Showing jobs 1 to 34 of 34.
An exciting position is now open to applicants to work as an Investor Services Administrator, to establish and maintain in-depth relationships with and knowledge of the limited partners invested in company private equity funds. You will deliver a best in class and seamless services to the limited partners and their contacts/ counterparties. Responsibilities include but are not limited to managing ongoing investor relationships, assisting fundraising and fund closing matters, ensuring the accurate maintenance of investor records and attending relevant board/ operational committee meetings. You will have 3+ years’ experience within a fund administration environment in customer service, data processing, monitoring/ analysis and the ability to interact with a wide range of investors competently and confidently as well as other external and internal stakeholders.
A new and exciting opportunity has arisen for an individual educated to A Level / degree standards, to join our client’s Listings team, on a permanent basis. As an Assistant Analyst you will provide assistance and support to the team for the administration of the Listing Rules. Duties will include undertaking appropriate due diligence under the guidance of the Director and Head of Market Regulation to ensure that all pertinent information of an Issuer is identified and reporting those findings for consideration, liaising with Listing Members in respect of Listing Applications as well as overseeing on-going Listing Applications and preparation of standard documentation. If you have a desire to be constantly challenged in a unique and dynamic ever-changing financial environment, then get in touch!
Our client is seeking a Client Services Administrator to join their friendly team on a permanent full-time basis. This is a varied role providing crucial administration support to both the investment and fund administration parts of an investment management and fund administration business. The successful candidate will have prior experience of working in an investment, CSP / fund administration environment / similar client facing role together with knowledge of coordinating CDD for on-boarding and monitoring of individual and entity clients. You will also have a willingness to learn and be a team player, but also be able to work independently.
Our client is seeking an ambitious and self-motivated Business Development (BD) Manager to be a part of their Investment BD Team, proactively assisting to develop a culture of focused BD in the team. This varied and busy role will suit someone who has a proven track record and experience of successful BD within a discretionary investment business, and existing network of professional contacts in the financial advisory and/or fiduciary sector, strong client relationship skills and strong technical product knowledge. If you have a knowledge of trust and corporate structures and ESG and sustainable investments, desirably holding a professional qualification such as IOM FSA – Investment Advice, get in touch as our client would love to hear from you!
Our client is seeking an Assistant Company Secretary to join their team on a permanent, full-time basis. You will assist with core day-to-day company secretarial responsibilities for the business and its subsidiary entities, including the provision of guidance on statutory and corporate governance matters and providing support and attendance at board and committee meetings. You will work in consultation with the Group Company Secretary, in-house Legal Counsel and any other company secretaries that may be appointed for subsidiaries that are based in other jurisdictions. The successful candidate will be educated to degree level or equivalent, have a relevant professional qualification, e.g. Chartered Governance Institute part or recently qualified and experience in a company secretarial or senior administrative role, preferably within a regulated/financial services environment.
Our client is seeking an organised individual who has a growth mindset to join their Guernsey based team of experienced Client Services staff who are key in supporting the business to achieve strategic objectives. Duties include enabling clients to achieve their goals by making the banking experience simple, personal, efficient and stress free, dealing with all aspects of client servicing for clients in a private bank book, assisting the rest of the client services team with relationship management for the whole group and account opening and client reviews. The successful candidate will have 3+ years’ banking experience, strong customer service skills and excellent knowledge of Microsoft Office programmes. If you have a recognised professional qualification then this would be advantageous.
Two wonderful new opportunities have emerged within a leading insurance business to work as a Senior Administrator, Xceptor / Digi. You will carry out / oversee others in the team carrying out daily processes including creation, placement and settlement of transactions on investment accounts, set up and maintenance of assets, trading counterparty records and policyholder investment portfolio records. You will also match money received into company bank accounts, handling asset re-registrations and investigation and resolution of stock reconciliation queries and understand and support the team in fulfilling a broad scope of counterparty AML requirements to enable timely investment and account opening. Professional and timely communication with colleagues, and with policyholders, financial advisers and all counterparties is fundamental.
A new and exciting opportunity has arisen to work as a KYC & Investor Onboarding Manager to work collaboratively and pro-actively within our clients’ newly established Investor Services team on a permanent full-time basis. Duties include but are not limited to coordinating client service, taking responsibility for assigned deadline management and the overall quality of deliverables, delivering high quality services to clients for the full life cycle of operations, ensuring compliance with regulatory requirements and proactively supporting administrators in their day to day administrative tasks. This position would suit someone with 6+ years’ Fund Administration experience, significant A-Z operational experience, a strong working knowledge of AML and FATCA/CRS and effective communication skills.
