ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Trainee Fund Administrator Job description

Job Purpose:

To support Senior Fund Administrator in administration of various fund structures.

Principle Accountabilities:

• Processing payments across various banking systems

• Handling of investment transaction documents

• Assisting with KYC and due diligence requests

• Assisting with due diligence on new and existing investors along with other Compliance related matters

• Assisting with preparing materials for board meetings

• Dealing with a varied range of client queries

• Maintenance of client records

• Execution and collation of documents such as NDAs, Bid Letters, Engagement Letters and Comfort Letters through DocuSign

• To ensure that timesheets are completed on a daily basis

• To apply internal risk management procedures

• Always strive for excellent client service and delivery

• Any other reasonable duties that may be assigned

Skills, knowledge & Attributes:

• Strong academic qualifications A-Levels, grade C and above, Diploma or Bachelor’s degree, motivation to study towards professional qualification.

• Good interpersonal, written and verbal communication skills, with the ability to communicate at all levels

• Well organised - with accuracy and timely completion of work

• Good administrative skills and numeracy skills are required

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

• Flexible, with the ability to work to time pressures and react calmly to changing demands

• Good working knowledge of Microsoft Office packages, particularly Word and Excel

• To be brave enough to ask questions and raise issues appropriately

• To look for information and for (external) procedures related to applicable legislation

• To show interest / understand the structure in place

• To show interest / understand the transactions and operations carried out

• To be aware of the limits of his/her decision-making entitlement and not to take risks

• Ability to manage own workload and prioritise accordingly

• Team player

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Fund Administrator This is a great opportunity for a driven and talented individual to make a real difference as part of a dedicated and professional team. The Administrator will work on a range of matters providing administration, management and secretarial services for established and new Real Estate and Private Equity Funds. Which are typically Limited Partnerships, Fund Company’s and SPVs.

There will be a number of interesting and varied ad hoc projects which will give the individual exposure to a wide variety of high quality clients. This is a position is best suited to a commercial yet technically minded individual who enjoys the challenge of providing technical and operational solutions to our clients.

Key Responsibilities

Managing client relationships and administration:

• Being involved in all aspects of Real Estate and Private Equity Fund administration and coordination of Company Secretarial duties.

• The maintenance of investor details and investor related documentation, performing calls and distributions, creating and maintaining records of a portfolio of clients.

• Participate in the creation and maintenance of Fund Company investor registers or Limited Partner registers.

• Become familiar with Limited Partnership Agreements and other material agreements or legal documents relating to the management, control and administration of the Funds vehicles for which they have primary responsibility for.

• Daily cash management tasks across a number of bank accounts. To be familiar with banking and payment processes; billing and cash collection, formatting and systems.

Assisting with the take-on and set-up of new clients:

• Coordinating the initial secretarial and regulatory needs of clients.

• Creation of new SPVs, Limited Partnerships and Trusts, playing a pivotal role in the completion and satisfaction of the KYC / AML policy for all new entities or investors.

• In addition to the duties listed above, the Administrator may be requested to perform any other ad hoc duties or projects as requested by the Management Team.

Supervisory Responsibilities:

• Supervision, coaching and mentoring of junior staff.

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Skills, Knowledge and Expertise

• Educated to at least ‘A’ level standard or equivalent (grades A-C), and GCSE Mathematics and English (Grades A-C / 9-4). Preferably completion of/or studying towards the ICSA Diploma or similar; or willing to study for a relevant professional qualification.

• Must have demonstrable real estate or private equity / trust and company experience, preferably with some knowledge or exposure to corporate structures, SPV administration. Company Secretarial knowledge would be advantageous.

Benefits

Langham Hall invests in people and takes pride in developing them professionally. We are extremely proud of our leadership-focused culture which fosters a dedicated, approachable and collaborative way of working. We offer the opportunity to progress your career and study professional qualifications; through intensive training and where applicable, full exam tuition and study support.

