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

Strategy and Research Manager

Closing date for submissions: Thursday 21 November.

Background to Jersey Finance

Jersey is one of the world’s leading international finance centres. Its forward-thinking approach, robust regulatory framework and political and economic stability have kept the jurisdiction at the forefront of global finance for more than 60 years. Attracting the brightest talent and with an impressive range of products and services, Jersey gives an unparalleled welcome to businesses and investors alike.

Jersey Finance is run as a not-for-profit organiszation formed in 2001 to represent and promote Jersey as an international financial centre of excellence. We are funded by members of Jersey’s finance industry and the Government of Jersey. Our mission is to enable and champion a resilient, relevant and relationship-focused financial and related professional services sector. We have a presence in Jersey, Dubai, New York, Hong Kong SAR, London, Johannesburg, Shanghai and Singapore.

We work with key stakeholders such as finance industry professionals to provide tools and resources that create opportunities for the successful promotion of their individual organisations, products and services.

We also work closely with the Government of Jersey and the regulator, the Jersey Financial Services Commission, to ensure that the best interests of the finance industry are effectively represented, in terms of legislation, regulation and other key areas of innovation that can enhance our jurisdictional product and services offering.

We are a central point of contact for journalists and anyone connected with the finance industry, both locally and internationally, providing positive and transparent news, views and insights on Jersey Finance’s role and the added value that Jersey as an international finance centre can bring to economies around the world.

Overview of role

The role has a high profile within the financial services industry, demanding an individual with excellent administrative, communication, organisational and interpersonal skills.

In addition, they will need to have a solid understanding of key legislative and regulatory frameworks and their impact on the financial services sector.

The post holder should have relevant experience in a professional role and will need to be able to operate as part of a highly focused team dealing with a wide range of issues to ensure Jersey’s finance industry continues to develop and thrive through the efforts of this representative body.

The successful candidate will be involved in matters across the entire financial services spectrum but will have a particular focus on the Island’s fintech agenda.

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

Whilst specific fintech experience is not essential for this role, the post-holder will be expected to develop a good understanding of how financial and related professional services businesses are currently utilising technology and where future opportunities and innovations lie, as well as confidently engage in discussions with various stakeholders on this subject matter. Therefore, demonstrating a keen interest in this subject area as well as a willingness to learn will be important.

The individual will develop close working relationships with key figures in industry, government and the regulator, benefitting from their insight, having the opportunity to influence decision- makers on matters of legislative and regulatory policy and being a primary point of contact in respect of the finance industry’s sustainable finance evolution.

Ideal Candidate Profile

1. An individual with a professional qualification and relevant experience in a professional role, preferably with experience in dealing with digital developments affecting the financial services industry.

2. The ability to assimilate complex issues and articulate these in an appropriate fashion to different audiences.

3. Strong organisational and administrative skills with the ability to manage challenging projects within predetermined timescales dealing with multiple stakeholders.

4. Excellent interpersonal skills, with the ability to articulate clearly and accurately in both written and verbal forms.

5. A strong team player but capable of working on own initiative.

Principal Accountabilities

• Prepare detailed reports and business plans on a variety of strategic matters based on research, practitioner feedback and professional input.

• Act as a focal point for communication between industry, regulator, Government and Digital Jersey particularly in respect of the Island’s fintech agenda.

• Assist the Leadership Team in representing the industry (with others) in discussions with stakeholders on the development of legislation and regulation to meet the needs of the financial services industry.

• Conduct focused research on relevant business, legislative and regulatory issues and prepare high quality reports for internal and external stakeholders.

• Effectively manage and co-ordinate multiple concurrent workstreams to ensure delivery timeframes and outcomes are achieved.

• Prepare terms of reference and scope of work documents for professional advisers. Receive suitable tenders and make objective recommendations.

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

• Monitor development in other jurisdictions on business, legislative and regulatory matters affecting the financial services industry.

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

Internal Tax Manager

Description

A career in Finance, within Internal Firm Services, will provide you with the opportunity to help PwC in all aspects of our Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. You’ll focus on recording and analysing financial transactions, paying and receiving invoices, maintaining financial statement ledger accounts, and preparing analysis and reconciliations of bills to detect fraud.

Internal Tax Manager

Location: Guernsey or Jersey

Line of Service: Business Enablement

Grade: Manager

Contracted Hours per Week: 18.75 hours over 5 days (potential to increase for the right candidate)

PwC Channel Islands Overview

PwC is a highly dynamic professional services firm offering Advisory, Tax, Audit and other assurance services to a large portfolio of international and local clients. The Channel Islands firm employs 600+ staff in offices across Jersey, Guernsey and Alderney and is part of an international network of 151 PwC firms employing over 364,000 staff.

