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OUR PERMANENT OPPORTUNITIES

 

CUSTOMER SERVICES ADMINISTRATOR 

A leading and reputable provider of investment and life assurance products is seeking to recruit a proactive and considerate Customer Services Administrator. Duties of this role are diverse and varied and duties will include: *Handling customer queries via telephone, e-mail and written correspondence *Managing a book of business, including personal portfolio products *Handling client and IFA requests. The ideal Candidate will have acquired/be able to demonstrate: *At least 2-3 years' experience within the financial sector, preferably within a Customer Service orientated role (Candidates with investments or life assurance experience will be at a distinct advantage.) *Proactiveness and a genuine enthusiasm for delivering a high standard of customer services. The successful Candidate will be rewarded with a competitive salary, excellent staff benefits and a friendly, supportive and collaborative working environment.

JAPANESE SPEAKING ADMINISTRATOR 

A dynamic and friendly e-gaming provider on the Island, with their offices based in the heart of Douglas, is seeking to recruit a proactive and friendly Japanese Speaking Administrator. Duties of this role are varied and will include: *Assisting customers with a variety of issues *Processing withdrawals and payments *Assisting with internal translations. The ideal Candidate will be able to demonstrate: *Fluency in Japanese and English *At least 2 years' experience within financial services. The successful Candidate will be rewarded with a competitive salary, generous Staff Benefits and a friendly, positive and collaborative working environment.

GRADUATE/TRAINEE ACCOUNTANTS

We have numerous opportunities for bright Graduates or for those with excellent A Level Results, who are wishing to pursue a rewarding career within accountancy. All of our Clients offer competitive salaries, abundant and thorough career support and the opportunity to work in a co-operative and friendly Team. Candidates who have acquired at least 2-3 years' in a similar role and with a genuine ambition to pursue a career within accountancy will also be considered.

TAX ADMINISTRATOR 

A prestigious accountancy practice in the heart of Douglas is seeking to recruit a hardworking, ambitious and accurate Tax Administrator. Duties of this role are diverse and will include: *Completing and submitting Tax Returns for clients, including sole traders, partnerships, companies and individuals *Ensuring statutory deadlines are achieved *Providing clients with guidance regarding a diverse range of tax matters including tax liabilities *Identifying and developing tax planning and advisory opportunities *Providing support subject to payroll matters *Maintaining and growing a network of contacts The ideal Candidate will: *Be a recent Graduate or an accountancy/bookkeeping professional with a keen interest and passion for finance and accountancy, particularly tax The successful Candidate will be rewarded with a competitive salary, abundant career support and opportunities to progress within a successful and multi-national organisation.

 

FINANCIAL ACCOUNTANT

A leading wealth management company located on the outskirts of Douglas is seeking to recruit an accurate and knowledgeable Financial Accountant. Reporting to the Financial Reporting Manager, duties of this role are varied and will include: *Managing a small Team *Preparing comprehensive financial reports for insurance companies and overseas branches and subsidiaries *Producing Financial Reports including Management Accounts, Entity Financial Statements, Regulatory Reports and Group Consolidated Financial Statements *Maintaining daily and monthly procedures and controls to ensure profitability. The ideal Candidate will be/be able to demonstrate: *A qualified Accountant (ACA/ACCA) with relevant experience *An understanding of financial statements and regulatory reporting subject to insurance

*An understanding of transactions during the lifetime of an insurance/investment policy. The successful Candidate will be rewarded with a competitive salary, excellent staff benefits and a professional and friendly working environment.

PRACTICE ACCOUNTANT

A reputable accountancy practice based in the heart of Douglas is seeking to recruit a friendly and co-operative Practice Accountant. Duties are varied and will include: *Preparing Final Accounts and Financial Statements *Submitting VAT Returns *Administering payroll The ideal Candidate will be a part or fully qualified accountant who has acquired at least 1-2 years' experience in a similar role. The successful Candidate will be rewarded with a very competitive salary and a professional and supportive working environment.

