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At Source, we pride ourselves on offering an intelligent, tailored approach to recruitment.
Everyone who comes to us is looking for something, or someone, special. We work hard, right from the outset, to understand exactly what or who that is. Whether you’re an experienced professional seeking that next step up the ladder, or a people person looking for a great team fit, we’ll invest our time in making sure we get it right.
Our professionally qualified, experienced team offer a wealth of knowledge across all industry sectors, but it’s our friendly, personal approach and uncompromising standards that set us apart.
We’re on your journey with you, every step of the way.
Back to ResultsJoin the Guernsey office of this leading life-insurance-based wealth management company. Focusing on managing a portfolio of Life and Disability clients with a strong emphasis on exceptional service and deep technical expertise.
Working within a global team, you will collaborate with cross-jurisdictional stakeholders to deliver tailored solutions for international client needs. This role focuses on maintaining high service standards while actively contributing to process enhancements and operational efficiency.
The ideal candidate has 3–5 years’ experience in client services, preferably within finance or insurance. You should hold relevant professional qualifications (CII or similar) and possess strong technical knowledge of disability products. Proficiency in Microsoft Office and a results-driven mindset are essential for meeting deadlines.
This is a brilliant opportunity for a self-starter with excellent communication skills to build relationships across multiple regions. You will work independently within a supportive environment that values efficiency and professional growth.
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