My clients is currently looking for a Corporate Actions specialist to join their team in Blackpool and be a subject matter expert to the wider team.
The successful candidate will be responsible for providing deep technical expertise across complex corporate action events, acting as a point of escalation, quality control, and knowledge leadership within the Corporate Actions function.
Key Focuses
- Upskilling and mentoring operational staff
- Interpreting and managing complex, high‑risk and non‑standard corporate actions
- Processing complex, high‑risk and non‑standard corporate actions
- Ensuring regulatory, jurisdictional and tax considerations are correctly applied
- Supporting a UK and Channel Islands wealth management business
Duties and responsibilities
Act as the primary technical authority for complex and non‑standard corporate action events, including but not limited to:
- Tender offers, schemes of arrangement, mergers, demergers, re-domiciliation and restructurings
- Events with jurisdictional restrictions, solicitation limitations and regulatory sensitivities
- Events involving overseas markets, depositary interests and custody chains.
Interpret issuer documentation, circulars and offer terms to determine:
- Correct processing requirements
- Client eligibility and restrictions
- Instruction mechanics and deadlines
- Settlement, consideration and entitlement treatment.
Lead and support the technical development of Corporate Actions staff, including:
- On‑the‑job coaching and mentoring
- Technical walkthroughs of complex events
- Support with interpreting offer documentation and restrictions.
Contribute to the development and maintenance of:
- Corporate actions procedures
- Technical guidance notes and FAQs
- Training materials and reference documentation.
Act as a go‑to escalation point for complex queries from within Operations, Front Office and Client Services.
Extensive Benefits Package Includes:
- Pension: Up to 7.5% employer matching (4.5% employee minimum contribution)
- Private Medical Insurance: Cover for employee, spouse/partner, and children via Vitality from day one
- Medical Cash Plan: Dental, eye care, physiotherapy, and more via Simply Health
- Life Assurance: 4x annual salary (from start date)
- 25 days holiday, increasing with tenure (+ bank holidays)
- Share Incentive Plan: Company matched shares (after 6 months)
- Electric Car Scheme, Cycle to Work, and Interest-Free Season Ticket Loan
- Enhanced Maternity & Paternity Leave
- Wellness Days, flu jabs, eye care vouchers
- Microsoft Office for home use
- Discounts on the company’s own investment services
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