JOB DESCRIPTION

Employee Signature: __________________________ Date: ____________

Employee Name: ________________________________

Senior Associate – Litigation - Jersey

To work as part of the team providing a full range of litigation services to the clients of Bedell Cristin, Jersey.  To take principal charge of work assignments within the group, with minimal partner intervention.  This will entail extensive direct client contact, being responsible for the supervision of paralegals and legal assistants, and taking an active role in the identification and implementation of new business initiatives. To work with the Partners to grow the business by assisting with the development and implementation of the Group’s strategic plans for the department.

Key Responsibilities

•  To take responsibility for the management and co-ordination of client work as delegated by the Partners, including but not limited to, researching, writing opinions, reviewing documentation, drafting, preparing cases for court.
•  To ensure all clients receive a high quality, timely and professional service to meet their needs.
•  Take personal responsibility for achieving target hours, proactively manage billings and debtors and record time in a consistent way.
•  To delegate to and actively supervise the work of more junior staff as appropriate.
•  To assist as required with the motivation, management and development of other fee earners and support staff in the work area.
•  To support the Partners in building an efficient team structure (this may include involvement in recruitment).
•  Assist in the promotion and development of our global litigation team by working with partners and associates across our jurisdictions and engaging in business development and know how activities.
•  Assist in the promotion, development and implementation of the practice area business plans.
•  Promote and strengthen the Bedell brand.
•  Support new ventures, identify cross selling opportunities and seek ways to develop our services and client base.
•  Manage such other activities/projects as may be required by the Partners from time to time.
•  Adhere to all policies, procedures and regulations as required and manage risk exposure in accordance with the firm's policies and procedures.

Qualifications

• The right candidate will have 6 yrs+ PQE with Jersey/UK/Commonwealth qualification.

Knowledge/skills/experience

•  Significant experience in the practice area
•  Strong technical ability
•  Some delegation and supervisory experience
• Some business development experience
•  The ability to prioritise and manage time effectively
•  Good drafting and research skills.
•  Knowledge of research platforms, document management systems.
•  An understanding of key financial indicators and disciplines relating to time recording and billing.
•  Strong organisational skills and the ability to time manage and prioritise effectively.
•  Excellent interpersonal skills.

Competencies

We would like you to have:

•  A client focused approach.
•  Strong interpersonal and communication skills both written and oral.
•  Organisational/time management skills and the ability to prioritise and manage a workload effectively within deadlines.
•  A responsible, disciplined and methodical approach and a keen eye for detail.
•  The ability to use initiative to resolve issues and to work independently with an appropriate level of supervision.
•  Flexibility, energy and enthusiasm.

In this role you will be expected to:

• Behave in a manner in keeping with our core culture and values.
• Adhere to all policies, procedures and regulations including those around anti-money laundering and terrorist financing.
• Commit to fulfilling any personal CPD requirements and continually developing your skills and knowledge.

Senior Associate – Litigation - Jersey

To work as part of the team providing a full range of litigation services to the clients of Bedell Cristin, Jersey.  To take principal charge of work assignments within the group, with minimal partner intervention.  This will entail extensive direct client contact, being responsible for the supervision of paralegals and legal assistants, and taking an active role in the identification and implementation of new business initiatives. To work with the Partners to grow the business by assisting with the development and implementation of the Group’s strategic plans for the department.

