Group Assistant Tax Business Partner – Guernsey / Jersey / IOM / London

Part of a team providing taxation services to various jurisdictions and companies within the Praxis Group. Responsible for the delivery of tax compliance and reporting services for a portfolio of fiduciary clients, including trusts and companies, together with internal group reporting. The role combines technical tax expertise with supervisory responsibilities, ensuring the timely and accurate completion of tax compliance work, supporting the development of junior team members, and acting as a key point of contact for tax-related matters.

Job accountabilities:

> Responsibility for a portfolio of trust and company clients, ensuring all tax compliance and reporting obligations are completed accurately and within statutory filing deadlines.

> Preparation and review Group tax reporting requirements for trusts and companies, including, but not limited to, Income Tax, Corporation Tax, Capital Gains Tax, ATED, Inheritance Tax returns, RISPG calculations and VAT. Noting potential growth and development into other areas and jurisdictions as required.

> Review work completed by Trainee and Junior Group Tax Business Partners and provide technical guidance, coaching, training and constructive feedback.

> Assist in overseeing workflow, allocation of work and prioritisation of tasks within the tax team, by working with the tax management team.

> Review trust and company accounts from a tax perspective and identify tax risks.

> Monitor compliance deadlines and ensure filing obligations are met.

> Act as a point of reference for tax queries from other departments across the Group, with the support of the tax management team.

> Liaise with clients, beneficiaries, settlors and professional advisers on tax matters as required.

> Assist with more complex tax matters under the guidance of senior members of the team.

> Support fee quotation, budgeting and billing processes.

> Assist with procedural improvements and maintenance of departmental controls.

> Assist in delivery of internal tax training sessions across the Group.

Minimum education and experience

> Educated to a minimum of A-Level standard or equivalent.

> Minimum of 3 years relevant tax experience.

> ATT or STEP or ACCA qualified (or equivalent) preferred.

> CTA studies commenced or willingness to pursue further professional qualifications desirable.

> Experience working with fiduciary structures, trusts and companies preferred.

Required skills

> Strong technical knowledge of UK taxation, with knowledge of other jurisdictions taxation desirable.

> Ability to review work and identify technical issues.

> Strong communication and stakeholder management skills.

> Excellent organisational skills and attention to detail.

> Ability to manage competing priorities and meet deadlines.

> Ability to supervise, coach and develop junior team members.

Corporate Product Associate

Hours: Full Time

Contract type: Permanent

Location: Guernsey or Jersey

Overview

We're looking for a Corporate Product Associate to join our Commercial team in either Guernsey or Jersey.

This varied role combines product management, commercial analysis and corporate banking support. You'll help develop and manage savings, mortgage and corporate banking products, coordinate product and pricing changes, support commercial decision-making and deliver excellent service to corporate banking clients.

Working closely with teams across the business, you'll play an important role in ensuring products remain competitive, compliant and aligned to customer needs while supporting the delivery of business growth objectives.

Key Accountabilities

• Support the development, implementation and ongoing management of savings, mortgage and corporate banking products.

• Assist with pricing, forecasting, liquidity management and performance analysis.

• Coordinate product launches, pricing changes and customer communications across relevant systems and channels.

• Support product governance activities, including approvals, reviews and documentation.

• Gather customer, market and competitor insights to help shape future propositions.

• Deliver exceptional support to corporate banking clients, ensuring instructions and requests are completed accurately and efficiently.

• Maintain a strong focus on risk, regulatory compliance and customer outcomes.

• Identify opportunities to improve processes, customer journeys and operational efficiency.

Requirements

Essential

• Experience in a banking, financial services or client support environment.

• Excellent communication and relationship-building skills.

• Strong numerical, analytical and problem-solving abilities.

• High attention to detail and good IT skills.

• Customer-focused approach with a commitment to delivering excellent service.

• Understanding of risk, compliance and regulatory responsibilities.

• Knowledge of savings and mortgage markets.

Desirable

• Experience in product development, product management or proposition support.

• Knowledge of pricing, forecasting or commercial analysis.

• Strong Microsoft Excel and data analysis skills.

• Experience within banking, trust or wider financial services sectors.

• Knowledge of savings and/or mortgage products.

