Firstcall Recruitment Engagement Hub

Client Relationship Manager (Private Credit)

Jersey

Permanent

Full-time

Job ID:

72402

Published date:

09/02/2026

Summary

Client Relationship Manager – Private Credit

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 Manager / Manager II (Band 3), you will be responsible for the leadership of a team or project, driving process improvement, operational excellence and contributing towards broader team strategies. This will be achieved through leading, motivating and coaching a team that is focused on outcomes, being open-minded and embracing change whilst valuing diverse perspectives and channelling a 'can-do' attitude. You will support business and people growth through connecting and collaborating across the business to enable Aztec's future ambitions.

Key Role Responsibilities:

Act as first point of contact for a number of clients May act as 4-eyes signatory on payments and administration matters, ensuring that company policies and professional and regulatory guidelines are adhered to, and that a professional quality service is provided to clients and outside contacts Ensure all operational procedures and ISAE controls are suitably evidenced via workflows in the core administration system (ViewPoint) Manage client work including various fund and corporate administration activities such as calls and distributions, cash flow monitoring, payments, investor and client reporting and hoc client queries Manage the orderly and timely on-boarding of new clients including company formations, entity migrations and the opening of bank accounts Set up and maintain all client data on internal systems Perform client reviews

Skills, knowledge, expertise:

· A relevant professional qualification (ICSA or equivalent) would be expected but is not mandatory if the candidate can demonstrate relevant practical experience

· Previous experience of working with private debt, private equity or real estate structures would be beneficial but is not a prerequisite

· Evidence in day to day management and supervision of a team

· Excellent interpersonal skills as will be 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.

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Senior Fund Accountant - Private Equity

Guernsey

Permanent

Full-time

Job ID:

72268

Published date:

28/01/2026

Summary

Senior Fund Accountant – Guernsey

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:

Reports to Financial Reporting Manager

This highly numerical position will see you carry out routine day-to-day accounting of fund structures under the direction of a Financial Reporting Manager.

Key responsibilities:

· Bookkeep a complex range of funds, management companies and associated fund structures and liaise with clients and intermediaries as necessary

· Complete all aspects of accounting matters for a portfolio of fund structures, including the preparation, reconciliation and proofing of investor reports, statutory financial statements, and ad-hoc investor queries

· Deal with the completion of routine audit queries

· Prepare periodic bank reconciliations and provide supporting documentation evidencing transactions

· Maintain accurate records on eFront and Microsoft Excel working paper schedules for all aspects of accounting

· Deal with the preparation and reconciliation of periodic direct and indirect tax returns

· Act as a mentor to junior staff under the supervision of senior staff

· Get involved and play an active part in supporting with ongoing and new strategic projects

Skills, knowledge, expertise:

· 3+ years' experience in a fund administration or financial services environment

· Part qualified with a relevant professional qualification (preferably having commenced ACCA Professional level or ACA Advanced level)

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

· Computer literacy skills are essential

· Very good interpersonal skills are required to develop close working relationships with colleagues, clients and business contacts

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.

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Sustainability and Governance Management

Guernsey

Permanent

Full-time

Job ID:

71871

Published date:

26/01/2026

Summary

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Job Description Sustainability and Governance Manager

Date: November 2025 Profile of Role Reporting to the Head of Finance, Risk and Governance, the Sustainability and Governance Manager will coordinate and drive forward Environmental, Social, and Governance (“ESG”) initiatives, ensuring compliance with evolving sustainability standards, reporting to Group ESG Centre of Excellence, advancing the sustainability agenda, strengthening internal controls, and supporting governance frameworks across the business. Key Tasks and Responsibilities Sustainability management

• Propose and develop stakeholder engagement strategies regarding sustainability

and recommend proposals for implementation.

• Stay abreast of forthcoming ESG (non-financial) reporting standards and

requirements.

• Drive forward Healthspan Sustainability Mission 2024-2026.

