Offices and associates throughout the Americas, Europe, Asia Pacific, Africa and the Middle East.

Savills Channel Islands Limited. Chartered Surveyors. A subsidiary of Savills plc. Registered in England No. 2605138. Registered office: 33 Margaret Street, London, W1G 0JD

Overview

Responsible for the management of a designated section of the Savills CI Ltd property portfolio, ensuring effective financial control, client reporting, and full compliance with relevant regulations and best practice.

Key Responsibitilities include but are not limited to:

Rent & Service Charge Management

• Approve monthly service charge payment runs.

• Approve quarterly rent and service charge demands prepared by the Accounts Administrator.

• Ensure rental income is transferred to the landlord in a timely manner, deducting any non- recoverable landlord expenditure prior to remittance. Where separate rent accounts operate, ensure transfers reconcile fully with bank balances.

• Prepare the annual service charge budget, liaise with the landlord to obtain approval prior to year- end (in line with RICS best practice where applicable), and issue to tenants.

• Ensure year-end service charge reconciliations are completed within a reasonable timeframe (in line with RICS best practice where applicable) and issued to both landlord and tenants.

• Apportion annual TRP and Parish Rates bills, instruct the Accounts Administrator to post tenant recharges on Qube and raise invoices accordingly. Ensure TRP invoices are paid on time and/or landlord reimbursement is arranged where required.

• Notify the agency team of upcoming lease expiries, rent reviews, and other key lease events across the managed portfolio.

Client Reporting:

• Prepare and issue regular property management reports to clients (minimum six-monthly or as required).

• Attend landlord/client meetings as required.

• Maintain accurate and up-to-date tenancy schedules for each property and circulate to clients alongside management reports (minimum six-monthly).

Property Management & Compliance:

• Act as the primary point of contact for clients.

• Complete new tenancy forms and instruct Accounts Administrators to update Qube accordingly.

• Oversee annual building insurance renewals: liaise with brokers, obtain landlord approval, arrange tenant recharges via Qube, ensure premium payment, and arrange landlord reimbursement where necessary.

• Oversee and manage insurance claims.

• Ensure the Property Manager conducts regular property inspections.

• Oversee compliance-related maintenance to ensure statutory requirements are met (property manager responsible for day-to-day organisation and oversight).

• Support and oversee the property manager with reactive maintenance works where required, ensuring works are completed within reasonable timeframes or in accordance with the lease.

• Attend tenant meetings with the Property Manager as necessary.

Job Description Senior Commercial Property Manager

Commercial Property Manager

2

• Approve and sign off maintenance contracts and renewals.

• Act as the primary point of contact for tenant alterations requiring landlord consent.

• Ensure out-of-hours property and tenant contact information remains up to date (with support from the property manager).

Other Duties:

• Assist with new client onboarding, including site visits, drafting Property Management Agreements (PMAs), and obtaining appropriate CDD in line with Ocorian requirements.

• Adhere to approved Standard Operating Procedures (SOPs).

• Support the Property Managers and the Head of Property Management.

• Act at all times in accordance with company policies, procedures, and professional standards.

Systems & Experience:

• Proven experience in property management and client relationship management.

• Experience preparing and reviewing financial statements and service charge budgets is desirable.

• Strong working knowledge of Microsoft Word, Outlook, and Excel.

• Experience using MRI Qube is advantageous but not essential.

• Good understanding of Guernsey property regulations.

• Previous experience supervising or overseeing a team would be beneficial.

Company Information & Benefits:

• 28 days’ annual leave.

• Competitive salary and pension contribution.

• Ongoing training and professional development opportunities.

• Opportunity to work as part of a close-knit team in a varied and rewarding role.

• Potential travel required to oversee the Jersey portfolio (not essential).

Job Description

Job Title: Senior Associate, Digital Audit

Location: Guernsey or Jersey

Line of Service: Risk Assurance Services

Grade: Senior Associate

Contracted Hours per Week: 37.5

PwC Channel Islands Overview:

At PwC CI, we help you build, accelerate, and sustain momentum in a world that never stops

moving. With our tech-forward and people-empowered network, we provide expert

assurance, tax and advisory services to turn challenges into opportunities. Leveraging

deep expertise and advanced capabilities, we ensure you’re ready for any future, helping you

act boldly and achieve real results.