Job Summary:

We are looking for an Internal Tax Manager to join our high performing Finance team at PwC CI. You should have good business skills, an understanding of at least Jersey or Guernsey tax rules and a high level understanding of international tax and cross border risk management. This role is an opportunity to build a meaningful career that helps you to connect, grow and make an impact.

Responsibilities:

Responsibilities include but are not limited to:

• Acting as a subject matter expert in the application, design and implementation of tax risk controls within the business.

• With the support of PwC network experts, providing advice to the business on overseas client (and internal) contracts involving overseas travel and virtual working.

• Managing Firm’s Tax Compliance by:

- Preparing local tax calculations

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

- Overseeing tax payments

- Processing Tax Returns and other Submissions

• Acting as key contact within the team for:

- UK and Network Tax Leads

- External Tax Advisors

- The Firm’s Tax Partner

Direct Reports:

This role reports to:

• Head of Finance and Procurement

There are no direct reports into this role.

Qualifications & Certifications:

• Relevant Accounting or Tax qualification with a recognised accounting body (CA, ACA, ACCA, or CIMA, CTA, CIA, CISA), or an international equivalent.

Skills & Experience Required:

Essential skills:

• Good understanding of tax law in, at least, either Jersey or Guernsey.

• Good accounting knowledge and understanding of processes and controls.

• Strong analytical, project management and problem-solving skills with good attention to detail.

• The ability to work under pressure and effectively across multiple assignments for varying time periods and to deliver at pace, changing priorities as required.

• Ability to communicate clearly and build good working relationships with colleagues at all levels.

• Flexibility in your approach to meeting goals as part of the wider team, being open minded and agile to change.

• Be innovative and have the ability to contribute and create new initiatives.

Desirable skills:

• Technology enabled mindset and the ability to identify and drive change through technology adoption.

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

Travel Requirements:

Limited travel will be required in this role between the Channel Islands.

The skills we look for in our people:

All our people need to demonstrate the skills and behaviours that support us in delivering our business strategy. This is important to the work we do for our business, and our clients. These skills and behaviours make up our global leadership framework, Evolved PwC Professional.

The Evolved PwC Professional focuses on two core behaviours: Trusted Leadership and Distinctive outcomes. Trusted Leadership is underpinned by core behaviours that Inspire, Empower and Evolve, and Distinctive outcomes is underpinned by behaviours that Champion, Build and Deliver.

Diversity:

We work in a changing world which offers great opportunities for people with diverse backgrounds and experiences. We seek to attract and employ the best people from the widest talent pool as well as those who reflect the diverse nature of our society. We aim to encourage a culture where people can be themselves and be valued for their unique strengths. Creating value through diversity is what makes us strong as a business. https://pwc.to/2vY6KZm.

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, Client Services (Capital Markets)

Ready for a new challenge? We've got an exciting opportunity for a talented, experienced Administrator to join our ambitious and busy Governance Services team. Reporting to the Client Services Manager, you'll be responsible for providing high quality administration for a portfolio of corporate and institutional clients with particular emphasis on the client service aspects of the business, delivering excellent client services levels at all times. You'll be involved in the full life cycle of our clients, including the client take-on process and all aspects of the ongoing administration of the client. In return, we can offer you focused mentoring and professional development support to ensure you continue to grow as the business grows and achieve your full potential. If you've solid administration experience in corporate, trust and fiduciary services, and would like to join our friendly and professional team, we'd really like to hear from you.

About the role

• Manage and be wholly responsible for the administration of a diverse portfolio of corporate and institutional clients and ensure that client relationships and administration are conducted effectively and to a high standard

• Ensure that you have an understanding of the transactions you are working on, providing technical support and training to other employees as and when required

• Ensure client expectations are properly managed and valuable relationships are nurtured

• Assist with the effective management of day-to-day activities to include timely processing of work, meeting transactional and internal procedural deadlines and managing WIP and debt collection

• Appropriately delegate work and utilise the resources within the team to ensure client services are maintained at the expected standards

• Other ad-hod duties as requested

About you - essential requirements

• Proven corporate administration experience

• You'll hold or be studying towards a relevant professional qualification (such as STEP or CGI)

• Good working knowledge of Microsoft desktop software

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

• Knowledge of specialist software e.g. Document Management Systems (iManage) and Viewpoint would be an advantage

• Having good communication and interpersonal skills

• Being able to build relationships and work as part of a team

• A positive and flexible approach

• Ability to manage and prioritise tasks, time and people in order to meet deadlines

• Ability to work independently

About Mourant

We are proud to be a leading offshore law-firm led professional services business, advising many of the world's leading financial institutions, corporations, public organisations, private equity houses and investment funds, as well as ultra-high net worth individuals and family offices.

