Careers

At Overseas Trust and Pension, we believe in building a team of talented individuals who share our passion for protecting, preserving and enhancing client wealth.

If you're driven, innovative, and eager to be part of our growing company, explore our current job opportunities and discover why Overseas Trust and Pension is a great place to work.

To learn more about career opportunities, feel free to reach out to us via email at recruitment@trustandpension.com.

Adviser Insight

Current Vacancies


Client Services Officer, Client Support

Location

South Africa

Department

Client Support

Vacancy

Permanent

This role will support the team in delivering excellent client service by following processes to execute requests, engaging with clients, partners, and service providers, and contributing positively to achieve team objectives.

Apply Now

Team Leader, Client Support

Location

Guernsey

Department

Client Support

Vacancy

Permanent

This role is being introduced to support OTAP’s continued growth and will work alongside the existing Team Leader to help lead a high-performing client services team, ensuring service excellence, strong client relationships, and effective oversight of pension and trust administration. This is a full-time position based in our Guernsey office.

Apply Now

Senior Financial Accountant

Location

Guernsey / South Africa

Department

Finance

Vacancy

Temporary - 6 months

This role will include preparation and review of accounts for Trusts, as well as individuals and businesses whose pensions we administer, along with developing processes and procedures, implementing improvements, tax compliance and meeting accounting deadlines for individual and corporate pension schemes. This is a six month fixed-term position based in either our Guernsey or South African office.

Apply Now

Compliance Monitoring Officer

Location

South Africa

Department

Compliance

Vacancy

Permanent

This role plays a crucial part in protecting OTAP by ensuring the company’s Policies, Procedures and Controls (P,P&Cs) comply with all relevant laws and regulations. This is a full-time position based in our South African office.

Apply Now

Knowledge, Experience & Expertise

Knowledge, experience & expertise

Our Culture

At Overseas Trust and Pension, we foster a culture of teamwork, integrity, accountability, and growth. Our team is at the heart of our success, and we're committed to providing a supportive and inclusive work environment.

What Our Team Says

Explore firsthand insights from our team members about their experiences working with us.
I joined Overseas Trust and Pension as a junior member of the finance team in 2021 and have since been given the opportunity to take on more responsibility and grow in my role not once but twice. The company’s emphasis on continuous learning and growth has allowed me to gain new skills and advance in my career. I’m grateful for the supportive and inclusive work environment that encourages us to bring our best selves to work every day.
The main attraction for me joining Overseas Trust and Pension (OTAP) was the positive environment and that the role aligned to my previous job, with the addition of the opportunity for growth. I am fortunate to have a very accepting and motivating team and manager, and I have enjoyed every moment since joining OTAP.
Overseas Trust and Pension (OTAP) have been incredibly supportive with my studies and have helped me achieve my ACCA qualification. The flexibility they offer is of great importance to me as a mother with young children and I really value their attitude towards a healthy work/life balance.
I was attracted to Overseas Trust and Pension (OTAP) primarily for the flexibility that they offer, which has accommodated me as a working mother to continue progressing within my career, along with the bonus of spending quality time with my young family. Being a privately owned Company gives you the opportunity to help influence and shape future decisions of the Company, which provides job satisfaction.

    Employee Benefits

    We value our employees and offer a range of benefits to support their well-being and career growth.

    • Competitive Salary
    • Benefits include paid holiday, health care and pension
    • Discretionary Bonus Scheme
    • Health and Wellness Programs
    • Professional Development Opportunities
    • Flexible Work Hours
    • Sports and Social Events