Alexforbes, 2-6 Church Street, St Helier, Jersey, JE3 2NN

PO Box 336, St Helier, Jersey, JE4 8UU, Channel Islands

Job Title: Investments Specialist

Location: Jersey

Job Summary:

The Investment Specialist will play a key role within a mature, in-house funds services business. The

emphasis is on oversight and management of the business within a small team of experienced

professionals, focusing on product, administration, and client services.

Key Responsibilities:

Investment Management:

o Attend and actively contribute to the AFIJ Investment Committee, considering portfolio

performance and market outlook reports.

o Participate in the consideration of asset allocation, investment strategy, and asset

manager selections.

o Oversee the investment management process, from decision-making to operational

implementation into portfolios, working with local and SA-based investment and

operations teams.

Client Services:

o Deliver requisite client services and product support to distribution channels in the wealth

management space (retail) and corporate clients in both Jersey and South Africa.

o Support the client report-back process and manage client communications for Jersey.

o Assist with the development and promotion of the Company’s products and services to

attract new business.

Market and Competitive Analysis:

o Facilitate the production of market and competitive analysis in conjunction with the SA-

based product support teams.

o Analyze metrics such as portfolio diversification, volatility, risk, and returns.

Operational Implementation:

o Oversee and monitor the successful operational implementation of any investment

decisions, including the coordination or oversight of significant re-balancing or portfolio

strategies.

Alexander Forbes Investments Jersey Limited | Registration number: 67439

Directors: www.alexforbes.com/za/en/about-us/company-directors

Regulated by the Jersey Financial Services Commission

alexforbes.com/je/en

Risk Management:

o Maintain awareness and compliance with all Anti Money Laundering laws, regulations,

policies, and procedures relevant to the business.

o Assist with maintaining registers of incidents and breaches pertaining to the management

and administration of the fund.

Product Development:

o Contribute to the development of the investment funds offering in line with requirements

and opportunities.

o Assist with the generation of new business opportunities and channels.

Committee Support:

o Assist the Chairman of the Investment Committee and the SA Investment Team with

preparation for scheduled and ad-hoc investment meetings.

o Facilitate the delivery of appropriate information and content to discharge AFIJ’s

investment management responsibilities.

Qualifications:

• Experience in a similar role or transferable skills desired.

• Relevant industry qualifications desired, e.g., Chartered Institute of Securities and Investment

(ACSI / MCSI qualified) or similar.

• Familiarity with managing investments, including working knowledge of asset classes, investment

management styles, and headline macro-economic themes.

Skills and Competencies:

• Strong organizational skills and ability to coordinate conflicting priorities.

• Attention to detail and good time management.

• Excellent oral and written communication skills.

• Ability to work independently and generate solutions and proposals for management

consideration.

• Good relationship-building and networking skills at all levels.

• Client service orientation and ability to manage expectations.

Additional Information:

• The role requires a degree of independent evaluation and the ability to generate (or review)

solutions and proposals for management consideration.

• The successful applicant will be a key participant in the management and administration of a

Jersey Umbrella Unit Trust.

• Opportunities for professional development and career progression within the company.

Alexforbes, 2-6 Church Street, St Helier, Jersey, JE3 2NN

PO Box 336, St Helier, Jersey, JE4 8UU, Channel Islands

Job Title: Operations Specialist

Location: Jersey

Job Summary:

The Operations Specialist will play a crucial role within a mature, in-house funds services business. The

emphasis is on oversight and management of the business within a small team of experienced

professionals, focusing on product, administration, and client services.

Key Responsibilities:

Operational Management:

o Support the operational management and oversight of the Company’s day-to-day Fund

Administration duties (outsourced) and operational elements of the administration of the

Company itself.

o Assist with managing and administering the ongoing monitoring and oversight

programme, ensuring key functions are properly discharged by outsourced partners.

o Conduct periodic checks to monitor and evidence the performance assessment of service

providers in key areas such as investor onboarding and registration, asset & liability

matching, reconciliations, fund reporting, static data management, NAV valuations, and

pricing investments.

o Maintain and update internal monitoring & oversight policy and regulatory guidance

procedures.

Client Services:

o Deliver requisite client services and product support to distribution channels in the wealth

management space (retail) and corporate clients in both Jersey and South Africa.

o Assist with the development of client investment communications processes, including

defining, reviewing, or writing content for regular communications and publications.

Risk Management:

o Maintain awareness and compliance with all Anti Money Laundering laws, regulations,

policies, and procedures relevant to the business.

o Support applicable intra-group Risk and Compliance reporting on the business unit.

o Assist with maintaining registers of incidents and breaches pertaining to the management

and administration of the fund.

Alexander Forbes Investments Jersey Limited | Registration number: 67439

Directors: www.alexforbes.com/za/en/about-us/company-directors

Regulated by the Jersey Financial Services Commission

alexforbes.com/je/en

Product Support:

o Assist with the production of market and competitive analysis in conjunction with

Independent ARC reports and the SA-based product support teams.

o Analyse metrics such as portfolio diversification, volatility, risk, and returns.

