Firstcall Recruitment Engagement Hub

Fund Payment Officer

Jersey

Permanent

Full-time

Job ID:

71242

Published date:

19/01/2026

Summary

Fund Payment Officer – Jersey

At Aztec, we provide talented and dynamic individuals with the opportunity to build a rewarding career. We’re an ambitious company, committed to building long-term partnerships with our clients and delivering operational excellence at every stage of their fund’s lifecycle. Our culture is what makes us a standout place to work. Our people are at the heart of our business: putting clients first; delivering service excellence; working as one team; building lasting connections and embodying our values and purpose. Join our journey and discover what makes us the bright alternative.

About the role:

Reports to Client Relationship Manager

This role is within an administration team looking after a single large client (the Client) and will sit in a team known as the Fund Sub Team (FST).

The FST is responsible for the payment of capital calls and distributions relating to Special Purpose Vehicles (SPVs), Master Funds (MF), debt interest, principal repayments, swap payments and other transactions/payments for the various Funds under administration.

The FST is also responsible for preparing and delivering monthly, quarterly and annually reporting to relevant lenders and investors, ensuring secure file transfer using secure file transfers protocol (SFTP) and supporting auditor and depositary requests for the Funds under administration.

Key responsibilities:

· Payment tracker review, ensuring that payments have been added to the tracker and prepare payment tracker (when required)

· Prepare MFs, SPVs, Debt and other related payments

· Correspond with the Boards, client, lenders and other FST’s stakeholders

· Responsible for ensuring the timely input and submission of drawdown and distribution notices on the Client’s portal for approval and distribute the approved notices to investors

· Ensure lenders and investors’ reporting are delivered via the investor’s portal in timely manner

· Working closely with the Client, accounting teams, banking partners, lenders and FST’s stakeholders to resolve any discrepancies or queries that arise

· Mailbox management of the FST mailboxes, ensuring that emails are categorised correctly and allocated to appropriate individuals on the FST with a view to resolving third-party requests for information / queries as soon as possible

· Prepare distribution in kind operations

· Act as a mentor to junior staff under the supervision of senior staff

Skills, knowledge, expertise:

· Previous fund administration experience is preferred, however is not essential for this role

· The candidate will ideally be part-qualified with a relevant professional qualification (preferably ICSA Diploma level or equivalent)

· Exceptional organisational skills are required, along with the ability to multitask and attention to detail is a must

· Computer literacy skills are essential and the ability to pick up various systems is required

· Very good interpersonal skills are required to develop close working relationships with colleagues, clients, business contacts and other stakeholders

· Good level of business English communication, both written and spoken is essential

We will provide the training, both in house for relevant technical knowledge and also professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.

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Data Architect

Guernsey

Permanent

Full-time

Job ID:

71071

Published date:

19/01/2026

Summary

Page 1 of 3

The Role This is a senior, cross-functional role responsible for designing, governing, and optimising the organisation’s data architecture to ensure high standards of data quality, consistency, accuracy, and availability across all systems. With the strategic ambition of achieving a single point of data entry replicated across connected systems, the role requires practical, hands-on expertise in API connectivity, data modelling, and data remediation to enhance client service, improve staff user journeys, and build confidence in data integrity. The position also leads the development and maintenance of management information reporting frameworks, providing Directors and the Board with clear, actionable insights. As the central point of expertise for data strategy, information reporting architecture, and risk-related data, the post holder will work closely with the MD, Directors, Head of IT, and operational teams to ensure a trusted, secure, and well-governed data environment.

Key Duties and Responsibilities The post holder is responsible for:

Data Architecture & Management

• Design, document, and maintain the organisation’s data architecture and data-flow models. • Review and optimise data capture, transformation, storage, and reporting processes. • Drive business and operational units toward achieving “One Point of Data Entry” and “One

Source of Truth.” • Ensure accurate processing, validation, and reconciliation of data across core systems

(Salesforce, Acumen, M-Files, SharePoint, MeshID, etc.). • Lead data remediation initiatives to improve data quality and system consistency. • Develop and enforce data governance standards, definitions, and controls. • Continuously monitor and validate the accuracy and integrity of internal databases. • Provide guidance and training to staff on best-practice data processes. • Oversee the client records archive, ensuring compliance with storage and destruction policies.