Administrator - Guernsey

The role

Assist the team with general administration duties for a portfolio of clients.

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: 

• assisting with the set up and maintenance of client information into the database; and statutory records including minutes of directors and shareholders meetings, and trustee resolutions
• completing the day-to-day bookkeeping for companies and trusts up to trial balance including monthly reconciliations and downloading of statements
• assisting with the opening and closing of entity bank accounts and assisting with review of incoming funds into client bank accounts, and work towards becoming competent in liaison with bankers over remittance of money, deposit accounts, investment transactions and settlement instructions
• preparing emails and route through to senior team members in readiness for sending, taking telephone messages and carrying out call backs
• preparing routine investment review minutes
• developing an understanding of the firm’s policies and procedures and how they impact day-to-day work 
• developing an awareness of tax and taking note of warning messages along with gaining knowledge on the formation of legal entities and trusts
• updating the timekeeping system in line with expectations and strive to meet utilisation targets

You

• successful attainment of a minimum of 5 GCSEs, or equivalent, at grade 4 (or C) and above, to include English and Maths
• effective and confident communication skills along with the ability to converse with a range of people 
• ability to organise work schedule over the short term, with support if needed
• ability to work to specified standards and service levels and propose solutions to resolve straight forward daily problems
• evidence a positive and committed approach to teamwork and understand the importance of working together to provide excellent client service
• compliance with the firm's Information Security Policy and associated procedures, as updated from time to time

Treasury Dealer (13896) – Guernsey / Jersey

Description of role and key responsibilities:

• Maintain a strong understanding of the relevant regulatory environment, including applicable regulations, rules and guidance, and ensure all Treasury activities are conducted in accordance with internal compliance requirements, policies, procedures and controls. 
• Support the effective management of the Bank's Asset and Liability Management (ALM) activities, with particular focus on liquidity and interest rate risk. 
• Manage and monitor the Bank's foreign exchange (FX) risk, ensuring exposures remain within approved risk appetite and authorised limits. 
• Produce, maintain and control interest rates and pricing across the Bank's liability products, ensuring appropriate consideration of market conditions, liquidity requirements and commercial objectives. 
• Partner with liability-gathering teams across all jurisdictions to support the achievement and, where possible, outperformance of cash and liquidity targets.  
• Monitor Treasury risk positions on a daily basis, proactively identifying and managing exposures to ensure the Bank remains within approved limits and risk appetite. 
• Manage surplus cash and liquidity efficiently through appropriate Treasury asset purchases and investments, balancing liquidity, risk, return and regulatory requirements. 
• Drive the optimisation of Treasury profitability, including the effective management of client pricing, spreads and trading positions within agreed risk parameters. 
• Contribute to the continued development and robustness of the Treasury risk management framework, ensuring appropriate controls, governance and oversight are maintained. 
• Work collaboratively with IBP Central Treasury and other Group stakeholders to support wider Treasury strategy and the achievement of Group objectives. 
• Partner with teams across IBCI to support new and existing client relationships, providing Treasury expertise and identifying opportunities to deliver appropriate solutions. 
• Maintain consistently high levels of service to internal and external clients, responding effectively to requirements and building strong, trusted relationships across the business. 

Essential Criteria

Core Skills and Knowledge: 

• Treasury/financial markets experience 
• Highly numerate 
• Expeditious decision making. 
• Client interface/interpersonal skills 
• Foreign exchange/interest rate proprietary and corporate trading. 
• Derivative product trading/development experience. 
• Economic and financial markets analysis. 

Portfolio Manager

The opportunity

Ci Global Fund Managers ICC is seeking a Portfolio Manager to join its investment team in St Helier, Jersey.

The role is primarily research-focused, with responsibility for producing the analysis that supports portfolio construction and investment decisions across the funds we manage. They will work alongside global colleagues, clients, investment managers and service providers, gaining exposure to a broad range of markets, investment strategies and complex portfolio-management questions.

About Ci Global Fund Managers ICC

Ci Global Fund Managers ICC is a global investment manager based in St Helier, Jersey, providing institutional investment-management services to a range of collective investments. We have approximately US$2 billion in assets under management and manage just under 40 sub-funds for an Irish Collective Asset-management Vehicle, or ICAV.