Key Responsibilities

•  To take responsibility for the management and co-ordination of client work as delegated by the Partners, including but not limited to, researching, writing opinions, reviewing documentation, drafting, preparing cases for court.
•  To ensure all clients receive a high quality, timely and professional service to meet their needs.
•  Take personal responsibility for achieving target hours, proactively manage billings and debtors and record time in a consistent way.
•  To delegate to and actively supervise the work of more junior staff as appropriate.
•  To assist as required with the motivation, management and development of other fee earners and support staff in the work area.
•  To support the Partners in building an efficient team structure (this may include involvement in recruitment).
•  Assist in the promotion and development of our global litigation team by working with partners and associates across our jurisdictions and engaging in business development and know how activities.
•  Assist in the promotion, development and implementation of the practice area business plans.
•  Promote and strengthen the Bedell brand.
•  Support new ventures, identify cross selling opportunities and seek ways to develop our services and client base.
•  Manage such other activities/projects as may be required by the Partners from time to time.
•  Adhere to all policies, procedures and regulations as required and manage risk exposure in accordance with the firm's policies and procedures.

Qualifications

• The right candidate will have 6 yrs+ PQE with Jersey/UK/Commonwealth qualification.

Knowledge/skills/experience

•  Significant experience in the practice area
•  Strong technical ability
•  Some delegation and supervisory experience
• Some business development experience
•  The ability to prioritise and manage time effectively
•  Good drafting and research skills.
•  Knowledge of research platforms, document management systems.
•  An understanding of key financial indicators and disciplines relating to time recording and billing.
•  Strong organisational skills and the ability to time manage and prioritise effectively.
•  Excellent interpersonal skills.

Competencies

We would like you to have:

•  A client focused approach.
•  Strong interpersonal and communication skills both written and oral.
•  Organisational/time management skills and the ability to prioritise and manage a workload effectively within deadlines.
•  A responsible, disciplined and methodical approach and a keen eye for detail.
•  The ability to use initiative to resolve issues and to work independently with an appropriate level of supervision.
•  Flexibility, energy and enthusiasm.

In this role you will be expected to:

• Behave in a manner in keeping with our core culture and values.
• Adhere to all policies, procedures and regulations including those around anti-money laundering and terrorist financing.
• Commit to fulfilling any personal CPD requirements and continually developing your skills and knowledge.

Administrator - Operations & Business Support - Guernsey

To be part of the Operations and Business Support team in order to provide operational support to the Fiduciary Services business.

This will include assisting in the management of statutory data within our core database and assisting in updating the Guernsey Registry, as required, and within regulatory deadlines.

To assist with ensuring that there are sufficient processes, procedures and reporting systems in place to monitor, review, assess and minimise client operational & AML/CFT risk within the business, whilst acting in accordance with the local Laws, Orders, Codes of Practice and Regulations and Group policies.

In particular the post holder is expected to work with the other departments to ensure that our key data is accurate and compliant with our regulatory obligations.

Job accountabilities:

Data Processing & Review

> Assist with data reconciliation and exception reporting, including weekly audit report of Acumen, weekly outstanding source of funds and monthly original client due diligence reconciliation.

> Assist with the management of statutory data on Acumen.

> Actioning tasks and workflows, including assisting with a project to reduce outstanding tasks.

> Set up of contact cards on Acumen.

> To assist with and provide cover for the Guernsey Registry submissions and management of the data held in Acumen & at the Registry.

> Assist with the Administration of the Banking platforms.

> Assist with the management of banks’ requests for information where Praxis has an introducer status.

> Assist with the maintenance of statutory records for in-house companies.

> Assist with the preparation of RORASQ documentation for Annual Validation filing deadlines.

Other

> Assist with Company secretarial duties for in-house companies.

> Assist with various projects as they arise from time to time.

Minimum education and experience

> A minimum of 3 years’ relevant experience.

> Educated to ‘A’ Level standard or equivalent.

> Desire to study for or already hold a relevant professional qualification (i.e. STEP or CGI).

> Guernsey Trust and Company administration experience.

> Knowledge of using the Guernsey Registry.

> Basic Guernsey Company secretarial experience.

Required skills

> IT aware, preferably with good knowledge of Excel and Word.

> Organised, with attention to detail and accuracy of data input.

> Strong analytical skills.

> Risk awareness & awareness of regulatory reporting requirements.

> Strong communication and interpersonal skills.

> Team player.

