LIFE ASSURANCE
POLICYHOLDER TAX REPORTING TECHNICAL SPECIALIST
REF 1280
A leading life assurance organisation based on the outskirts of Douglas is seeking to recruit an experienced, ambitious Policyholder Tax Reporting Technical Specialist.
The responsibilities of the role will include:
*Supporting the team with analysis and preparation work ahead of annual CRS & FATCA reporting
*Maintaining a good working knowledge of Group AEOI requirements
*Assisting with the ongoing monitoring of global regulatory updates
*Answering AEOI queries from other departments, brokers, WRAP partners and/or customers
*Assisting with communications and requests from competent authorities/regulators globally and locally
*Working with projects and IT to ensure that the correct functions are in place to deal with annual AEOI and Chargeable Events reporting
*Supporting the team with assessment, modification and implementation of internal processes and procedures to ensure regulatory compliance
The ideal Candidate will have acquired/be able to demonstrate:
*A minimum of three years Life Industry experience or similar experience in other sectors of financial services
*Hold or be willing to work towards a relevant professional qualification
*A good understanding of UK Chargeable Event rules, CRS and US FATCA regulations
*Awareness of UK and International tax rules and regulations would be advantageous
*Previous experience interpreting and implementing legislation and regulation
*A proven track record of researching AEOI related regulations
*A sound understanding of the Offshore Life Industry & types of financial products
ASSET GOVERNANCE SPECIALIST
REF 1301
A leading provider of investment, savings and protection solutions based on the outskirts of Douglas, are seeking to recruit an experienced, high performing Asset Governance Specialist.
The main responsibility of the role will include:
*Reviewing new/existing assets to ensure the remain compatible with product and regulatory requirements
*Checking and signing off reviews undertaken by other team members
*Conducting weekly and monthly audits to ensure assets are compliant with regional regulatory requirements
The ideal Candidate will have acquired/be able to demonstrate:
*2 years’ experience working in a Life Assurance/Fund Administration/Investment related environment
*Previous experience in an investments related role would be advantageous
*CISI Introduction to Securities and Investments Certificate is desirable
*Good planning and organisational skills