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