Firstcall Recruitment Engagement Hub

Financial Reporting Manager - Corporate Services

Guernsey

Permanent

Full-time

Published date:

2022-01-19

Summary

Financial Reporting Manager 1 - Corporate Services

Reports to Senior Financial Reporting Manager

The purpose of this position is to account for and administrate a variety of corporate entities within fund structures under the direction of a the team’s lead Financial Reporting Manager.

Key Responsibilities:

Managing a team to accurately deliver client accounting needs and ensuring accurate data is maintained on internal system

Ensuring compliance with all regulations, processes and procedures

Review all aspects of accounting including bookkeeping, management accounts, annual financial statements, capital accounts and other financial and regulatory reporting for a range of corporate entities under FRS 102 and IFRS reporting.

Attend client board meetings and present financial information

Manage and review completion of audit queries and establish good working relationships with audit firms

Act as a four-eyes signatory on accounting matters, ensuring that company policy and professional and regulatory guidelines are adhered to and that a professional quality service is provided to clients and outside contacts

Review and authorise bank account payments

Establish and build good working relationships with clients, colleagues and other business contacts

Participation in business development

Training and development of junior staff

Participate in and where required lead ad hoc team projects

Represent the team in group wide working groups and activities

Skills, knowledge, expertise:

Post qualification experience supported by a relevant professional qualification (ACCA or ACA)

Knowledge of company secretarial requirements of Guernsey entities

Sound technical financial services knowledge (training to be supported through the Aztec Academy)

Computer literacy skills are essential

Excellent interpersonal skills are required to develop close working relationships with clients, colleagues and business contacts.

People management experience

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

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Trainee Investment Manager / Administrator

Guernsey

Permanent

Full-time

Published date:

2022-01-18

Administrator - Insurance Management

Guernsey

Permanent

Full-time

Published date:

2022-01-13

Summary

1 HR15486.1

Job Title: Administrator Department: Insurance Management Reporting to: Manager, Insurance Management Last Date of Review: January 2022

Key Responsibilities The insurance team provide financial reporting, regulatory compliance and programme management services to existing and prospective branch operations and insurance and reinsurance companies. The role is to administer and assist the other team members in the delivery of insurance management services to BWCI Group clients to the standards set by BWCI Insurance Management Limited

The duties will relate to the administration of insurance branch operations and insurance companies and will include but not be limited to:

 Assisting in the reviewing and preparation of, compliance manuals and business risk assessments

 Assist with the preparation of the Insurance Managers report  Carry out client AML CDD reviews, prepare report of findings and provide review and

oversight to ins admin staff reviews  Preparing and/or assisting with the submission of annual regulatory returns  Preparing papers for board meeting  Processing matters arising from board meetings  Processing and authorisation of surrenders and claims payments  Liaison with service providers e.g. banks  Bank reconciliations and payment authorisations  Liaison with the BWCI Compliance Team  Regular review of client’s policies and procedures to ensure regulatory requirements

are being met.  Review client’s quarterly management information in line with the requirements of the

General Representative.  Ensure books and records are kept up to date.  Other adhoc duties as may sometimes be requested

Qualifications and Experience

 Minimum grade B Maths/English GCSE is essential, A – Levels desirable but not essential

 Previous Administration experience is advantageous but not essential  Working knowledge of Excel and Word  Full training will be given  There will be the opportunity to study for a professional qualification if desired

Person Specification

The ideal candidate would be able to  Demonstrate competent numerical skills  Provide evidence of accuracy  Demonstrate good organisation skills  Be able to meet deadlines

2 HR15486.1

Equal opportunities statement BWCI is committed to eliminating discrimination and encouraging diversity amongst our workforce. The Partners and Senior Management demonstrate commitment to equality and fairness for all in our employment and do not discriminate on the grounds of gender, marital status, race, ethnic origin, colour, nationality, national origin, disability, sexual orientation, religion or age. We oppose all forms of unlawful and unfair discrimination.