 

TAX TRUST SPECIALIST

A leading life assurance organisation, with their offices located on the outskirts of Douglas, is seeking to recruit a knowledgeable and accurate Tax/Trust Specialist. Based within their Technical Services Department, duties will include: *Providing support to Staff, the Sales Teams and Distributors regarding general estate/succession planning and tax related queries *Undertaking research for the Sales Team to help secure new business and retain existing business *Delivering training courses to the appropriate areas of the Group to address technical training needs *Maintaining a detailed awareness of regulatory, fiscal and any other matters that would have an impact of the effectiveness of the Group/their products *Product developments The ideal Candidate will have acquired, or be currently working towards, the CII or STEP Diploma. They must also be able to demonstrate a proficient understanding of at least three of the following key areas: *IOM Life Industry Products and/or Investment Platforms *UK Inheritance Tax *UK Chargeable Events *The uses of Trusts *Features of UK Pension Schemes The successful Candidate will be rewarded with a competitive salary, excellent career support and a professional and friendly working environment.

FIANCIAL INVESTMENTS TECHNICIAN

A leading wealth management organisation based on the outskirts of Douglas is seeking to recruit an experienced Financial Investments Technician. Reporting to the Investments Accounting Manager, duties of this role will include *Contributing to the production of Regulatory Reporting *Producing solvency II figures for Investment Funds of the business *Producing month-end surplus figures for use by the Actuarial department *Daily and monthly control reconciliations of internal company transactions  *Taking ownership and development of the Fund Manager Rebate process *Maintaining daily and monthly procedures and controls within the department to ensure that profitability is maintained *Monitoring and reporting on overdrawn policy positions *Daily reconciliation of Administration/Investment systems and other internal control accounts *Keying daily and monthly journals to Sun and InvestPro, ensuring items are accounted for correctly. The ideal Candidate will have acquired/be able to demonstrate: *Qualifications in Securities and Investments (Part-Qualified) or qualified by experience *A good working knowledge of fund group operations including rebates *3 to 5 years experience' within a similar role within Financial Services *Previous experience with month end processes and of producing Management Accounts. The successful Candidate will be rewarded with a competitive salary, a friendly and professional working environment and opportunities to advance with their career.

SENIOR CUSTOMER SERVICES ADMINISTRATOR (SOUTH) 

A market leading wealth asset management company, located in the heart of Douglas, is seeking to recruit a personable Senior Customer Services Administrator. Reporting to the Customer Services Team Manager, the main duties of this role will include: *Reviewing new business applications for quality and regulatory Anti- Money Laundering and Counter Terrorism Financing control purposes *Ensuring that new business applications have been accepted and processed in line with internal guidelines and procedures *Contacting Financial Advisers and Customers to request outstanding information *Establishing and maintaining strong relationships with brokers, sales and regional offices in order to identify their needs. The ideal Candidate will have acquired/be able to demonstrate: *A minimum of 5 years’ experience within a customer service or Life Assurance environment *A good understanding of the Isle of Man Financial Services Authority’s (FSA’s) Guidance Notes on Anti-Money Laundering and Preventing the Financing of Terrorism *Ability to effectively manage customer and staff relationships and to promptly respond to queries whilst ensuring promises and expectations are managed. The successful Candidate will be rewarded with a very competitive salary, excellent staff benefits and a professional and cooperative working environment.

NEW BUSINESS ADMINISTRATOR 

A leading life assurance organisation based on the outskirts of Douglas is seeking to recruit an accurate and organised New Business Administrator. Duties of this role are varied and will include: *Reviewing and inputting new business applications *Ensuring that new business applications have been accepted in line with internal guidelines *Responding to telephone/email enquiries appropriately and effectively The ideal Candidate will have acquired at least 2 years' experience within financial services. They will also be organised, accurate and an effective communicator. The successful Candidate will be rewarded with a competitive salary, generous staff benefits and opportunities for career progression.

 

DATA ADMINISTRATOR 

A leading life assurance organisation based on the outskirts of Douglas is seeking to recruit a bright school leaver, or an experienced administrator, to join their Change Team. Duties of this role will include: *Supporting the business with all aspects of data rectification *Remediating data issues in a structured and timely manner *Ensuring that data quality standards are adhered to in accordance with company benchmarks *Reviewing and monitoring outstanding audit actions relating to data quality and integrity *Undertaking root cause analysis, identifying trends and offering solutions for the remediation of incorrect data sets. The ideal Candidate will have acquired: *Good A Level results or at least 2 years' experience within the life assurance industry *An advanced working knowledge of Excel. You must be able to extract, sort, pivot format and revise data *A proficient working knowledge of Word. You must be able to produce mail merge documents and format letters. This role would suit a bright school leaver with a keen interest in analysing and remediating significant amounts of static and core data. The successful Candidate will be rewarded with a competitive salary, excellent staff benefits and opportunities to progress within a friendly and professional working environment.