• Environmental Scope 3 plan assistance including:

o Assessing level of supplier green energy usage on site.

o Targets for emission reduction and proposed timelines.

o Agreeing format and timeline for communication of progress by supplier.

o Agreeing programme for review and follow up.

• Active participation in post 2026 Healthspan Sustainability Mission planning.

• Drive sustainability monitoring and planning in relation to logistics.

o Tracking and monitoring of carrier statistics on emissions per parcel/letter

and application to Healthspan output for monthly reporting.

o Set feasible %emission reduction targets in line with this.

• Creating and monitoring of emissions throughout products supply chain.

• Build out and maintain Sustainability page on SharePoint Site.

• Collation of data from relevant business units for upload to parent portals for

reporting purposes as required.

• Sharing Sustainability initiative progress with stakeholders.

Governance Management

• Discussions with suppliers to establish a format for rotational communication

confirming their review of supply chain working practices to ensure complete

compliance Human and Labour rights policy as detailed in the Code of Conduct.

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• Establish method of recording supplier work chain polices/confirmations in order to

compare and follow up on any areas of concern.

• Periodic review and update of standard governance related policies and procedures.

• Continued monitoring and update of Business Continuity Plan for Guernsey and UK

entities and facilitation of periodic testing.

• Assistance with ongoing population and update of Risk and Internal Control

Scorecard Assessment.

• Conducting ad hoc internal controls reviews/gap analysis for Healthspan entities.

• Monitor employee completion of governance related policy review and follow up

accordingly.

• Assist with strengthening governance and internal controls within all current and

future Healthspan entities.

Key Criteria

• Experience of working within a sustainability and/or governance related role.

• Interest in sustainability and sustainable practices.

• Strong attention to detail.

• Experience in collaborating with colleagues across a variety of departments.

• Ability to multitask and manage conflicting workloads and priorities.

• Ability to assume responsibility and work on own initiative.

• Effective communication skills.

• Flexible and adaptable.

• Ability to challenge assumptions.

• Ability to work to deadlines.

Desirable Criteria

• Experience in a commercial operation.

• Experience of using Microsoft Navision and/or Business Central.

Behavioural Qualities

• Leads by Example: Leads by example and displays a high-level of personal integrity. Involves team members in decisions and faces-up to potential unpopular choices, they gain the respect of others through providing local and wider leadership and by promoting a ‘one team’ approach across the business. They also take steps to ensure that team/s function effectively and can meet the internal and external challenges faced. They accept professional responsibility for their work and for the work of colleagues who are defined in a given context as working under their supervision.

• Effective Communication: Communicate effective and respectfully with all key internal and external stakeholders. Encourages two-way communication in all interactions, choosing the optimum time and approach to maximise their impact, using effective

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questioning and listening skills and adapting their approach and style to the audiences’ needs.

• Working Collaboratively: Works collaboratively with colleagues and forms effective partnerships with internal and external stakeholders. Develop internal networks capable of furthering strategic objectives of the department/function. Promoting cross- disciplinary working as a means of achieving shared goals, taking account of areas of common interest and difference and working with individuals and groups to help advance Healthspan’s strategic objectives.

• Delivering Successful Outcomes: Create systems and processes to manage delivery of the required outcomes on time, within budget and to the required standard. Delivers outcomes in support of Healthspan’s strategy and goals. They identify the links between the wider strategy and their team’s objectives, communicate this, create the conditions for team performance, involve others, review progress and act, as appropriate. Maintain relationships with key stakeholders, involving them as required.

• Managing Performance, Resources & Risk: Promote and develop a high-performance culture in own area of responsibility. Takes an integrated approach to managing resources, performance and risk. Creating and contributing to a high-performance culture, supported by an effective approach to performance management and risk, they use resources optimally to place Healthspan in the best position to achieve its strategic objectives.

• Championing Effective Change: Champions change with team members and other stakeholders. Putting the interests of the company first, they plan and implement change initiatives designed to maintain Healthspan’s position as the UK’s number one direct brand of vitamins and supplements and support others to engage with and deliver the company’s agenda.