Data Protection

All applications made either speculatively or in response to advertised vacancies will be kept confidential.

BWCI do not undertake any automated selection process for recruitment. All information provided in the form of a CV or covering letter, be it on paper or electronically submitted, speculatively or for a specific advertised vacancy will be destroyed in keeping with the following timeframe.

Candidates not invited for interview – immediately once confirmation of the non-selection has been made.

Candidates invited for interview but not selected – 6 months after notification of non-selection has been made.

Candidates offered a position but choose not to take it up – 6 months after declining the role.

Candidates offered a position and subsequently employed – 6 years after termination of employment.

When a CV is submitted, it is passed only to the recruiting manager(s) involved in the recruitment to the specific position to which it refers. Any processing in relation to any other position will only proceed with the explicit consent of the candidate.

We may from time to time ask candidates to undertake skills testing or psychometric testing as part of a recruitment and selection process. In this case the results from those tests will only be used to inform the selection process, and will be retained in line with the time frames specified above.

It is not the policy of BWCI to screen prospective employees via social media channels, however, we may review a candidates LinkedIn profile.

If you have any questions relating to how we process applications for employment please contact Alison Rimington, Senior Manager, HR.

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Depositary Services Manager

Guernsey

Permanent

Full-time

Published date:

2022-01-12

Summary

DEPOSITARY SERVICES MANAGER - (94486)

Description

About Northern Trust:

Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

As a Northern Trust employee (Partner), you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve.

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you would benefit from adjustments for any part of the employment process, please inform the recruiter to discuss your individual requirements.

We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why Forbes ranked us the top employer for Diversity in 2018.

Role/ Department:

This is a key role responsible for the management and leadership of our Guernsey Trustee/Custodian Team which includes the provision of Depositary ‘Lite’ services, making a positive and forward looking contribution to the management and growth of these services. As the largest Trustee/Custodian of Guernsey domiciled funds, this is a varied and challenging position requiring proven management skills and a comprehensive knowledge of fund structures and local regulations.

The key responsibilities of the role include:

• Ensure good corporate governance and compliance with all regulatory requirements i.e. POI/COB Rules.

• Develop and maintain effective channels of communications both internally (including board reports and presentations) and externally with clients, the GFSC and industry bodies.

• To own outsourced activities and recommend strategies for further leveraging Northern Trust’s global operating model.

• Commercial wisdom ensuring relationships with clients, internal outsource partners and other relationships are supported with the appropriate documentation, commercials and ongoing oversight processes.

• Oversee/co-ordinate and /or undertake due diligence reviews.

• Support new business activities including prospective client due diligence visits and oversight of on-boarding activities.

• Provide management reporting and participate in internal governance forums.

• Lead a team of subject matter experts, responsible for their ongoing development, training and ensuring they are motivated to achieve business objectives and their own personal goals.

Qualifications

Skills/ Qualifications:

• Proven track record of managing people effectively.

• Industry experience providing designated trustee/custodian services.

• Experience of traditional and alternative investments (i.e. Private Equity, Hedge, Property and Debt), outsource arrangements and conducting due diligence visits (Manager, Administrator, Custodian, Outsource Provider) desirable.

• Strong interpersonal and communication skills.

• Enquiring and forensic mind-set with an analytical approach to investigations and the confidence to challenge individuals and processes as appropriate.

• Ability to produce and deliver clear and concise reporting.

• Broader knowledge and experience within the financial services industry of custody, administration, trustee or investment management.

• Holding or working towards a relevant financial services qualification i.e. ACCA, ICSA, STEP.

Working with Us:

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and ethical companies. In return, we will support you with your personal and career goals in a number of ways:

Financial – Life Assurance, Disability Plan, Pension/ Gratuity, Annual Pay Review

Work Life Balance – Flexible Work Options, Incremental Annual Leave, Community Volunteer Days

Health & Wellbeing – Private Medical Insurance (REMOVE FOR LUX POSTINGS), Active Sports & Social clubs (lunchtime and after-work groups), Employee Assistance Program

Professional Development – Clear Career Path, Education Assistance, Recognition Programme, NT University (wide range of online, virtual & in-house training options) and employee-led Business Resource Councils dedicated to diversity and inclusion initiatives.