Management Reporting & Analytics

• Deliver clear, accurate, and actionable management information for Directors and the Board.

• Build dashboards, automated reporting tools, and analytics frameworks to support financial, operational, and client-service decisions (Salesforce, Acumen system experience preferred).

• Analyse granular data using exception reporting to identify inconsistencies, errors, and trends in data.

• Provide ad hoc analytical support and business intelligence tools for senior leadership.

Job Title

Data Architect

PEN

Page 2 of 3

• Develop intuitive visualisations and summaries that enhance governance and oversight.

Business Risk Assessment (BRA) / Business Impact Assessment (BIA)

• Build and maintain OTAP’s BRA/BIA models, reflecting current systems, dependencies, and processes.

• Work with business units to assess operational, financial, conduct, cyber, and resilience risks.

• Working with the relevant internal teams populate BIA data including RTO, RPO, critical process mapping, and fallback capabilities.

• Provide annual updates to Senior Management, Risk & Compliance, and the Board. • Working with the Board ensure alignment with GFSC fiduciary rules, Business Continuity

requirements, and internal policies.

General Responsibilities

• Recommend improvements to enhance efficiency, accuracy, and resilience across data and reporting processes.

• Provide tools and guidance to monitor and improve data accuracy. • Support Directors and business units with structured data insights for informed decision-

making. • Undertake additional duties as required to support business success and operational

resilience. • Consistently reflect OTAP’s values and strong governance culture.

Competencies

The post holder should have; Technical Competencies

• Structured, methodical approach to data architecture and lifecycle management. • Advanced analytical skills with ability to interrogate complex data sets. • Proficiency with reporting and analytics tools. • Ability to design dashboards and reports tailored for senior audiences. • Experience in data governance, master data management, and metadata frameworks. • Core business systems utilised by the company: Salesforce, Acumen, M-Files, orchestration

system.

Professional Competencies

• Strong organisational skills and ability to manage multiple priorities. • High attention to detail and commitment to quality assurance. • Calm, structured approach under pressure and tight deadlines. • Flexible, pragmatic attitude with willingness to support wider business needs. • Hands-on approach to problem-solving and delivery. • Excellent presentation and communication skills for senior leadership engagement.

Experience & Qualifications

• Proven experience in data architecture, data management, business intelligence, or reporting roles.

Page 3 of 3

• Skilled in reporting, data queries, and API / orchestration system connectivity for Salesforce and Acumen.

• Experience in operational risk assessments, business impact analysis and or cyber risk assessments.

• Familiarity with enterprise data systems and regulated-sector reporting. • Strong knowledge of relational databases, ETL processes, data modelling, and QA. • Prior experience with modern analytics and visualisation tools. • Experience in highly regulated industries (financial services, pensions, trust, insurance,

banking) is advantageous.

Updated January 2026

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Underwriting Officer

Guernsey

Permanent

Full-time

Job ID:

70606

Published date:

19/01/2026

Summary

UNDERWRITING OFFICER – JOB DESCRIPTION

PRIMARY RESPONSIBILIITES

The overall objective of the Underwriting Officer is to ensure that the ARM Underwriting Committee (“the Committee”) fulfils the requirements of its Terms of Reference and to report directly to the ARM Board in this regard.

