Corporate Actions Specialist

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

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• Upskilling and mentoring operational staff
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• Interpreting and managing complex, high‑risk and non‑standard corporate actions
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• Processing complex, high‑risk and non‑standard corporate actions
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• Ensuring regulatory, jurisdictional and tax considerations are correctly applied
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• Supporting a UK and Channel Islands wealth management business
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Duties and responsibilities

Act as the primary technical authority for complex and non‑standard corporate action events, including but not limited to:

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• Tender offers, schemes of arrangement, mergers, demergers, re-domiciliation and restructurings
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• Events with jurisdictional restrictions, solicitation limitations and regulatory sensitivities
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• Events involving overseas markets, depositary interests and custody chains.
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Interpret issuer documentation, circulars and offer terms to determine:

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• Correct processing requirements
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• Client eligibility and restrictions
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• Instruction mechanics and deadlines
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• Settlement, consideration and entitlement treatment.
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Lead and support the technical development of Corporate Actions staff, including:

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• On‑the‑job coaching and mentoring
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• Technical walkthroughs of complex events
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• Support with interpreting offer documentation and restrictions.
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Contribute to the development and maintenance of:

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• Corporate actions procedures
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• Technical guidance notes and FAQs
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• Training materials and reference documentation.
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Act as a go‑to escalation point for complex queries from within Operations, Front Office and Client Services.

Extensive Benefits Package Includes:

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• Pension: Up to 7.5% employer matching (4.5% employee minimum contribution)
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• Private Medical Insurance: Cover for employee, spouse/partner, and children via Vitality from day one
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• Medical Cash Plan: Dental, eye care, physiotherapy, and more via Simply Health
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• Life Assurance: 4x annual salary (from start date)
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• 25 days holiday, increasing with tenure (+ bank holidays)
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• Share Incentive Plan: Company matched shares (after 6 months)
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• Electric Car Scheme, Cycle to Work, and Interest-Free Season Ticket Loan
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• Enhanced Maternity & Paternity Leave
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• Wellness Days, flu jabs, eye care vouchers
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• Microsoft Office for home use
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• Discounts on the company’s own investment services
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