A new and exciting opportunity has arisen for a recent graduate or an individual with Financial Services experience looking for a slightly different direction in their career, to join our client’s Markets & Productions team, as an Assistant Analyst. Duties and responsibilities for the role will include scrutinising, reviewing and processing Listing Applications, liaising and relationship building with Sponsors, marketing and business development, overseeing on-going applications and preparation of documentation prior to admission to the Official List. If you have the ability to work both independently and as part of a team, while being methodical and organised, have an inquisitive nature, and have a proven interest in this field as well as a desire for continued development, then get in touch!
A new and exciting opportunity has arisen for a Trainee Financial Adviser / Administrator to join our client’s team, on a permanent full-time basis. This is a fantastic opportunity for a graduate or someone with office and life experience, to become a key player within the company and make a difference. Our client will provide full training and also professional qualifications to enhance your professional development. Our client will consider offering reduced or flexible hours for the right candidate.
A new and exciting opportunity has arisen for a Trainee Financial Adviser / Administrator to join our client’s team, on a permanent full-time basis. This is a fantastic opportunity for a graduate or someone with office and life experience, to become a key player within the company and make a difference. Our client will provide full training and also professional qualifications to enhance your professional development. Our client will consider offering reduced or flexible hours for the right candidate.
As a Senior administrator you will join our client’s Standard Investments team, on a permanent full-time basis, to deal with all aspects of the administration of any standard investments held within the various employer remuneration structures administered. You’ll have accountability for the efficient and timely processing of all regular contributions via the CP system, member switch execution, share plan transactions, internal and external queries submitted to the investments team and general reviewing, investment, settlement, receipt, reconciliation and posting duties. If you have experience in a similar position or are an administrator seeking the next step in your career, get in touch as our client would love to hear from you!
Our client is seeking an Administrator to join their Standard Investments team, on a permanent full or part-time basis, working at least 30 hours per week. The team deals with all aspects of the administration of any standard investments held within the various employer remuneration structures administered. You will be responsible for the efficient and timely processing of all regular contributions via our client’s system, member switch execution (core range and non-core range), share plan transactions, internal and external queries submitted to the Investments Team and ensure all documentation in relation to work prepared is created and signed within appropriate timelines.
Our client is seeking an Administrator to join their Standard Investments team, on a permanent full or part-time basis, working at least 30 hours per week. The team deals with all aspects of the administration of any standard investments held within the various employer remuneration structures administered. You will be responsible for the efficient and timely processing of all regular contributions via our client’s system, member switch execution (core range and non-core range), share plan transactions, internal and external queries submitted to the Investments Team and ensure all documentation in relation to work prepared is created and signed within appropriate timelines.
An excellent opportunity has arisen to support a function of the Investment Manager Review (IMR) & Banking Team on a permanent, full-time basis. The role will be to support the IMR team with managing the ongoing performance monitoring process for portfolios, conducting ongoing due diligence on current / prospective investment management and banking providers and the provision of consultancy to trust team and clients on investment-related matters. This requires someone who holds a degree and regulated qualifications framework level 4 investment qualification, 5+ yeas’ working in an investment environment and a high attention to detail. Other skills our client seeks include advanced literacy, numerical and analytical skills, excellent communication skills and the ability to manage your workload and prioritise accordingly.
As a Senior Administrator you will support the transformation and the future growth of our clients’ business within the customer services function, so it can stand out for the experience and service delivered by building on service reputation, and delivering market-leading service excellence for our customers and advisers. You will actively engaged in the resolution of customer and adviser queries whilst demonstrating a proactive and positive desire to deliver the best possible customer experience for customers throughout the journey with the firm. This will involve resolving a wide range of queries for both the IOM and Dublin office as well as contributing to designing and delivering the most positive experience for customers. If you are a confident self-starter with a desire to develop your career un a customer centric environment, this could be the role for you!
In this brilliant new opportunity, you’ll be responsible for monitoring, controlling and embedding the compliance procedures and policies ensuring they are compliant with local legislation. Additionally, you will keep abreast of all Jersey regulatory changes and their impact on the business as well as, support the business activities with regards to its licenced activity being deposit taking, investment business and funds custody. You will act as deputy to the current CO key person when necessary, including attendance to corporate governance committees which include Jersey Management Committee, and various Client Onboarding Committees. This varied role will also have you act as interim MRLO, assessing internal suspicious activity reports, undertaking investigations, and externalising SARs as required. If you have a strong background in the Banking and Investment sector and hold a relevant compliance qualification, get in touch!
