Manager, Real Estate Services - Jersey

Job Summary

We are looking for a Manager to join our Jersey SPV Services team, supporting the administration of real estate structures for joint ventures, funds, and long-term asset holding vehicles. You will manage a portfolio of clients with complex structures and high-value underlying assets across sectors such as office, retail, industrial, hospitality, residential, and development. This role combines technical oversight, client relationship leadership, and people management to deliver high-quality fiduciary and corporate administration services. You will also contribute to operational improvements and the team’s growth objectives in the Jersey market.

Key Responsibilities

• Manage a portfolio of Jersey real estate clients, ensuring consistent delivery of corporate/fiduciary administration services aligned to internal standards and service levels
• Lead and maintain strong relationships with clients, intermediaries, and key stakeholders through proactive, clear, and timely communication
• Oversee statutory and governance deliverables, including the preparation/review of returns, approvals, resolutions, and accurate recordkeeping
• Chair or support client meetings; produce/review agendas, minutes, resolutions, and associated administration within agreed timeframes
• Act as a technical reference point within the team (real estate structures, corporate governance, and Jersey regulatory expectations), sharing knowledge and coaching colleagues
• Support the Associate Director/Director with team leadership activities including mentoring, performance support, resourcing, onboarding, training, and adherence to policies and procedures
• Manage workflow planning and prioritisation across the team; monitor progress and escalate risks or capacity issues to senior management as needed
• Partner with colleagues on client take-on and ongoing reviews, ensuring due diligence and periodic review requirements are completed accurately and on time
• Contribute to financial management of the portfolio/team, including time recording quality, WIP awareness, fee quotes, and supporting billing processes
• Support business development by identifying opportunities within existing relationships and contributing to agreed annual new-income targets

Required Qualification

• ICSA/STEP/ACCA qualification (or equivalent relevant professional qualification)
• Proven experience in fiduciary, corporate, or real estate administration, including managing complex structures and client portfolios
• Strong working knowledge of corporate governance and statutory obligations in a Jersey/Channel Islands environment
• Demonstrated people leadership skills, with the ability to coach, develop, and motivate colleagues at different levels
• Strong communication and stakeholder management skills, including confidence engaging with demanding clients and intermediaries
• Strong judgement and problem-solving skills, with the ability to assess options and recommend practical, compliant solutions

Preferred Qualifications

• Experience administering Jersey real estate funds, SPVs, joint venture structures, or multi-entity groups holding real estate assets
• Familiarity with Jersey regulatory expectations and industry best practices for client due diligence and ongoing monitoring
• Experience supporting commercial aspects of client management (fee quotes, budgeting inputs, billing cycles, and service improvements)

Career Path

Career path opportunities may include progression within Real Estate Services and broader CSC administration teams, for example:

• Manager, Real Estate → Senior Manager / Associate Director, Real Estate → Director, Real Estate
• Opportunities to broaden into related teams (e.g., Funds, Capital Markets, or Corporate Services) depending on business needs and development goals

Senior Compliance Officer - Deputy MLCO - Guernsey

Overview

We are seeking an experienced and motivated Senior Compliance Officer (Deputy MLCO) to join our Compliance team in Guernsey. This is an exciting opportunity for a financial crime and compliance professional to play a key role in supporting the Money Laundering Compliance Officer (MLCO) and strengthening the organisation's Financial Crime Compliance Framework.

As Deputy MLCO, you will provide resilience and support to the MLCO function, ensuring robust oversight of anti-money laundering (AML), counter-terrorist financing (CTF), counter-proliferation financing (CPF), sanctions and wider financial crime risks. You will act as a trusted adviser to stakeholders across the business, providing independent challenge, regulatory guidance and practical solutions to support effective risk management and regulatory compliance.

The successful candidate will contribute to the ongoing development of the compliance framework, support governance reporting to senior management and Board committees, and help foster a strong culture of compliance and risk awareness throughout the organisation.

Key Accountabilities

MLCO Support and Financial Crime Oversight

• Act as Deputy MLCO, providing support and continuity for the MLCO function across the organisation.

• Deputise for the MLCO at governance meetings and regulatory engagements when required.

• Support the development, implementation and enhancement of the Financial Crime Compliance Framework.

• Assist in maintaining Business Risk Assessments and Financial Crime Risk Assessments.

• Monitor emerging financial crime risks, regulatory developments and industry best practice.

