Aztec Group Prospectus

PROSPECTUS

Progress.

Career-defining opportunities in financial services.

Paul Millar FINANCIAL REPORTING MANAGER TO ASSOCIATE DIRECTOR

James Pledger ASSOCIATE DIRECTOR TO DIRECTOR

Raine Corley TRAINEE FUND ADMINISTRATOR TO CLIENT REL ATIONSHIP MANAGER

Made up of a diverse group of individuals, with equally distinct personalities and skill sets, we all contribute certain expertise that give us the foundation of our brand and the ability to lead the way in fund and corporate services.

Thank you for considering a career at the Aztec Group. I hope you will find this prospectus useful and that it will give you an insight into why we’re not just the bright alternative when it comes to our services, but also why we are the employer of choice.

Edward Moore FOUNDER AND CEO

With a people-centric focus, the Aztec Group has been pushing the boundaries in fund and corporate services since 2001. To deliver these unrivalled services through a period of strong organic growth, we rely on the dedication and passion of our employees.

We’re looking to grow further, are you looking to progress?

Our Approach

So what makes the Aztec Group the bright alternative as an employer?

It’s the approach we’ve taken since the start which benefits our employees as much as our clients.  We have client-centric structures

 We invest in our people

Rather than work by business function, we have teams centred around our clients.

This means Accountants and Administrators

Our clients want to work with the same teams year-in, year-out, which is why we have such dedication to our people and their progression

work alongside each other, enabling valuable client and industry knowledge to be shared.

at the Group. We continuously invest in our employees and their training, striving to achieve a good work-life balance.

 We invest in technology and systems Our continuous investment in leading technology not only benefits our clients, but also our people. Best of breed systems and streamlined processes allow employees to focus their efforts on where they can add the most value.

 We’re owner managed We share an entrepreneurial drive with our clients, and being a business that is committed to remaining owner-managed, we can make decisions quickly, without unnecessary red tape.

This approach, underpinned by our experienced and dedicated employees, is how we’ve built our reputation in service excellence over the years.

James Duffield HEAD OF BUSINESS DEVELOPMENT

High employee retention rate

We are over 1,200 employees

Progress. Career Development A career at the Aztec Group provides many opportunities for progression, including team moves, secondments and project work. My year-long secondment to Luxembourg enhanced both my professional and personal development.

We’re fully committed to ensuring every employee has the knowledge, skills and experience they need to not only work effectively, but to develop their potential and progress as an individual.

Raine Corley TRAINEE TO CLIENT RELATIONSHIP MANAGER

We have a structured appraisal process which places focus on the relationship between the employee and employer. It identifies development needs of individuals and in turn improves the performance of an employee and the organisation as a whole. This appraisal process aligns with the promotional process, which is structured to enable employees to progress through their career.

Secondment opportunities are also available across different teams and our other European offices. This initiative is something we actively encourage, as it enables us to share best practice, ideas and our culture across the Group.

75:25 Client facing to support team ratio

Progress. Rewards and Benefits

Working within one of the fastest growing fund and corporate services companies, employees can expect competitive packages based on previous experience and the Group’s ongoing performance.

Aztec is continuously looking for ways to improve and advance the rewards offered.

It’s the added benefits like their unique culture, work-life balance and sports and social initiatives that make all the difference.

Tobias Cook

Aztec Group employees are entitled to the following, where eligible:

    

Annual discretionary bonus Holidays, starting at 25 days per annum Family travel insurance Pension plan Individual private healthcare

   

MANAGER TO ASSOCIATE DIRECTOR

Long-term income protection scheme

Critical illness cover Death in service cover Corporate discounts for local amenities, events and memberships

Managers’ Equity Performance Plan We recognise the contribution of managers to the success of the business.

With this success and ongoing performance, we have developed an Equity Performance Plan (EPP) specifically for managers. Under the EPP, managers receive a discretionary contingent award of derivative shares which track the underlying value of the Aztec Group and encourages managers to have a vested interest in the Group’s future success.

Progress. Aztec Academy From the technical fund and corporate services training delivered to me as a trainee, to the more advanced soft skills and professional qualifications I’m now taking, Aztec’s in-house Academy includes all the tools needed to progress.

Aimée Murphy TRAINEE TO CLIENT RELATIONSHIP MANAGER

We know best practice is built upon long-standing relationships and as a result, we realise the importance of providing employees with the tailored training and development tools to best serve each other and our clients.

This has been achieved through the Aztec Academy, which is an initiative available to all employees, focussing on specialist skills and continued professional development (CPD) tailored to the Aztec Group’s core business model. We deliver a vast range of Group-wide and role specific training in-house, primarily by professional trainers and industry experts. Rather than the usual non-tailored external courses typically provided by companies, the key to the Academy’s success is a syllabus unique to the Group, our industry, clients and employees. With 80% of our employees either qualified or in training we have the right skill-sets to deliver a truly exceptional service.

Our Core Training Areas:

90% of employees are professionally qualified or in training

Soft Skills Induction

Applications & Procedures Technical Skills

Professional Qualifications

Progress. Downtime

We offer a wide range of activities with a focus on supporting our employees’ endeavours – so if there is something we currently don’t do, bring it to the table and we’re likely to support it.

In addition to the usual activities driven through our sports and social clubs, we have our staff events, jurisdictional Christmas parties and the annual Aztec Group Summer Party, which brings together all of our employees from across our offices to celebrate the successes of the Group.

It isn’t just our focus on staff development, but also all the valuable extra opportunities we create which unify us as a Group. From our eagerly

It isn’t just our focus on staff development, but also all the valuable extra opportunities we create which unify us as a Group.

anticipated parties, to our marathon teams raising money for local charities – the personality of Aztec shines through our employees and we are very mindful of nurturing this.

It has been fantastic to see so many staff across the Group reap the rewards of our efforts as an employer and to see their careers progress. We’re firmly committed to the development of our staff and creating an unrivalled working environment.

Geraldine O’Rourke DIRECTOR

With continued growth across the business we’re always on the lookout for talented individuals who have the passion to deliver fund and corporate services.

With a range of vacancies available in accountancy, administration and support functions, we’re looking to grow further; are you looking to progress?

The Bright Alternative Explore: aztecgroup.co.uk | .eu | .us

Private Equity Fund Services Real Asset Fund Services Private Debt Fund Services Corporate Services

Apply today.

If you are looking to progress, we can provide a rewarding and alternative career in finance.

Send your CV to careers@aztecgroup.co.uk or for further information, please visit aztecgroup.co.uk/careers or call us on +44 (0)1534 837562.

All enquiries are treated in the strictest confidence.

Aztec Group is a regulated financial services group