INVESTMENTS MARKETING TECHNICIAN 

A leading life assurance organisation based on the outskirts of Douglas is seeking to recruit an organised and highly accurate Investments Marketing Technician. The successful candidate will join an expanding Marketing Team and will be provided with the opportunity to learn the fundamentals of fund analysis. Duties will include: *Monitoring corporate actions and their impact on guided fund ranges *Assisting with the preparation of suitable client and adviser communications, both physical and web based *Preparing and updating fund related documents and reports *Accurately maintaining fund data within internal systems *Maintaining Morningstar fund centres and web tools *Liaising with Fund Management groups *Updating third party tool suppliers with fund updates and changes *Providing support to the ongoing development of their online service centre and tools which help clients and advisers understand fund performance The ideal Candidate will have acquired/be able to demonstrate: *A minimum of 2 years’ experience within an investment related role or five years’ experience within financial services *Holding, or be working towards, a relevant investments or marketing qualification (advantageous but not essential) *A high level of attention to detail with the ability to critically analyse large amounts of data The successful Candidate will be rewarded with a competitive salary, abundant career support and a professional and friendly working environment.

INVESTMENTS ADMINISTRATOR (SOUTH)

A leading wealth asset management organisation based in Castletown is seeking to recruit an accurate and organised Investments Administrator. Reporting to the Investment Services Manager, the main duties of this role will include: *Processing and managing all internal portfolio transfers *Processing and managing any external transfers between custodians and fund managers *Answering investment related queries by phone and management of the Share Transfer Mailbox *Assisting with dividend applications *Assisting with daily pricing, valuation and appropriation processes when required *Liaising with Customers, Custodians, Fund Managers and Product providers

The ideal Candidate will have acquired/be able to demonstrate: *A minimum of 3 years’ experience within an investments or dealing role *A CISI qualification (or be willing to work towards achieving one) *Knowledge of financial instruments, funds, bonds, equities, collectives, fixed deposits and structure deposits *Experience of navigating financial websites such as Bloomberg. The successful Candidate will be rewarded with a very competitive salary, excellent staff benefits and a friendly and co-operative working environment.

SENIOR FINANCIAL INVESTMENTS ADMINISTRATOR 

A leading life assurance organisation, based on the outskirts of Douglas, is seeking to recruit an accurate and organised Senior Financial Investments Administrator. Reporting to the Investments Accounting and Settlements Manager, duties will include: *Contributing towards the production of monthly financial reports *Assisting with the production of monthly management accounts and regulatory reporting *Undertaking a key role in the ongoing implementation of Solvency II reporting *Reconciling and investigating investment transactions *Taking ownership and development of the Fund Manager Rebate process *Maintaining daily and monthly procedures and controls within the department to ensure that profitability is maintained *Monitoring and reporting on overdrawn policy positions The ideal Candidate will have acquired/be able to demonstrate: *3 years’ experience within a similar role within Financial Services *A good working knowledge of fund group operations, including rebates and investments, including a range of asset types *An understanding of transactions during the lifetime of an insurance/investment policy *An advanced knowledge of Microsoft Excel The successful Candidate will be rewarded with a competitive salary, career progression opportunities and a friendly and professional working environment.

 

CLIENT SERVICES EXECUTIVE

An independent and dynamic organisation based in the heart of Douglas is seeking to recruit a Client Services Executive to assist their Sales, Payroll and Compliance Teams. Duties of this role are varied and will include: *Assisting with the on boarding of new clients *Resolving queries and requests raised by clients in relation to any aspects of their employment (timesheets, invoices, payments, pay slips, mortgage /employment requests, VISA correspondence, holiday requests etc) *Liaising with agencies regarding all aspects of client contracts, renewals and payment *Pro-actively monitoring client assignment contracts *Supporting and communicating effectively with the sales team *Supporting the payroll team to ensure all payment related matters are communicated and resolved *Managing the client termination process *General administration duties for e.g. data entry, scanning and filing. The successful Candidate will be rewarded with a competitive salary, excellent staff benefits and a friendly and collaborative working environment.

