Showing jobs 1 to 14 of 14.
Our client is seeking a Client Service Specialist to join their fast-paced Wealth Management environment. This role offers an exciting opportunity for those who are curious and proactive, always striving to create a positive impact for clients. The successful candidate will provide essential support to Client Advisors in the UK and Jersey, with responsibilities that include processing client orders and ensuring smooth administrative arrangements. The role demands a high level of attention to detail whilst managing complex transactions and client interactions. The Client Service Specialist will work closely with both internal and external clients, addressing any issues swiftly and efficiently. This position will also involve adhering to risk management controls, ensuring compliance with relevant regulations, and supporting payment processes for the Jersey business. The role promotes a collaborative team environment where client needs are prioritised, and client wealth is managed effectively. Click here to read more
Our client is seeking an Administrator for their Corporate Actions team to ensure the timely administration and processing of dividends, corporate actions, shareholder meetings, disclosures, and all related events. The successful candidate will be responsible for accurately processing dividends, corporate actions, meeting notices, and disclosure requests within specified deadlines. This role involves setting up and updating files, preparing notifications to clients for all required corporate actions, and ensuring that client instructions are checked and authorised by the Client Relationship Management team. Moreover, the Administrator will prepare instructions for the Global Custodian or Fund Administrator, conducting necessary checks regarding positions, clients, and restrictions as outlined in the instruction checklist and procedures. Accurate reconciliation of allocations and entitlements following share and cash movements, along with maintaining internal records of client account holdings, will also be key duties of the role. Timely responses to client queries and communication in accordance with organisational guidelines are essential. Additionally, the Administrator will investigate and report issues while adhering to proper escalation procedures and guidelines. The role will also require assisting other areas within the team during high volume periods or staff shortages. Click here to read more
Our client is seeking a Senior Administrator to join their established team. This role will concentrate on oversight, monitoring, and governance functions, while also presenting opportunities for administration tasks. The focus will be on the review and reconciliation of daily, monthly, quarterly, and other periodic valuations for Guernsey regulated funds serviced by Custodian Trustee. In this position, you will be responsible for maintaining a range of administrative functions critical to the governance of these funds. You will work closely with a team of professionals to ensure compliance and effective management of regulatory activities. The role promises both professional growth and a chance to contribute to an important sector within the financial services industry. Click here to read more
Our client is seeking a Compliance Advisor to provide compliance support for the companies within the organisation. The successful candidate may fulfil the Isle of Man FSA appointed role of Deputy Money Laundering Reporting Officer (DMLRO) for the Class 1 license holder. This role involves actively working to ensure that there are adequate and effective controls in place to mitigate regulatory, reputational, legal, and operational risks. The Compliance Advisor will also support Compliance and other Senior Managers in discharging their duties under the Controlled Function and Senior Managers Certification Regimes. This is a full-time position, with hours from 9am to 5pm, including a one-hour lunch break. The role entails a range of compliance tasks, including regulatory oversight, reporting, and business support, to ensure adherence to applicable legislation and regulations. Click here to read more
Our client is seeking a Banking Systems Product Specialist to join their team at the heart of their digital ecosystem. This role offers an exciting opportunity to combine in-depth banking knowledge with strong technical skills to enhance the core banking platform and its associated third-party systems. The successful candidate will play a crucial role in ensuring the stability, accuracy, and performance of the bank’s operational environment. You will support the design and delivery of new features, products, and enhancements, contributing to the evolution of the bank’s digital capabilities. With a focus on ensuring systems are robust, compliant, and future-ready, you will be instrumental in maintaining the operational excellence that underpins our client's services. Click here to read more
Our client is seeking a Junior Lending Specialist to join their dynamic team in a thriving organisation. This role is a fantastic opportunity for candidates eager to begin their career in banking or lending, offering ample prospects for growth and advancement. The position involves working within a busy front office lending team, where full training will be provided. You will engage with clients, resolve queries, and assess mortgage and loan applications while adhering to agreed Service Level Agreements. With a focus on delivering exceptional client service, you will also act as both an internal and external credit advisor, reviewing and renewing existing loan facilities, and presenting cases at the bank's credit committee. Collaboration with various departments, such as Credit Risk and Credit Operations, is essential to ensure adherence to defined risk strategies and foster a strong risk culture in product design and case submissions. Click here to read more
Our client is seeking a highly motivated Analyst to join their Banking and Insurance Division. This role involves prudential and conduct supervision of firms licensed in the Bailiwick of Guernsey. The Analyst will engage in the analysis of information provided by licensees, utilising sound judgement to assess compliance with regulatory expectations. This position entails interactions with a variety of stakeholders, including licensees and their boards, as well as other supervisory roles. As the primary point of contact for licensees, the Analyst will take part in risk-based supervision, assessing acceptable risks and devising action plans to rectify identified deficiencies. Additionally, the role includes reviewing the fitness and propriety of senior management within these firms. The ideal candidate will have experience in the financial services sector, particularly in insurance, banking, auditing, or similar environments. This position offers a unique opportunity to develop a career in the Bailiwick’s financial services sector and contribute to maintaining its strong regulatory reputation. Click here to read more
