Employee Signature:_____________________________________      Date:_____________________

Employee Name: ________________________________________

Manager, Operations & Business Support - Jersey

To manage all aspects of maintenance of the Jersey Companies’ Registry, for client and in-house entities; including updates within the mandatory timeline. To engage with and assist in the management of any Registry Supervision visits and to be a point of contact for all registry matters.

To manage all aspects of the Key Data held in the core database (Acumen) and assist in the alignment of all relevant fields and codes in Acumen.

To oversee any projects, as required, undertaken in the Operations team in respect of group and or local alignment. To consider ways of obtaining efficiencies through automated processing.

This role would suit a Trust and Company client facing candidate transitioning to Operations or someone with Trust and Company operations experience.

Job Accountabilities

Business Support

• To manage all aspects of the companies’ registry; including updates to all entities within the required timeline; including obtaining the information for change from the administration processes and or audit reports as necessary.
• To engage with and assist in the management of any Registry Supervision visits and to be a point of contact for all registry matters.
• To ensure the client facing teams know their obligations in respect of the registry as it affects their client structures and to ensure that information is provided to the Operations & Business support team in a timely manner as required.
• To manage all aspects of the Key Data held in the core database (Acumen) and assist in the alignment of all relevant fields and codes in Acumen with Jersey.
• Manage post onboarding process for new structures and transfers in of new entities, including updating structure charts; the Jersey Registry; and the core database, with all required information.
• Provide support for banking relationships and banking platforms
• To oversee any projects, undertaken in the Operations team in respect of group and or local requirements.
• To Manage in-house and administered entities’ submissions for the annual Data Protection registration process.
• To assist with maintenance of the internal Data Protection Register.

Corporate Governance

• Actively champion Praxis' values by promoting a culture of professionalism, teamwork, and leadership.
• Understand Praxis' business plan and the direction in which the Group is heading.
• Understand how the role of each individual contributes to Praxis' vision.
• Understand and acknowledge the need for change.
• Act as a member of various committees as agreed from time to time.

Leadership

• Promote a culture of continuous training, development, and progression.
• Cascade information to the team regularly and actively invite and act upon upward feedback.
• Inspire others through own actions and behaviours.

Personal Development

• Attend seminars and workshops, read industry publications and advisory briefs, and follow developments in wealth management to enhance professional and technical knowledge.
• Shape own development by identifying areas to improve own knowledge and skills and actively seek assistance.
• Maintain evidence of continuing professional development to meet regulatory requirements.

Professional Qualifications and Experience

• Minimum of 5 years’ experience in a relevant role.
• Successful attainment of relevant professional qualification.
• Previous experience working in the Trust and Company industry is preferred.
• Experience making submissions via the Jersey Registry.

Required Skills

• Strong communication skills and be adept at building relationships across the business.
• Understanding of the broad spectrum of risks facing the sector; including but not limited to data security, people related, regulatory risk, etc.
• Sound understanding of industry best practices in relation to operations and risk management.
• Experience in working in the Private Wealth / Corporate Services sector on a cross jurisdictional basis.
• Demonstrated ability to write technical reports.
• Ability to manage projects with minimum supervision.
• Good presentation skills.
• Sound judgement.
• Ability to coach and mentor junior colleagues.

Client Director, Executive Compensation Services – Jersey

Our role:

We’re looking for an experienced professional to join our Executive Compensation Services (ECS) team in Jersey as a Client Director. This is a senior role where you’ll help lead a high-performing team, manage a varied portfolio of employee incentive clients, and play a key part in shaping the direction of the business.

As part of the senior leadership team, you’ll be responsible for maintaining strong client relationships, supporting the growth of the team, and ensuring high standards across service delivery, compliance, and risk management. The role falls within the JFSC's Category 3 Senior Management Function, which carries specific regulatory responsibilities.

Key responsibilities:

• Oversee a team managing complex executive compensation structures
• Act as Director or Alternate Director on client boards
• Manage, guide and mentor team members
• Ensure client work meets regulatory, risk, and quality standards
• Build and maintain strong relationships with clients and intermediaries
• Support the wider leadership team with strategy, business planning, and performance
• Contribute to internal projects and ongoing improvement initiatives
• Drive profitability and contribute to growth across the ECS service line

What we’re looking for:

• JFSC Category A employee with a relevant Table 4 qualification
• Relevant experience in the share plan and the employee incentive sector
• Strong technical knowledge of trust and corporate structures
• Experience managing teams and overseeing complex client arrangements and transactions
• Excellent communication skills and the ability to lead by example
• Comfortable working in a regulated environment and engaging with senior stakeholders
   

Employee Signature:_____________________________________      Date:_____________________

Employee Name:________________________________________

Manager/Assistant Manager, Trust team

• Job title:       Manager/Assistant Manager
• Department:      Trust team
• Reporting to:      Director
• Job type:      Full-time, permanent

Overview

We are looking for an experienced pensions professional to join our Trust team. The role involves overseeing the administration of bespoke international and local corporate and personal pension schemes, assisting with the management of a team of administrators and building strong relationships with a sophisticated client base