Job Summary:

The Risk Assurance Services (RAS) team at PwC takes pride in helping clients to identify,

measure and manage their risk profile more effectively. Our specialists offer knowledge and

expertise, which extends to clients’ internal controls, internal audit, technology risk, cyber

security, non-financial reporting, and regulatory compliance.

Our Digital Audit specialists focus on providing information risk management assurance

services supporting external financial statement audit engagements. Our capabilities support

a wide range of businesses and industry sectors, across the Channel Islands with a focus on

Financial Services,

As a member of the RAS, Digital Audit practice you will work within an assurance team

structure as part of a multi-functional engagement team, interacting directly with clients.

You will also have excellent opportunities to be involved in strategic initiatives and provide

input into shaping the future direction of the practice.

Responsibilities:

As a credible candidate you will have developed core skills in a wide range of disciplines,

with a strong background in the testing of IT controls, automated controls and

dependencies supporting the financial statement audit. You will have developed skills in IT

audit; process and controls assurance; data and analytics and cyber security. You will also

have a good general understanding of technology/ERP and finance systems used by our

clients.

You will need to be capable of applying these core skills in a variety of business situations to

maximise the client value and impact over across Digital Audit and related controls

assurance engagements performed by the wider RAS team.

Responsibilities include:

• Participating in a Digital Audit team as the lead senior for Digital Audit, supporting

external FS audit teams in the delivery of external financial statement audit

engagements

• Completing planning procedures and client walkthroughs relating to the

understanding of the IT environment

• Assessing the design, implementations and operating effectiveness of IT General

Controls, application controls and related dependencies including the testing of key

reports and interfaces

• Using leading digital assets and related tooling to complete the testing of core IT

General Controls

• Undertaking project management activities to support the effective delivery of Digital

Audit engagements to agreed time and budget.

• Working with a range of clients delivering Controls Assurance engagements, in the

capacity of internal audit or non-audit assurance reporting

• Providing insight to clients related to the integrity of the control environment, the

efficiency of processes and the insightfulness of management information

• Helping to train and upskill staff members in the latest tools as coaching them as part

of wider client engagements

• Building relationships both internally within the PwC network and externally with

senior client management teams on ongoing engagements

• On-going development of in-depth industry experience and process expertise

Direct Reports:

• This role reports to:

o Manager, Senior Manager, Directors, Partners

• Reporting to this role:

o Associates

Qualifications & Certifications:

• Strong academic background such as a Bachelor or Master’s Degree in a subject

related to Accounting, Information Technology or Business Studies

• Project management certification (e.g. PRINCE2, or Agile)

• CISM, CISSP, GIAC

• ISACA, CISA

• Technology Risk engagement qualification (e.g. ITIL, COBIT, CRISC, ISO22301,

CBCI, ISO27001 LA, ISO22301 LA)

• Internal Audit supporting qualification (CIA)

Skills & Experience Required:

Essential skills:

• Experience of internal or external audit and assurance engagements as a digital audit

specialist

• Excellent project management skills including great organisation, highly motivated

work ethic, the ability to drive projects forward, managing own and others time; and

hold more senior team members accountable to delivering high quality pieces of work

• Strong team working skills and experienced in developing junior staff

• Well-developed listening and questioning techniques

• Strong desire for personal continuous improvement

• Following formal methodologies and applying risk and quality standards

• Excellent verbal skills and report writing capability

• Ability to work autonomously without the need for day-to-day direct management

• Proficient relationship builder

• Accounting Path: Process and controls assurance experience including planning,

delivering and reviewing a diverse range of engagements and reviews (IT controls

focus), coupled with experience in evaluating and performing risk assessments at a

task and organisational level

• Understanding of Internal Controls Frameworks e.g. COSO and end-to-end

processes

• Experience of performing non-audit assurance engagements, such as ISAE3402/

SSAE18 reports

• Expected qualification: formal accounting qualification, or part qualification with a