> Ability to maintain complete confidentiality.

Assistant Finance Manager - Guernsey

We’re looking for an enthusiastic Assistant Finance Manager who demonstrates our core values and wants to build a rewarding career delivering client service excellence. 

This role is a permanent contract, responsible for supervising the monthly and quarterly reporting across specific jurisdictions of the Trust Group, assisting with preparation of the consolidated position, managing and supervising the preparation of financial statements and co-ordinating the annual audit and budget processes across each allocated jurisdiction. The role will also include supporting the Finance Manager and Finance Director in aspects of the daily operations of the department, including people management.

The responsibilities

You’ll be working in a friendly and progressive environment as a member of the team to undertake a broad range of duties including: 

• planning, co-ordinating and supervising the preparation of monthly and quarterly reporting packs and annual budget for each offshore jurisdiction 
• reviewing general ledger postings posted by colleagues across offshore jurisdictions
• reviewing VAT returns prepared by external accountants
• ensuring cross-border services are accurately invoiced and recorded
• co-ordinating the preparation of annual financial statements and liaising with the applicable auditors across the offshore jurisdictions
• identifying and implementing work review processes and procedures where deficiencies have been identified and assisting with recommendations for the enhancement and development of finance-related software to improve the quality and efficiency of financial information 
• managing and preparing monthly cashflows for each of the offshore jurisdictions for at least 18 months in advance
• maintaining the salary postings to each offshore jurisdiction, ensuring that a monthly reconciliation is completed and agreed
• assisting with debt collection and credit control across the offshore jurisdictions ensuring outstanding debts are followed up in line with the debt collection procedure
• ensuring that monthly bank and intercompany reconciliations are completed by the team and are checked and signed off 
• deputising for the Finance Manager, creating seamless delivery of tasks in their absence 
• ensuring team members are aware of their responsibilities and clearly understand deadlines and due dates for their work, considering any issues that may occur
• undertaking PAD reviews twice yearly and setting objectives and development programmes for relevant team members

You

• sound technical knowledge and demonstrated accounting technical ability
• successful attainment of ACA/ACCA, or equivalent, along with meeting your CPD requirements 
• experience in accounting for cross-border services subject to transfer pricing regulations
• very good written and verbal communication skills and the ability to converse with a diverse range of people along with the ability to develop and maintain effective internal and external relationships 
• ability to produce and/or review a range of documentation which may be of a moderately complex nature with high attention to detail and accuracy
• demonstrated critical analysis skills to enable review of existing processes and procedures, along with the ability to formulate ideas and concepts
• demonstrated ability to work to deadlines and project plans (some of which may involve mid-term planning) with minimal direction to ensure that objectives are achieved 
• ability to consider and select the most appropriate solutions to a given situation while adopting a commercial approach so that consideration is given to an activity’s impact on the business and client service excellence 
• management skills which demonstrate the ability to understand, inspire and develop others along with personal qualities of integrity, discretion and tact

Technical Business Analyst (13805)

Location

Guernsey

Department

IBCI Digital and Technology

Division

Guernsey

Employment Type

Full time

Salary

Competitive

Investec – Where Out of the Ordinary Happens

Who we are?
At Investec, we do things differently. We're a leading international bank and wealth manager built on a culture of curiosity, entrepreneurial spirit and human connection. Ideas are heard, ambition is celebrated, and impact is encouraged. As part of a team that challenges convention and strives for outperformance, you'll help shape bold solutions for clients who expect something more than the ordinary.

Role Profile

Description of role and key responsibilities:

Investec Bank Channel Islands – Digital and Technology
We are the Digital and Technology team at Investec Bank (Channel Islands) Limited—a dynamic and diverse group of analysts and engineers who thrive on variety and close collaboration with our business partners. We work as an integrated team, combining deep technical expertise with a strong understanding of the business to deliver meaningful outcomes.
We are responsible for the development and support of the core technology platforms that underpin the bank and enable our clients' day-to-day interactions with Investec. As part of a significant modernisation and re-platforming programme, we are transforming our technology landscape to be more resilient, scalable, and fit for the future.

