Sovereign opened its first office in Gibraltar in 1987 and has since grown into one of the largest independent corporate and trust service providers in the world. We currently manage over 20,000 clients that include companies, entrepreneurs, private investors or high net worth individuals and their families – and have assets under administration in excess of US$10 billion. Sovereign Pensions Services Ltd. is the Maltese subsidiary of The Sovereign Group (SovereignGroup website)

Job Purpose

As Assistant Finance Manager for Sovereign Malta, you will assist the Finance Manager in all duties undertaken by the finance department and will lead the function when the Finance Manager is on leave. Responsibilities will include the full suite of accounting and payroll services to our portfolio of clients and you will play an active role in the entity strategy, as well as contributing to setting challenging yet realistic targets, 3-year budgets and forecasts. You will be commercially astute, comfortable challenging all levels of the business and will deliver all management information to the team.

Main duties

• Production of accounting, audit, tax compliance solutions, to existing and new clients
• Production of HR and payroll solutions for clients
• Production of management accounts and financial statements (in line with Group timetable)
• Forecasting and annual 3-year plan creation
• Assist in the audit process and liaise with any external personnel
• Lead, mentor and motivate the accounts team
• Undertake financial analysis and regulatory reporting as required
• Assist with the tax reporting for the company
• Review and communicate the financials of our entities with the Finance Manager
• Maintain all financial systems and processes in line with Group policy

Ideal Candidate

• Professionally qualified or in final stages of obtaining qualification (CPA/CIMA/ACCA preferred) and ideally 2 years of relevant experience
• Working knowledge of Malta individual and company tax
• Strong business and commercial acumen and understanding of financial issues
• Hard-working, efficient and motivated by results, a “can do” attitude
• Excellent communicator, with both internal and external colleagues at all levels Professional services industry experience an advantage
• Team player and ability to lead as well as manage
• Proficient in both spoken/written English
• Experience with ViewPoint accounting an advantage but not essential
• Analytical, detail-minded and logical thinking
• Proficient in MS Excel

The post Assistant Finance Manager appeared first on The Sovereign Group.

The Insurance Broker will be responsible for developing and retaining the Sovereign Insurance Services (SIS) client portfolio by delivering a high-quality, professional, and market-leading service. The role involves managing client relationships from initial enquiry through to placement of cover and ongoing policy management, ensuring client needs are met while supporting business growth.

Key Responsibilities

• Deliver a professional, market-leading service to clients at all stages of their journey with SIS, from initial enquiry through policy placement and renewal.
• Take ownership of specified and key client accounts, acting as a primary point of contact.
• Respond promptly and professionally to client enquiries via email, telephone, and face-to-face meetings.
• Identify clients’ insurance needs and source suitable insurance solutions to meet their requirements.
• Review existing insurance arrangements to identify coverage gaps and opportunities to cross-sell or up-sell appropriate products.
• Negotiate competitive terms on behalf of clients, making fair and accurate presentations of risk to insurers.
• Prepare detailed risk presentations for insurers where required.
• Present alternative insurance options, compare cover and pricing, and provide clear, suitable recommendations to clients.
• Assist clients with completing proposal forms and any documentation required to obtain quotes or bind cover.
• Arrange for invoices to be prepared and issued to clients in a timely manner.
• Work towards individual retention and new business targets, while contributing to overall team performance and year-end objectives.
• Maintain accurate and confidential client records, ensuring all correspondence and documentation is correctly saved on the system.
• Adhere to SIS compliance requirements, service level agreements, and internal policies and procedures.
• Maintain a strong understanding of the key features and terms of selected insurance classes offered by SIS.
• Complete a minimum of 15 hours of CPD per annum, with further CII qualifications encouraged.

Additional Responsibilities

• Mentor and support junior team members, including providing training or sourcing appropriate development opportunities.
• Work closely with SIS Directors to personally manage selected accounts and participate in tenders for major new business opportunities.
• Delegate tasks to colleagues where appropriate to allow focus on complex or high-value matters.

Ideal Candidate

• Strong commitment to delivering outstanding customer service.
• Excellent written and verbal communication skills, with a confident and professional telephone manner.
• Strong administrative, diary, and time-management skills with high attention to detail.
• Effective negotiation and persuasion skills.
• Confident presentation skills.
• Professional appearance and demeanour.
• Proficient in Outlook, Microsoft Office, and insurance databases.
• Experience in Personal Lines, Liability Insurance, or Commercial Property Insurance is essential.
• Minimum CII Certificate level qualification (or working towards).
• Ability to build strong relationships with high-net-worth individuals and senior decision-makers.