And Finally

We hope you’re excited about the role and the opportunity to work with us.

We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

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Client On-Boarding Administrator

Guernsey

Permanent

Full-time

Published date:

2022-01-12

IT Project Manager - Client & Enterprise Applications

Guernsey

Permanent

Full-time

Published date:

2022-01-11

Summary

IT Project Manager 1 – Client & Enterprise Applications

Guernsey

Reports to Chief Information Officer for Applications & Data

Reporting into the Chief Information Officer for Applications & Data, supporting the client, enterprise, data and QA teams within the technology department in the planning and tracking of strategic and Business As Usual projects across the Group. The role is key to the Group’s Information Technology teams; supporting senior leads to manage and report against the IT project portfolio delivering to the Aztec Group.

Key Responsibilities, working with the respective team leads:

Work with CIO to build out and run the client / enterprise application support, data services and QA IT project planning and management framework
Project Manage all work scheduled across application support (client & enterprise), data services and QA support
Working with the CIO and IT team leads to establish a centralised planning and project management competence for application support, data services and QA
Working with team leads to build out project plans, assist with the management of those plans through the complete project life cycle, ensuring all IT processes (i.e. security / change management) are followed and appropriately adhered too
Provide planning and scheduling updates into the centralised Group change management function
Work closely with business change agents to ensure IT resources and budgets are aligned to the delivery of business outcomes, creating and overseeing the creation of reporting to project sponsors and project boards
Work with the other IT functional leads (Service Delivery, Cloud and Security, Enterprise architecture, Tech operations ) and IT Change Director to help consolidate the Group’s work stack, whilst also reflecting product and regional demands in that management and reporting
Support the Group’s compliance, controls frameworks and auditing processes; assisting with the management and response to annual audits and associated remediation plans; ISO 27001, ISAE 3402 and ad hoc security and audit reviews (as requested by the business or clients).
Ability to respond quickly to changing business demands, working with team leads to develop and flex existing plans, schedules and budegts
Working with the team leads to prepare and maintain budget forecasts for all projects and BAU
Provide IT senior management leads, with clear and concise project updates against agreed schedules / budgets
Ability to work within an Agile framework, supporting multiple stack holders

Skills, knowledge, expertise:

Strong communication skills, both verbal and written, demonstrating an ability to pitch communications to different audience dynamics
Ability to assimilate complex business and technical requirements into a coherent planning framework, to then communicate those ideas to both business and technical staff across the Group
Experience creating / managing IT Management frameworks
A collaborative approach to communication, especially difficult or challenging updates, to ensure continued collective responsibility and buy in from our business partners
Experience collaborating with teams; supporting the delivery of project goals whilst assisting team leads manage resources against targets
Strong understanding and compliance with formalised Change Control methodologies and processes
Experience of responding and delivering against local business demands in the context of wider Group strategies
Experience working in an Agile framework and advantage, although training will be provided

We will provide the training, both in house for relevant technical knowledge and professional qualifications to enhance your professional development. You will need to be quick to learn new systems and have strong interpersonal skills across different jurisdictions, a close working relationship between our colleagues and clients is at the heart of what we do.

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Audit Senior - Relocation

Jersey

Permanent

Full-time

Published date:

2022-01-07

Trust Officer / Senior Trust Administrator

Guernsey

Permanent

Full-time

Published date:

2022-01-06

Summary

Name:

Job Title:

Trust Officer

Department:

Trust

Primary Report Line:

Trust Manager

PAD Framework:

Professional

Board Report Line:

Line Director

Job Purpose:

This job involves working as a senior member of the team, responsible for the day to day administration and supervision of a defined portfolio of clients in an efficient, accurate and timely manner.

