Firstcall Recruitment Engagement Hub

Trainee Client Manager

Guernsey

Permanent

Full-time

Job ID:

66267

Published date:

04/11/2025

Summary

Trainee Client Manager

The Role

Job Summary

An exciting opportunity has become available for a Client Support Services Provider to join our Guernsey based insurance management team. This is a fantastic opportunity for the right candidate to contribute to growth in an international risk and insurance environment as part of the Willis Towers Watson Group.

Principal Duties/Responsibilities

Under direction of Account Director contribute to management of a portfolio of (re)insurance companies as part of the service team.
Maintaining an on-going relationship with assigned clients and gaining an understanding of the clients’ business and industry.
Relationship management with owner/parent company, insurance regulator, directors, auditors, actuaries, bankers, tax advisers etc.
Responsible for ensuring compliance with all regulatory requirements.
Responsible for production of financial and management information.

Specific account management activities:

Preparation of Management Accounts, and any other ad hoc reports and budgets, forecasts etc. in a format prescribed by our clients.
Preparation and timely filing of all regulatory and statistical reporting requirements
Preparation of client companies’ year-end financial statements and liaising with external auditors.
Monitoring and ensuring that each company complies with Guernsey Company Law.
Cash management and reconciliation in accordance with instructions provided by the Board, including liaison with the company’s banks and investment managers and the production of appropriate reports.
Liaise with client service team to coordinate client board meetings.

Qualifications, Knowledge and Experience

Advantageous: Working towards a professional Accounting Qualification (ACA/ACCA; CAT/AAT etc.), but not essential
Advantageous: Bookkeeping experience
Advantageous: Experience of Guernsey Regulatory environment
Advantageous: Experience of (re)insurance accounting preparation
Advantageous: Knowledge of captive insurance industry

Skills and Attributes

Excellent oral/written communication skills
Professional outlook
Team player
Positive attitude
Organised
Ability to work independently and within a team
Ability to work to tight deadlines, producing high quality deliverables

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Trust Administrator - An entry into Trust

Guernsey

Permanent

Full-time

Job ID:

61960

Published date:

29/10/2025

Summary

RS August 2025 - 1 -

Date: August 2025

Company: Cannon Asset Management Limited

Role: Trust Administrator

Reports to: Trust Manager

Type: Permanent

About Cannon Asset Management

Established in Guernsey in 1997, Cannon Asset Management is a financial and fiduciary services company

that provides clients with bespoke, expert solutions and offshore investment alternatives. As a well-

established service provider, we offer exposure to areas of wealth management ranging from the

formation and administration of Trusts & Companies, Managed Services, Investments,

Property Management and Fund Administration. We believe in building trustworthy, long-lasting, and

multi-generational relationships with our clients – both individual and corporate.

The Role

The role is suitable for a STEP/ICSA (part) qualified professional who will be joining a busy team dealing

with private clients. The successful candidate will provide an exceptional level of service to the relationship

officers in South Africa who service the underlying client base as well as those clients we service directly.

Strong written and verbal communication skills are essential as well as the ability to work accurately and

reliably with high attention to detail.

Strong written and verbal communication skills are essential as well as the ability to work accurately and

reliably with high attention to detail.

Key Responsibilities

Administrators are involved in all aspects of client administration including but not limited to

• Bookkeeping

• General administration of a portfolio of Trust & Companies

• Statutory work (minutes, agreements, Trust Instruments as required)

• Liaise with clients, intermediaries and other institutions

• Purchase and sale of a wide range of investments and assets including properties

• Making payments, distributions, invoices, investments etc

• Involvement in the investment process, entering the purchase/sale of investments into the

Trust/Company books and ensuring that all investments are up-to-date.

• Client due diligence – ensuring CDD is up-to-date

• Preparation of client reports

RS August 2025 - 2 -

Skills, Competencies & Experience

• Must have 1 - 2 years’ experience in Trust & Company Administration

• Strong communication (verbal & written) and interpersonal skills

• Ability to work using own initiative, prioritise own work and be flexible to changing business

and departmental needs

• Ability to work in a team

• Willing to learn and adapt to new regulations and environments

Education/Professional Qualifications

• Studying towards STEP or ICSA preferred but not essential

• Focus on continuous improvement and development

• Good GCSE/O Levels including English and Mathematics

• Strong PC literacy

• Microsoft Office – Word / Excel / Outlook / Powerpoint

Terms & Conditions:

Salary: Competitive and dependent on experience

Hours: 09:00 to 17:00 with 1 hour for lunch

Holiday: 25 days per annum, increasing to 26 days after 3 years, 28 days after 5 years and 30 days

after 10 years’ service

Pension: 8.5%

Medical: AXA

Other benefits: Annual Discretionary Bonus

Contact

Rachael Saul/Jude Harris at recruitment@stenhamci.com 01481 716387

mailto:recruitment@stenhamci.com

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Trainee Client Accountant

Jersey

Permanent

Full-time

Job ID:

65572

Published date:

23/10/2025

Summary

Trainee Client Accountant - Jersey

This role is a brilliant opportunity for anyone looking to start their career in accountancy. You will gain a broad exposure which will help you build experience in all areas of accountancy as well developing your interpersonal and communication skills. We are committed to giving our people the opportunity to learn and develop so they reach their full potential with personalised development at a pace that is right for you, as well as support to study towards a relevant professional qualification.

Job accountabilities

To assist with a range of day-to-day tasks including, but not restricted to:

Maintaining chart of accounts to ensure payments and source of funds can be processed efficiently.
Understanding the different requirements and processes for different categories of assets and liabilities.
Maintaining and updating accounting registers on our system.
Assisting the team with bookkeeping.
Supporting the team with the preparation of client reporting.
Ensuring timesheet is completed daily.

Minimum education and experience

Educated to ‘A’ level standard or equivalent
Some office or general administrative experience would be an advantage but not essential.

Required skills

Good interpersonal and communication skills for dealing with colleagues.
Excellent written and verbal English,
Good IT skills with a solid knowledge of Microsoft Office
Excellent time management and organisation skills
Willingness to learn both through professional qualifications and on the job training.
An interest in understanding the different areas of the company, the services Praxis provides, and our values and culture.
Basic knowledge of financial markets and offshore fiduciary services would be beneficial

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** Fund Accountant - EXCLUSIVE ROLE **

Guernsey

Permanent

Full-time

Job ID:

65804

Published date:

20/10/2025

Summary

Fund Accountant – Real Assets - Guernsey

As part of our Real Assets team, this highly numerical position will see you carry out routine day-to-day administration and accounting of a substantial portfolio of fund structures for one of the Group’s largest institutional clients under the direction of a Financial Reporting Manager.

Key Responsibilities:

Assist with all aspects day-to-day administration and accounting matters such as calls and distributions, quarterly valuations, monthly and quarterly investor reporting and annual financial statement preparation
Bookkeep all day-to-day operations of a variety of fund structures
Prepare periodic bank reconciliations and provide supporting documentation evidencing transactions
Assist with the completion of routine audit queries
Build relationships with key client contacts
Maintain accurate records on eFront for all aspects of bookkeeping
Assist and support the induction, integration and training of trainee staff

Skills, knowledge, expertise:

The candidate will be expected to be studying towards a relevant professional qualification (preferably having commenced ACCA Fundamental Skills level or ACA Professional level)
Some technical financial services knowledge (to be supported through the Aztec Academy)
Computer literacy skills are essential
Very good interpersonal skills are required to develop close working relationships with colleagues, clients and business contacts
You are required to hold full Guernsey work rights. Unfortunately, we are not able to offer visa sponsorship for this role

Who are we?

Aztec Group has come a long way since first opening its doors in Jersey back in 2001. Our size and reach may have changed, but one thing that hasn’t is our identity – we’re proud to be a business that puts our people and clients at the centre of everything we do.

We understand that everyone will put value on different things and that’s why our employee package includes a variety of benefits. Here are some of the core benefits for all our people:

Competitive salary
Discretionary bonus scheme plus management incentive programme
Flexible, hybrid working
Generous holiday allowance
Pension scheme
Private medical insurance, including eye care
Health care cash plan
Life assurance (death in service and critical illness benefit)
Worldwide travel insurance
Ability to work abroad for up to 3 weeks per annum
Onsite parking
Regular social events
Health and wellbeing programmes
Significant investment into your personal and professional development

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.