Equal Opportunities

The Sovereign Group is proud to be an equal opportunities employer and is committed to promoting diversity and inclusion throughout the organisation. We do not tolerate discrimination against any protected characteristics, including gender, age, sexual orientation, race, religion, disability, parental status, or maternity.

Equal opportunities apply across all areas of employment, including pay, working hours, holiday entitlement, sick pay, recruitment, training, and promotion.

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Job Purpose

To support the Finance Manager with bookkeeping and preparation of accounts for Malta and Cyprus jurisdictions in relation to: customer statements, accounts payables and receivables processes; processing, recording, and maintaining financial documentation.

Key Responsibilities

Reconciliations:

• Reconcile bank accounts and card statements.
• Investigate and resolve any billing or payment issues.
• Reconcile receivables and payables ledgers to resolve discrepancies and ensure accurate financial reporting.

Bookkeeping:

• Maintain organised and up-to-date records of including posting of invoices (Sales and Expenses) and payments.
• File and archive financial documents in accordance with company policies.

Communication:

• Internal collaboration with different departments to ensure timely and quality service to our clients.

Accuracy and Compliance:

• Ensure all financial transactions comply with relevant accounting principles and company policies.
• Perform regular checking to identify and correct errors or discrepancies.
• Assisting the Finance Manager with other duties as required.

Reporting:

• Assist in the preparation of financial reports as needed including but not limited to; Monthly Receivables report and Payables report.
• Provide input for process improvements.
• Audit support: Provide support during internal and external audits by ensuring financial records are organized and easily accessible

Competencies

• Accounting software
• Accounting skills
• Local tax regulations
• Financial acumen
• Attention to detail
• Planning and organisation
• Communication
• Teamwork
• Problem solving
• Proactive
• Self-motivation
• Analytical skills

Ideal Candidate

• Minimum of 2 years working in a similar position.
• Minimum of accounts A-Level or similar qualification will be considered an asset.
• IT competency (Microsoft office) and ECDL.
• Experience of working in an office environment
• Excellent communications skills in English, both written and verbal
• Ability to work within tight deadlines
• Strong team player skills and the ability to work harmoniously with a diverse workforce

Benefits

• Flexible work hours beyond core hours of 9:30am to 4pm
• Options for partial remote working
• Dress for your day
• Company incentive scheme
• Enjoy annual leave increases in line with your growing tenure.
• Private health insurance
• Private pension match up to 3%
• Corporate rates for gym memberships
• Join the fun with our company social and team building events
• Find support with our Employee Assistance Programme, offering 24/7 mental health support
• Engage in corporate social responsibility initiatives, notably with The Sovereign Art Foundation
• Enjoy the convenience of paid parking

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Sovereign Trust (Malta) Limited is part of The Sovereign Group, which was founded in Gibraltar in 1987, growing into one of the world’s largest independent corporate and trust service providers. With a vast portfolio, The Sovereign Group currently oversees more than 20,000 structures, catering to a diverse clientele that includes companies, entrepreneurs, private investors, and high net worth individuals (HNWIs) and their families. The group proudly manages assets under administration surpassing £20 billion.

Sovereign Trust (Malta) Limited is looking to recruit a Front Office Administrator. Reporting to the Managing Director, you will be responsible for assisting all departments with the administration.

DUTIES

• Front office duties: Such as welcoming and assisting clients, receive and sort post, answering and forwarding calls, taking and delivering messages.
• Log, scan and electronically store all incoming and outgoing post.
• Keep the Boardroom and Meeting Rooms in good order.
• Assisting the Client Relationship team with the preparation of documents.
• Filling documents and keep updated the filling system.
• Archiving of documents advised by the Client Relationship team and Directors, keep the log updated for reference.
• To assist Directors of Sovereign Trust (Malta) Limited with any particulars, including printing of documents, booking hotels, flights, taxis etc.
• Assist with the organisation of the annual Sovereign Art Foundation’s Student Art Prize.
• Other tasks as may be requested by the Directors from time to time

Applicants should ideally possess:

• Previous experience in a similar position will be considered an asset but not essential
• Excellent communications skills in English, both written and verbal.
• To be organised and have a meticulous approach to work together with the ability to work within tight deadlines.
• Strong team player skills and the ability to work harmoniously with a diverse workforce.
• Good working knowledge of Office programs/tools

The post Front Office Administrator appeared first on The Sovereign Group.

