£37k - £48k per annumEstimated
...excel spreadsheets and writing formal reports.
Preparing presentations on proposed assumptions and preliminary valuation results for trustees.
Updating Investment Strategy Reviews, Risk Registers and Statements of Investment Principles
More information about this...
Suggested
Traineeship
£24k - £32k per annumEstimated
...services are provided;
• Liaising with investment houses and UK/local pension schemes;
• Preparing withdrawal requests for member pension benefit and Trustee fees
More information about this role is available upon request – contact the team today for further details....
Suggested
Local area
£30k - £39k per annumEstimated
...Working Papers files for the annual Accounts / Financial Statements for your client portfolio
Prepare written correspondence, Board / Trustee minutes and checklists, as necessary (or review such work if responsible for the training of an Assistant Administrator);...
Suggested
£37k - £51k per annumEstimated
...the quality and timeliness of the delivery of pensions consultancy services in relation to clients allocated to you. (Clients comprise trustees and employers of pensions schemes.)
• Representing the firm professionally and effectively with clients and to maintain a high...
Suggested
Permanent employment
£90k - £122k per annumEstimated
...and mitigate the potential negative impact on clients/Guernsey business;
As directors of client entities and Guernsey corporate trustee/director entities, to make informed and independent decisions on client transactions backed by supporting information and relevant legal...
Suggested
Local area
£39k - £52k per annumEstimated
...will have:
• A minimum of 10 years' experience in Trust/Company administration.
• In-depth knowledge of Guernsey AML regulations, Trustee and Director responsibilities.
• STEP qualified or equivalent.
For more information, please email: ****@*****.*** or...
Suggested
Permanent employment
£22k - £30k per annumEstimated
...responsibilities will include;
• Set up and maintain statutory records including minutes of directors and shareholders meetings and trustee resolutions for a defined portfolio of clients, and assist senior staff in maintaining other records as necessary.
• Be competent in...
Suggested
Permanent employment
£26k - £35k per annumEstimated
...entry to uploading data.
In this role you will be undertaking daily reconciliations of pooled bank accounts, and raise and collect Trustee fees. You will also potentially be responsible for the ongoing input of CRS / FATCA entries (not the reporting), as well as running...
Suggested
Permanent employment
Local area
Work visa
£45k - £58k per annumEstimated
...reconcile client bank statements to their ledger records, ensuring that reconciling items are effectively dealt with.
• Convene Directors/Trustees’ Meetings of client entities to ensure that all important decisions of the entity are authorised by the Board of Directors/Trustees....
Suggested
Permanent employment
£53k - £73k per annumEstimated
...related reward structures, such as share plans, deferred compensation, carried interest, corporate savings and pension plans and strong trustee experience
• Hold a professional qualification e.g. ACA/ACCA/CGI/STEP, or equivalent
• Virtuous team leadership skills
• Strong...
Suggested
Permanent employment
Local area
£22k - £30k per annumEstimated
...limited to, member benefit requests, transfer out requests and investment applications (broker accounts/ bank accounts)
• Preparing trustee minutes and resolutions
• Liaising with, and responding to queries from intermediaries and introducers
• Liaising with investment houses...
Suggested
Permanent employment