desire to focus on IT controls and a future ISACA CISA certification

• IT Audit Path: Technology controls audit and advisory experience with associated

understanding of IT infrastructure and knowledge of related cyber security threats,

coupled with experience in evaluating IT risks and performing tests of IT and system

driven controls

• Understanding of Control Objectives for Information Technology (COBIT) and

placement within wider internal controls frameworks

• Experience of performing non-audit assurance engagements, such as ISAE3000

(SOC2) /SSAE18 and/or ISO27001/22301 audit engagements

Desirable skills:

• Knowledge of the Financial Services sector and familiarity with the local Channel

Islands market

• Experience in providing specialist support to external FS audit teams

• Data and analytics experience with competency with tools including Alteryx, SQL,

Python, PowerBI and PowerPlatform.

• Cyber Security / Privacy engagement experience, with a relevant supporting

qualification (e.g. CISM, CISSP, GIAC)

• Artificial Intelligence tooling experience and familiarity with using agentic technology

to support procedures

• Technology Risk engagement experience, with relevant supporting qualification (e.g.

ITIL, COBIT, CRISC, ISO22301, CBCI, ISO27001 LA, ISO22301 LA)

• Experience of performing internal audit engagements, with a relevant supporting

qualification (CIA)

Travel Requirements:

Limited travel will be required in this role; this will be project dependent.

The skills we look for in our people:

All our people need to demonstrate the skills and behaviours that support us in delivering

our business strategy. This is important to the work we do for our business, and our clients.

These skills and behaviours make up our global leadership framework, Evolved PwC

Professional.

The Evolved PwC Professional focuses on two core behaviours: Trusted Leadership and

Distinctive outcomes. Trusted Leadership is underpinned by core behaviours that Inspire,

Empower and Evolve, and Distinctive outcomes is underpinned by behaviours that

Champion, Build and Deliver.

Diversity:

We work in a changing world which offers great opportunities for people with diverse

backgrounds and experiences. We seek to attract and employ the best people from the

widest talent pool as well as those who reflect the diverse nature of our society. We aim to

encourage a culture where people can be themselves and be valued for their unique

strengths. Creating value through diversity is what makes us strong as a

business. https://pwc.to/2vY6KZm

Job Description

Job Title: Senior Associate, Data Assurance

Location: Guernsey or Jersey

Line of Service: Risk Assurance Services

Grade: Senior Associate

Contracted Hours per Week: 37.5

PwC Channel Islands Overview:

At PwC CI, we help you build, accelerate, and sustain momentum in a world that never stops

moving. With our tech-forward and people-empowered network, we provide expert

assurance, tax and advisory services to turn challenges into opportunities. Leveraging

deep expertise and advanced capabilities, we ensure you’re ready for any future, helping you

act boldly and achieve real results.

Job Summary:

The Risk Assurance Services (RAS) team at PwC takes pride in helping clients to identify,

measure and manage their risk profile more effectively. Our specialists offer knowledge and

expertise, which extends to clients’ internal controls, internal audit, technology risk, cyber

security, non-financial reporting, and regulatory compliance.

Our Data Assurance specialists focus on providing data analytics and information risk

management assurance services supporting external financial statement audit

engagements. Our capabilities support a wide range of businesses and industry sectors,

across the Channel Islands with a focus on Financial Services.

As a member of the RAS, Data Assurance practice you will work within an assurance team

structure as part of a multi-functional engagement team, interacting directly with clients.

You will also have excellent opportunities to be involved in strategic initiatives and provide

input into shaping the future direction of the practice.

Responsibilities:

The Risk Assurance Services (RAS), Data Assurance team in the Channel Islands have

exciting opportunities in Jersey and Guernsey for experienced individuals to join our team.

As a credible candidate you will have developed core skills in a wide range of data

transformation and analysis practices, with a strong background in both consulting

and audit and an understanding of how to responsibly apply AI tools and

technologies as part of your work. You will have developed skills in specialised data

transformation and visualisation tools and applied these to the evaluation of

accounting, financial and wider issues whilst working as part of a high performing

team.  