• Support regulatory reviews, inspections, information requests and remediation activities.

Compliance Monitoring and Assurance

• Conduct and oversee compliance monitoring reviews to assess the effectiveness of financial crime controls.

• Support delivery of the Compliance Monitoring Programme and ensure actions are tracked to completion.

• Provide advice and constructive challenge to business areas on compliance and regulatory obligations.

• Identify opportunities to improve policies, procedures and internal controls.

• Escalate compliance breaches, control weaknesses and regulatory issues as appropriate.

Governance and Reporting

• Prepare high-quality management information and reporting on compliance and financial crime risks.

• Develop meaningful compliance metrics and key risk indicators.

• Support reporting to Executive and Board Committees.

• Ensure significant compliance and financial crime matters are appropriately escalated.

Leadership and Stakeholder Management

• Coach and support members of the Compliance team.

• Build strong working relationships across the first, second and third lines of defence.

• Act as a trusted adviser to stakeholders on compliance and financial crime matters.

• Promote a positive culture of compliance, accountability and risk awareness.

Risk Management

• Support the ongoing enhancement of the Risk Management Framework.

• Assist the business in identifying, assessing and managing regulatory and financial crime risks.

• Contribute to risk and control assessments and maintenance of risk registers.

• Support the organisation in operating within its defined risk appetite.

Requirements

Essential

• Minimum 5 years' experience in Compliance, Financial Crime, Risk or Audit within a regulated financial services environment.

• Strong knowledge of AML, CTF, CPF and sanctions requirements.

• Experience conducting compliance monitoring, assurance reviews or regulatory compliance assessments.

• Experience preparing and presenting reports to senior management and governance committees.

• Proven ability to influence and advise stakeholders on regulatory and compliance matters.

• Experience supporting regulatory inspections, thematic reviews or audit activity.

• Experience coaching, mentoring or supervising colleagues.

• Excellent analytical, communication and stakeholder management skills.

Desirable

• Experience supporting an MLCO function within a regulated financial services organisation.

• Previous Deputy MLCO responsibilities or equivalent financial crime leadership experience.

• Experience engaging with the Guernsey Financial Services Commission (GFSC) and/or Jersey Financial Services Commission (JFSC).

• Experience developing financial crime risk assessments and compliance frameworks.

• Experience operating within a Three Lines of Defence model.

• ICA qualification or equivalent professional qualification at degree level.

If you are an experienced compliance professional looking for an opportunity to influence financial crime risk management, support regulatory excellence and contribute to a strong compliance culture, we would welcome your application.

Senior Associate - Jersey

To work as part of the team providing a full range of services to the clients of Bedell Cristin. This will entail supporting the partners, taking principal responsibility as appropriate for matters relating to the provision of specialist trust, foundation and related corporate law advice to individuals and institutional clients, estate planning and wills advice (including applications for clients for grants of probate, Letters of Administration), regulatory advice as well as advice in respect of employee incentive structures. This will entail extensive direct client contact, being responsible for the supervision of junior members of the team and taking an active role in the identification and implementation of new business initiatives. Working with the Partners, you will also help to grow the business by assisting with the development and implementation of the firm's strategic plans for the IPC practice.

Key Responsibilities

•  Manage and coordinate client work as delegated by the partners
•  Deliver excellent quality, timely and professional client service.
•  Liaise with clients and provide legal advice as delegated by the partners.
•  Contribute to the implementation of the firm's business development plans, helping to strengthen existing client relationships and generate new business opportunities.
•  Support new ventures, identify cross selling opportunities and seek ways to develop our services.
•  Take responsibility for a range of non-billable initiatives that contribute to the firm's knowledge base, profile and market reputation, including delivering seminars, writing articles, preparing presentations and supporting other business development activities.
•  Working with colleagues from other teams and offices on multi-disciplinary and international projects.
•  To manage risk exposure in accordance with the firm's policies and procedures.
•  Update the client relationship management system.
•  Assist with and have primary conduct of client onboarding, including compliance with our AML policies and procedures.
•  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.
•  Support the Partners in developing an efficient and effective team structure, including involvement in recruitment and other people-related initiatives where required.
•  Take personal responsibility for achieving target hours, proactively manage billings and debtors and record time in a consistent way.
•  Taking responsibility for a wide range of tasks and projects as required by the partners in the group.
•  Promote and strengthen the Bedell Cristin brand, including attendance at functions and client events.
•  Adhering to all policies, procedures and regulations as required.