• Analysis & Problem Solving: Demonstrates strengths in analytical thinking and problem- solving skills. Develop new approaches and creative solutions to deliver team outcomes Understand the strengths of different types of data and can solve problems relating to their role in order to deliver Healthspan’s organisational strategy.

• Organisational Citizenship: Promotes Healthspan’s interests in all internal and external encounters. They actively seek to further the company’s agenda and encourage others to do so, mindful always to do so in an inclusive manner and in keeping with the company’s commitment to internal and external customer/employee/community engagement.

• Continuous Personal Development & Team: Ensures that all staff possess the knowledge and skills required to carry out their roles to the required standard. They show an interest in their own learning and development and in that of their team members and ensure that all have development plans tailored to their needs. They also champion a culture of continuous learning and improvement and ensure that the lessons learnt are applied at work.

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Senior Accounting and Technology Officer

Guernsey

Permanent

Full-time

Job ID:

71309

Published date:

26/01/2026

Summary

Senior Operational Support Officer – Guernsey

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:

Reports to Operational Support Manager

The purpose of this position is to assist with routine day-to-day support of teams using eFront.

Key responsibilities:

· Collaborate closely with our client facing Administrators and Accountants using eFront to ensure the appropriate delivery of client service

· Assist with recording static data and transactional data on to eFront FIA

· Manage and review incoming requests to prioritise and delegate effectively

· Support teams with achieving their desired outputs for system reporting by leading a process and coordinating all relevant parties

· Prepare scoping documents to capture client’s bespoke reporting requirements

· Advise teams on best practice for system inputs

· Monitor and review adherence to best practice

· Attend meetings with client teams and clients to provide status updates and technical insight

· Assist in the training and development of staff

· Demonstrate the ability to work independently by taking ownership of assigned tasks and projects

· Provide guidance and support to junior team members

Skills, knowledge, expertise:

· Proven relevant experience in a financial services environment

· You will be qualified in a relevant professional qualification (ACCA or ACA, for example). Part qualified will be considered

· Evidence of accounting capabilities for a client relationship or a significant part of a major client relationship

· Previous experience with eFront FIA would be an advantage but not essential as training will be given

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

· Computer literacy, word processing and Excel skills are essential

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

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.

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Accounting and Technology Officer

Guernsey

Permanent

Full-time

Job ID:

71310

Published date:

26/01/2026

Summary

Operational Support Officer - Guernsey

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:

Reports to Operational Support Manager

The purpose of this position is to assist with routine day-to-day support of teams with using eFront.

Key responsibilities:

· Collaborate closely with our client facing Administrators and Accountants using eFront to ensure the appropriate delivery of client service

· Assist with recording static data and transactional data on to eFront

· Manage and review incoming requests to prioritise and delegate effectively

· Support teams with achieving their desired outputs for system reporting by leading a process and coordinating all relevant parties

· Prepare scoping documents to capture client’s bespoke reporting requirements

· Advise teams on best practice for system inputs

· Monitor and review adherence to best practice

· Attend meetings with client teams and clients to provide status updates and technical insight

· Assist in the training and development of staff

Skills, knowledge, expertise:

· Proven relevant experience in a financial services environment

· You will be part qualified in a relevant professional qualification (ACCA or ACA, for example)

· Evidence of accounting capabilities for a client relationship or a significant part of a major client relationship

· Previous experience with eFront FIA would be an advantage but not essential as training will be given

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

· Computer literacy, word processing and Excel skills are essential

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

You are required to hold full Guernsey work rights as we're not able to offer visa sponsorship for this role.

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Fund Payment Officer

Jersey

Permanent

Full-time

Job ID:

71242

Published date:

19/01/2026

Summary

Fund Payment Officer – Jersey

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:

Reports to Client Relationship Manager

This role is within an administration team looking after a single large client (the Client) and will sit in a team known as the Fund Sub Team (FST).