You will need to be capable of applying these core skills in a variety of business

situations to maximise the client value and impact over Digital Audit, Controls

Assurance and Data Assurance engagements.

Responsibilities include:

• Participating in a Data Assurance team as a Lead Senior, supporting external FS

audit teams in the delivery of external financial statement audit engagements

• Completing planning procedures and client walkthroughs relating to the

understanding of the IT environment, associated systems, reports and databases.

• Designing and developing data analytical procedures to support efficient and

effective audit testing.

• Documenting the use of data analytical procedures to appropriate standards required

for audit procedures.

• Using leading digital assets and related tooling to complete testing.

• Using data analysis techniques to support the assessment of the design,

implementations and operating effectiveness of IT General Controls, application

controls and related dependencies including the testing of key reports and interfaces

• Undertaking project management activities to support the effective delivery of Data

Assurance engagements to agreed time and budget.

• Fostering the adoption and use of technology in alignment with business rules within

the Risk Assurance team, including the adoption and use of AI.

• Helping to train and upskill staff members in the latest tools as coaching them as part

of wider client engagements

• Building relationships both internally within the PwC network and externally with

senior client management teams on ongoing engagements

• On-going development of in-depth industry experience and process expertise

Direct Reports:

• This role reports to:

o Manager, Senior Manager, Directors, Partners

• Reporting to this role:

o Associates

Qualifications & Certifications:

• Strong academic background such as a Bachelor or Master’s Degree in a subject

related to Accounting, Information Technology or Business Studies

• Formal accounting qualification, or part qualification with a desire to focus on Data

and a future Data Science / Data Engineering qualification.

• Data Science / Data Engineering BSc or equivalent

• Technology Risk supporting qualification (e.g. ITIL, COBIT, CRISC, ISO22301, CBCI,

ISO27001 LA, ISO22301 LA)

Skills & Experience Required:

Essential skills:

• Experience of internal or external audit and assurance engagements as a data

assurance specialist

• Excellent project management skills including great organisation, highly motivated

work ethic, the ability to drive projects forward, managing own and others time; and

hold more senior team members accountable to delivering high quality pieces of work

• Strong team working skills and experienced in developing junior staff

• Well-developed listening and questioning techniques

• Strong desire for personal continuous improvement

• Following formal methodologies and applying risk and quality standards

• Excellent verbal skills and report writing capability

• Ability to work autonomously without the need for day-to-day direct management

• Proficient relationship builder

• Accounting Path: Data assurance and accounting experience including planning,

delivering and reviewing a diverse range of engagements and reviews (data

focused), coupled with experience in evaluating and performing risk assessments at

a task and organisational level

• Understanding of accounting and financial information systems and typical data

structures and end-to-end processes

• Data Science Path: Technical data science and/or engineering experience with

associated understanding of IT infrastructure, database design and knowledge of

data analytical techniques, coupled with experience in evaluating IT risks and

leveraging data to perform tests of IT and system driven controls

• Understanding of accounting and financial information systems and typical data

structures and end-to-end processes

Desirable skills:

• Knowledge of the Financial Services sector and familiarity with the local Channel

Islands market

• Experience in providing specialist support to external FS audit teams

• Project management certification (e.g. PRINCE2, or Agile)

• Data and analytics experience with competency with tools including Alteryx, SQL,

Python, PowerBI and Power Platform.

• Cyber Security / Privacy engagement experience, with a relevant supporting

qualification (e.g. CISM, CISSP, GIAC)

• Artificial Intelligence tooling experience and familiarity with using agentic technology

to support procedures including Claude and ChatGPT.

• Technology Risk engagement experience, with relevant supporting qualification (e.g.

ITIL, COBIT, CRISC, ISO22301, CBCI, ISO27001 LA, ISO22301 LA)

• Experience of performing internal audit engagements, with a relevant supporting

qualification (CIA)

Travel Requirements:

Limited travel will be required in this role; this will be project dependent.

