At a Glance
- Tasks: Become a Corporate Actions expert, managing complex financial events and mentoring your team.
- Company: Join a forward-thinking company in Blackpool with a focus on diversity and inclusion.
- Benefits: Enjoy a competitive salary, generous holiday, private medical insurance, and wellness perks.
- Other info: Dynamic work environment with excellent growth opportunities and a commitment to inclusion.
- Why this job: Make a real impact in the finance world while developing your skills and career.
- Qualifications: Experience in corporate actions and a passion for mentoring others.
The predicted salary is between 40000 - 50000 £ per year.
My client is currently looking for a Corporate Actions specialist to join their team in Blackpool and be a subject matter expert to the 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
Visit the IDEX Consulting Ltd website for further opportunities.
Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Financials Specialist Sales in Blackpool employer: IDEX Consulting Ltd
Join a forward-thinking company in Blackpool that prioritises employee growth and well-being, offering extensive benefits such as a generous pension scheme, private medical insurance, and wellness days. With a strong focus on mentoring and upskilling, you'll have the opportunity to become a subject matter expert while contributing to a culture of inclusion and diversity, making it an ideal workplace for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Financials Specialist Sales in Blackpool
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like IDEX Consulting Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financials Specialist Sales in Blackpool
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to IDEX Consulting Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on IDEX Consulting Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at IDEX Consulting Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with IDEX Consulting Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at IDEX Consulting Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former IDEX Consulting Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