Key Tasks

To chair the meetings of the Committee
To ensure that the (re)insurance programs of the relevant entities under management are reviewed and signed off by the Committee.
To coordinate the meeting of the Committee as required, and ensuring meetings are fully documented.
To coordinate the review of (re)insurance policy wordings as required.
To assist with the review and drafting of (re)insurance documentation.
To report to the ARM board detailing the Committee’s activities e.g. number of policies reviewed and policies outstanding.
To ensure that each client/program is provided with a formal Committee sign off
To liaise with the Account Executive and CSD on client programs if appropriate

Specific tasks

Regular review of Committee templates (Underwriting Process Review Forms ‘UPRFs’ and Structure, Premium, Incidents, Last Review and Terms ‘SPLIT’ Forms) to ensure they remain fit for purpose.
To coordinate the review and consideration by the Committee of New Business proposals.
To maintain a schedule of Key Performance Indicators (‘KPIs’) and report to the ARM Board the extent to which these are met.
To undertake any underwriting or insurance-based training for the office, on an ad hoc basis, as applicable.
To provide specialist assistance and advice where necessary.
To assist with completion of Committee action points, raised at UWC reviews, where applicable

Qualifications

Minimum of ACII Diploma (Dip. CII)
GCSE mathematics
3 years’ experience within an insurance role in a regulated financial services environment

Amendments undertaken	Date of amendments	Version Number	Board approval
Full redraft of #181948	3 June 2024	v.1

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Commercial Surveyor - Jersey

Jersey

Permanent

Full-time

Job ID:

71170

Published date:

16/01/2026

Building Surveyor - Jersey

Jersey

Permanent

Full-time

Job ID:

71205

Published date:

16/01/2026

Summary

Job title

Building Surveyor

Job Location

Channel Islands

Team Overview

Work is delivered across the whole spectrum of building surveying within a commercial setting, including Dilapidations, Technical Due Diligence, Defect Diagnosis, Project Management, and Contract Administration; most commonly within office buildings. We work with both landlord and tenants, and closely with the Savills property management teams in each Channel Islands office.

The Role & Key Responsibilities

The successful candidate will need to be self-sufficient, although we do receive, and are able to call upon the support of the wider Savills UK Ltd, Southern Area Building & Project Consultancy team. Savills are able to provide formal and informal training to help you to develop further.

The role will be based in either the Guernsey or Jersey offices, but it will also require time out of the office at client meetings, undertaking inspections and on site as required. The Channel Island Building Surveyor teams support each other, and therefore travel and work within each island will be required at times. Building and maintaining relationships with the wider Savills UK Ltd BPC teams is also important and therefore some off island travel will be required.

Core role and values

Undertaking the role of a Building Surveyor to provide advice and reports on commercial premises, along with overseeing the delivery of fit out and refurbishment projects at a strategic level, to manage the professional team ensuring the client’s brief is delivered and that time, quality and cost parameters are met. Within this remit to;
Be a brand ambassador for Savills, representing the company, BPC, and the Channel Island teams; and representing our values.
Be focused on the client and ensure exceptional levels of client service.
Support colleagues in the delivery of building surveying and project management services and step in to support them during any periods of absence.
Attend industry events and activities as a representative of the company, BPC and the Channel Island teams, to build profile and personal network.
Develop strong relationships with colleagues and clients to seek further opportunities and instructions.
Work on own initiative and autonomy whilst maintaining communication with the wider team and senior Directors.
Act with integrity and honesty.
Give input to team meetings and take on responsibility for delivery of actions and initiatives to support team and business plan goals.
Support colleagues across the Savills Group and seek to secure combined business development opportunities.

Technical role and responsibilities

Preparation of fee proposals and pitching to existing and new clients.
Support and advise clients across the spectrum of Building surveying services, to include Technical Due Diligence, Dilapidations, strategic planning of projects (including providing advice on the overall approach, team, procurement routes, design management, project opportunities, key risks and mitigation).

To prepare and deliver professional reports and presentation of findings; and documentation required for the delivery of the projects.
Programme creation and management.
Contract administration (JCT suite of contracts).
Appointment of, and collaboration with, the professional teams on behalf of the client, to deliver complete information to the client for their consideration.