About Langham Hall

Langham Hall provides premium quality accounting, fund administration and investor reporting services to Real Estate and Private Equity Fund clients.

Langham Hall invests in people and in developing them professionally. We are extremely proud of our leadership-focused culture which fosters a dedicated, approachable and collaborative way of working. We offer the opportunity to progress your career and study professional qualifications; through intensive training and where applicable, full exam tuition and study support.

Langham Hall is a fast-growing company and as such staff experience a variety of responsibilities and inclusion in exciting initiatives beyond their day-to-day role. Employees are supported and encouraged to deliver a first-class service and opportunities are identified at an early stage for employees to engage with our clients which enables them feel involved and challenged in their work. We are proud of our positive working culture which is reinforced through our employees and our extremely low staff turnover and we seek out people that believe in our values.

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Senior Fund Administrator

Key responsibilities:

• Assisting with establishing, maintaining and terminating fund, managed business and other corporate structures, and should liaise with clients to build direct relationships;

• Managing client needs and expectations, ensuring a pro-active and responsive personal service is given at all times;

• Participating in client meetings, for your allocated clients as appropriate;

• Maintaining accurate statutory records and updating computer database and electronic records;

• Checking and reviewing client structures’ constitutive documents to ensure the services provided by FFSL are compliant with the terms therein;

• Compliance with internal processes, guidelines and best practices according to regulatory requirements and company policy;

• Co-ordination of director and shareholder meetings, including agenda and board pack preparation, facilitation and attendance of meetings, and timely and accurate recording of the minutes of such meetings;

• Preparing and processing bank transfer instructions, including any cash management requirements, and maintenance of any payment or invoice trackers;

• Preparing and processing investor capital calls, distributions, subscriptions and redemptions;

• Facilitation and ensuring timely management of investment acquisitions and disposals;

• Facilitation of investor reporting e.g. circulation of financial statements, NAV reports, Investment Adviser updates etc.;

• Undertaking client periodic reviews to assist compliance as needed;

• Being aware of and being able to advise (with oversight from your Manager/Director) on CDD requirements for investors and clients;

• Maintaining board meeting trackers, template agendas and actively managing the board meeting process for your clients;

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

• Ensuring timely and accurate recording of your time for billing purposes and assisting trainees as needed in the team;

• Being able to share your knowledge and train new starters or junior staff on the clients you are responsible for and our internal procedures;

• Maintaining compliance with, and awareness of all FFSL procedures, and any applicable Group applicable procedures, at all times and assisting in promoting a positive compliance culture in the team;

• Providing administrative support to more senior colleagues as required;

• Producing accurate work within industry standard, or agreed timeframes; and

• Any other duties that may be deemed appropriate to this role.

Technical knowledge & skills required:

• Proficient in minute writing;

• Attention to detail;

• Strong time management and organisational skills;

• Willingness to study for professional qualifications;

• Excellent interpersonal skills and ability to communicate effectively with clients and colleagues at all levels; and

• Ability to work under pressure and meet deadlines.

Experience / Qualifications:

• Educated to at least A Level or equivalent (with professional qualifications or experience);

• Ideally 3-5 years of demonstrable funds experience, preferably with some knowledge or exposure to fund and corporate structures, SPV administration, or 5 years of relevant financial services experience; and

• A high level of general competency in Microsoft Office e.g. Word, Excel, Outlook and O365.

