Fund Management Rotational Graduate Scheme

The Company

This established trust and funds business in Guernsey combines specialist expertise with a genuinely sociable, team-focused culture. With around 100 employees, it’s a place where people know each other, support one another and enjoy spending time together, both in and out of the office. The business also believes in investing in young talent, with a strong track record of retaining and promoting people from within. Expect a varied graduate scheme with plenty of excellent opportunities for personal and professional development.

The Role

Over 12 months, you’ll explore two different sides of financial services through six-month rotations in trusts and funds. You’ll learn on the job, build practical skills and discover where your strengths could take you before choosing a fully-funded professional qualification that fits your ambitions.

In trusts, you’ll work closely with private clients, helping manage their financial affairs and supporting important transactions. In funds, you’ll engage with fund directors, banks and administrators, developing your numerical skills and commercial understanding. You’ll have real responsibilities, opportunities to interact with clients and access to industry seminars, backed by a dedicated manager, mentor and buddy. It’s a chance to learn, ask questions, find your feet and build a career that can develop in multiple directions.

Key responsibilities include:

• Building relationships with clients and financial services professionals.
• Supporting client onboarding, due diligence and risk assessments.
• Helping manage client data, bank accounts and financial transactions.
• Contributing to fund administration and net asset value calculations.
• Working collaboratively to solve problems and meet important deadlines.
• StartFragmentDiscovering different career paths and identifying your professional interests.
• Collaborating with colleagues while building technical knowledge and commercial awareness.

Benefits and Perks

Expect a flexible, welcoming environment where colleagues socialise, support each other and make time for wellbeing. Whether you’re heading to the gym at lunchtime, joining a social event or learning from experienced colleagues over coffee, you’ll be encouraged to bring your whole self to work.

As well as a starting salary of £29,000, you will also get the following benefits:

• Private healthcare through AXA PPP, with options for eligible dependants.
• Permanent Health Insurance (PHI) and death-in-service cover worth four times your salary.
• Enhanced, non-contributory pension and discretionary bonus scheme.
• Opportunity to pursue a funded professional qualification, after the 12-month scheme
• Sports and Social Club, company events and volunteering opportunities.
• Mental Health First Aider and year-round wellbeing initiatives.
• Dedicated management, mentoring and buddy support, with opportunities for internal progression.

Requirements

Must-Have

• Connections to Guernsey/ local to the area
• A 2:1 degree in a humanities, social sciences, finance, or business discipline
• A collaborative, proactive and ambitious approach to work.
• Strong communication and written skills.
• The ability to work with numbers and handle data accurately.
• A positive attitude and willingness to contribute to a team.

Nice-to-Have

• An interest in trusts, funds, financial services or client relationship management.

Apply now

Ready to gain practical experience, discover your strengths and build a career with room to grow? Apply today and take your first step into financial services.