Manager
Jersey
Vacancy listed 22/08/2025
Application deadline 31/12/2025
Details
Job Title: Manager

Role Level: 4

Department: Private Client Services 


Role purpose

Manage a team providing comprehensive Private Client Services for our international client base and undertaking business development / marketing opportunities as required.


Core responsibilities

  • Ensure the team administers their client portfolios to a high standard in accordance with the Office Procedures Manual and that all work is undertaken / completed in a timely manner.

  • Establish and maintain strong working relationships with your team, intermediaries, clients and client advisors.

  • Identify any training needs for the team and in the absence of a Senior Administrator and / or Assistant Manager, provide day to day training to Administrators and Assistant Administrators to build up their confidence and knowledge of Trust and Corporate services.

  • Review the teams billing and monitoring of debt collection.

  • Have awareness of the teams financial and personal targets (i.e. billing and personal utilisation targets), making sure these are reviewed frequently, with any areas of concern being addressed appropriately in a timely manner.

  • Undertake the “Managers” review of Working Papers files for the annual Accounts / Financial Statements for your teams’ clients or where appropriate, delegate this function to an Assistant Manager (subject to appropriate experience / qualification).

  • Review all outgoing correspondence and Board / Trustee minutes prepared by the team to ensure accuracy and content are appropriate (any exceptions to this requires approval from Head of Function).

  • Undertake the team’s periodic appraisals and ensure the team use and complete the appropriate appraisal forms.

  • Ensure any client review points which are identified by the Client Review Manager are cleared / resolved by the team in a timely manner and that statutory records on 5Series remain accurate and up to date.

  • Serve as an “B” class Signatory on the Firm’s authorised signing mandate.

  • Provide general assistance to the Directors in connection with the preparation of relevant financial information/ reports as and when required.


Technical / Professional / Qualifications Preference 

  • CGI/STEP Diploma or equivalent completed; Studying to obtain CGI/STEP Professional or equivalent if not already achieved (JFSC Minimum is Hold Table 5 qualification plus a minimum of 5 years’ relevant experience); or

  • Qualified Accountant (by qualification through the Professional body); or

  • Qualification relevant to function; and

  • Evidence of Continuous Professional Development; and

  • Management Training undertaken; and

  • People Management skills and experience.


apply