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PR/025787
We are looking for an administrator to assist with the onboarding of new clients for a leading wealth management firm in St Peter Port, Guernsey.
In this role, the successful candidate will be responsible for client take-on procedures, risk assessments, and general administration. They will review and maintain client due diligence records, conduct file reviews in line with regulatory requirements, and liaise with clients and investment advisors. Additionally, will support project work, assist in presenting at the New Business Committee, and undertake tasks assigned by the Manager.
The ideal candidate will have a solid understanding of Guernsey AML/CFT requirements for client onboarding, strong attention to detail, and excellent communication skills in English. They should be highly organised, deadline-driven, and comfortable working under pressure. A proactive, self-motivated approach and the ability to work both independently and as part of a team are essential.
If you are eager to grow your expertise in a fast-paced and supportive environment, we encourage you to apply!
More information about this role is available upon request – contact the team today for further details.
We’ve built our reputation on one basis – a people-first approach that focuses on culture and ability.
For candidates that need additional support, we’re able to prepare you for the entire application process. Whether you need help with your job search or preparing for an interview, we make sure that you’re always prepared for the next step in your application.
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1 Lefebvre Street, St Peter Port,
Guernsey, GY1 2JR
7 Castle Street, St Helier
Jersey, JE2 3BT