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Pensions Administrator - Junior or Trainee Considered

Guernsey

Permanent

Full-time

Job ID:

64812

Published date:

06/10/2025

Summary

Job Title: Administrator

Department: Pensions Administration, Blue Riband Team

Reporting To: Manager, Pensions Administration (either processing or member servicing manager)

Last Date of Review: July 2021

Key Responsibilities

The duties of this role relate to the administration of local and international pension schemes and are split into two areas of processing and member services. Your role will be focusing on one area, with the capability to learn and transfer between both roles. The duties of the role will include but are not limited to

Maintenance of membership records

Payment of pensions and other benefits/expenses using online banking systems

Calculation of member’s benefits

Bank and other reconciliation

Liaison with clients, banks and investment managers

Liaison with pension scheme members (when working on member services)

Acquisition and liquidation of assets (when working on processing)

Investment of pension scheme contributions (when working on processing)

Qualifications and Experience

Experience as an administrator in a pension/fund/trust or banking business is preferred

English and Maths at Grade C is essential

Higher qualifications are desirable

Working knowledge of Microsoft Office, specifically Word and Excel

There will be the opportunity to study for a professional qualification if desired

Person Specification

The ideal candidate would be able to

demonstrate good numeracy skills and provide evidence of accuracy

demonstrate attention to detail in their work

organize and prioritize their workload

use and work to their own initiative as well as in a team

meet deadlines and work under pressure

work with minimum supervision on tasks assigned to them after an initial briefing of the task is given

demonstrate excellent communication skills

demonstrate client service skills

Data Protection

All applications made either speculatively or in response to advertised vacancies will be kept confidential.

BWCI do not undertake any automated selection process for recruitment. All information provided in the form of a CV or covering letter, be it on paper or electronically submitted, speculatively or for a specific advertised vacancy will be destroyed in keeping with the following timeframe.

Candidates not invited for interview – immediately once confirmation of the non-selection has been made.

Candidates invited for interview but not selected – 6 months after notification of non-selection has been made.

Candidates offered a position but choose not to take it up – 6 months after declining the role.

Candidates offered a position and subsequently employed – 6 years after termination of employment.

When a CV is submitted, it is passed only to the recruiting manager(s) involved in the recruitment to the specific position to which it refers. Any processing in relation to any other position will only proceed with the explicit consent of the candidate.

We may from time to time ask candidates to undertake skills testing or psychometric testing as part of a recruitment and selection process. In this case the results from those tests will only be used to inform the selection process, and will be retained in line with the time frames specified above.

It is not the policy of BWCI to screen prospective employees via social media channels, however, we may review a candidates LinkedIn profile.

If you have any questions relating to how we process applications for employment please contact hr@bwcigroup.com.

Equal opportunities statement

BWCI is committed to eliminating discrimination and encouraging diversity amongst our workforce. The Partners and Senior Management demonstrate commitment to equality and fairness for all in our employment and do not discriminate on the grounds of gender, marital status, race, ethnic origin, colour, nationality, national origin, disability, sexual orientation, religion or age. We oppose all forms of unlawful and unfair discrimination.

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Recruitment Consultant

Guernsey

Permanent

Full-time

Job ID:

62261

Published date:

02/09/2025

Client Insurance Executive

Guernsey

Permanent

Full-time

Job ID:

60668

Published date:

04/08/2025

Summary

Job Description

Job Title: Client Insurance Executive

Reporting to: Team Leader

Company: Artex Risk Solutions (Guernsey) Limited

Location: Guernsey

Role Overview This role sits within the Client Insurance department of Artex, reporting to a Team Leader, fulfilling the

Client Insurance Executive role on a specific portfolio of clients.

Responsibilities:

 Responsible for all client insurance and reinsurance administration issues including liaison with the wider insurance team

 Contributes to preparation and review of board pack, attends board meetings and presents the insurance section to the Board

 Draft minutes and matters arising following the board meeting

 Establishes underwriting and reinsurance programs, checking the appropriate match of incoming and outgoing policies

 Prepares and reviews policy wording

 Producing renewal reports

 Prepares renewal presentation packs for reinsurers

 Reviews and settles all claims and bordereau

 Monitors reinsurance recoveries and liaises with reinsurers to collect outstanding amounts due

 Liaises with external parties such as the GFSC, advocates and auditors as required

 Prepares insurance accounts/triangulations/underwriting statistics monthly/quarterly

 Obtains and verifies all formal reinsurance documents, slips, cover notes and policies against inwards policy documents

 Ensures all new policies, renewals and cancellations are completed in a timely manner