The FST is responsible for the payment of capital calls and distributions relating to Special Purpose Vehicles (SPVs), Master Funds (MF), debt interest, principal repayments, swap payments and other transactions/payments for the various Funds under administration.

The FST is also responsible for preparing and delivering monthly, quarterly and annually reporting to relevant lenders and investors, ensuring secure file transfer using secure file transfers protocol (SFTP) and supporting auditor and depositary requests for the Funds under administration.

Key responsibilities:

· Payment tracker review, ensuring that payments have been added to the tracker and prepare payment tracker (when required)

· Prepare MFs, SPVs, Debt and other related payments

· Correspond with the Boards, client, lenders and other FST’s stakeholders

· Responsible for ensuring the timely input and submission of drawdown and distribution notices on the Client’s portal for approval and distribute the approved notices to investors

· Ensure lenders and investors’ reporting are delivered via the investor’s portal in timely manner

· Working closely with the Client, accounting teams, banking partners, lenders and FST’s stakeholders to resolve any discrepancies or queries that arise

· Mailbox management of the FST mailboxes, ensuring that emails are categorised correctly and allocated to appropriate individuals on the FST with a view to resolving third-party requests for information / queries as soon as possible

· Prepare distribution in kind operations

· Act as a mentor to junior staff under the supervision of senior staff

Skills, knowledge, expertise:

· Previous fund administration experience is preferred, however is not essential for this role

· The candidate will ideally be part-qualified with a relevant professional qualification (preferably ICSA Diploma level or equivalent)

· Exceptional organisational skills are required, along with the ability to multitask and attention to detail is a must

· Computer literacy skills are essential and the ability to pick up various systems is required

· Very good interpersonal skills are required to develop close working relationships with colleagues, clients, business contacts and other stakeholders

· Good level of business English communication, both written and spoken is essential

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.

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Fund Accountant

Guernsey

Contract

Full-time

Job ID:

69975

Published date:

07/01/2026

Summary

JOB DESCRIPTION: FUND ACCOUNTANT ROLE OVERVIEW To be the responsible accountant for a number of private equity structures. To prepare and maintain the accounting records for both corporate entities and limited partnerships related to those structures and to perform a first review of work performed by other Fund Accountants on similar structures ACTIVITIES

• To prepare the financial statements of the general partner entities, carried interest and co-investment vehicles to audit standard

• To prepare the quarterly reporting of the general partner entities (to be provided to the Boards of Directors)

• To prepare quarterly capital account statements for limited partners of the general partner entities, carried interest and co-investment vehicles

• To prepare calculations relating to general partner share, carried interest, management fee waivers and other incentive related arrangements

• To prepare Capital Adequacy calculations for the licensed general partner entities • To prepare adhoc financial reporting as requested • To prepare call and distribution calculations for limited partners of the general partner entities • To prepare various regulatory and tax submissions for the general partner entities, carried interest and

co-investment vehicles • To perform a first review on work prepared by other Fund Accountants within the team • To liaise with auditors throughout the audit process • To attend and contribute to team meetings • To work with the broader fund administration team in Guernsey & London to answer investor queries • To assist with accounting projects and other initiatives for the benefit of the APG Group • To provide support to other areas of business, including cash management, investor communication and

the investment/ divestment process, as required • To assist in the management of day-to-day banking operations, including account maintenance, payment

processing, CCF utilisations and cash reconciliations • To assist with the coordination of FATCA and CRS filings, and other tax related matters

QUALIFICATIONS Qualified ACCA Qualified ACA Or equivalent ATTRIBUTES

• Private equity and/or Fund experience • Knowledge of UK GAAP • Honesty • Team player • Excellent written and oral communication skills • Knowledge and experience of the Microsoft suite of products, particularly Outlook, Word and Excel

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Senior Administrator / Assistant Manager Funds Company Secretarial

Jersey

Permanent

Full-time

Job ID:

70041

Published date:

05/01/2026

Summary

Senior Administrator / Assistant Manager, Funds Company Secretarial - Jersey

About the role

As a Senior Administrator / Assistant Manager, you’ll join a dedicated team supporting the delivery of Company Secretarial services to Private Equity fund structures. You’ll assist the Manager and contribute to wider team initiatives and projects that enhance service delivery and operational efficiency.