This transformation presents a genuine opportunity to simplify how our clients do business with us, improve user experiences, and design innovative solutions to complex problems. For those joining the team, this is a chance to have real influence—helping to shape our platforms, ways of working, and the future direction of technology at Investec Bank Channel Islands, and to be part of something we can collectively be proud of.

The role:
The Technical Business Analyst acts as a critical bridge between business stakeholders, product owners, and engineering teams in the delivery of core banking platforms and surrounding banking services. The role combines deep banking domain knowledge with strong technical analysis skills to ensure that functional requirements are translated into scalable, secure, and compliant technical solutions.

This role will support core banking transformation, new product launches, regulatory change, and integration with payments, digital channels, and downstream systems.

Key responsibilities:

Business & Domain Analysis
•    Elicit, analyse, and document business requirements related to core banking domains.
•    Translate regulatory, operational, and product requirements into clear functional specifications.
•    Act as a subject matter expert on banking processes, product behaviour, and lifecycle events.

Technical Analysis & Solution Design
•    Convert business requirements into detailed technical requirements, including:
      o    API contracts (REST/JSON, event schemas)
      o    Data models and mappings
      o    Integration flows and sequencing
•    Work closely with solution architects to:
      o    Validate architectural decisions
      o    Ensure alignment with target-state core banking architecture
•    Support design of integrations between:
      o    Core banking systems
      o    Payment engines 
      o    Digital channels and middleware
      o    Data platforms and regulatory reporting systems

Delivery & Agile Collaboration
•    Collaborate with Product Owners to refine epics, features, and user stories.
•    Write clear, testable user stories with acceptance criteria that reflect both business and technical needs.
•    Support sprint ceremonies (backlog refinement, sprint planning, demos).
•    Clarify requirements for development teams during implementation and testing phases.

Data & Migration Support
•    Support data migration and data quality activities, including:
      o    Legacy-to-target data mapping
      o    Validation rules
      o    Reconciliation logic
•    Assist with defining cutover and transition requirements during core banking migrations. 

Testing & Validation
•    Define functional and integration test scenarios.
•    Support SIT, UAT, and operational readiness testing.
     o    Validate that delivered solutions meet:
     o    Business requirements
     o    Regulatory obligations
     o    Non-functional requirements (performance, resilience, auditability)

Stakeholder & Vendor Engagement
•    Act as a key interface between:
     o    Business users
     o    IT and engineering teams
     o    External vendors (core banking providers, payment processors, system integrators)
•    Challenge vendor solutions constructively to ensure fit-for-purpose outcomes. 

Documentation, Knowledge Transfer & Operational Handover

•    Ensure concise, accurate documentation describing system behaviour, integrations, data impacts, and key business rules.
•    Conduct clear walkthroughs and knowledge transfer sessions with Technical Operations and Application Support teams.
•    Support effective handover to BAU, ensuring support teams understand processing flows, dependencies, and common exception scenarios.

Essential Criteria

Qualifications & Certifications

•    Bachelor's degree in:
      o    Computer Science, Information Systems, Engineering, Finance, or a related discipline
      o    or equivalent professional experience in financial services technology

•    Business Analysis Certification, such as:
     o    IIBA CBAP® or CCBA®
     o    Diploma in Business Analysis

•    Agile Certifications such as:
     o    Certified Scrum Product Owner (CSPO)

Core Skills and Knowledge:

•    Banking & Financial Services Experience
     o    5+ years' experience as a Business Analyst or Technical Business Analyst in financial services.
     o    Strong hands-on experience with core banking platforms (e.g., Temenos, Mambu, Thought Machine, Finacle, TCS BaNCS, Flexcube, or equivalent).
     o    Solid understanding of banking products and accounting principles.
     o    Experience supporting regulatory change and compliance-driven initiatives.