Skills, Knowledge and Experience

Skills and Knowledge:

The ideal candidate should be confident and have the ability to communicate well in writing and verbally.
They should possess excellent people skills and have the ability and desire to forge strong relationships with peers and clients.
They should be a team player who is willing to support their colleagues, to step in to deal with any issues that arise, and to contribute towards achieving team goals.
Be a trusted advisor to clients.
Strong commercial awareness.
Have the ability to work on their own initiative whilst knowing when to ask questions and to seek advice.
Be keen to learn and to support others in their development.
Take pride in their work and how others perceive it.
Be able to delegate effectively to maximise results.
Excellent relationship builder to generate business.
Cost management: financial and commercial acumen with excellent planning, budgeting and operational reporting skills.
Self-starter, who relishes challenges and strives for the best.
Confident with a positive outlook.

Technical Experience:

Has attained a vocational degree in Building Surveying, Construction or equivalent.
Has attained or is looking to attain MRICS qualification.
Other project management, engineering, design or cost management qualifications will also be considered.
Track record working in the Channel Islands delivering property advice and successful projects to clients.
Possesses vision and is able to develop complex strategies and solutions.
Ability to support colleagues whilst working across multiple instructions.
Focused with good attention to detail.
Organised and timely.
Strong team player: builds relationships and consults with others, quickly establishes trust and credibility.
Commits to challenging goals and delivers consistently against these.
Diplomatic and challenging with the ability to influence others.

Strong decision maker who gives assurance.
Ethical with strong integrity.

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Commercial Surveyor - Guernsey

Guernsey

Permanent

Full-time

Job ID:

71171

Published date:

16/01/2026

Building Surveyor - Guernsey

Guernsey

Permanent

Full-time

Job ID:

71204

Published date:

16/01/2026

Summary

Job title

Building Surveyor

Job Location

Channel Islands

Team Overview

Work is delivered across the whole spectrum of building surveying within a commercial setting, including Dilapidations, Technical Due Diligence, Defect Diagnosis, Project Management, and Contract Administration; most commonly within office buildings. We work with both landlord and tenants, and closely with the Savills property management teams in each Channel Islands office.

The Role & Key Responsibilities

The successful candidate will need to be self-sufficient, although we do receive, and are able to call upon the support of the wider Savills UK Ltd, Southern Area Building & Project Consultancy team. Savills are able to provide formal and informal training to help you to develop further.

The role will be based in either the Guernsey or Jersey offices, but it will also require time out of the office at client meetings, undertaking inspections and on site as required. The Channel Island Building Surveyor teams support each other, and therefore travel and work within each island will be required at times. Building and maintaining relationships with the wider Savills UK Ltd BPC teams is also important and therefore some off island travel will be required.

Core role and values

Undertaking the role of a Building Surveyor to provide advice and reports on commercial premises, along with overseeing the delivery of fit out and refurbishment projects at a strategic level, to manage the professional team ensuring the client’s brief is delivered and that time, quality and cost parameters are met. Within this remit to;
Be a brand ambassador for Savills, representing the company, BPC, and the Channel Island teams; and representing our values.
Be focused on the client and ensure exceptional levels of client service.
Support colleagues in the delivery of building surveying and project management services and step in to support them during any periods of absence.
Attend industry events and activities as a representative of the company, BPC and the Channel Island teams, to build profile and personal network.
Develop strong relationships with colleagues and clients to seek further opportunities and instructions.
Work on own initiative and autonomy whilst maintaining communication with the wider team and senior Directors.
Act with integrity and honesty.
Give input to team meetings and take on responsibility for delivery of actions and initiatives to support team and business plan goals.
Support colleagues across the Savills Group and seek to secure combined business development opportunities.

Technical role and responsibilities

Preparation of fee proposals and pitching to existing and new clients.
Support and advise clients across the spectrum of Building surveying services, to include Technical Due Diligence, Dilapidations, strategic planning of projects (including providing advice on the overall approach, team, procurement routes, design management, project opportunities, key risks and mitigation).