We believe in inclusive workplaces where everyone feels seen, heard, valued and respected. We have a strong sense of common purpose, where all our people are clear about our goals and the role they can play in achieving them. We pride ourselves in providing accessible development opportunities to all our people in a team-spirited environment, where everyone feels like they belong and can thrive.

If you would like to join an award winning and forward thinking firm whose inclusive culture and values recognise that its people are fundamental to its success, we would love to hear from you. We are committed to providing an inclusive and barrier-free recruitment process. If you need this job description or the application form in an alternative format, or if you would like to discuss the recruitment process with our recruitment team, please email recruitment@mourant.com.

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, Client Services

Ready for a new challenge? We've got an exciting opportunity for a talented, experienced Senior Administrator to join our ambitious and busy Governance Services team.

Reporting to the Client Services Manager, you'll be responsible for providing high quality administration for a portfolio of corporate and fiduciary clients with particular emphasis on the client service aspects of the business, delivering excellent client services levels at all times. You'll be involved in the full life cycle of our clients, including the client take-on process and all aspects of the ongoing administration of the client.

In return, we can offer you focused mentoring and professional development support to ensure you continue to grow as the business grows and achieve your full potential.

If you've solid administration experience in corporate, trust and fiduciary services, and would like to join our friendly and professional team, we'd really like to hear from you.

About the role

• Manage and be wholly responsible for the administration of a diverse portfolio of corporate and fiduciary clients and ensure that client relationships and administration are conducted effectively and to a high standard

• Ensure that you have an understanding of the transactions you are working on, providing technical support and training to other employees as and when required

• Ensure client expectations are properly managed and valuable relationships are nurtured

• Assist with the effective management of day-to-day activities to include timely processing of work, meeting transactional and internal procedural deadlines and managing WIP and debt collection

• Appropriately delegate work and utilise the resources within the team to ensure client services are maintained at the expected standards

• Other ad-hod duties as requested

About you - essential requirements

• Proven corporate administration experience

• You'll hold or be studying towards a relevant professional qualification (such as STEP or CGI)

• Good working knowledge of Microsoft desktop software

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

• Knowledge of specialist software e.g. Document Management Systems and Viewpoint would be an advantage

• Having good communication and interpersonal skills

• Being able to build relationships and work as part of a team

• A positive and flexible approach

• Ability to manage and prioritise tasks, time and people in order to meet deadlines

• Ability to work independently

About Mourant

We are proud to be a leading offshore law-firm led professional services business, advising many of the world's leading financial institutions, corporations, public organisations, private equity houses and investment funds, as well as ultra-high net worth individuals and family offices.

We believe in inclusive workplaces where everyone feels seen, heard, valued and respected. We have a strong sense of common purpose, where all our people are clear about our goals and the role they can play in achieving them. We pride ourselves in providing accessible development opportunities to all our people in a team-spirited environment, where everyone feels like they belong and can thrive.

If you would like to join an award winning and forward thinking firm whose inclusive culture and values recognise that its people are fundamental to its success, we would love to hear from you.

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 Onboarding Assistant

We are looking for an enthusiastic, driven, individual who will ensure a seamless onboarding experience for new clients, handling documentation, and liaising closely with lawyers and compliance teams.

Key Responsibilities

• Managing client onboarding processes efficiently and accurately to ensure that we request, obtain and record data required for client onboarding;

• Collecting and reviewing the necessary documentation to meet regulatory requirements;

• Researching clients using the firm's systems and public sources to meet our regulatory requirements on Client Due Diligence;

• Carrying out research and searches using Collas Crill's onboarding software and public sources to establish whether there is any adverse press about a prospective client and assessing its relevance;

• Regularly liaising with clients and fee earners to achieve a trouble-free onboarding experience;

• Carrying out research on the source of wealth and funds of higher risk clients;

• Maintaining high standards of service delivery and professionalism at all times in keeping with Collas Crill's standards for client care;

• Assisting Fee-Earners, BAs and other business services colleagues on frequently asked questions relating to file opening;

• Escalating issues or concerns to management;

• Carrying out conflicts searches using data submitted by partners and other fee earners;

• Communicating what may be required of Clients to fulfil regulatory requirements and liaising with the Client Administration Team to ensure adherence to Collas Crill's Policy and Procedures Manual;

• Carrying out risk assessments using Collas Crill's onboarding software;

• Carrying out searches to identify whether a client is a PEP using Collas Crill's onboarding software.

Skills, Knowledge and Expertise

• Strong communication skills with good initiative;

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

• Accurate and organised, with excellent attention to detail;

• A confident IT user preferred;

• Experience of working in a law firm or professional services firm is desirable;

• Previous experience in a client onboarding or similar role preferred, though full training will be provided.