The skills we look for in our people:

All our people need to demonstrate the skills and behaviours that support us in delivering

our business strategy. This is important to the work we do for our business, and our clients.

These skills and behaviours make up our global leadership framework, The PwC

Professional.

The PwC Professional focuses on five core attributes; whole leadership, business acumen,

technical capabilities, global acumen and relationships. We use this framework to recruit,

develop, and assess our people, at all grades and in all areas of our business, because we

expect all of our people to be leaders.

Diversity:

We work in a changing world which offers great opportunities for people with diverse

backgrounds and experiences. We seek to attract and employ the best people from the

widest talent pool as well as those who reflect the diverse nature of our society. We aim to

encourage a culture where people can be themselves and be valued for their unique

strengths. Creating value through diversity is what makes us strong as a business.

https://www.pwc.co.uk/diversity

1 October 2024

SENIOR TRUST & COMPANY ADMINISTRATOR

JOB DESCRIPTION This role involves duties related to the administration of fiduciary structures, predominantly trusts and companies. RESPONSIBILITIES Responsibilities will include a range of duties to administer a portfolio of client structures.

This role reports to the Trust Manager.

DUTIES

• Processing client requests for information in a timely and accurate way;

• Actioning payments and distributions in relation to client entities;

• Checking and understanding investments made and proposed for client entities and ensuring all documentation is completed and followed up as necessary;

• Liaising with the Client Accounting Team to ensure up to date accounting records;

• Preparing asset statements;

• Preparing standard documentation and liaising with Legal Department in respect of drafting requests;

• Drafting all necessary minutes and resolutions and ensuring client files are well maintained in an orderly fashion;

• Maintaining a diary of actions made and planned for client entities ensuring a thorough and organised approach that takes account of compliance and due diligence responsibilities;

• Attending meetings (supporting the Assistant Trust Manager and/or the Trust Manager) with service providers as required, recording actions and providing action as required.

• Providing guidance to junior members of the team, as required;

• Providing in house training to colleagues on topics of relevance to the team;

• Undertaking project work as required;

• Reviewing bank statements/monetary movements on client entities to ensure compliance with AML policies;

• Assisting with new business enquiries, collating documents and information for the company’s new business team;

• Undertaking file reviews as required;

• Liaising with the Legal Department when required or necessary ;

• Recording all time spent on client entities;

• Ensuring timely collection of fees;

• Working as part of a team to achieve the departmental standards and targets;

• Liaising with the Compliance team to ensure adherence to regulatory and compliance standards;

• Taking responsibility for own personal development, in line with agreed annual performance appraisal objectives;

• Other duties as may be required from time to time in accordance with the demands of the role and development of the services provided.

PERSON SPECIFICATION

FACTOR ESSENTIAL (E) or DESIRABLE (D)

2 October 2024

QUALIFICATIONS

• Minimum 5 GCSEs with English Language and Mathematics at Grade C or above (or equivalent)

• STEP Certificate or Diploma, ICSA Certificate/Diploma or part qualified

• Management training or qualification or willingness to study towards the same

E E D

EXPERIENCE

• Minimum 5 years’ experience as a Trust Administrator or similar

E

KNOWLEDGE

• A good working knowledge of how to operate Word, Excel and e-mail systems

• Experience of using ViewPoint or similar document management systems

• Thorough understanding of Compliance and KYC requirements.

• Good understanding of relevant regulations on countering Financial Crime

E E E E

SKILLS AND ABILITIES

• Numerate, diligent and organised

• Well-developed communication skills – written and verbal

• Excellent client and company focus

• Accurate with good attention to detail

• Good people manager, able to deal with day to day people issues

• Good time management.

• Accustomed to working as part of a team, with good social and presentation skills

E E E E E E E

PERSONAL QUALITIES

• Approachable and amiable

• Strong work ethic

• Flexibility

• Desire to continuously learn and improve skills

E E D E

MOTIVATION

• Strong commitment to organisation effectiveness and service delivery

• Demonstrates drive

• Proactive approach to work

E D D D