Trust and Company Services for Private Clients
Telephone: +44 (0) 1534 78 78 78

Careers

Pentera Trust is an owner managed and truly independent trust company aiming to provide an outstanding personal service to private clients and international families.

We are a boutique office with a friendly, flexible and open work environment and a strong professional work ethic.

We are currently recruiting for the following roles: 

Client Administrator 

  • Assists one or more CRDs with the administration of a complex portfolio of clients according to their ability and complexity of the matter in hand.  Passing all correspondence through director for authorisation and liaising closely with the director before or after (if appropriate) communication with clients and intermediaries.
  • Expected to assist less experienced staff members and show leadership as required.
  • Assisting on client and non-client related projects to support the firm and board of directors to meet its objectives
  • Expected to be studying or hold a table 5 qualification and obtain appropriate levels and type of CPD to enable role to be fulfilled as identified in discussions with the CRD.
  • Assisting director in training and managing more junior members of staff as appropriate.
  • A Category C employee as defined by the JFSC COP for TCB
  • Profile:  Studying or holder of a table 5 professional qualification and 3+ years experience within the industry. 
  • Reports to a CRD or Client senior administrator/manager. 
  • Direct reports: possibly Client graduate trainee administrators or admin support.

Client Graduate Trainee Administrator

  • Assists a client administrator or client senior administrator/manager with the less complex administration on clients according to their ability and complexity of the matter in hand. Passing all correspondence through the administrator/manager prior to review by director for authorisation. Communicating with clients or intermediaries only with close support/supervision.
  • Expected to be studying or considering starting to study for a table 5 qualification and obtain appropriate levels and type of CPD to enable role to be fulfilled as identified in discussions with the CRD [client responsible director] and responsible administrator to whom they report.
  • A Category C employee as defined by the JFSC COP for TCB
  • Profile: Studying or going to study table 4/5 professional qualification. Less than 3 years’ experience within the industry.
  • Reports: usually to a Client senior administrator/manager or Client administrator or, in certain circumstances, directly to a to a CRD.
  • Direct reports: would not be expected to have direct reports. 

Client Administrator Support

  • Assists a client administrator or client manager with the less complex administration on clients according to their ability and complexity of the matter in hand. Passing all correspondence through the administrator/manager prior to review by director for authorisation. Communicating with clients or intermediaries only with close support/supervision.
  • Not expected to be qualified or studying
  • Profile: Strong secretarial/spreadsheet skills.
  • Reports: usually to a Client senior or Client administrator, in certain circumstances directly to a CRD.
  • Direct reports: would not be expected to have direct reports. 

If you would like to apply and have a minimum 5 years' of residency on the island please send your CV to careers@penteratrust.com