Graduate Financial Services Trainee - Trusts and Funds

Help private clients manage financial affairs and contribute to accurate fund administration. This graduate opportunity puts your communication and numerical skills into practice, with supported responsibility for client work, transactions and professional relationships in Guernsey.

The Company

Based in St Peter Port, this established Guernsey trusts and funds business employs around 100 people. Specialist knowledge sits alongside a sociable, team-focused culture, with colleagues supporting each other inside and outside the office. The business invests in young talent and has a strong record of retaining employees and promoting internally. You'll contribute within a collaborative environment offering personal and professional development, while learning from experienced colleagues through practical work.

The Role

As a Graduate Financial Services Trainee - Trusts and Funds, you'll support private clients and fund stakeholders. In trusts, you'll help manage financial affairs and important transactions. In funds, you'll engage with directors, banks and administrators, developing numerical skills and commercial understanding. Starting on 6 September 2027, this full-time, 12-month scheme includes two six-month rotations. You'll have a dedicated manager, mentor and buddy, plus access to industry seminars. Collaborative problem-solving and meeting deadlines will help you build technical knowledge, identify your strengths and discover professional interests. After the scheme, you can choose a fully funded professional qualification that suits your ambitions.

• Support client onboarding, due diligence and risk assessments.
• Help manage client data, bank accounts and financial transactions.
• Contribute to fund administration and net asset value calculations.
• Build relationships with clients and financial services professionals.
• Develop commercial awareness and technical knowledge through collaborative problem-solving.

Benefits and Perks

A flexible, welcoming environment makes space for wellbeing, social connection and lunchtime gym visits. As well as a starting salary of £29,000, you will also get the following benefits:

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

Requirements

Must-Have:

• Guernsey connections or being local to the area.
• A 2:1 in business, finance, accountancy, economics, humanities or social sciences, including geography, government and politics, languages, law or marketing.
• Strong communication and written skills.
• Ability to work with numbers and handle data accurately.
• A collaborative, proactive, ambitious approach and positive attitude towards teamwork.

Nice-to-Have:

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

Apply Now

Contribute to client transactions and fund administration while building practical financial services skills. Apply by 26 November 2026 to join this collaborative team.