Key responsibilities

The Portfolio Manager’s responsibilities will include:

• Conducting detailed research on investment funds, securities, asset classes, markets and investment strategies.
• Researching passive and active ETFs, as well as active investment managers across a range of investment styles, including quality, value and growth.
• Undertaking quantitative and qualitative analysis of funds and investment managers, including their performance, portfolio characteristics, investment processes, exposures, risks and suitability within our portfolios.
• Analysing companies, industries, markets and economic developments as part of the firm’s broader securities and investment research.
• Developing and maintaining quantitative models, analytical tools and investment screeners to support research, portfolio construction and investment decision-making.
• Conducting economic and market research from a top-down asset-allocation perspective.
• Participating in meetings with investment managers and undertaking ongoing investment and operational due diligence.
• Preparing clear, well-supported research reports, investment recommendations and investment committee papers.
• Presenting research findings and recommendations to the relevant investment committees.
• Monitoring existing investments and fund managers, including performance, portfolio positioning, risk, style consistency and material organisational developments.
• Supporting portfolio construction, asset allocation, risk analysis, rebalancing and the implementation of investment decisions.
• Undertaking performance analysis and attribution to help explain portfolio outcomes and identify areas requiring further research.
• Contributing to the continued development of the firm’s investment frameworks, research processes, quantitative methods and analytical tools.
• Working with clients and colleagues across different countries and time zones, including helping to communicate portfolio positioning, investment decisions and market developments.
• Ensuring that investment activity is undertaken in accordance with applicable fund mandates, prospectuses, internal policies, governance requirements and regulatory obligations.

The precise balance between securities research, fund research, quantitative analysis and portfolio analysis will reflect the successful candidate’s experience and areas of expertise.

About you

We are looking for someone with strong analytical and quantitative capabilities, relevant investment-research experience and a genuine passion for financial markets.

The preferred candidate will have:

• Relevant professional experience in fund research, manager research, securities research, portfolio analysis, asset allocation or a closely related investment role.
• Previous experience researching investment funds, ETFs, active managers or securities.
• A relevant university degree or professional investment qualification.
• The CFA designation, progress towards the CFA designation or a clear commitment to completing an appropriate professional qualification.
• Strong quantitative, analytical and portfolio-research skills.
• Experience developing or working with quantitative models, investment screeners, data-analysis tools or similar research frameworks.
• An understanding of active and passive investment strategies, portfolio construction and the role of different investment styles within a diversified portfolio.
• Strong written communication skills and the ability to turn complex research into clear, concise and actionable recommendations.
• Confidence presenting and defending investment conclusions while remaining willing to reconsider them when the evidence changes.
• A high degree of attention to detail and an ability to manage multiple research projects and deadlines.
• The ability to work effectively as part of an international team and communicate with colleagues, clients and investment managers across different markets and time zones.
• A deep passion for investing, continuous learning and understanding how markets and investment strategies evolve.
• Uncompromising personal and professional integrity.

Experience working with institutional portfolios, collective investment schemes, investment committees or manager due-diligence processes would be advantageous.

Jersey employment status and relocation

Applicants based in Jersey should hold Entitled or Entitled for Work status.

For an exceptional candidate currently based in the United Kingdom, Ci Global Fund Managers ICC may consider providing relocation support, provided the candidate already has the right to live and work in the UK.

We are not able to sponsor applicants based outside the UK who do not already have the required right to live and work in the UK or Jersey.

Any relocation and appointment will remain subject to the successful candidate obtaining the Jersey residential, employment and immigration permissions required to live and work in the Island.

What we offer

• A competitive remuneration package reflecting the successful candidate’s experience and qualifications.
• A research-focused position with direct involvement in the investment decisions of the funds we manage.
• Exposure to a broad range of funds, investment managers, securities, asset classes and global markets.
• The opportunity to develop new quantitative, analytical, research and portfolio-management skills.
• A professional environment that supports continued learning and career development.

The appointment will be subject to satisfactory references, verification of qualifications, identity and right-to-work checks, and any background or regulatory screening appropriate to the position.

Ci Global Fund Managers ICC is committed to fair and inclusive recruitment. Applications are welcomed from suitably qualified candidates, and reasonable adjustments can be made throughout the recruitment process.