Our client is seeking a Senior Analyst to join their Banking and Insurance Division, responsible for the prudential and conduct supervision of licensed firms within the Bailiwick of Guernsey. This position offers a full-time role focused on analysing information provided by licensees and determining regulatory compliance. The successful candidate will engage with various stakeholders, including licensees and their boards, while acting as the primary contact for risk-based supervision under PRISM. Duties include devising action plans to address deficiencies identified during assessments and evaluating the fitness and propriety of senior managers. The role presents opportunities to work across diverse financial services sectors and contribute to maintaining the Bailiwick’s reputation in the international financial community. Our client is looking for individuals who may not have expertise in all supervisory areas but possess experience in insurance, banking, auditing, or actuarial environments and are eager to expand their knowledge and qualifications. The position includes responsibilities in policy creation, oversight, and maintaining high-quality regulatory standards. Click here to read more
Our client is seeking a Manager for Recovery and Resolution Planning to provide subject matter expertise and guidance focused on assessing the potential financial impact of new and emerging regulations affecting the Financial Services industry. The role will involve identifying and delivering appropriate initiatives to fulfil the overall objectives and mandate of the function, with a specific focus on Recovery and Resolution Planning. The successful candidate will ensure that the business response to high-impact regulations is comprehensive, and that high-priority group initiatives are properly identified and managed. This full-time position demands collaboration across various business units to prepare crucial documents related to Recovery and Resolution Planning, while also performing impact analysis on relevant positions. The position involves substantial interaction with stakeholders, including the South African Reserve Bank, to facilitate compliance with regulatory requirements. The role also encompasses continuous assessment of recovery options under different stress scenarios, as well as the development and maintenance of integrated recovery plans. Click here to read more
Our client is seeking an Investment Research Analyst to join their dynamic team. This role involves conducting in-depth analysis of investment opportunities, generating comprehensive research reports, and providing strategic insights to guide investment decisions. The Analyst will work closely with a team of skilled professionals to evaluate market trends and assess the performance of various financial instruments. The position is full time, providing a competitive salary package and opportunities for professional development. The successful candidate will be expected to present findings to stakeholders and contribute to investment strategy discussions. This role requires a detail-oriented approach and the ability to synthesize complex data into actionable recommendations. Click here to read more
Our client is an independent mortgage team based on the island, experiencing a significant influx of referrals from both existing customers and industry peers. To accommodate this growth, they are looking to expand their team by recruiting a skilled Mortgage Advisor. This is a full-time position with working hours from Monday to Thursday, 9 am to 5:30 pm, and Friday from 9 am to 5 pm. Reporting directly to the Mortgage Manager, the successful candidate will join a well-established and experienced team. A background in mortgages is essential, and candidates should ideally hold a CeMAP qualification or an equivalent. Experience with local lenders will be advantageous but not essential, as comprehensive training on mortgage products from various lenders will be provided. The ideal candidate will possess a friendly and personable demeanour, showcasing the ability to work collaboratively in a team setting while also being capable of independent work. Exceptional organisational skills and a commitment to delivering excellent customer service are critical in this role, with regular interactions with clients both face to face and over the phone. Click here to read more
Our client is seeking a highly motivated and customer-focused Lending Specialist to join their team on a permanent, full-time basis. This role involves supporting clients through the lending process by evaluating financial information, preparing loan applications, and delivering exceptional service. You will be a key contact point for both new and existing clients, ensuring lending solutions are accurately tailored and professionally administered in line with company standards and regulatory requirements. Click here to read more
Our client is seeking a temporary Account Manager to serve as the primary point of contact between their Relationship Managers, the Bank, and a designated portfolio of clients. This role is critical in delivering the highest standard of client service. The successful candidate will be responsible for coordinating client instructions, managing the end-to-end processes related to deposits and payments, foreign exchange, securities transactions, and corporate actions. They will deliver a highly personalised service through proactive client engagement and prepare necessary account opening documentation. The Account Manager will also resolve issues collaboratively with the Relationship Manager and onboarding team, maintain client accounts to meet group minimum standards, assist in client periodic reviews, and support the positioning of the Bank’s full suite of services. Staying current with relevant laws, regulations, and internal policies is essential to support the implementation and maintenance of departmental procedures in day-to-day operations. Click here to read more
Our client is a leading Africa-focused financial services group, and an innovative player on the global stage. This is a 12-month fixed-term contract. The role involves providing first-line risk-related advice and assurance to stakeholders from all business units and corporate functions in line with regulatory requirements, internal policies, and standards, ensuring a culture of quality, control, and transparent risk ownership. Click here to read more
Showing jobs 1 to 14 of 14.