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Administrator, Funds & Corporate

Administration Responsibilities:

• To be allocated a portfolio of clients, companies or other entities as part of the client administration team;

• Assist with establishing, maintaining and terminating fund, managed business and other corporate structures;

• Maintaining accurate statutory records and update system records accordingly;

• Checking and reviewing client constitutive documents to ensure the services are compliant with the terms of therein;

• Compliance with internal procedures and company policies;

• Co-ordination of director and shareholder meetings, including agenda and board pack preparation, facilitation and attendance at meetings, and timely and accurately recording the minutes of such meetings;

• Preparing and processing bank transfer instructions, including any cash management requirements;

• Monitoring and documenting incoming funds;

• Preparing and processing investor capital calls, distributions, subscriptions and redemptions;

• Assisting with investment acquisitions and disposals;

• Facilitation of investor reporting e.g., circulation of financial statements, NAV reports, Investment Adviser updates etc;

• Assisting with periodic client file reviews to assist compliance as needed;

• Conduct CDD requests for investors and clients and liaise with Compliance department;

• Maintain board meeting trackers and template agendas;

• Monitor action logs across clients to ensure timely resolution of administration matters;

• Ensure timely and accurate recording of your time for billing purposes;

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

• Assist and coach trainees, share knowledge and train new starters or junior staff;

• Promoting a positive compliance culture in the team; and

• Producing accurate work within industry standards and agreed timeframes.

Technical knowledge & skills required

• Excellent attention to detail;

• Strong time management and organisational skills;

• Excellent interpersonal skills and ability to communicate effectively with clients and colleagues at all levels; and

• Ability to work under pressure and meet deadlines.

Experience / Qualifications

• Educated to at least degree standard or equivalent;

• 2 years of demonstrable funds or corporate structures experience, preferably with some knowledge or exposure to private equity or real-estate and a range of regulatory classes;

• Studying towards a relevant professional qualification;

• High level of general competency in Microsoft Office e.g. Word, Excel, Outlook, O365; and

• Knowledge of NavOne preferable.

Web: www.oakbridgegroup.com E-mail: corporate@oakbridgegroup.com

Oakbridge Corporate Services (Jersey) Limited is regulated by the Jersey Financial Services Commission

JOB DESCRIPTION – Senior Corporate and Fund Accountant

1 IFC, St. Helier, Jersey, JE2 3BX

The Company

Established in Jersey in 2012, Oakbridge Corporate Services (Jersey) Limited (“Oakbridge” or the

“Company”) are experts in administration and provide a tailored outsourced solution. Oakbridge is

built on the foundation of personal staff and client relationships. Oakbridge breeds a supportive

culture in a growing office where staff have plenty of opportunities to learn and develop their

careers for the long-term. Oakbridge is dedicated to providing outstanding service delivery and the

highest level of expertise in the industry.

The Position – Senior Corporate and Fund Accountant

This position will be expected to provide support to the client accounting team manager and senior

management of the Company as well as other Oakbridge Group Companies. The candidate is

expected to be proactive in their approach to ensure that they uphold the policies and procedures

and reputation of the Company and The Senior Corporate and Fund Accountant has the

responsibility of ensuring all work undertaken complies with the client’s constitutional

documentation and relevant regulatory requirements.

This is a dynamic hybrid role for an individual that is looking to get a wide breadth of experience in

both fund and corporate structures. It includes a mixture of real estate SPV accounting, involvement

in complex acquisitions, sales and refinancing transactions, fund accounting for a range of clients

with different assets classes, including Hedge, Debt, Infrastructure, Real Estate and Private Equity,

and working with clients from fund launch to the end of the end of their lifecycle.

We are looking for an individual who likes challenges and from time-to-time the rewarding

experience of leading clients with the development and implementation of bespoke investor

reporting. This role has plenty of opportunity for growth both personally and within the Company.

Personality

• Keen to learn and contribute to a positive environment

• Demonstrate high integrity and discretion

• A creative and pragmatic problem solver

• Willing and able to assist the team

Experience/skills:

• Ideally has some experience with accounting software (Viewpoint or Investran or equivalent)

• Good communication skills

• Ability to reflect and self-review their own work

• Qualified in a relevant qualification (e.g. ACA, ACCA, ICAS, CIMA)

Web: www.oakbridgegroup.com E-mail: corporate@oakbridgegroup.com

Oakbridge Corporate Services (Jersey) Limited is regulated by the Jersey Financial Services Commission

The Role:

• Undertaking the bookkeeping for a portfolio of different entity types (Limited

Partnerships/General Partners, Corporates SPVs etc.), of varying activity levels and

conducting full, detailed reviews of own work prior to submission for review

• Demonstrating competence with client accounting work and progressing with more complex

cases and an increased volume of work as knowledge of the entities and accounting

standards (and professional studies) increases

• Assist with the preparation of Periodic Financial Reporting/Management accounts

• Supporting the clients Annual Audit process including assisting in the preparation of

Financial Statements

• Assist with the preparation of Capital Call and Distribution workings and notices, where

applicable

• Aiding the Billing Process, including the drafting and raising of quarterly invoices

• Assist, where required, with matters relating to Tax, Capital Allowances, CT, NRL etc.

• In addition to the duties listed above, the candidate may be requested to perform any other

ad hoc duties or projects as requested by the Client Accounting Manager

Please send your CV and covering letter, including your current salary and salary expectations, to

ed.claxton@oakbridgegroup.com.

Please note we are only able to accept applications from candidates with UK Residency Status or

Visa, preferably licensed to work in Jersey.

Please refer to our Privacy Policy for information regarding Oakbridge Corporate Services (Jersey)

Limited’s processing of personal data.

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Administrator - Corporate Services Administrator - Corporate Services

We think that our open and progressive work environment is something to shout about, and we're always looking for talented people who are looking for a platform to build a career. Our latest opportunity is for an administrator to join our corporate services department, and be part of our growing team. Under the supervision of a senior team member, the successful candidate will work with team members in delivering a range of corporate administration services to a varied portfolio of clients and related entities, managing the related workload to ensure that client requests for actions are responded to within a suitable time frame.

Key Responsibilities

• Administer a diverse portfolio of entities (predominantly Jersey incorporated companies)

• Preparation of minutes, resolutions and correspondence, coordinating of the timely execution of documentation, attending to statutory filings in accordance with applicable deadlines, maintaining statutory records

• Liaising with clients and third parties such as lawyers, auditors, bankers and investment managers as required

• Processing of bank payments, reconciliation of payment logs and approvals

• Production and circulation of invoices, fee collection and chasing debtors

• Pro-actively take on and support additional responsibilities and administration tasks as required by your manager or clients

• With the assistance of the wider team, supervise and assist in the training of Trainee Administrators and provide feedback and identify any additional training needs to your direct manager

• Absolute devotion to data integrity with attention to detail in all activity, with particular focus on utilising the systems to their maximum potential to drive efficiency and client service

• Support an 'Ogier Best Way' ethos across the team through rigorous process analysis to drive alignment and consistency

• Contribute towards the business as a whole in identifying process improvements, improvements in policies and procedures and any other service innovation changes that would improve the client experience

• Ensure compliance with all applicable laws, regulations and internal policies and procedures, including those related to the prevention of anti-money laundering and terrorist Financing and reporting of suspicious activity or transactions, client due diligence and record keeping

• Undertake any project work as required, undertaking initiatives identified and designated from time to time by your direct Manager

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Skills, Knowledge and Expertise

• 2 years’+ relevant experience in the finance industry preferred

• Strong academic background. Ideally working towards or holding a professional qualification such as ICSA

• Excellent written and verbal communication skills

• Working knowledge of the MS Office package (Outlook, Word, Excel, Power Point). Experience in using Viewpoint would be an advantage

• Good understanding of the applicable statutory laws and other related legal and regulatory requirements, including anti-money laundering regulations

• Experience working with Jersey structures

• Responsive and client focused with strong organisational skills and attention to detail

• Ability to deal with tasks independently and use own initiative

• Must be committed and driven to achieving excellence for themselves, their clients and their team

About Ogier

Ogier provides legal advice on BVI, Cayman, Guernsey, Irish, Jersey and Luxembourg law. Our network of locations also includes Beijing, Dubai, Hong Kong, London, Shanghai, Singapore and Tokyo.