Sovereign Pension Services Limited (SPSL) is part of The Sovereign Group, which was founded in Gibraltar in 1987, growing into one of the world’s largest independent corporate and trust service providers. With a vast portfolio, The Sovereign Group currently oversees more than 20,000 structures, catering to a diverse clientele that includes companies, entrepreneurs, private investors, and high net worth individuals (HNWIs) and their families. The group proudly manages assets under administration surpassing £20 billion. 

Established in 2012, SPSL acquired a license from the Malta Financial Services Authority, enabling it to act as a Retirement Scheme Administrator. Over the past decade, the company has experienced significant growth and is now widely acknowledged as a leading provider and administrator of Qualifying Recognised Overseas Pension Schemes (QROPS) in Malta. SPSL is also an esteemed member of the Malta Association of Retirement Scheme Practitioners.

Role Overview: Join our Administration Team as a Pensions Administrator who thrives in a flexible and innovative environment and is passionate about delivering top-notch administrative support. This role is perfect for someone eager to drive positive change and contribute significantly to our operations. 

Key Responsibilities: 

• Client and Advisor Support: Serve as the primary contact for our clients and their advisers, ensuring all inquiries are handled with expertise and care, delivering exceptional, tech-driven support. 

• Application Processing: Manage the entire lifecycle of retirement scheme applications with precision, using advanced technological tools from initial documentation to final investment. 

• Operational Execution: Oversee daily administrative tasks efficiently, from updating records to processing pension claims, ensuring agile operations that respond to needs with speed. 

• Project Engagement: Participate in dynamic projects that not only improve our services but also make a positive impact on the community and the environment. 

• Compliance and Record-Keeping: Maintain rigorous compliance with all regulations and keep detailed records to support our high standards. 

• Relationship Management: Build and maintain strong relationships with members and advisers, fostering trust and satisfaction through regular communication and proactive problem-solving. 

Professional Development: 

• Continuous Learning: Gain access to up-to-date training programs and modern learning resources in financial services and related fields. 

• Career Advancement: Enjoy transparent career paths with regular feedback to guide your professional journey. 

• Mentorship Opportunities: Learn directly from senior management and industry experts who are there to support and guide you every step of the way. 

Candidate Profile: 

• Experience in administrative duties, preferably within a corporate service company 

• Fluent in English communication, both written and verbal 

• Tech-savvy and proficient in using digital tools to enhance work efficiency. 

• Excellent communication skills, with a talent for managing multiple priorities in a collaborative, team-oriented environment. 

• Proactive and ready to take initiative, interested in making a tangible impact through your work. 

Benefits  

• Flexible work hours beyond core hours of 9:30am to 4pm 

• Options for partial remote working 

• Dress for your day 

• Company incentive scheme 

• Enjoy annual leave increases in line with your growing tenure. 

• Private health insurance 

• Private pension match up to 3% 

• Corporate rates for gym memberships 

• Join the fun with our company social and team building events 

• Find support with our Employee Assistance Programme, offering 24/7 mental health support 

• Engage in corporate social responsibility initiatives, notably with The Sovereign Art Foundation 

• Enjoy the convenience of paid parking 

The post Pensions Administrator  appeared first on The Sovereign Group.

We’re looking for a candidate with a legal qualification and hands-on experience in drafting and reviewing agreements, ideally within a corporate service company or pension administration setting. Experience in compliance is an asset, as it supports our commitment to regulatory standards. This role will appeal to someone eager for a new challenge and interested in expanding their expertise in cross-border business and pensions. 

The job will include the following responsibilities: 

• Collaborate with the team leader to oversee and enhance legal processes and procedures, contributing to the continuous improvement of the legal department’s operational efficiency. 

• Participate in calls where legal knowledge is required, representing the legal department with professionalism and providing valuable insights as a senior team member. 

• Undertake special projects related to the legal department as needed, demonstrating adaptability and a proactive approach to addressing evolving organizational needs, including the preparation of documentation required for the launch of specific products. 

• Vetting of legal documentation to enter into terms of business with third parties. 

• Completion of legal forms. 

• Drafting of agreements and meeting’s minutes as may be required from time to time. 

• Dealing with general legal queries. 

