Trainee Client Manager

Summary: 

We have an excellent entry-level opportunity to support the management of a portfolio of (re)insurance companies as part of our service team. This is an excellent opportunity for recent graduates or candidates beginning their careers in finance or insurance or individuals looking to return to work in a supportive, structured and balanced environment.

You will help maintain strong relationships with assigned clients while learning about their business and industry. This role will also give you exposure to working with owner/parent companies, insurance regulators, directors, auditors, actuaries, bankers, and tax advisers.

Key responsibilities include supporting compliance with regulatory requirements, assisting in producing financial and management information, and helping prepare management accounts, ad hoc reports, budgets, and forecasts in formats required by clients. You will also assist with the timely filing of regulatory and statistical reports, help prepare year-end financial statements for client companies, and liaise with external auditors as part of a team. Additionally, you will monitor and learn to ensure that each company complies with Guernsey Company Law.

No prior experience is required, but a willingness to learn, good organizational skills, and attention to detail are essential. Training and support will be provided to help you develop your understanding of the industry and succeed in your role.

The Role: 

• Under the direction of an Account Director, you’ll contribute to the management of a portfolio of (re)insurance companies as part of the service team.
• Maintaining an on-going relationship with assigned clients and gaining an understanding of the clients’ business and industry.
• Relationship management with owner/parent company, insurance regulator, directors, auditors, actuaries, bankers, tax advisers etc.
• Responsibility for ensuring compliance with all regulatory requirements.
• Responsibility for production of financial and management information.
• Preparation of Management Accounts, and any other ad hoc reports and budgets, forecasts etc. in a format prescribed by our clients.
• Preparation and timely filing of all regulatory and statistical reporting requirements
• Preparation of client companies’ year-end financial statements and liaising with external auditors.
• Monitoring and ensuring that each company complies with Guernsey Company Law.
• Cash management and reconciliation in accordance with instructions provided by the Board, including liaison with the company’s banks and investment managers and the production of appropriate reports.
• Liaise with client service team to coordinate client board meetings

The Requirements:

What You’ll Bring 

• A professional outlook

• Excellent oral and written communication skills

• Team player

• Positive attitude

• Organised

• Ability to work independently and within a team

• Ability to work to deadlines, producing high quality deliverables

Enjoy a generous benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company.

We support your growth and balance with hybrid working options, paid professional memberships, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you.

At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued, and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity.

We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email candidate.helpdesk@wtwco.com