Qualifications

• Likely to be 6 yrs+ PQE with a UK/Jersey/Commonwealth legal qualification.

Knowledge/skills/experience

•  Substantial Jersey trust law experience
   Knowledge and experience of private client work including non-contentious and contentious trust matters, together with work in respect of related corporate, regulatory and/or employee incentive structures.
   Sound drafting skills.
   Excellent written and verbal English skills.
   Good financial awareness and discipline. 
   Excellent interpersonal skills and the ability to communicate effectively both orally and in writing.

Competencies

We would like you to have:

•  The ability to communicate effectively with peers, staff and clients.
   A client centric approach.
   Strong self-motivation and drive.
   A solution driven attitude to problems.
   The ability to instill confidence in partners, peers and clients.
   A positive and optimistic attitude.
   The ability to work collegiately and be an effective team player.
   Sound judgement and strong commercial awareness.

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.

Role:          Client Accountant – Family Office

Reports to:       Senior Client Accountant

Direct reports:    None

Job Level: 4

Job Purpose:

To provide strategic oversight with a dedicated focus on servicing a high net worth family office client. The role involves managing a broad range of accounting responsibilities to ensure the timely and accurate completion of statutory filings, financial reporting, and client deliverables.

This includes the preparation of statutory annual accounts, quarterly management accounts, and bespoke client reports, all delivered with the utmost confidentiality, precision, and responsiveness expected in a family office setting.

Key Responsibilities:

• Preparation and filing of financial statements in accordance with applicable accounting standards.
• Preparation of quarterly management reporting within a strict deadline and any other ad hoc financial reporting as required.
• Assist with the preparation of Guernsey Tax Returns, UK Tax Returns and other territories.
• Ensure timely receipt of all client signed financial statements that may have been completed by third parties.
• Support client facing colleagues with accounting matters.
• Ensure all investment valuations and accounting records are fully reconciled.
• Ensure all activities comply with relevant regulatory requirements and internal policies.
• Stay updated on changes to regulations and industry best practices.
• Act as an Authorised Signatory.
• Review and automate processes and deliverables and assess the best systems to use for automation.

Key Performance Indicators (KPI’s):

• Statutory accounts signed off within 3 months of year end or sooner if required for additional reporting purpose e.g. AGM, statutory filing.
• Client accounts signed in accordance with service level agreement.
• Quarterly updates with internal business partners of financial performance.
• Ensure accounting deadlines are met.
• 80% utilisation rate.
• Ensure 100% timesheet completion.
• Meet all filing/annual review/accounting deadlines.
• Attend all mandatory training throughout the year.

Experience and Qualifications

• A minimum of 5 years accounting experience within the Trust/Family Office environment.
• Must hold a relevant professional qualification (ACA/ACCA or similar).

• Excellent computer skills including proficiency in Excel, Word, and Outlook.
• Knowledge of Acumen or similar beneficial.

• Strong communication, accounting / analytical skills and attention to detail.

• Work under pressure, independently, effectively prioritise, manage time & workload to meet clients’ needs.

• Proactive, motivated, team player with a flexible attitude to complete additional tasks.

Behaviours and Competencies

Operational Excellence:

• Demonstrates the ability to make decisions based on insight and knowledge.
• Accountable for ensuring high standards of delivery to clients.
• Actively engages with customer to understand needs and will place a high priority on client service and satisfaction.
• Prioritises client issues and addresses them accordingly.
• Will keep up to date with business trends/ changes in law that will impact their role.

Client Excellence:

• Proactive in identifying opportunities and seeking solutions.
• Manages expectations so clients always feel valued.
• Takes responsibility for delivering superior products and services.
• Implements improvements to client service.

Commercial Awareness:

• Understands relevant local regulatory requirements.

Interpersonal Skills:

• Manages internal and external stakeholders' expectations with regards to delivery, escalating concerns as appropriate.
• Is able to deal with conflict in a controlled manner and can clearly communicate effective solutions.
• Build credibility across all stakeholder groups and is able to engage with individuals across all areas of an organization on areas of specialism.

Compliance:

• Act in a professional manner and produce accurate and timely work.
• Act with the highest level of integrity at all times and in the best interests of Aspida.
• Will be clear, open and transparent in communications with colleagues and customers.
• Promptly report any issues (or possible issues) you identify to your manager (or an appropriate member of the senior management team) for consideration and resolution.
• Never make any statement that is misleading, false or deceptive.