•    Technical Skills

       •    Strong understanding of:
             o    API-driven architectures
             o    Microservices and event-based integration
             o    Data models and relational databases
       •    Ability to read and interpret:
             o    API specifications (Swagger/OpenAPI)
             o    Sequence diagrams
             o    Data schemas
       •    Familiarity with cloud-based architectures (AWS, Azure, GCP) is highly desirable.

•    Delivery & Methodology
     o    Experience working in Agile / Scrum environments.
     o    Comfortable working in large-scale transformation or multi-year core banking programs.
     o    Strong documentation and communication skills.

•    Personal Attributes
     o    Strong analytical and problem-solving mindset.
     o    Able to challenge assumptions while remaining collaborative.
     o    Comfortable operating in complex, regulated environments.
     o    Able to balance detail with big-picture thinking.
     o    Proactive, resilient and delivery focused.

Embedded in our culture is a sense of belonging and inclusion. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation. We believe that innovation thrives when everyone feels respected, included, and empowered to contribute.

We actively seek out diverse talent and foster an inclusive environment, encouraging applications from people of all backgrounds and experiences. Here, you'll find networks, benefits, and development opportunities designed to support your career journey, wherever it may lead.

If this role excites you but you don't meet every requirement, we'd still love to hear from you. Your unique perspective and experience could be exactly what we are looking for.  Get in touch!

At Investec, we're deeply invested in our clients, our colleagues, and our communities. It's more than a mindset; it's how we show up every day.

Be part of something Out of the Ordinary.

Director, Global Accounting

Are you an experienced accounting professional who enjoys leading high performing teams, building strong client relationships and delivering excellent financial reporting outcomes?

We have an exciting opportunity for a Director to join our Global Accounting team. Working as part of a collaborative and multi jurisdictional team, you'll play a key role in ensuring the delivery of high quality accounting services to a diverse portfolio of clients. Alongside overseeing complex accounting and financial reporting matters, you'll support the growth and development of colleagues through coaching and leadership, whilst contributing to business development initiatives and strengthening client relationships.

If you would like to join an ambitious and forward thinking firm whose inclusive culture and values recognise that its people are fundamental to its success, we would love to hear from you.

Applications Closing Date: 18 September

About the role

In this role, you will:

• Lead, manage and develop team members, ensuring work is planned, prioritised and delivered to agreed deadlines and service standards
• Review and oversee the preparation of accurate financial statements, management accounts and other client reporting, including complex accounting matters
• Build and maintain relationships with clients, auditors and third party service providers, including supporting the onboarding of new clients
• Collaborate with colleagues across jurisdictions to provide accounting guidance, resolve queries and deliver a consistent client experience
• Monitor accounting records and reporting deadlines, ensuring records are maintained accurately and regulatory obligations are met
• Drive a culture of continuous improvement, identifying efficiencies and promoting effective use of technology and accounting systems
• Deliver internal training and coaching to support the development of colleagues and build technical capability across the business
• Identify and support business development opportunities with existing and prospective clients
• Present financial information clearly and effectively to client boards, investors and other stakeholders
• Assess and manage risks to both clients and the firm, ensuring compliance with relevant policies, procedures and regulatory requirements

About you – essential requirements

This role requires:

• Qualified ACA, ACCA or qualified by relevant experience, with in depth technical knowledge and practical application of UK GAAP and IFRS
• Proven experience leading and developing teams, including coaching, delegation and performance management
• Demonstrable experience managing complex accounting engagements and maintaining strong client relationships
• Analytical and problem solving skills, with excellent attention to detail and the ability to make sound commercial decisions
• Excellent communication and stakeholder management skills, with the ability to explain complex accounting matters clearly to technical and non technical audiences
• Organisational skills, with the ability to manage competing priorities and deliver high quality work to tight deadlines

Job summary:

The Legal Counsel role is a senior legal role within the General Counsel team and will act as the primary legal support to the Guernsey boards, while also supporting the General Counsel and working collaboratively across Praxis jurisdictions as part of the wider General Counsel team. The role will involve board advisory work, legal risk management, contract review, PI/complaints/contentious and regulatory matters, external counsel management, strategic support to business teams and supervision of junior legal resources.