Key Responsibilities:

Meeting Management: Organise and attend client board and committee meetings, prepare board packs, draft minutes (from basic to complex), and follow up on action points.
Minute Drafting & Review: Draft and review minutes for private equity, real estate and fund of funds clients. Support junior team members with minute writing and provide mentoring.
Company Secretarial Records: Maintain accurate and up-to-date company secretarial records, including changes to directors, officers, shareholders, and beneficial owners.
Corporate Documentation: Prepare share certificates, stock transfer forms, annual confirmation statements and other relevant documentation.
Company Formation & Terminations: Assist with company formations, liquidations, dissolutions, and strike-offs.
Legal & Regulatory Compliance: Request notarised/legalised documents, liaise with HM Greffier and other agents, and manage alterations to company M&As.
Client Relationship Management: Build strong relationships with clients, intermediaries, and internal teams. Ensure clear communication and accurate record-keeping.
Team Collaboration & Development: Mentor junior colleagues, delegate tasks appropriately and contribute to a culture of collaboration, knowledge sharing, and continuous improvement.
Financial Oversight: Record time accurately for billing purposes.

Your profile

Qualifications: CGI qualification, or equivalent (or working towards).
Experience: Previous experience in a similar role within financial services, ideally with exposure to Jersey and non-Jersey entities.
Skills: Strong minute writing, attention to detail, organisational skills, and a proactive mindset.
Attributes: Professional, approachable, and committed to delivering high standards of service and governance.

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Administrator, Real Estate

Jersey

Permanent

Full-time

Job ID:

68946

Published date:

05/12/2025

Senior Corporate Administrator

Jersey

Permanent

Full-time

Job ID:

68247

Published date:

27/11/2025

Summary

Senior Corporate Administrator – Jersey

Reports to Client Relationship Manager

Corporate Services within Aztec is a relatively new dynamic team. Our client base is a diverse mixture of structures and asset types, providing lots of variety in the work we do. With continued growth across the Aztec Group, we're always on the lookout for bright individuals to join our journey and help support current and future business needs. We are confident that we can provide you with a challenging career which offers exceptional learning and development opportunities combined with progression.

The purpose of this position is to carry out routine day-to-day administration of corporate and fund structures under the direction of a Client Relationship Manager.

Key responsibilities:

Build and maintain strong working relationships with clients, colleagues and other business contacts
Administration of a range of entities across various corporate vehicles, investment holding companies and fund structuring entities
Coordinate all aspects of company secretarial matters including the preparation of agendas, collation and distribution of board packs, obtaining directors availability and drafting minutes and resolutions for routine matters
Coordinate and review the work of more junior team members
Prepare the appropriate documents for incorporation of companies, annual and other ad hoc filings
Assist with obtaining CDD on shareholders and maintain the register
Maintain accurate records for each entity, ensuring that all amendments are made in a timely manner
Liaise with notary offices, banks, and regulatory and tax authorities (as applicable)
Ensure regulatory and statutory filings are made in timely manner
Prepare manual and electronic payment instructions to settle expenses and complete transactions throughout the structures
Ensure staff are trained on electronic banking systems and co-ordinate the opening of new bank accounts
Assist with the audit of corporate entities.
Act as a mentor to junior staff under the supervision of senior staff

Skills, knowledge, expertise:

The candidate will be expected to be qualified or studying towards a relevant professional qualification (preferably CGI Certificate level or an accountancy qualification)
Sound technical financial services knowledge (to be supported through the Aztec Academy)
Strong knowledge of company and partnership laws and an understanding of trusts would be beneficial
Computer literacy skills are essential
Strong interpersonal skills are required to develop close working relationships with colleagues, clients and business contacts

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