• Manage internal and external stakeholders' expectations with regards to delivery, escalating concerns as appropriate.

I understand, acknowledge and accept the details contained within.

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Employee Name Signed Dated

Executive Assistant - Jersey

Overview

Are you a highly organised, proactive and professional administrator looking to develop your career within a dynamic and fast-paced environment? We are seeking an Executive Assistant to support the Senior Executive Assistant and provide high-quality administrative and organisational support to senior leaders and executives.

Based in Jersey, you will play a key role in ensuring the smooth day-to-day operation of the office, coordinating executive activities, managing communications, organising travel and events, and supporting governance processes. This is an excellent opportunity for someone who thrives on variety, enjoys building strong working relationships and takes pride in delivering exceptional service with discretion and professionalism.

Key Accountabilities

• Provide administrative and organisational support to senior executives and leaders as directed.

• Deputise for the Senior Executive Assistant during periods of absence.

• Coordinate diaries, meetings, communications and workflows to ensure efficient business operations.

• Arrange cost-effective travel and accommodation for executives and leaders.

• Support the preparation and distribution of Executive Committee and Sub-Committee meeting packs.

• Produce accurate meeting minutes and monitor the progress of agreed actions.

• Assist with the planning and coordination of internal and external meetings, events and off-site activities.

• Manage office supplies, equipment and operational processes to maintain an effective working environment.

• Act as a key contact for external vendors and stakeholders, building and maintaining positive relationships.

• Handle incoming enquiries, calls, emails and requests in a timely and professional manner.

• Identify and escalate urgent issues or deviations from standard operating procedures where appropriate.

• Maintain strict confidentiality when dealing with sensitive information and documentation.

• Support continuous improvement activities and contribute to the overall efficiency of the business.

• Embrace and promote positive change, ensuring knowledge and information are effectively managed and shared.

• Comply with all data security, risk management, regulatory and company policy requirements.

Requirements

Essential

Qualifications

• GCSEs or BTEC qualification.

Skills

• Excellent verbal and written communication skills.

• Strong organisational and time management abilities, with the capacity to manage multiple priorities.

• Ability to build and maintain effective relationships across all levels of the organisation.

• High levels of discretion, professionalism and confidentiality.

• Strong attention to detail and accuracy.

• Flexible and collaborative approach to teamwork.

Knowledge

• Excellent working knowledge of Microsoft Office applications.

Experience

• Previous experience in a Secretary, Personal Assistant, Executive Assistant or similar administrative support role.

Desirable

Qualifications

• Diploma, degree or equivalent professional experience.

Skills

• Experience developing and improving administrative processes and filing systems.

Knowledge

• Comprehensive knowledge of travel booking and itinerary management.

Experience

• Experience supporting senior executives or operating at a Senior Executive Assistant level.

Wealth & Investments International

Role Requirements and Competencies

DRAFT FOR DISCUSSION • 2 October 2026 • Prepared by Cobus Kruger (Purple Wealth Advisory)

1. Role purpose

To provide the senior business leadership and genuine local management substance for the FirstRand Life Guernsey Branch and FNB Wealth and Investments International discharging the Guernsey Financial Services Commission's mind-and-management expectations and owning the governance and operational oversight while carrying commercial responsibility for the Global Endowment and international investment product set across the broader Africa footprint, and acting as the cross-Group operator who resolves challenges and unblocks delivery across FirstRand.

2. Reporting line, location and tenure

• Dual reporting line to Samukelo Zwane (FNB Wealth & Investments, Product) and Aneesa Razak FNB Global Solutions CEO) (Guernsey).
• The role is Guernsey-based and requires physical presence and residence in Guernsey for a minimum of 24 months, to provide the local substance the Branch requires for regulatory purposes.
• Grade / band / seniority level: to be confirmed.

3. Key responsibilities

• Provide genuine local management substance for the Guernsey Branch and FNB Wealth and Investments International, consistent with GFSC mind-and-management expectations.
• Own the governance and operational oversight of the Branch and the company, including the binder-holder relationship, the third-party administrator relationship, and the Operational Committee.
• Act as the senior coordination point across the FirstRand Group, working across product, legal, compliance, risk and the operating entities to resolve cross-functional challenges and deliver outcomes.
• Carry commercial accountability for the Global Endowment and international product set across the broader Africa operations.
• Ensure compliance across both regulatory regimes: South Africa (Prudential Authority / FSCA, POPIA, exchange control) and Guernsey (GFSC).

