Transformation Officer

Saffery Trust; Daliburgh; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Daliburgh seeks a Transformation Officer to support organizational change through technology. This permanent role involves managing data processes, utilizing analytical tools like PowerBI, and coordinating initiatives to enhance business efficiency. The ideal candidate will have strong technical knowledge, effective communication skills, and the ability to guide teams through change. Competitive benefits include a flexible working environment and professional development support.

Benefits

Competitive salary

Flexible working policies

Health insurance

Annual performance-based bonuses

Support for professional development

Regular sports and social events

Qualifications

• Very good technical knowledge and understanding for business transformation activities.
• Experience working with PowerBI desirable but not essential.
• Effective communication skills for engaging with diverse audiences.

Responsibilities

• Oversee data management processes and ensure data integrity.
• Gather and interpret data to produce insightful documents.
• Assist with IT related tasks managing hardware and software.

Skills

Technical knowledge for business transformation

Effective communication skills

Problem-solving

Project management

Data analysis

Education

Relevant qualification in business transformation

Tools

PowerBI

Job description

Transformation Officer

Department: Transformation

Employment Type: Permanent - Full Time

Location: Guernsey

Reporting To: Transformation Manager

Description

Who we are

Saffery Trust is a director-led firm of individually expert, collectively exceptional people. We help clients to optimise their personal and business wealth and to create lasting legacies. We have the freedom and agility to act in the moment, and the wisdom and experience to plan for the long‑term.

Established in Guernsey in 1977, we are one of the largest independent private client firms in the island. As an accredited STEP Platinum Employer Partner, we offer great benefits, including:

• a competitive salary
• flexible working and dress for your day policies
• full financial support and study leave for professional development
• top‑level health insurance for our people
• annual performance‑based bonuses
• e‑bikes free for staff use and opportunities to take part in green initiatives
• regular sports and social events as well as opportunities to support local charities

The role

We’re looking for an enthusiastic Transformation Officer who demonstrates our core values and wants to build a rewarding career within a top tier firm.

This is a permanent contract, assisting with driving organisational change across the Trust Group through the enhancement of processes through technology. The role has a key focus on managing data processes, considering AI and automation, assisting with IT projects and providing operational support to project leaders.

The responsibilities

You’ll be working in a friendly and progressive environment as a member of the team to undertake a broad range of duties including:

• overseeing data management processes and ensure data integrity, working with client teams to improve data quality
• gathering, interpreting, and summarising data from various sources to produce insightful documents that aid decision‑making
• utilising data analysis tools and software to perform tasks, whilst keeping up to date on new and emerging tools and technologies
• assisting with IT related tasks including managing hardware and software applications and register
• supporting transformation initiatives by coordinating activities that promote business improvements and align with organisational goals
• leveraging knowledge of techniques, methods, and procedures to enhance and streamline operational and administrative activities
• planning, executing, and monitoring projects to ensure they are delivered on time and within scope. Adapting to short‑term priorities, effectively balancing competing demands
• supporting less experienced team members by guiding and encouraging their professional growth
• guiding teams through change of processes to aid their understanding of new systems and technologies

You

• very good technical knowledge and understanding to enable delivery of a range of activities within business transformation and technology enhancement
• experience working with PowerBI would be desirable but is not essential
• may have attained or be working towards a relevant qualification, along with meeting your CPD requirements
• effective communication skills and the ability to converse with a range of people along with the ability to produce documentation of a slight to moderately complex nature with high accuracy and attention to detail
• ability to identify and resolve slight to moderately complex issues, with support and direction
• pro‑active and self‑sufficient to meet deadlines and objectives, with support and direction as required
• ability to work to specified standards and service levels along with demonstrating a wider thought process around tasks, such as potential impact of actions and associated risk
• lead by example by evidencing a positive and committed approach