Legal services for the corporate and financial sectors form the core of our business, principally in the areas of banking and finance, corporate, investment funds, dispute resolution, private equity and private wealth. We also have strong practices in the areas of employee benefits and incentives, employment law, regulatory, restructuring and insolvency and property.

Ogier's corporate administration business, Ogier Global, incorporates and administers a wide variety of vehicles including public and private companies, partnerships and trusts.

Ogier is based in 13 jurisdictions including Beijing, BVI, Cayman Islands, Dubai, Guernsey, Hong Kong, Ireland, Jersey, London, Luxembourg, Shanghai, Singapore and Tokyo.

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Senior Administrator - Corporate Services We think that our open and progressive work environment is something to shout about, and we're always looking for talented people who are looking for a platform to build a career. Our latest opportunity is for an Senior Administrator to join our corporate services department, and be part of our growing team Under the supervision of a senior team member the successful candidate will be expected to work independently, acting as the primary day to day contact to deliver a range of corporate administration services to a varied portfolio of clients and related entities

Key Responsibilities

• Managing the formation and ongoing administration of a portfolio of companies

• Liaising with clients and third parties such as lawyers, auditors, bankers and investment managers as required Transaction management, including organizing and attending client meetings as required, drafting minutes and resolutions, attending to statutory filings in accordance with applicable deadlines, maintaining statutory records and coordinating of the timely signing of documentation • Processing of bank payments, reconciliation of payment logs and approvals • Production and circulation of invoices, fee collection and chasing debtors • Supervise and assist in the training of Trainee Administrators and Administrators and provide feedback and identify any additional training needs to your direct manager • Absolute devotion to data integrity with attention to detail in all activity, with particular focus on utilising the systems to their maximum potential to drive efficiency and client service • Supporting the Ogier Best Way' ethos across the team through rigorous process analysis to drive alignment and consistency • Contributing towards the business as a whole in identifying process improvements, improvements in policies and procedures and any other service innovation changes that would improve the client experience • Monitoring of WIP and billing in accordance with fee agreements and undertaking fee reviews where necessary • Ensuring compliance with all applicable laws, regulations and internal policies and procedures, including those related to the prevention of anti-money laundering and terrorist financing, reporting of suspicious activity or transactions, client due diligence and record keeping • Undertake any project work as required, undertaking initiatives identified and designated from time to time by your direct Manager

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Skills, Knowledge and Expertise

• 4-6 years’ relevant experience in the finance industry preferred • Strong academic background, Bachelor’s degree or equivalent preferred. Working towards or holding a professional qualification such as ICSA • Excellent written and verbal communication skills • Strong working knowledge of Viewpoint would be an advantage • Working knowledge of the MS Office package (Outlook, Word, Excel, Power Point) • Good knowledge of the applicable statutory laws and other related legal and regulatory requirements, including anti-money laundering regulations • Responsive and client focused with strong organisational skills and attention to detail. Ability to deal with tasks unsupervised and use own initiative • Ability to provide training/mentoring to junior members of the team • Must be dedicated and driven to achieving excellence for themselves, their clients and their team • Ogier actively supports the professional development of individuals who are in the pursuit of excellence in their field. If you have the dedication to work hard and put in extra hours as and when is necessary to get the job done, then this is a fantastic opportunity for you to develop your career in an exciting, fast growing and rewarding environment

About Ogier

Ogier provides legal advice on BVI, Cayman, Guernsey, Irish, Jersey and Luxembourg law. Our network of locations also includes Beijing, Dubai, Hong Kong, London, Shanghai, Singapore and Tokyo.

Legal services for the corporate and financial sectors form the core of our business, principally in the areas of banking and finance, corporate, investment funds, dispute resolution, private equity and private wealth. We also have strong practices in the areas of employee benefits and incentives, employment law, regulatory, restructuring and insolvency and property.