All applications will be treated with a high degree of confidentiality and discretion.

Senior Administrator/Assistant Manager - Private Clients (9/10 month FTC) - Guernsey

The role:

The Senior Administrator/Assistant Manager, Private Clients will administer a portfolio of fiduciary structures in accordance with the relevant Client Services Agreements and the various laws and regulations pertaining to the Group’s Guernsey regulatory licences.
The Key Responsibilities for the role are noted below and as an Assistant Manager you will also be expected to undertake any such duties that are deemed a reasonable requirement, for example, deputising for the Manager in their absence and participating in projects that are related to the role.

Some of the things you will be doing:

• Administer a portfolio of complex fiduciary structures to a high standard ensuring all administration procedures are adhered to;
• Ensure administration is carried out in accordance with up-to-date tax and legal advice with support from client manager/client director;
• Consistently deliver a timely and high-quality service to clients, demonstrating effective communication ensuring client managers/directors are copied in at all times;
• Liaise with beneficiaries, investment advisers, bankers, auditors, property advisers, agents and lawyers on all matters relating to the management of a portfolio of complex fiduciary structures;
• Ensure that invoicing fees and debt management is carried out in a proactive and timely manner;
• Demonstrate a full understanding of client entity transactions, ensuring all client entity files are up to date and that Minutes and Meeting Notes have been drafter accurately with an appropriate level of detail;
• Support team lead in the management of the team as required;
• Supervise and assist in the development of a junior member of the team as required;
• Delegate routine administration tasks to the administration team whilst retaining oversight to ensure tasks are being fully completed in a professional and timely manner;
• Oversee projects as requested by the team lead and ensure these are completed accurately within the deadlines set;
• Demonstrate an understanding and knowledge of risk factors specific to fiduciary structures, particularly in relation to trigger events seeking guidance from client managers/directors;
• Provide on the job training and guidance for more junior members of the administration team sharing technical knowledge and experience;
• Be responsible for FATCA, CRS, Payment Procedures, FID Reviews and Action Points for audit and liaise with auditors.
• Embrace and demonstrate our corporate values and purpose – Tenacity, Service, Teamwork, Agility and Genuine;
• Proactively keep an up-to-date awareness of current industry issues e.g. interest rate movements, change in legislation i.e Substance legislation; and
• B signatory (up to £50,000 on Bank Signing Schedules).

What technical skills, experience, and qualifications do you need:

• Evidence of prior and proven relevant experience in regulated finance or professional services;
• Sound organisation skills and supervisory experience;
• Possess a solid understanding of the business and markets applicable to the business;
• Hold a relevant professional qualification such as STEP, ICSA; and
• Strong technical IT skills; and
• Drive personal development using all the resources available to achieve success.
   

Senior Trust Administrator - Corporate Services - London

Position Summary

This position reports to the Senior Trust Manager.  The Senior Trust Administrator takes responsibility for a designated portfolio of trusts and corporate structures and to complete all assigned tasks and processes, operating within the controls, guidelines and procedures as established by the directors / managers, including training and developing more junior members where required. 

Specific Duties:

• Undertake all routine administration for clients or as instructed by the Manager
• Assist with Companies House filings and Overseas Entity Register filings
• Accurately effect client banking instructions
• Have an awareness of client take on procedures and the associated risk involved
• Become familiar with team’s existing allocated client portfolio
• Ensure quality day to day service for team’s client portfolio
• Understand trust and corporate regulatory requirements
• Communicate effectively and concisely with other team members
• Maintain a courteous, positive and professional manner with both external and internal clients /colleagues at all times
• Pro-actively work with internal individuals and groups to ensure timely delivery of client data
• Ability to resolve queries/find solutions
• Be familiar with and adhere to the Group’s internal practices and procedures
• Maintain focus on chargeable time
• Manage and record own time effectively and accurately
• Be responsible and effective in cash collection and control of debtors
• Construct accurate written communications – letters, emails, minutes
• Take responsibility for self-development
• To motivate junior staff members
• Work on agreed training requirements and performance goals to ensure on-going development
• Consult and escalate issues and exceptions to senior team members to alleviate problems or risks

