23 May 2019

Senior Officer/Associate- Trustee and Client Relationships

Ref 32057

Our client is looking to recruit a Senior Officer/Associate, Trustee and Client Relationships, to support a complex portfolio of high value, covering the spectrum of the business unit’s service lines in International pension plans, savings schemes and corporate company administration. 

The role holder will be the prime point of contact for clients and will be responsible for maintaining and developing the existing relationships as well as actively seeking new opportunities to provide additional employee benefit and wealth management services. In addition, you will be a point of contact for clients’ advisors and other key targeted advisors and will be responsible for maintaining and developing these relationships. 

The desirable candidate will have the following skills and attributes:

  • Proven experience in the pension / retirement scheme arena
  • Understanding of Corporate Trust Structures and Savings Schemes 
  • Understanding of UK and Local Pension Regulations / A Day legislation, Guernsey Pension Environment, and Guernsey Trust Law/Company Law
  • Awareness of UK tax issues effecting corporate trust arrangements and
  • Ability to understand and interpret trust deeds and other associated legal documentation along with interpret complex company / trust structures
  • Excellent client handling skills and excellent telephone manner
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