Private Wealth Trainee & Admin - Mentoring & Growth

Jersey Finance Limited; United Kingdom; On-site; GBP 25,000 - 35,000; Full time

Job summary

Jersey Finance Limited is seeking a Trainee / Administrator to provide support for a boutique portfolio of ultra-high net worth clients. The role emphasizes professional development and focuses on administrative excellence across trust and corporate services.

The ideal candidate will have a desire to succeed in financial services and good communication skills, able to build relationships while managing tasks efficiently.

Qualifications

• Must hold 'Entitled' or 'Entitled to Work' status in Jersey, UK, Channel Islands.
• Private wealth administration experience desirable.
• Good communication and interpersonal skills to engage with clients.

Responsibilities

• Provide ongoing administration support to a diverse portfolio of clients.
• Ensure client expectations are managed and valuable relationships nurtured.
• Assist with effective administration of workload, prioritising tasks effectively.

Skills

Attention to detail

Communication skills

Relationship building

Education

Relevant professional qualification (e.g., STEP or CGI)

Job description

Jersey Finance Limited is seeking a Trainee / Administrator to provide support for a boutique portfolio of ultra-high net worth clients. The role emphasizes professional development and focuses on administrative excellence across trust and corporate services.

The ideal candidate will have a desire to succeed in financial services and good communication skills, able to build relationships while managing tasks efficiently.