Other Requirements

The candidate will ideally have:

• A minimum of 2 years relevant experience in the trust or corporate field
• Commenced or due to commence studying for a relevant qualification such as STEP or ICSA
• A commitment to a career in trust and corporate administration
• Accurate written and effective verbal communication skills
• The ability to use MS Word, Excel and Outlook at an intermediate level
• A demonstrated commitment to consistently providing quality client service
• Good team skills and be flexible to change and the needs of the business
• Be detail-orientated and analytical
• Be capable of working in a deadline/volume driven environment whilst maintaining accuracy and focus
• The ability to take responsibility for and to drive and execute tasks  
• A willingness to learn new skills
• The ability to prioritise and focus on the most urgent and important task
• Exhibited skill in planning and monitoring workload including self-management and delegation to administrators in order to achieve goals within expected timescales
• A proven academic record 

Manager - Financial Planning & Analysis (13799) – Guernsey / Jersey

Description of role and key responsibilities:

The role:

The Financial Planning & Analysis (FP&A) Manager is responsible for leading the Bank's financial planning, forecasting and performance management activities, providing insightful analysis and commercial support to enable informed decision-making across the business.

The role is also responsible for the preparation and submission of financial and regulatory reporting to the South African Reserve Bank (SARB), ensuring submissions are accurate, timely and compliant with Group reporting requirements.

Working closely with senior stakeholders across the Bank, the role will develop high-quality management information and business insights to support the delivery of the Bank's strategic objectives.

Key responsibilities:

Financial Planning & Forecasting
•    Lead the annual budgeting process across the Bank. 
•    Lead the Bank's monthly forecasting process and longer-term financial planning.
•    Develop and maintain robust financial models to support planning and decision-making. 
•    Challenge assumptions and provide independent analysis of business forecasts. 
•    Monitor forecast accuracy and identify opportunities to improve the planning process. 
•    Support development of the Bank's strategic and financial plans.

Performance Reporting & Analysis
•    Produce monthly Team and Executive & Board financial performance reporting. 
•    Analyse performance against budget, forecast and prior year, identifying key financial drivers and emerging trends.
•    Provide commentary on key business drivers, emerging trends and financial risks. 
•    Develop and enhance management information, KPIs and performance metrics. 
•    Deliver forward-looking insight to support commercial decision-making. 
•    Identify opportunities to improve profitability, efficiency and returns. 

Business Partnering
•    Act as a trusted finance partner to business leaders.  
•    Provide financial analysis to support pricing, product development and business growth. 
•    Challenge financial assumptions and promote sound commercial decision-making. 
•    Build strong relationships across business functions. 

South African Reserve Bank (SARB) Reporting
•    Prepare and submit all financial and regulatory returns required by the South African Reserve Bank. 
•    Ensure submissions are accurate, complete and delivered within regulatory deadlines. 
•    Perform reconciliations between SARB returns, management information and financial records. 
•    Liaise with Group Finance and other stakeholders regarding SARB reporting requirements. 
•    Maintain appropriate documentation, controls and governance over SARB reporting processes. 
•    Monitor regulatory reporting developments and implement changes where required. 
•    Support internal and external audit reviews relating to SARB reporting. 

Continuous Improvement
•    Identify opportunities to simplify and improve Finance processes. 
•    Drive efficiencies through automation and standardisation. 
•    Contribute to Finance transformation initiatives.
•    Support development of best practice financial planning and reporting.

Essential Criteria 

Core Skills and Knowledge:

Essential
•    Qualified Accountant (ACA, ACCA, CIMA or equivalent). 
•    Experience in Financial Planning & Analysis. 
•    Strong financial modelling and analytical capability. 
•    Advanced Microsoft Excel skills. 
•    Experience of producing Board & Executive level reporting. 
•    Excellent written and verbal communication skills. 
•    Strong stakeholder management and business partnering capability. 
•    High attention to detail and commitment to data quality. 

Desirable
•    Banking or financial services experience. 
•    Knowledge of South African Reserve Bank (SARB) reporting. 
•    Experience using Power BI or similar business intelligence tools. 
•    Understanding of banking profitability, capital and liquidity metrics. 
•    Experience of financial planning systems and ERP solutions.