• Ensuring compliance with internal and external legislation and regulation namely GDPR, CRS and FATCA. GDPR knowledge and experience is an asset.  

• Collaborate closely and offer support to the pension teams and legal/compliance personnel in the Malta as well as other Sovereign offices.  

• Assisting the Legal and Compliance Director with arising matters. 

Requirements; 

• A legal qualification with a minimum of 3 years relevant working experience.  

• Compliance experience, preferably within a corporate service company and/or pension administration company  

• Excellent organisation communication skills with a good command of written and spoken English.  

• Hard working with a strong work ethic, able to work on your own initiative and under pressure and adhere to deadlines. 

• Strong team player skills and the ability to work harmoniously with a diverse workforce.  

The salary will be commensurate with experience. Other benefits include private health insurance, voluntary admission into the company’s pension scheme, training both in-house and external with company sponsorship for professional qualifications available and a great working environment. 

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Sovereign Trust (Malta) Limited part of The Sovereign Group is looking to recruit a Front Office Administrator & PA. Reporting to the Managing Director, you will be responsible for assisting all departments with the administration.

DUTIES

• Front office duties: Such as welcoming and assisting clients, receive and sort post, answering and forwarding calls, taking and delivering messages.
• Log, scan and electronically store all incoming and outgoing post.
• Keep the Boardroom and Meeting Rooms in good order.
• To assist Directors of Sovereign Trust (Malta) Limited with any particulars, including printing of documents, booking hotels, flights, taxis etc.
• Assisting the Client Relationship team with the preparation of documents.
• Filling documents and work on implementing and keep updated the new filling system.
• Archiving of documents advised by the Client Relationship team and Directors, keep the log updated for reference.
• Assist with the organisation of the annual Sovereign Art Foundation’s Student Art Prize.
• Other tasks as may be requested by the Directors from time to time

Applicants should ideally possess:

• Previous experience in a similar position will be considered an asset but not essential
• Excellent communications skills in English, both written and verbal.
• To be organised and have a meticulous approach to work together with the ability to work within tight deadlines.
• Strong team player skills and the ability to work harmoniously with a diverse workforce.
• Good working knowledge of Office programs/tools

The post Front Office Administrator & PA appeared first on The Sovereign Group.

Sovereign Trust (Malta) Limited part of The Sovereign Group is looking to recruit a Receptionist, Office Administrator and PA. Reporting to the Managing Director, you will be responsible for assisting all departments with the administration.

DUTIES

• Reception duties: Such as welcoming and assisting clients, receive and sort post, answering and forwarding calls, taking and delivering messages.
• Log, scan and electronically store all incoming and outgoing post.
• Keep the Boardrooms and Meeting Room in good order.
• To assist Directors of Sovereign Trust (Malta) Limited with any particulars, including printing of documents, booking hotels, flights, taxis etc.
• Assisting the Client Relationship team with the preparation of documents.
• Filling documents and work on implementing and keep updated the new filling system.
• Annual archiving of documents advised by the Client Relationship team and Directors, keep the log updated for reference.
• Assist with the organisation of the annual Sovereign Art Foundation’s Student Art Prize.
• Other tasks as may be requested by the Directors from time to time

Applicants should ideally possess:

• Previous experience in a similar position will be considered an asset but not essential
• Excellent communications skills in English, both written and verbal.
• To be organised and have a meticulous approach to work together with the ability to work within tight deadlines.
• Strong team player skills and the ability to work harmoniously with a diverse workforce.
• Good working knowledge of Office programs/tools

The post Receptionist, Office Administrator and PA appeared first on The Sovereign Group.

Duties (include but are not limited to)

•  Opening and logging of incoming post;
•  Ensuring all incoming post is scanned and distributed correctly;
•  Preparing and ordering local and international couriers;
•  Preparing outgoing post;
•  Scanning and filing of documents;
•  Inputting and updating the Company’s system with any changes to our members’ records and ensuring the system is always kept updated.
•  Scanning and filing of documents;
•  Monitoring of Company’s Mailboxes such as but is not limited to – Valuations mailbox, Malta pensions mailbox;
•  Assisting with ad hoc projects as required;
•  Any other related duties as may be requested from time to time.

Ideal Candidate

•  Experience of working in an office environment
•  Excellent communications skills in English, both written and verbal
•  Ability to work within tight deadlines
•  Previous experience in a similar position will be considered an asset but not essential
•  Good organisational skills
•  Skilled at multi-tasking
•  High attention to detail
•  Strong team player skills and the ability to work harmoniously with a diverse workforce

The post Administration Assistant Part-time appeared first on The Sovereign Group.