Key responsibilities

The duties relate to the management of a small team of pension administrators and the administration of various pension schemes and share schemes. The duties will include but may not be limited to:

• Managing and overseeing the day-to-day administration of a portfolio of pension schemes
• Reviewing and approving investment and banking transactions
• Ensuring compliance with relevant regulations and internal procedures
• Providing a quality and timely service to a sophisticated client base
• Liaising with members and their professional advisers
• Providing guidance and support to a team of administrators
• Assisting with team and group projects as required

Qualifications and experience required

• Working knowledge of the legislative requirements of a Guernsey financial services fiduciary business
• Experience in at least one of the areas of trust, pension or company secretarial administration
• Proficiency in Word, Excel and Email
• Experience in managing a team and supporting team development
• Desirable but not essential:
  • Experience of investments across a range of asset classes
  • 5+ years working in a trust , pensions or similar environment
  • Experience of Guernsey-based pension arrangements for both local and international members
  • Experience of attending meetings and taking minutes
  • A relevant professional or degree level qualification
  • Other relevant systems experience

How we support our colleagues

We encourage a diverse workforce and we provide:

• Comprehensive benefits package, including bonus, pension and medical insurance
• Study support for professional development
• Flexible working arrangements
• Paid volunteering days
• Monthly tea and talk
• Weekly yoga
• And much more!

Equal opportunities statement

BWCI is committed to eliminating unfair discrimination and encouraging diversity amongst our workforce. The Partners and Senior Management demonstrate commitment to equality and fairness irrespective of gender, carer status, marital status, race, ethnic origin, colour, nationality, national origin, disability, sexual orientation, religion or age. We oppose all forms of unlawful and unfair discrimination. If you require assistance or reasonable adjustment in order to attend an interview, then just let our HR team know at the time of application.

BWCI has signed the Guernsey Employment Trust’s Disability Charter, has signed up to Liberate’s Rainbow Mark and has joined the Safer Spaces partnership programme.

How to apply

If you are interested in this role then please email your CV along with any other relevant information to Recruitment@bwcigroup.com

Trust Manager - Guernsey

To provide overall responsibility for the day-to-day assistance with the management and control of a trust administration team’s portfolio of clients. This will contain a mixture of trusts, companies and other structures dealing with a variety of arrangements which will be of both a routine and complex nature and for developing, mentoring and coaching the trust administration team members.

Job Accountabilities:

• Day to day running of a trust administration team’s portfolio of clients.
• Ensuring that all procedures manuals, relevant laws, guidelines, regulations and codes of practice are followed in all aspects of the role. i.e. client and non-client related.
• Liaising with other departments regarding accounting and taxation issues and operational issues.
• Liaising with clients and intermediaries both by telephone and in writing.
• Attending client and intermediary meetings.
• Building relationships with the clients and intermediaries within the trust administration team and providing support in the absence of the relevant relationship principal.
• Assisting junior employees with queries/problems being encountered and assisting in the resolution thereof.
• Acting as ‘B’ signatory for PraxisIFM Trust Limited.
• Providing cover for other trust administration teams and trust administration department managers in times of absence.
• Identifying efficiency and implementing the necessary measures.

Staff management may include:

• Managing a trust administration team on a daily basis and providing advice and assistance on the resolution of queries, as required to the sub-team leaders and employees within those teams.
• Ensuring that team members receive the necessary training in order to carry out their roles to the best of their ability.
• Providing support to the sub-team leaders regarding control and delegation of the team’s day to day workload.
• Completing annual appraisals and probation reviews and providing support to the sub-team leaders.
• Responsibility for escalating matters to the Client Director as appropriate.
• Responsibility for ensuring that all team members within the trust administration team meet efficiency targets where relevant.
• Responsibility for ensuring all team members meets their KPIS and department deadlines.
• Resolving any conflicts which may arise within a trust administration team or escalating them appropriately

Minimum Education and Experience

• A minimum of 8 years’ relevant experience
• A relevant professional qualification i.e. STEP Diploma, ICSA Diploma or equivalent

Required skills

• Good standard of business writing and numeracy skills.
• Demonstrated ability of managing an administration team.
• Previous experience of managing own portfolio of clients.
• Excellent communication skills and ability to impart knowledge to others, including clients, clients’ advisors and professional intermediaries.
• Demonstrated ability to manage and maintain client relationships in accordance with KPIs and Praxis standards.
• Demonstrated ability to take responsibility for all work, and all work delegated to administration team, including the prioritisation of workload and ability to always meet deadlines.
• Demonstrated knowledge of legal and regulatory framework operating in Guernsey and other territories, including anti-money laundering provisions and relevant fiduciary laws etc.
• Technical competence in relation to all Fiduciary matters including trusts, companies, pensions, limited partnerships and other structures.
• Excellent critical analysis and problem-solving skills, ability to convey these to the team to improve standard of work and levels of efficiency.
• Ability to work to deadlines and to obtain an overview of a situation promptly and ascertain potential problem areas and solutions thereon.