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.

Current Vacancies

Client Service Officer, Client Support

Location

Guernsey

Department

Client Services, Client Support

Vacancy

Permanent

The Client Service Officer, Client Support will support a team to work efficiently and produce a high service level to our clients to maintain and retain their business. The focus will be to follow the processes and procedures to execute client requests and instructions. The role requires high levels of engagement with clients, distribution partners and service providers. The post holder is required to contribute in a positive manner to the team with an aim to achieve overall objectives and deliver an excellent customer experience. As the Client Service Officer, your role is critical in delivering an efficient and effective outcome to our clients, distribution partners and service providers. They will also have the responsibility to engage and follow up on a variety of client related cases. We are ideally seeking a candidate with strong trust knowledge and with customer service skills to aid the Client Support team. Therefore, 3-5 years relevant Trust/Pension experience is desired, along with a relevant professional qualification i.e. STEP.

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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