This is a new and exciting Senior Funds Administrator to join our client’s investment and compliance team, on a permanent full-time basis, focusing on investment and compliance related matters for a single large client. You will act as a secondary point of contact for the management of entities under administration for investment, divestments and onboarding, dealing with queries from the Client, the different Boards of Directors, the Investment Manager and other third parties involved in highly confidential operations. You will also assist with the co-ordination of AML/CDD committee meetings, drafting minutes and action logs. The successful candidate will have previous administration experience supported by a relevant professional qualification ie ICSA Diploma level or equivalent, general understanding of fund structures and previous onboarding experience would be ideal.
A new and exciting opportunity has arisen for an individual educated to A Level / degree standards, to join our client’s Listings team, on a permanent basis. As an Assistant Analyst you will provide assistance and support to the team for the administration of the Listing Rules. Duties will include undertaking appropriate due diligence under the guidance of the Director and Head of Market Regulation to ensure that all pertinent information of an Issuer is identified and reporting those findings for consideration, liaising with Listing Members in respect of Listing Applications as well as overseeing on-going Listing Applications and preparation of standard documentation. If you have a desire to be constantly challenged in a unique and dynamic ever-changing financial environment, then get in touch!
Our client is seeking a full-time qualified Investment Specialist / Counsellor to develop and implement the Assets Under Management strategy and promote the company investment proposition to prospective and existing clients. You’ll work with a network of Corporate Trustees for origination of Discretionary Investment business, providing technical support and training related to the delivery of investment business and champion the investment propositions. The successful candidate will be level 6 qualified to give investment advice and have 10+ years’ experience with a strong knowledge of the financial services business. You will have advanced relationship building and networking skills at all levels, deep investment knowledge of investment management, advice & macroeconomics and trust structuring knowledge. This is the ideal position for someone with private banking relationship and technical investment skills.
Our client is seeking a Complaints Specialist to join their growing team on a permanent, full-time basis. You will work within the Customer Services function, always putting customers first. You will investigate and resolve complaints, fix customer detriment, whilst offering appropriate redress. You will also ensure compliance with company policies, regulatory, professional and legal requirements and act as an escalation point for complex cases. The successful candidate will have demonstrable experience working in a financial services organisation and/or a customer service environment, a good understanding of the TCF Principles, knowledge and experience of complaint procedures and regulatory requirements and the ability to coach and feedback effectively. A knowledge of Retirement & Investment Products would be advantageous.
Our client is excited to take on school leavers / graduates / individuals who are seeking a career in finance to become professionally qualified. You will join a leading bank to start your new career. Right from the start, you’ll develop relationships built on credibility and trust with clients across a wide range of sectors. You will build an understanding of how our client operates whilst spending time completing in-house training. If you are a talented individual who has a drive to learn to be part of an exciting team, practicing on real-life projects with clients and a variety of career routes, get in touch!
Our client is seeking an Assistant Portfolio Manager with a minimum qualification IMC or IAD of other relevant CISI qualification along with previous securities / investment support experience gained within an investment business, to join their team on a permanent basis. The successful candidate will have a minimum level 4 qualification, level 6 preferred, previous experience working within a relevant environment of an investment business, be conscientious and diligent, work accurately with strong attention to detail and be highly computer literate.
In this exciting new role you will be responsible to manage the ongoing administration of externally managed accounts, to include the opening and closing of accounts, manage payments, cash management and withdrawal requests, whilst ensuring the company’s records are accurate and in date. You will have good administration, literacy, numeracy, planning and organisational skills and a positive can-do attitude and commitment to “get the job done”. The ideal candidate will have at least 1 years’ experience in Financial Services, hold, or be willing to work towards a relevant professional qualification along with an understanding of various Investment instruments such as equities, bonds, collective investment schemes, and investment trusts.
Our client is seeking an Administrator, Dealing & Settlements to join their pro-active and friendly team on a permanent full-time basis. Responsibilities will include daily dealing and settlements processes such as the creation, placement and settlement of trades, set up and maintenance of assets, funds broker records and policyholder investment portfolio records. You will also complete money matching, handle asset re-registrations, investigate and resolve stock reconciliation queries, maintenance of policy holder portfolios and timely application of transactions. Professional and timely communication with policyholders, IFAs and investment related financial firms is fundamental to this role. If you have 1+ years’ financial services experience coupled with a commitment to providing outstanding customer service whilst demonstrating an attention to detail, get in touch!