ONBOARDING ADMINISTRATOR

A reputable and rapidly growing organisation based in the centre of Town is seeking to recruit a highly proactive and organised On-Boarding Administrator. Duties of this role are varied and will include: *Processing the on-boarding of new clients *Receiving and processing all KYC *Handling all queries and requests raised by clients in relation to any aspect of their on-boarding/employment and due diligence (KYC) *Supporting and communicating effectively with the Sales and Payroll Teams and resolving any issues *Ensuring all relevant statutory and regulatory deadlines are met *General administration duties including data entry, scanning and filing. The successful Candidate will be rewarded with a competitive salary, excellent staff benefits and a friendly and co-operative working environment.

PAYROLL/INVOICING ADMNISTRATOR 

An independent and dynamic organisation based in the heart of Douglas is seeking to recruit a quality conscious Payroll Administrator to join their Team. Based within their Payments Team, duties of this role are varied and will include *Identifying funds received *Processing payroll *Allocating cash *Reconciling and communicating with internal/external individuals *Processing P45’s & Tax Code Changes. The ideal candidate will have acquired/be able to demonstrate: *At least 1-2 years' experience within payroll or financial services *Accuracy and excellent communication skills. The successful Candidate will be rewarded with a competitive salary, good staff benefits and a friendly and collaborative working environment.

COMMERICAL INSURANCE BROKER

 A successfully established and leading Insurance Broker, based in the heart of Douglas, is seeking to recruit a personable and career focused Senior Insurance Broker. Reporting to their Team Manager, duties will include: *Managing a diverse and exciting portfolio of existing business *Business development - creating/securing growth opportunities for the business The ideal Candidate will have already acquired/be: *At least 2-3 years' experience within the insurance industry *Cert CII Qualification (as a minimum) *Conscientious, willing to study and wishing to advance their career within the commercial insurance remit The successful Candidate will be rewarded with a competitive salary, abundant career support and opportunities to progress within a successful and dynamic organisation.

JUNIOR TRUST AND COMPANY ADMINISTRATOR 

Would you like to qualify as a STEP Associate and progress with your career within a dynamic and growing organisation? A leading chartered accountancy practice, based in the heart of Douglas, is seeking to recruit an ambitious and personable Junior Trust and Company Administrator. Reporting directly to their Managers/Directors, duties are varied and will include: *Liaising with clients to manage their developments and support their requirements *Maintaining Trust and Company records in accordance with internal compliance and statutory requirements *Facilitating client transactions, including arranging payments, formatting invoices and processing dividends and taxes *Opening Corporate and Trust bank accounts *Reviewing Client Investment Portfolios. The ideal Candidate will have acquired: *At least 2 years' experience within a TCSP environment *The STEP Qualification or be looking to pursue it *A good working knowledge of the IOM regulatory environment and tax planning. The successful Candidate will be rewarded with a very competitive salary, a friendly and professional working environment and substantial Staff Benefits.

 

SENIOR TRUST AND COMPANY ADMINISTRATOR 

A leading fund and wealth management company on the Island is seeking to recruit a knowledgeable and proficient Senior Trust and Company Administrator. Providing support to their Geneva Team, your duties will include: *Providing administrative support to the Swiss Client Administration Team regarding a client portfolio of fiduciary structures, inclusive of various types of trusts and corporate entities. *Supporting the Swiss Client Administrators. *Completing tasks raised by the IOM Review Team *Reviewing legal and tax advice where appropriate and interpreting/implementing relevant advice when required *Reviewing client accounts *Assisting with the management and training of junior members of the team. The ideal Candidate will have already acquired/be able to demonstrate: *At least 3-5 years' experience within a TCSP environment. *A good working knowledge of client fiduciary structures, including risk awareness and contractual and statutory obligations. *The STEP or ICSA qualification. This is a fantastic opportunity for the right individual to progress with their career within trust within a prestigious provider of fund, corporate and private client services. The successful Candidate will be rewarded with a competitive salary, excellent staff benefits and opportunities to advance with their career.

