Ability to communicate effectively with staff, directors and clients
• Responsible, reliable, organised, efficient and of unquestionable integrity
• Fully conversant on a day-to-day basis with the technical aspects of the way in which trusts and companies are organised and administered
• Fully conversant with the recording of financial transactions and preparation of financial reports
• Computer literate with experience of/ability to adapt to the operation of our mainstream networked software, in particular Microsoft Word, Excel and Outlook
• Ability to work with a comprehensive IT package including electronic filing of correspondence and permanent records and use of flexible database system

Additional Information

The Manager will be capable of asserting himself or herself in a constructive and tactful manner and will command the respect of those with whom he or she works. The Manager will support the Senior Management Team, lead staff by example and by direction and in doing so, will be and be seen to be fair and impartial in his or her dealings with staff.

Reports to:       Senior Manager or Executive Director

Direct reports:    Assistant Managers, Senior Trust Officers, Trust Officers, Senior Administrators and Administrators

ADMINISTRATOR

OCCUPATIONAL PENSIONS

JOB DESCRIPTION

This role primarily involves the administration of local secondary pension schemes and reports to the Occupational Pensions management team.

RESPONSIBILITIES

Responsibilities include the day-to-day administration of local secondary pension schemes with an insight into the administration of international occupational schemes.

DUTIES (include but are not limited to)

The “life cycle” of a pension:

• Assisting with the onboarding of new clients and members.
• Setting up clients on the relevant systems.
• Assisting clients with enrolling their employees.
• Monitoring bank accounts and processing contributions.
• Preparing investment instructions and liaising with fund administrators.
• Processing pension transfers.
• Handling queries and requests from clients, members and third parties.
• Supporting clients and members with access to and use of online systems.
• Paying benefits to members and beneficiaries.

Other duties:

• Following processes to ensure accurate administration and record keeping.
• Understanding and applying client due diligence requirements in line with policies.
• Preparing documents for review and signoff by signatories.
• Developing knowledge of the team’s products and services.
• Delivering quality results whilst being mindful of deadlines.
• Undertaking training as required.
• Supporting the team with system testing when required.
• Taking responsibility for personal development in line with agreed objectives.
• Undertaking other duties that arise from time to time in accordance with the demands of the role and development of the services provided.

“Quality of life” duties:

• Working collaboratively with others in the Sovereign Group, including the management team, the Accounts, Compliance and Legal teams, and colleagues in other offices.
• Helping to build a trusting and respectful working environment.
• Helping to maintain a reputation for reliability.

CORPORATE VALUES

The Sovereign Group Mission, Vision, Values & Goals should be supported by all staff.

• • Mission = Listening. Understanding. Planning. Delivering.

• • Vision = To be the best at helping our clients achieve their aspirations.

• • Values =
    • Superior Service
    • One Team
    • Versatile
    • Ethical
    • Respect
    • Expertise
    • Independent
    • Grow
    • Nimble

• • Goals =
    • Grow Sovereign Organically and through acquisition
    • Operate collaboratively, driving efficiency, consistency, knowledge, sharing and group cross selling
    • A leading provider for our financial solutions in all our jurisdictions
    • Leveraging our success to invest in our people and our infrastructure
    • Strive for excellence

person specification

The ideal Administrator:

•  
• Is hard-working.
• Is well-organised.
• Has good communication skills.
• Works well in a team.
• Has a focus on client service.
• Is familiar with Microsoft Word and Excel.
• Shows an attention to detail.
• Has effective time management skills.
• Is comfortable working with numbers.
• Has a flexible approach to working hours
• Has a willingness to learn and understand new software and systems.

Last updated: April 2023

(This job description will be reviewed on an ongoing basis in relation to the annual performance appraisal system and will be amended as required.)