Operational Due Diligence:

o Conduct operational due diligence exercises on outsourced partners and other service

providers to the Company.

o Maintain the Legal Agreements register, including annual reconciliation of key

agreements against procedures and assisting in review and alteration.

Qualifications:

• Experience in a similar role or transferable skills desired.

• Relevant industry qualifications desired

• Familiarity with investments, including a working knowledge of asset classes, investment

management styles, and headline macro-economic themes desired.

Skills and Competencies:

• Strong organizational skills and ability to coordinate conflicting priorities.

• Attention to detail and good time management.

• Excellent oral and written communication skills.

• Ability to work independently and generate solutions and proposals for management

consideration.

• Good relationship-building and networking skills at all levels.

• Client service orientation and ability to manage expectations.

Additional Information:

• The role requires a degree of independent evaluation and the ability to generate (or review)

solutions and proposals for management consideration.

• The successful applicant will be a key participant in the management and administration of a

Jersey Umbrella Unit Trust.

• Opportunities for professional development and career progression within the company.

Job Description

Job Title: Corporate Pension Administrator

Location: Jersey

Reports To: Manager – Corporate Team

Hours: 35 hours per week

Employment Status: Entitled / Entitled for Work

Purpose of Role:

To provide comprehensive administrative support to the Corporate Pensions Team, ensuring the smooth operation and effective management of our Corporate Pension Schemes and Individual Pension Members. This role is crucial in maintaining efficient processes and accurate record-keeping and contributing to the team's overall success.

Main Tasks:

• Provide Administrative support for Corporate Pension Schemes:

• Process new Member Applications.

• Request and process monthly pension contribution uploads.

• Complete bulk salary uploads.

• Update contribution rates as required.

• Handle single contribution transactions.

• Process leavers and manage associated Employer or Employee refunds.

• Provide Administrative support for Individual Members of Corporate Pension Schemes:

• Deliver valuations to Scheme Members on request.

• Issue usernames and passwords to Scheme Members.

• Provide leaver options to Scheme Members.

• Process Transfer Internal and Transfer Out instructions.

• Manage Small Fund Commutation and Tax-Free Lump Sum Payments.

• Process Triviality Claims.

• Update and maintain our client record systems to ensure data accuracy and compliance.

• Partake in the training of new team members.

• Prepare and send correspondence to Corporate Clients and Scheme Members.

Rossborough Financial Services Limited is regulated by the Jersey Financial Services Commission under the Financial Services (Jersey) Law 1998 and licensed by the Guernsey Financial Services Commission.

Main Responsibilities:

• Communicate effectively with Corporate Clients, Scheme Members, Trustees and Zurich International.

• Provide administrative support while adhering to Rossborough procedures.

• Foster positive and professional relationships with team members and clients.

• Continuously seek ways to improve work efficiency and processes.

• Prioritise tasks to meet client demands.

Person Specification Essential Desirable

Knowledge and Experience

Experience in working in a regulated Financial Services Business 

Relevant Qualifications 

Proficient use of Outlook, Excel and Word 

High standards and attention to detail 

Skills

Excellent communication skills 

Excellent interpersonal skills 

Good client service skills 

Attributes

Ability to work on own initiative 

Ability to manage own time 

Ability to prioritise workloads effectively 

Rossborough Financial will provide full training on all aspects of the role, including our client database and document management systems and our processes and procedures for managing time- critical financial transactions.

Relevant qualifications are encouraged and supported in line with our internal procedures.

To apply, please send a copy of your CV to Scarlett Le Voguer at slevoguer@rfsl.co.uk

We are seeking a temporary resource to support our client's pension team in the day-to-day client servicing activity, while working on a project to introduce a new platform. In this role, you will be responsible for accurately and efficiently inputting large volumes of data into systems, processing and reconciling pension monies and to provide general administration support to the team and pension clients. The right candidate will need to be highly motivated and organised.

Key Responsibilities:

• Accurately and swiftly input large volumes of data into various systems.

• Ensure high data integrity and accuracy.

• Support the team in meeting client service level agreements

• Always ensure excellent client servicing and communication standards.

• Collating CDD and liaising with the Compliance Team as required.

• Deal with general administration tasks

• Maintain a high level of accuracy and attention to detail in all work.

• Demonstrate the ability to work efficiently and meet deadlines.

• Work collaboratively with colleagues in the pension department.

Required Skills:

• At least 3 years’ experience of financial services.

• Experience in client service administration

• Excellent data entry skills with high levels of accuracy

• Strong organisational and time-management skills.

• Excellent attention to detail and ability to identify errors.

• Strong excel skills

• MS Office inc. Teams.

• Ability to work independently and as part of a team.

• A willingness to learn and adapt