 Handles new client enquiries as allocated

 Monitors and reviews solvency and capital adequacy and ensures the necessary action is taken to protect clients’ interests where needed

 Mentorship of junior members of the team

 Reviewing work completed by the Client Insurance Assistant

Business management responsibilities:

 Adhere to Artex Policies and Procedures at all times

 Undertake all activities in a professional and ethical manner

 Attend and actively participate in internal meetings initiatives

 Complete timesheets accurately and on time

 Contribute to the overall positive working environment with impeccable conduct

Personal attributes, knowledge and experience:

 2 years’ + experience in a professional and client focused environment

 Cert CII or equivalent professional qualification, or the desire to work towards

 Able to demonstrate excellent attention to detail

 Strong communication skills

 Ability to maintain high quality work in a changing environment

 Mutual regard for our key values; Empathy, Engagement, Excellence, Expertise

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Trainee Fund Accountant

Guernsey

Permanent

Full-time

Job ID:

60467

Published date:

24/07/2025

Summary

Why HFL?

HFL is a young but highly experienced office, we are an inclusive and diverse Guernsey-based, family-owned independent Fiduciary and Fund administration business specialising in the Venture Capital world.

Some of the benefits we offer include:

• Non-contributory pension • Medical insurance for you (Spouse and

Dependants) • Permanent health insurance (PHI) • Performance based bonuses twice a

year • Death in service • Office closure between Christmas and

New Year (deducted from annual leave) • Sports and social events • Team building events • Wellbeing initiatives (such as a 9-day

fortnight and yoga lunches)

• Flexible working (including working from home)

• Recognition awards • Convenient out of town location • Parking • Paid qualifications and continuing

professional development • Dress for your day • Superb career development

opportunities that come with working for a smaller, independent firm.

Job Specification

Job Title: Trainee Fund Accountant Reports to: Fund Accounting Manager

About the Fund Accounting team:

We are Guernsey’s venture capital specialists and our Fund Accounting team work closely with our clients to provide a best-in-class service in the highly competitive, fast paced venture capital environment. We pride ourselves on our flexibility and innovation and adapt to handle all aspects of fund accounting. Due to the nature of venture capital, we are exposed to a wide variety of unique and exciting opportunities meaning that no two days are the same.

About this role:

The Trainee Fund Accountant undertakes bookkeeping, accounting and reporting for a portfolio of active Venture Capital funds. The Trainee Fund Accountant will be expected to assist with the preparation of accurate well- presented client deliverables within the agreed deadlines in accordance with the policies and procedures of the Fund and HFL.

Key Responsibilities:

• Complete relevant training to gain an understanding of different clients and Fund structures

• To undertake bookkeeping, accounting and reporting for a tailored portfolio of venture capital funds. Supports the Fund Accountants and Senior Fund Accountants with a more complex portfolio of clients when necessary

• Assist with producing quarterly management accounts and annual audited accounts in accordance with IFRS and FRS102

• Assist with responding to audit requests in a timely manner

• Assist with providing the relevant information to tax advisors in order for relevant tax reporting to be

prepared

• Responding to client’s ad hoc queries and monitoring the client mailboxes to ensure queries are responded to in a timely manner

• Work closely with the Fund administration team to ensure that accounting records are accurate and

transactions and within the various fund entities are bookkept correctly and in a timely manner

• Attend professional qualification courses and undertake exams in order to complete their qualification

Personal attributes:

• A self-starter with the ability to pick up work accurately and under pressure.

• Excellent communication, team-work and interpersonal skills to develop strong working relationships with colleagues, clients and other stakeholders.

• Strong computer literacy and problem-solving skills are essential.

• Knowledge of the financial services industry.

We are Guernsey’s venture capital specialists and our Fund Accounting team work closely with our clients to provide a best-in-class service in the highly competitive, fast paced venture capital environment. We pride ourselves on our flexibility and in...
The Trainee Fund Accountant undertakes bookkeeping, accounting and reporting for a portfolio of active Venture Capital funds. The Trainee Fund Accountant will be expected to assist with the preparation of accurate well-presented client deliverables wi...

Read More Apply Now

Recruitment Consultant

Guernsey

Permanent

Full-time

Job ID:

44606

Published date:

09/06/2025

Temporary & Contract Roles

Guernsey

Contract

Full-time

Job ID:

43348

Published date:

19/05/2025

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