You will organise daily workloads and where appropriate, the workload of junior staff to ensure an efficient and effective service to clients. You will help to maintain a good team spirit and staff morale by providing support and guidance to junior staff, assisting in their development. You will display confidence when dealing with clients, having developed excellent communication skills, with Directors, team members, other colleagues and professionals alike and a sound technical knowledge of Trust.

You will ensure that you maintain confidentiality of information at all times.

Corporate & Professional Responsibilities

 To promote and support the aims and image of the firm.

 To develop and maintain effective working relationship with all colleagues.

 To co-operate with colleagues to promote an open and supportive environment.

 To carry out duties in a careful and professional manner, acting in a way that supports and upholds the reputation of the business.

 Be a role model for maintaining the highest standards of ethical conduct.

 Establish and develop working relationships based on confidence, trust and respect, exhibiting professional and personal integrity at all times.

Job Responsibilities/Accountabilities

Objectives

 To respond promptly to all client communications in an accurate, consistent and professional manner

 To provide consistent high quality service to clients

 To ensure that work activity is completed to the standards, guidelines and deadlines required.

 To be pro-active in building rapport with clients to establish an understanding of their future needs.

 To have an understanding of the consequences associated with missing deadlines

To review all work (and clears review points) before handover to the line manager so that the number of manager/senior manager review points is minimal.

 To prioritise own work activities and others by scheduling work, allocating responsibilities, tasks and resource appropriately.

 To seek feedback from others regarding own performance.

 Attend agreed relevant courses to improve technical knowledge and assist in providing coaching for trainees when applicable.

 Provides feedback to trainees in a constructive way that ensures understanding of errors made and how to improve on performance.

 To keep the manager/assistant manager up to date with progress on work and ensure colleagues are aware of pending items prior to annual leave.

 To assist other colleagues within the team or others when they are in need of support and share existing knowledge and skills for the benefit of the team.

 To ensure that all communication, written, telephone, email and face to face is courteous, polite and accurate.

 To display good communication skills with clients, colleagues, professionals, Directors and other team members ensuring that the Manager is kept informed of any important developments relating to clients and staff.

 To remain positive when faced with setbacks.

 To coach new trainees in their work, providing a connection between studies and workplace learning.

Administrative/Supervisory

 Ensure that all office and departmental procedures are adhered to.

 The day to day organisation and administration of a defined portfolio of clients, delegating tasks where appropriate and necessary to junior staff to help ensure that the team remains well motivated and that work is carried out in an efficient and effective manner.

 Demonstrate sound knowledge of client affairs for a defined portfolio, ensuring statutory obligations and client instructions are fulfilled as directed by the Manager.

 Ensure that all necessary statutory records are set up and maintained for a defined portfolio of clients, utilising the assistance of junior staff as appropriate and provide instruction and guidance when required.

 Have a good working knowledge of the computer system and ensure that all necessary client information is contained in the database and up dated as requested.

 Ensure that day to day bookkeeping is accurate and up to date and assist in the production of accounts for a defined portfolio of clients. With training and experience develop the necessary skills to review accounts.

 Any other relevant duties as requested by your Manager/Director.

 To adhere to compliance procedures and ensure that all documentation regarding client review is provided to client reviewers in a timely manner.

 Review daily work including diary notes and where appropriate also the work of junior staff.

 Review workload with the Manager to ensure that backlogs do not occur and that financial targets and time utilisation is in accordance with set objectives.

 Be fully conversant with office policy pertaining to signing powers, prior to reviewing and signing any correspondence in the capacity as a ‘C’ signatory and bring any problems or anomalies to the attention of the Manager at the earliest opportunity.

Key Attributes

Knowledge

 Previous experience in a trust officer role

 Knowledge of tax

 Excellent working knowledge of Saffery Champness philosophy and culture and awareness of business objectives and strategies

 ICSA Cert or STEP Certificate Qualification.

 ICSA or STEP Diploma Qualification/ working towards or relevant years’ experience in a trust officer role.