A brilliant new opportunity has arisen to work on a full-time permanent basis as an Investments Administrator in our clients’ Castletown based offices. Your position will involve providing back-office administration for Investment related processes, ensuring that our policy holder valuations are up to date. You will be the first point of contact to deal professionally and effectively with requests, answering queries providing customers with product and servicing information both verbally and written and supporting the administration of client portfolios, reconciliations, dividends and corporate actions & trade settlements. The suitable candidate will have a strong customer focus, good communication skills and adept numerical and IT skills. This is an opportunity not to be missed for someone looking to springboard their career in the life assurance and investments sector.
Do you have at least 10 years’ experience in public capital markets and 8+ years’ experience in financial modelling and application of valuation methods of investment opportunities? This new role will include reporting to the Head of Investment Management & Research (HIM&R) focusing on public equity investments. The role largely involves company analysis, financial modelling, equity valuation, trading execution and settlement. Further duties consist of researching, investigating and analysing investment opportunities, evaluation of business assets, earnings reports, and industry-related variables to make recommendations to the Head of Investment Management & to the Investment Committees of our Clients’ Funds. Furthermore, the role’s purpose includes the active support of the HIM&R with respect to equity research, portfolio management and trading.
Do you have 5 years’ experience managing a complex organisation’s strategic, operational, and risk & compliance functions? Are you looking for a new opportunity? If so, this permanent vacancy may interest you! As an Investment Operations Specialist you will assist the COO in ensuring that the business has the structure, systems and processes it needs to be successful in delivering on its ambitious growth plans, as well as supporting the COO in maintaining the Company’s central services including compliance, risk, corporate governance, procurement, information technology, property, and service provider management. If you have experience working in a financial services or fund management company and have good funds and investment knowledge then get in touch!
Itchyfeet are working on an exciting opportunity for an individual to join our client’s team as a Trainee Actuary / Analyst. Within this role you will assist in the preparation of data and calculations for actuarial valuations and financial reporting of pension schemes for clients, calculate benefits for individual members of pension schemes and prepare draft letters to communicate the results and prepare and check valuation reports. This role would best suit candidates will a minimum A grade at A Level for Maths or candidates who have undertaken a science based degree. Full training will be provided.
Calling all Investment candidates! Our client is seeking individuals to join their growing team, on a permanent basis! This is a fantastic opportunity for Private Bankers, Investment professionals or Relationship Managers looking for a new challenge. This is an opportunity not to be missed!
A brilliant 6 month temporary opportunity has arisen for a Senior Administrator/Assistant Manager to join our client’s Employer Solutions & Customer Relations team. You will manage all ‘non-standard’ member recommendations or requests including loans, distributions, investments, and complex reviews. You will liaise with fund and investment managers to ensure their records are up-to-date and complete and, where applicable, and provide updated KYC and CDD on the relevant company entities. This position will suit someone who is educated to A Level standard or equivalent who has previous experience dealing with AML / CDD, the ability to work to tight deadlines and ideally some investment and / or trust knowledge.
A new and exciting opportunity has arisen for an individual educated to A Level / degree standards, to join our client’s Listings team, on a temporary basis. As an Assistant Analyst you will provide assistance and support to the team for the administration of the Listing Rules. Duties will include undertaking appropriate due diligence under the guidance of the Director and Head of Market Regulation to ensure that all pertinent information of an Issuer is identified and reporting those findings for consideration, liaising with Listing Members in respect of Listing Applications as well as overseeing on-going Listing Applications and preparation of standard documentation. If you have a desire to be constantly challenged in a unique and dynamic ever-changing financial environment, then get in touch!
A new and exciting opportunity has arisen for an individual educated to A Level / degree standards, to join our client’s Listings team, on a Temporary basis. As an Assistant Analyst you will provide assistance and support to the team for the administration of the Listing Rules. Duties will include undertaking appropriate due diligence under the guidance of the Director and Head of Market Regulation to ensure that all pertinent information of an Issuer is identified and reporting those findings for consideration, liaising with Listing Members in respect of Listing Applications as well as overseeing on-going Listing Applications and preparation of standard documentation. If you have a desire to be constantly challenged in a unique and dynamic ever-changing financial environment, then get in touch!
A fantastic and varied 12 month opportunity has arisen to cover the provision of payments services to financial services clients, including monies in and out, as well as trading and treasury management payments. As required, you will assist with projects and ‘BAU’ activities, as directed by your line manager. Responsibilities include but are not limited to preparing, authenticating and inputting client payment requests and daily incoming fund receipts, ensuring bank reconciliations are monitored and responding and resolving client queries as required. The ideal candidate will have good communication skills, the ability to remain task focused until end result, a minimum of 12 months’ experience of payment services provision and a demonstrable understanding of the importance of responding promptly to customer queries and providing timely feedback.
Showing jobs 1 to 34 of 34.