About Collas Crill

We're not the biggest firm, but our aim is to be the best. Best for clients, best for staff and best for the communities in which we operate. And we don't just want to be a great law firm, we want to be a great firm by any standards. We encourage and support our people to get involved with charity work, community events and letting their hair down, because whilst we know there's more to life than work, we also know that achieving a good balance benefits everyone: our clients, our communities, our staff and their families. We're always growing - which means we're always on the lookout for motivated, talented individuals who want to further their career in a forward-thinking and supportive environment.

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

Finance Business Partnering Senior Associate

Description

A career in Finance, within Internal Firm Services, will provide you with the opportunity to help PwC in all aspects of our Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. You’ll focus on recording and analysing financial transactions, paying and receiving invoices, maintaining financial statement ledger accounts, and preparing analysis and reconciliations of bills to detect fraud.

Role: Finance Business Partnering Senior Associate

Location: Jersey

Line of Service: Finance & Procurement

Grade: Senior Associate

Contracted Hours per Week: 37.5 hours

PwC Channel Islands Overview

PwC is a highly dynamic professional services firm offering Advisory, Tax, Audit and other assurance services to a large portfolio of international and local clients. The Channel Islands firm employs 600+ staff in offices across Jersey, Guernsey and Alderney and is part of an international network of 151 PwC firms employing over 364,000 staff.

About the team

We are looking for a Finance Business Partnering Senior Associate to join our high performing internal finance team at PwC CI.

Our Finance Business Partnering team is an integral part of the Finance & Procurement function. They work with the leadership across the firm on the key decisions that drive the business forward. They are trusted to be proactive and honest, to build relationships and influence, to understand, challenge, and hold a mirror to the business, and to translate the numbers into a business story.

Job Summary

The Finance Senior Associate within the Business Partnering Team is a key support for general finance and business decision support. Working closely with the Finance Business Partnering Lead to produce the financial insights needed by our business. This is a collaborative, diverse and engaging role.

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

You will be a financial professional with good business, technical, analytical and commercial skills. As a strong communicator, you will work collaboratively and build strong relationships with stakeholders across the business. You will develop innovative solutions to support the businesses growth.

This role is an opportunity to build a meaningful career that helps you to connect, grow and make an impact.

Responsibilities

As a Finance Business Partnering Senior Associate, you will play a key role in the following areas:

Management Reporting

• Assistance in preparing the monthly management accounts by interpreting the monthly financial results and providing commentary and analysis to the Finance Business Partnering Lead.

• Monitoring areas of financial performance against Key Performance Indicators (KPI's).

• Understanding the management information needs of the business and working on the design and implementation of PowerBI dashboards to satisfy these needs.

• Work closely with the wider business support teams to develop relationships and understand the strategic imperatives of the business.

• And other tasks as assigned by the Finance Business Partnering Lead.

Budgeting & Planning

• Working with the Finance Managers to assist with preparing revenue and cost budgets, plans and forecasts.

• Assisting with the production of forward looking and insight driven reporting to help the firm plan, prepare and manage future performance.

• Use business insights and detailed analysis to assist with support and guidance on P&L management.

• Demonstrating an understanding of the business’ issues and applying market and industry knowledge.

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

Financial Control

• Encouraging a culture of strong financial disciplines and embedding those behaviours.

• Assisting in the application, design and implementation of the firm’s accounting policies, procedures and controls within the business.

• Assisting with the year-end external audit.

Direct Reports

This role reports to:

• Finance Business Partnering Lead

There are no direct reports into this role.

Qualifications & Certifications

• Qualified accountant with recognised accounting body.

Skills & Experience Required

Essential skills

• Technology minded individual with strong commercial awareness and analytical and problem-solving skills.

• Able to demonstrate application of accounting standards.

• Action oriented self-starter, focused on continuous improvement in process efficiency and driving change through technology.

• Evidence of building and sustaining strong relationships.

• Strong written and verbal communication skills.

Desirable skills

• PowerBI experience

Travel Requirements:

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

You will be required to make short trips from time to time to the firm’s office in Guernsey and possibly also the UK Firm’s offices in London.

All our people need to demonstrate the skills and behaviours that support us in delivering our business strategy. This is important to the work we do for our business, and our clients. These skills and behaviours make up our global leadership framework, Evolved PwC Professional.

The skills we look for in our people

The Evolved PwC PwC Professional focuses on two core behaviours: Trusted Leadership and Distinctive outcomes. Trusted Leadership is underpinned by core behaviours that Inspire, Empower and Evolve, and Distinctive outcomes is underpinned by behaviours that Champion, Build and Deliver.

Diversity

We work in a changing world which offers great opportunities for people with diverse backgrounds and experiences. We seek to attract and employ the best people from the widest talent pool as well as those who reflect the diverse nature of our society. We aim to encourage a culture where people can be themselves and be valued for their unique strengths. Creating value through diversity is what makes us strong as a business. https://pwc.to/2vY6KZm.