Ogier's corporate administration business, Ogier Global, incorporates and administers a wide variety of vehicles including public and private companies, partnerships and trusts.

Ogier is based in 13 jurisdictions including Beijing, BVI, Cayman Islands, Dubai, Guernsey, Hong Kong, Ireland, Jersey, London, Luxembourg, Shanghai, Singapore and Tokyo.

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Client Relationship Manager – Private Credit Reports to Senior Client Relationship Manager

The purpose of this position is to administer a limited portfolio of Fund structures in conjunction with the Senior Client Relationship Manager / Associate Director – Administration.

You will become a key part of an exciting client team that provides high quality services to private debt funds. Private debt is a rapidly growing asset class within the alternative assets fund industry and offers the opportunity to work on an interesting mix of deal structures which combine various types of direct lending with elements of equity and real estate. The services include completion of investment acquisitions and disposals, investor transactions, assisting in the arrangement of leverage and financing, coordination of board meetings, investor reporting and communications, financial reporting and client relationship management. You will have exposure to a variety of structures and jurisdictions and can expect to be involved in a range of complex transactions, providing a great opportunity to broaden your skills and experience.

Key responsibilities:

• Responsible for managing the relationship and service delivery for several fund structures

• Leading a team and actively managing the on-going training and development requirements as well as individual appraisals

• Attend and lead client board meetings and shareholder meetings

• Co-ordinate legal, tax and other professional advice

• Develop and maintain the Operational Procedures Manuals and ISAE checklist templates for client relationships

• 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

• Take responsibility for WIP, billing and cash collection for clients

• Participate in fee negotiations

• Assist with billing information for clients including analysis of time spent, including the management of aged debtors

• Participate in the integration of new clients and structures into the Group’s procedures

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

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.

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Executive Director Role Summary Provide high level technical advice and support to all areas of the business highlighting and investigating risk for both the clients and the business. Responsible for seeking out business development opportunities for the Private Client, Funds and Corporate areas of the Jersey business.

Key Responsibilities

• Actively liaise with other Directors and the Senior Management team

• Proactively identify planning & project opportunities on existing client base within client knowledge, structuring ideas and understanding of current UK legislation to generate additional fee income

• Manage resources so that they act as central point of reference for staff and clients on complex tax technical and procedural queries/problems/proposals, with final approval being undertaken by the Executive Director

• Manage resources to ensure effective implementation of new plans and to oversee the process

• Identify and implement new procedures to improve efficiency of the group in regard to tax / technical matters

• Seek and build new client relationships, representing both own specialist unit and the group where appropriate, to develop new business opportunities

• Lead and motivate staff, gaining their commitment and enthusiasm to the achievement of unit objectives

• Gain thorough understanding of products operated by the group and offer to potential new clients

• Ensure all staff are trained, developed and appraised effectively on technicalissues within existing products and administration of any new products

• Maintain contact with key clients/intermediaries on a regular basis

• Monitor prospects and develop new leads to create more business for group

• Attend signing sessions to proactively ensure understanding of key issues and standards of signing quality are adhered to

• Proactively develop new business relationships by seeking out business development opportunities, including business travel to London

• Responsible for the running of new business relationships.

Board Responsibilities

• Determining the company’s strategic objectives and policies

• Accounting for the company’s activities to relevant parties

• Manage and oversee risks assigned as per the Enterprise Risk Statement

• Board member; to participate in the running of the business at board level

• Appointing senior management

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

• Ensuring the business is undertaken in such manner to meet all legal and regulatory requirements, instilling a culture of compliance across the business

Key Competences / Skills / Experience / Behaviours Required

• Relevant professional qualification A minimum of ten years’ experience in a similar relevant capability with a particular focus on Private Clients

• A good understanding of Jersey statutory laws and other related legal and regulatory requirements for example

• Anti-Money Laundering laws

• Proven experience within a similar role with excellent communication, organisational and leadership skills

• At least three years’ experience acting on client entity boards