SENIOR YACHTING AND AVIATION ADMINISTRATOR 

A leading and multi-national fiduciary services provider, located in the heart of Douglas, is seeking to recruit an experienced Yachting and Aviation Administrator. Duties of this role are varied and will include: *Preparing documentation for signature *Preparing minutes of meetings *Communicating directly with clients, intermediaries, Directors and Senior Management *Performing Annual File Reviews *Discharging ‘Ad hoc’ projects *Ensuring that the client database remains accurate and up to date *Preparing and verifying payments *Assisting with large scale purchases and sales completions. The ideal Candidate will have acquired at least 3 to 4 years’ experience within a TCSP/CSP handling yachting and aviation matters. The ideal Candidate must also be calm, flexible and willing to work as part of a Team. The successful Candidate will be rewarded with a competitive salary, an excellent Staff Benefits Package and a friendly and supportive working environment.

COMPLIANCE ADMINISTRATOR

A leading public accountancy firm is seeking to recruit an accurate and knowledgeable Compliance Administrator. Duties are varied and will include: *Assisting with the administration of customer due diligence procedures and records *Assisting with the performance of risk-based reviews for higher risk clients, including politically exposed persons (PEPs) *Assisting with the company's approach to AML/CFT, information protection and internal audit The ideal Candidate will have acquired/be able to demonstrate: *At least 2-5 years' experience within a compliance role *5 GCSEs including English and Mathematics at grade C or above *Steadfastness and a willingness to learn and pursue further compliance specific qualifications The successful Candidate will be rewarded with a highly competitive salary, the opportunity to work in a professional and highly prestigious organisation and numerous career advancement opportunities.

LAW AND TRUST OFFICER

A successfully established and highly prestigious TCSP based in the heart of Douglas is seeking to recruit a proactive and knowledgeable Law and Trust Officer. Duties of this role are varied and will include: *Acting as the primary point of contact for all current/potential clients *Assisting with the provision of tax, accountancy and fiduciary advice *Obtaining client due diligence  *Preparing annual returns and submissions *Incorporating companies *Supporting with the dissolution and re-domiciliation of companies. The ideal Candidate will have acquired/be able to demonstrate: *Experience within a TCSP/Company Secretarial environment and of managing a diverse portfolio

*The ICSA/STEP or a recognised legal qualification. The successful Candidate will be rewarded with a very competitive salary and a generous Staff Benefits package which includes Private Medical Insurance, Life Assurance and a generous Company Pension

 

REGULATORY AND COMPLIANCE SPECIALIST 

A leading life assurance organisation based on the outskirts of Douglas is seeking to recruit a Regulatory and Compliance Specialist. Reporting to the Chief Compliance Officer, the main duties of this role will include: *Maintaining handbooks, regime papers and jurisdictional risk papers *Providing advice to all levels of employees *Analysing and driving the implementation of regulatory change *Responding to questions from regulators *Responding to Ombudsmen complaints *Assisting with Compliance Assurance Reviews *Delivering training in Compliance related subjects. To ensure that this role is carried out to the desired level, the ideal Candidate will have acquired/be able to demonstrate: *At least 5 years' compliance experience, preferably within the life insurance or investments industry *An industry recognised compliance or investments qualification *The ability to work independently and as part of a cohesive Team. The successful Candidate will be rewarded with a competitive salary, opportunities to progress with their career and a professional and friendly working environment.

SENIOR BUSINESS ANALYST

A leading provider of wealth management solutions is seeking to recruit an innovative Senior Business Analyst. The ideal Candidate will have the necessary skills and experience to lead large projects and be comfortable working in different environments, with different methodologies. The main responsibilities of this role will include: *Developing business cases*Project scope definition *Requirements and analysis *User acceptance support *Benefit realisation. The ideal Candidate will have acquired: *At least 4 years' experience as a Business Analyst within a financial services environment *Proficiency using a variety of requirements elicitation techniques and modelling techniques  *Proven experience of delivering business improvements and efficiencies *Proven experience of Waterfall and Agile methodologies *Good facilitation, presentation and report writing skills *Expert knowledge of industry best practices for requirement engineering *Hold or be studying towards a related professional qualification for e.g BCS International Diploma in Business Analysis. The successful Candidate will be rewarded with a competitive salary and an abundant Staff Benefits Package.