Skills

 Good communication skills and ability to develop effective relationships at all levels

 Effective organisational and planning skills

 Accuracy and attention to detail

 Proficient in all relevant IT programmes

Attitudes

 Dedicated and highly professional approach with total commitment to best practice with a pro-active approach

 Ability to work independently, use initiative and to prioritise work

 Ability to work in a timely manner, and to meet deadlines when under pressure

 Supporting approach regarding management decisions

Scope

 Approval authority - N/A

Regulatory Requirements

 Demonstrate full compliance with all legal requirements and all relevant Saffery Champness policies

 Demonstrate full adherence to all GFSC regulatory and Data Protection requirements

Possible next career steps include (if applicable)

Senior Trust Officer

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Client Relationship Manager

Guernsey

Permanent

Full-time

Published date:

2022-01-04

Procurement Coordinator

Guernsey

Permanent

Full-time

Published date:

2022-01-03

Summary

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Job Specification

Date: July 2021 Job Title: Procurement Coordinator Duration: Permanent, Full-Time (37.5 hours per week)

Part-time considered, min 30 hours per week Salary: £27-30k depending on experience + Excellent Company Benefits

Applicants must already be eligible to live and work in Guernsey. Please disclose current salary on CV applications.

The Company Healthspan is the UK’s number one direct brand of vitamins and supplements. For more than 20 years, Healthspan has been the leader in the direct to consumer nutritional supplements market (with 50% market share) and is the third largest brand in the overall retail market behind Boots and Holland & Barrett. In addition to vitamin, minerals and supplements, Healthspan has multi-million-pound ranges of products and brands developed in skincare (Nurture), animal health (VetVits) as well as an athletes’ certified product range (Elite). Acquisition and retention of customers is a key focus, with several high profile and exciting plans in the pipeline to enable growth and innovation. Culture A friendly and informal atmosphere, whilst at the same time mixing this with a true ‘can do’ work ethic. Profile of the role The purpose of the role is to liaise with external suppliers to ensure the businesses stock requirements are met. The role will require use of Microsoft Office, primarily Excel to at least intermediate level, plus Outlook, as well as Microsoft Dynamics NAV ERP system. Key Tasks & Responsibilities • Evaluating information to ensure timely raising and ongoing management of stock

orders and all associated requirements. Liaising with suppliers to ensure goods are received in good condition and at the required time.

• Maintaining professional and diplomatic relations with suppliers on all open orders and changes in priorities, dealing with problems and delays to ensure the best resolution possible.

• Communicating with internal departments on all brands on stock related situations and new developments.

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• Reconciling internal and external stock reports and documents, investigating and resolving discrepancies.

• Working with the in-house ERP system to ensure accurate input and upkeep of data. • Proactively managing own workload to ensure regular tasks are completed on time.

Ability to communicate workload with others and be an active member of a collaborative team.

• General administrative office duties. Note: This job description reflects the present requirements of the post. As duties and responsibilities change and develop the job description will be reviewed and is therefore subject to amendment. Key Relationships • Procurement Team • Technical Team • Head of Procurement and Supply Chain • Internal Departments • Suppliers The Individual This role would suit a technically minded, proactive and communicative team player, keen to learn and develop. Essential Criteria • Good level standard of education. • Excellent computer skills, especially Microsoft Excel/Office (intermediate or above). • Analytical mindset with proven ability to problem solve. • Excellent accuracy skills with attention to detail. • Proactive, adaptable and willing to learn. • Ability to work in a small team. • Strong organisational and numeracy skills. • Good communications skills (both spoken and written). • Ability to work under pressure to deadlines. Desirable • Working knowledge/experience of Microsoft Dynamics NAV or comparable ERP system. The position can be considered for people with limited experience with the desire to learn the job.

To apply for vacancies at Healthspan, please visit www.healthspancareers.co.uk

Healthspan stores and processes information in accordance with Data Protection laws and GDPR requirements.

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