Summary and Overview
Senior Associate, Private Wealth & Family Office
Isle of Man
Permanent
Full Time or Part Time
Competitive Salary & Benefits
Why Join Equiom?
✅ Flexible Working – We recognise the importance of balancing career and personal commitments and offer flexible working arrangements.
✅ Career Progression – We actively invest in our people, providing professional development, mentoring and clear pathways for advancement.
✅ Global Exposure – Work alongside colleagues and clients across multiple jurisdictions, gaining valuable international experience.
✅ Collaborative Culture – Be part of a supportive team where knowledge sharing, teamwork and continuous improvement are encouraged.
✅ A Business Where You're Known – With 400 employees globally, we're large enough to offer exciting opportunities, but small enough for your voice to be heard and your achievements recognised.
The Role
We're seeking a motivated Senior Associate to join our Private Wealth team. You'll be responsible for administering a portfolio of trust, company and foundation structures, acting as a key point of contact for clients and supporting more complex fiduciary matters.
Working closely with Managers and Senior Managers, you'll help ensure client deliverables are completed accurately, compliantly and to the highest standards, while also supporting the development of junior team members.
What You'll Be Doing
Administer a portfolio of private wealth and family office client structures
Preparing and reviewing client documentation, including resolutions, minutes and agreements
Supporting client onboarding, KYC reviews and ongoing compliance requirements
Monitoring transactions and maintaining accurate, audit-ready records
Building strong relationships with clients and colleagues across jurisdictions
Mentoring and supporting junior team members
Identifying opportunities to enhance client service and support business growth
About You
You'll have:
Solid experience in fiduciary, trust or company administration.
Strong knowledge of trust and company structures.
Excellent organisational and communication skills.
A proactive approach and the confidence to manage multiple priorities.
A collaborative mindset and commitment to delivering outstanding client service.
Ideally, you'll be studying towards or hold a professional qualification such as STEP, CGIUKI or equivalent.
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.