The successful candidate will be a qualified lawyer with at least 4 years’ PQE, strong judgement, clear communication skills and the ability to provide practical, commercial and risk-based legal support in a fast-moving fiduciary and financial services environment.

Job accountabilities:

Board Responsibilities

The Legal Counsel will act as the primary legal support for the relevant Guernsey based boards (or other jurisdictions as required), including:

> advising the relevant local boards on legal, fiduciary, regulatory and governance matters;

> supporting board decision-making on legally sensitive matters;

> preparing or contributing to legal reports for board review;

> identifying matters requiring escalation to the General Counsel or relevant committees;

> supporting privilege management in board materials and discussions;

> attending board or committee meetings where required (including potential membership on the Risk Committee);

> assisting with managing PI notifications and complaints;

> ensuring legal themes and recurring risks are reported clearly and practically.

Support to General Counsel

The Legal Counsel will provide direct support to the General Counsel across Group legal matters. This will include:

> helping to deliver the Legal Team operating model;

> escalating material matters early and clearly;

> supporting Group-level legal risk reporting;

> helping manage external legal spend and external counsel relationships;

> supervising legal workstreams and team members;

> assisting with Board and committee papers;

> ensuring consistent legal approaches across jurisdictions.

Team Management & Supervision

The Legal Counsel will help manage the Legal Team day-to-day. Responsibilities will include:

> supervising Junior Legal Counsel, Senior Paralegal and Trainee Paralegal work;

> allocating matters within agreed workstreams;

> reviewing work product and providing guidance;

> ensuring deadlines and matter status are properly tracked;

> supporting training and development of more junior team members;

> helping maintain consistent standards across Jersey and Guernsey;

> ensuring legal resource is used proportionately and efficiently.

General Counsel Team

Although the Legal Counsel will have a primary local board responsibility, it will support Praxis across jurisdictions collaboratively as a member of the wider General Counsel team. This will include:

> working with the other Legal Counsel and the General Counsel on Group-wide matters;

> supporting other Praxis jurisdictions where legal, fiduciary, regulatory or commercial expertise is required;

> coordinating with local boards, Compliance, Risk, Finance, Operations and business teams;

> identifying where local legal advice is required and managing external counsel appointments and spend;

> helping ensure Group legal issues are approached consistently;

> supporting cross-border matters where more than one Praxis entity or jurisdiction is involved;

> assisting and managing legal operations and matters including matter intake, triage, allocation, deadline and contract management;

> manage and support matters involving PI notifications, complaints, threatened or actual claims, litigation, regulatory matters, coordinating with Compliance and Risk.

Minimum education and experience

> Qualified lawyer with a minimum of 4 years’ post-qualification experience.

> Jersey, Guernsey, England & Wales or equivalent common law qualification preferred.

> Experience advising boards, senior management or client-facing teams.

> Experience in fiduciary services, trust and corporate services, financial services, regulatory, contentious, commercial or in-house legal work desirable.

> Experience developing playbooks, templates or legal training desirable.

Required skills

> Strong legal technical ability.

> Ability to manage legal risk in a commercial and pragmatic way.

> Strong drafting and analytical skills.

> Ability to manage multiple matters and competing priorities.

> Ability to supervise junior lawyers or legal support staff.

> Good judgement on escalation, privilege and external counsel use.

> Clear, concise communication style.

> Team player and collaborator. Works well across jurisdictions and functions.

> Confidence working with senior stakeholders.