4. Essential experience

• Demonstrated ability to coordinate and resolve cross-functional issues in a large, matrixed financial services group and working across multiple entities, functions and governance structures to deliver outcomes without relying on direct line authority.
• Senior experience in life assurance and/or cross-border wealth, including international endowment products.
• Commercial management of a product line or business unit (profit-and-loss or equivalent accountability).
• A track record of operating effectively within a complex regulatory and governance environment.

5. Preferred experience

• Offshore and/or dual-regulator experience (an offshore regulator such as the GFSC alongside the South African Prudential Authority / FSCA).
• Prior experience of branch or subsidiary establishment and operationalisation.

6. Essential qualifications

• A relevant tertiary qualification (finance, law, actuarial science or commerce); a postgraduate qualification or CFP designation is advantageous.
• FAIS fit-and-proper / key-individual status for the South Africa-facing side: to be confirmed whether this is a requirement of the role.

7. Technical competencies

• Branch governance and outsourcing oversight, including binder-holder and third-party-administrator management.
• Regulatory literacy across the Insurance Act, GFSC requirements, POPIA / GDPR and exchange control.
• Cross-border insurance and investment product structuring.
• Fluency in the FirstRand Group operating model and the ability to navigate it to resolve problems.

8. Behavioural competencies

• Influence and delivery across the Group without direct line authority.
• Stakeholder management across internal governance (legal, compliance, risk) and external counterparties.
• Independent operation across jurisdictions and time zones with limited local support.
• Sound commercial judgement balanced against a conservative regulatory environment.

Senior Fund Administrator

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:

As a Junior Associate / Associate (Band 1), you will be responsible for delivering high quality outputs and building professional expertise. This will be achieved through developing foundational skills and knowledge, contributing towards overall team objectives, timely execution of tasks and collaboration. You will be open-minded and embrace change whilst valuing diverse perspectives and channelling a 'can-do' attitude. You will support business and people growth to enable Aztec's future ambitions.

Key Role Responsibilities:

• Administer funds, management companies and associated fund structures within the team and liaise with clients and intermediaries on a daily basis.
• Assist with all aspects of company secretarial matters, including the preparation of agendas, collation and distribution of board packs, shareholder meetings and drafting minutes for routine meetings.
• Maintain accurate investor records on company systems and process investor changes.
• Prepare manual and electronic payment instructions to settle fund expenses and assist with the maintenance of the electronic payments library.
• Process and co-ordinate routine fund operations, including investor calls and distributions.
• Ensure regulatory and statutory fillings are made in timely manner
• Ensure Aztec internal control frameworks are followed in full.
• Assist with the accounts distribution and filing process.
  Assist in the processing of routine fund operations, including investor calls and distributions.
• Assist and support the induction, integration and training of Trainee staff

Aztec 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.

Client Relationship Manager

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:
Reporting to Senior Client Relationship Manager

The purpose of this position is to administer a portfolio of Fund structures in conjunction with the Senior Manager.

Key responsibilities:

• Act as first point of contact for a number of fund structures within a team
• Co-ordinate legal, tax and other professional advice
• Review all aspects of day-to-day administration matters such as calls and distributions, investment transactions and quarterly investor reporting
• Attend and run client board meetings and shareholders meetings and review minutes of those meetings
• Build strong relationships with key client contacts and other key stakeholders
• Ensure the non-numerical data review, distribution and filing of periodic financial statements on a timely basis and in accordance with regulatory guidelines
• Act as “B” level 4-eyes signatory on administration 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
• Assist with billing information for clients including analysis of time spent, including the management of aged debtors
• Develop and maintain the Operational Procedures Manuals and ISAE checklist templates for client relationships
• Supervise and assist in the training and development of staff
• Participate in the appraisal process for members of staff

Skills, knowledge, expertise:

• 4+ years of financial services experience, ideally within the Funds industry
• A relevant professional qualification, preferably IFA Level 5, or equivalent
• Sound technical financial services knowledge (to be supported through the Aztec Academy)
• Proven people management experience
• Evidence of managing a small client relationship or part of a major client relationship
• Good interpersonal skills are required to develop close working relationships with colleagues, clients and business contacts

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.