To prepare and deliver professional reports and presentation of findings; and documentation required for the delivery of the projects.
Programme creation and management.
Contract administration (JCT suite of contracts).
Appointment of, and collaboration with, the professional teams on behalf of the client, to deliver complete information to the client for their consideration.

Skills, Knowledge and Experience

Skills and Knowledge:

The ideal candidate should be confident and have the ability to communicate well in writing and verbally.
They should possess excellent people skills and have the ability and desire to forge strong relationships with peers and clients.
They should be a team player who is willing to support their colleagues, to step in to deal with any issues that arise, and to contribute towards achieving team goals.
Be a trusted advisor to clients.
Strong commercial awareness.
Have the ability to work on their own initiative whilst knowing when to ask questions and to seek advice.
Be keen to learn and to support others in their development.
Take pride in their work and how others perceive it.
Be able to delegate effectively to maximise results.
Excellent relationship builder to generate business.
Cost management: financial and commercial acumen with excellent planning, budgeting and operational reporting skills.
Self-starter, who relishes challenges and strives for the best.
Confident with a positive outlook.

Technical Experience:

Has attained a vocational degree in Building Surveying, Construction or equivalent.
Has attained or is looking to attain MRICS qualification.
Other project management, engineering, design or cost management qualifications will also be considered.
Track record working in the Channel Islands delivering property advice and successful projects to clients.
Possesses vision and is able to develop complex strategies and solutions.
Ability to support colleagues whilst working across multiple instructions.
Focused with good attention to detail.
Organised and timely.
Strong team player: builds relationships and consults with others, quickly establishes trust and credibility.
Commits to challenging goals and delivers consistently against these.
Diplomatic and challenging with the ability to influence others.

Strong decision maker who gives assurance.
Ethical with strong integrity.

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Senior Trust Officer

Guernsey

Permanent

Full-time

Job ID:

70539

Published date:

13/01/2026

Summary

JOB SPECIFICATION

Job Title: Senior Trust Officer

Location: Guernsey

Reports to: Associate Director /Trust Manager

Job Overview:

We are seeking an organised, and detail-oriented Senior Trust Officer to join our fiduciary team. This role involves providing a consistently high-quality service in the daily administration of a portfolio of Trust and Companies for high net worth private client individuals.

Key Responsibilities:

Effective management of a client portfolio of complex trust and company structures
Drafting of trust and company minutes and correspondence to clients
Liaise with settlors, beneficiaries, investment managers, bankers, lawyers and other related professionals in relation to the effective management and control of a client portfolio
Administer trusts, estates, guardianships, and related fiduciary accounts in accordance with trust documents, policies, and applicable laws
Provide high quality service to HNW individuals
Record information on databases, including electronic filing

Qualifications and Skills:

Minimum of 5 years’ experience within a Trust role
Relevant professional qualification (STEP or equivalent)
Excellent communication skills and the ability to work under own initiative
Excellent time and organisational skills
Superb analytical skills
Confident working with Microsoft Office and database systems
Familiarity with electronic filing and document management software

Key Attributes:

Detail-Oriented: Ensures accuracy in documentation and record keeping
Organised: Manages multiple tasks and deadlines efficiently
Problem-solving mindset
Clear and professional written and verbal communication skills
Professional: Handles confidential matters with discretion and integrity
Motivated: Keen to develop professionally within the fiduciary sector

Working Arrangements:

Full-time position but some flexibility available
Competitive salary and benefits package to commensurate with experience.

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Client Accountant

Guernsey

Permanent

Full-time

Job ID:

70572

Published date:

12/01/2026

Summary

JOB SPECIFICATION

Job Title: Client Accountant

Location: Guernsey

Reports To: Managing Director

Job Overview:

We are seeking an organised, and detail-oriented Client Accountant to join our team. The role involves the preparation of Trust and Company accounts, assisting with financial reporting, audits, and day-to-day finance operations. The role will work independently but as part of a small Finance team.