We are looking for a Client Relationship Executive to form part of our Pension team in Malta.

Duties

• Communicating with business development managers and independent financial advisors.
• Processing retirement scheme applications including checking forms and data entry into the Companies systems.
• Dealing with member and client queries.
• Acting as a point of contact for our key accounts.
• Building and maintaining a relationship with our clients.
• Dealing with members’ payment requests.
• Liaising with third parties (transferring pension schemes and life companies).
• Setting up terms of business with fund managers.
• Collaborate with internal departments to ensure client and member needs are fulfilled effectively.
• Assisting the Team Leader and Director in any ad hoc tasks that may be required.
  Requirements
• Strong interpersonal skills and an ability to build rapport with clients.
• Excellent communication skills and a good command of written and spoken English.
• Hard working with a strong work ethic.
• Previous experience in pensions or a client relationship role will be considered an asset.
• Strong team player skills and the ability to work harmoniously with a diverse workforce.

The post Client Relationship Executive – Malta appeared first on The Sovereign Group.

Sovereign opened its first office in Gibraltar in 1987 and has since grown into one of the largest independent corporate and trust service providers in the world. We currently manage over 20,000 clients that include companies, entrepreneurs, private investors or high net worth individuals and their families – and have assets under administration in excess of US$10 billion. Sovereign Pensions Services Limited is the Maltese subsidiary of The Sovereign Group.

Main Duties

• Checking bank accounts for funds received from third parties and report the findings to the pensions team
• Transferring pension payments to members
  Updating company database and sending emails with the payment transfer confirmations to the pensions team
• Request, download and store valuations from Investment houses for pension members as requested by the pensions team
• Scanning, filing, archiving documents within the accounts team
• Processing ad hoc payments in relation to our corporate clients
• Assisting with ad hoc projects as required
• Providing administration support to the rest of the team
• Any other related duties as may be requested by the Managers or Directors from time to time

Ideal Candidate

• Experience of working in an office environment
• Excellent communications skills in English, both written and verbal
• Ability to work within tight deadlines
• Previous experience in a similar position will be considered an asset but not essential
• Strong team player skills and the ability to work harmoniously with a diverse workforce

The post Administration Assistant appeared first on The Sovereign Group.

Sovereign opened its first office in Gibraltar in 1987 and has since grown into one of the largest independent corporate and trust service providers in the world. We currently manage over 20,000 clients that include companies, entrepreneurs, private investors or high net worth individuals and their families – and have assets under administration in excess of US$10 billion. Sovereign Pensions Services Ltd. is the Maltese subsidiary of The Sovereign Group.

Job Purpose

As Acting Finance Manager for the Malta companies, you will be accountable for all duties undertaken by the finance department for 9-12 months as maternity cover. Responsibilities will include the full suite of accounting and payroll services to our portfolio of clients as well as leading a team of 5 locally employees. You will be commercially astute, comfortable challenging all levels of the business and will deliver all management information to the team.

Main duties

• Production of accounting, audit, tax compliance solutions, to existing and new clients
• Production of HR and payroll solutions for clients
• Production of management accounts and financial statements (in line with Group timetable)
• Forecasting and annual 3-year plan creation
• Manage the audit process and liaise with any external personnel
• Manage, mentor and motivate the accounts team (direct reports and virtual teams)
• Undertake financial analysis and regulatory reporting as required
• Recommend improvements to existing forecasting models (P&L, Balance Sheet and Cash Flow)
• Responsible for the tax reporting for the company and advise the management with tax efficient
  plan
• Review and communicate the financials of our entities.
• Maintain all financial systems and processes in line with Group policy

Ideal Candidate

• Professionally qualified accountant (CPA/CIMA/ACCA preferred) and ideally 5 years of relevant experience
• Working knowledge of Malta individual and company tax
• Strong business and commercial acumen and understanding of financial issues
• Hard-working, efficient and motivated by results
• Excellent communicator, with both internal and external colleagues at all levels Professional services industry experience an advantage
• Team player and ability to lead as well as manage
• Proficient in both spoken/written English
• Experience with ViewPoint accounting an advantage but not essential
• Analytical, detail-minded and logical thinking
• Proficient in MS Excel

The post Finance Manager (9-12 month definite contract) appeared first on The Sovereign Group.