Summary and Overview

• Associate, Private Wealth & Family Office

• Isle of Man 

• Permanent

• Full Time 

• Competitive Salary & Benefits

Looking to build on your experience?

Join a collaborative team where you’ll gain hands-on exposure to private wealth and family office clients while developing valuable technical skills.

We’re looking for a proactive Associate who enjoys working with detail, is eager to learn and wants to grow in a structured and supportive environment.

About the Role

As an Associate, you’ll support the delivery of fiduciary services by assisting with day-to-day administration and client-related tasks. You’ll work closely with more experienced colleagues, building your knowledge of trust and company structures, compliance requirements and client service standards.

This role is ideal for someone at the early stage of their career who is keen to learn and develop.

What You’ll Be Doing

Supporting Growth & Learning

• Assist with onboarding new clients, including gathering and processing KYC and due diligence documentation

• Support the administration of trust and company structures, ensuring tasks are completed accurately and on time

• Help with time recording and billing processes

• Take part in training and development activities to build your technical knowledge

• Begin to understand how your work contributes to client relationships and overall service delivery

Contributing to a Positive Team Culture

• Provide reliable day-to-day support to colleagues across the team

• Get involved in team meetings, projects, and shared objectives

• Flag any inconsistencies or concerns to senior team members

• Handle sensitive information with care and discretion

• Communicate clearly, professionally, and collaboratively with others

Delivering Quality Work

• Prepare standard documentation such as resolutions, payment instructions, and correspondence

• Maintain accurate and up-to-date client records

• Liaise with banks, advisors, and other service providers on routine matters

• Record time spent on tasks accurately

• Follow AML/CFT requirements and internal procedures

• Assist with invoicing, payments, and reconciliations where needed

What You’ll Bring

Essential

• Up to 2 years’ experience in an administrative, financial, or fiduciary environment or a strong academic background with transferable skills

• Good organisation skills and attention to detail

• Comfortable using Microsoft Office (Word, Excel, Outlook)

• An interest in working towards a professional qualification (e.g. STEP, CGIUKI)

• Strong written and verbal communication skills

Desirable (but not essential)

• Some exposure to trust or company administration

• Familiarity with administration systems or document management tools

• Experience supporting payments, reporting, or client-related tasks

Key Skills & Attributes

• Careful and accurate approach to work

• Willingness to learn and develop new skills

• Ability to follow processes and ask questions when unsure

• Professional and respectful when handling client information

• A dependable and supportive team player
  

Equiom Group – Let’s Achieve More, Together

For over 45 years, Equiom has supported international businesses and private clients in achieving their ambitions and navigating complexity with confidence.

What sets us apart is how we work together. We value long term relationships, take a thoughtful, forward looking approach and focus on delivering solutions that truly make a difference.

Our people are at the heart of our success. We are proud of the collaborative and supportive culture we have built, where individuals are encouraged to share ideas, challenge thinking and grow professionally.

As we continue to evolve, we are investing in our future, embracing new opportunities and strengthening how we work across our global teams.

It is an exciting time to join Equiom. If you are motivated, curious and ready to contribute, you will find opportunities to develop your career and make a meaningful impact as part of our team.

Thinking of applying?

If this role sounds like a great fit, we’d love to hear from you. Even if you don’t meet every single requirement, we still encourage you to apply if you feel you can bring value to the role.

We know that great candidates don’t always tick every box, so if you’re enthusiastic, motivated and ready to make an impact, let’s start a conversation.

Everyone’s welcome at Equiom

At Equiom, we believe our strength comes from the diversity of our people. We’re proud to be an inclusive, global business where different perspectives, backgrounds and experiences are truly valued.

We welcome applications from individuals of all backgrounds. Whether your qualifications are gained locally or internationally, what matters most is your potential, your mindset and what you can bring to our team. Every application is considered fairly and on its own merit, in line with local employment and equality regulations.