Key Responsibilities:

Preparation of Trust and Company accounts
Prepare management accounts and financial statements
Maintaining records in order to deal with accounts filing deadlines for tax and other regulatory purposes
Maintaining client case ledgers on a day-to-day basis to include double entry bookkeeping
Meeting targets and deadlines regarding productivity and profitability
Adopting a proactive approach regarding the implementation of new systems, procedures, standards, etc, to comply with internal and external requirements.

Qualifications and Skills:

Relevant professional qualification (e.g. ACCA)
Experience working within a client accounting role
Experience preparing financial statements and management accounts
Knowledge of accounting principles and financial reporting standards
Proficiency in accounting software and Microsoft Excel
Excellent organisational and time management skills, with a strong attention to detail and high level of accuracy
Experience working with complex trust or fiduciary structures
Knowledge of relevant regulatory and compliance frameworks
Familiarity with audit processes and supporting external auditors

Key Attributes:

Detail-Oriented: Ensures accuracy in documentation and record keeping
Organised: Manages deadlines efficiently
Problem-solving mindset
Clear and professional written and verbal communication skills
Professional: Handles confidential matters with discretion and integrity

Working Arrangements:

Full-time position but some flexibility available
Competitive salary and benefits package to commensurate with experience.

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Account Executive

Guernsey

Permanent

Full-time

Job ID:

70605

Published date:

12/01/2026

Summary

ROLE OF ACCOUNT EXECUTIVE

GENERAL

Responsibility for the management of a portfolio of captive and commercial (Re)insurance companies and accounts within a segregated accounts company.
Responsibility for producing accurate accounting, underwriting and company secretarial information on a timely basis to enable the client Boards and controllers to make informed decisions.
Liaising with the parent company, insurance regulator, directors, service providers etc in respect of the above.
Advising senior management of issues of significance in respect of the above.

SPECIFIC

INSURANCE

Policy administration and documentation
Claims administration including reporting and recording
Liaison with insurance and reinsurance brokers as required
Underwriting decisions in conjunction with Directors, renewals and new business
Checking the risk gap
GFSC approvals of changes to business plans
Obtaining Board approval
Checking insurance documentation
Accounting for premiums
Agreeing reserving methodology

FINANCIAL

Production of management accounts, statutory accounts and information, budgets, cashflow statements, and supplementary information as required.
Assisting with the adoption of appropriate accounting practices and ensuring adherence thereto.
Monitoring margins of solvency

Live Accounting

Monthly bank reconciliations
Monthly posting of bank investment transactions
Monthly posting of monthly bordereaux

Cash

Managing day to day cash requirements of companies
Liaising with banks
Liaising with and monitoring investment managers in respect of client invested funds.

COMPANY SECRETARIAL

Performing relevant company secretarial functions including occasionally taking and producing minutes of meetings and required statutory filings.
Ensuring minutes produced and circulated within seven days of meeting.
Produce action points immediately after minutes are produced and add to “To Do Lists”
Actioning matters arising.
Arranging AGM
Maintaining Corporate Governance framework and procedures manual
Scheduling of Key Actions
Statutory Filings:

- Guernsey Registry return
- Tax returns
- GFSC Annual return

Board Meetings

Co-ordination of board meetings. Producing board pack to agreed standards and timing (7 days prior to meeting). Attending meetings and leading discussions as necessary
Entertaining clients as required

- Checking client travel arrangements
- Booking Boardroom
- Overnight arrangements (Dinner, taxis, hotels etc)
- In-house lunch or book restaurant.

Maintaining contact with local directors and keeping them advised of developments with client.

TRAINING

Undertaking appropriate and relevant training and development
Assisting with training of colleagues where relevant.

GENERAL RESPONSIBILITIES

Maintaining an ongoing relationship with the client.
Visiting the client at least annually
Socialising with client wherever appropriate
Understanding the client's business and industry.

This role reports directly to a Client Service Director / Team Leader

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