Latest Jobs
Job Purpose:
Personal Banker on a permanent capacity required to act as first point of contact and provide an exceptional level of service to International Personal Banking clients.
Key Responsibilities:
Provide value through delivering an exceptional level of service to International Personal Banking clients through a variety of channels; phone, E-mail and face to face.
Builds relationships with customers by understanding the customer and servicing the customer needs appropriately.
Lives our values by understanding and adhering to all IPB service standards, service charter and service level agreements with internal and external clients.
Client e-mails and phone calls handled within service level agreements.
Reviews (reactively) existing client products to determine cross sell opportunities and advise of new products to create stickiness through portfolio diversification.
Referrals to New business team to support cross sales targets.
Skills & Experience:
1-2 years previous banking experience within a customer service capacity.
5 GCSEs with minimum grade C in both Maths and English Language.
Exceptional inter personal skills with the ability to build professional relationships.
Hours & Benefits:
Business hours and competitive salary / benefits offered.
Job Purpose:
Personal Banker required to join an International Banking Group on an initial 6 month contract basis. The role holder will be required to act as first point of contact and provide an exceptional level of service to International Personal Banking clients.
Key Responsibilities:
Provide value through delivering an exceptional level of service to International Personal Banking clients through a variety of channels; phone, E-mail and face to face.
Builds relationships with customers by understanding the customer and servicing the customer needs appropriately.
Lives our values by understanding and adhering to all IPB service standards, service charter and service level agreements with internal and external clients.
Client e-mails and phone calls handled within service level agreements.
Reviews (reactively) existing client products to determine cross sell opportunities and advise of new products to create stickiness through portfolio diversification.
Referrals to New business team to support cross sales targets.
Skills & Experience:
Ideally possess 1-2 years previous banking experience within a customer service capacity.
5 GCSEs with minimum grade C in both Maths and English Language.
Exceptional inter personal skills with the ability to build professional relationships.
Hours & Benefits:
Business hours and competitive salary offered, based in central Douglas.
Job Purpose:
Senior Finance Manager, ACA/ACCA qualified with at least 5 years PQE, is sought to join the Finance team of a leading Trust & Corporate Services Group. The ideal candidate will support the Group FD in the management and control of the group finance function, ensuring timely and accurate delivery of financial information to key stakeholders.
Key Responsibilities:
Supporting the Group Finance Director in the management and control of the Group Finance Function.
Consolidating the group's monthly results and preparing information for the board pack
Supporting the preparation of statutory accounts for the Group and subsidiaries
Leading the quarterly forecasting and planning process.
Improving the efficiency and reporting output of the finance function by identifying how and where improvements in procedures and processes can be achieved.
Supporting the annual audit process.
Skills & Experience:
ACA/ACCA qualified with at least 5 years PQE.
Strong systems knowledge and experience of driving change through process and procedural improvements.
Experience of leading budgeting/ forecasting processes.
Strong communication skills, able to present qualitative and quantitative information to key stakeholders.
Excellent organisational skills, adaptable to change and used to working under pressure adhering to tight deadlines.
Hours & Benefits:
Full time, highly competitive salary and benefits.
Job Purpose:
Experienced Fiduciary Services Administrator with upwards of one year's previous experience within Trust and Corporate Services, is sought by a leading International Trust & Corporate Service Provider. The role requires the administration and management of a varied portfolio of corporate and trust ownership structures for UHNW owners of superyachts and corporate aircraft.
Key Responsibilities:
Professional liaison with clients and a broad range of intermediaries, building strong working relationships.
Registration of client's yachts and aircraft, globally.
Maintaining accurate an dup to date records for vessels.
Arranging for the review and approval of sale and purchase agreements, chartering contracts etc.
Ensuring compliance with company standards, policies and procedures, including periodic file reviews.
Skills & Experience:
Upwards of one year's previous experience within Trust & Company Administration work and an interest in developing more specific understanding of yachting and aviation administration.
Previous experience of either Yachting and/or Aviation administration would be advantageous, although not essential.
Strong communication and organisational skills, with an enthusiastic and positive approach.
Having a willingness to further develop knowledge and potentially undertake appropriate professional studies STEP/ICSA, with support.
Hours & Benefits:
Full time, highly competitive salary and benefits, depending upon experience and qualifications.
Job Purpose:
Experienced Senior Administrator required to join the On boarding department of an International Life Assurance Organisation.
Key Responsibilities:
Undertaking administration duties relating to the New Business stages for both the IOM and Dublin office as well as proactively contributing to designing and delivering the most positive experience for customers.
Adherence to the processes as documented by procedures.
Proactively identify enhancements to processes and contribute towards their implementation.
Identify, understand and collate customer needs, requirements and feedback..
Agree quality standard of processes and contribute towards successful delivery.
Engage and collaborate with peers across both the International Business and the wider group to ensure that experiences and successes are shared in order to break down silos and support the positive customer journey throughout all areas of the business.
Ensure familiarity with risk management programmes, as they impact this position, and follow appropriate risk management procedures to control, monitor and report on business activities.
Ensure compliance with Company policies, regulatory, professional & legal requirements.
Skills & Experience:
1 to 2 years' experience within a similar financial services environment would be an advantage.
Working knowledge of KYC / CDD and compliance regulations.
Demonstrates enthusiasm and a positive approach to their working performance.
Be open and able to adapt to change.
Hours & Benefits:
Structured working pattern- core business hours, competitive rates of pay, parking on site.
Job Purpose:
Administrator required to join an established Financial Services group on a long term contract basis. The role holder will join the Operations Team and will monitor and review items from the US Supplemental controls referrals, provide sign off and feedback to colleagues in the Isle of Man and regional offices. The role will also see the individual manage the escalated complaints process, assist with the reporting and management of breaches, support projects and assist the Operational Department with any queries they may have.
Key Responsibilities:
Review cases with US indicia and provide feedback to colleagues across the business.
Work with Compliance to ensure that we remain compliant with the US Supplemental agreement.
Manage the escalated complaints process including investigations and responses, these being CEO complaints and Financial Ombudsmen referrals.
Assist with the recording, analysing and reporting of breaches.
Working with key stakeholders in our overseas branches.
Proactively work with other members of the team, the Compliance functions and the Operational Departments.
Completion of Sentinel (World-Check clearance) tasks within the agreed SLA.
Skills & Experience:
Previous experience within Financial Services ideally within a Life Organisation.
Excellent interpersonal, written and verbal communication skills.
Proficient in Microsoft Word and Excel.
The candidate should understand the reason behind the introduction of the tax standard “AEI” and the implications involved.
Good organisational skills with emphasis on quality and the ability to work to deadlines
Hours & Benefits:
Competitive rates of pay, structured working pattern- core business hours, Douglas based, car parking on site.
Job Purpose:
Accounts Assistant required to join a small, established and independent firm, based in Castletown. The role holder will be responsible for a variety of bookkeeping and administration duties, along with liaising with customers, suppliers and employees based in other regional offices.
Key Responsibilities:
Bookkeeping duties including setting up new suppliers and customers on the accounting system, credit control, allocation of funds received.
Preparation payments, review employee expenses, produce monthly reports and reconciliations.
Liaise with customers and suppliers to resolve any queries as required.
Skills & Experience:
Minimum of 1 year's previous bookkeeping experience and accounting knowledge is essential.
Knowledge of an accounting system is desirable e.g. Sage, SAP, QuickBooks, NetSuite.
Must have high attention to detail and strong communication skills.
Hours & Benefits:
Business hours, attractive salary, Castletown based office.
Job Purpose:
Senior Compliance professional required to join an expanding Private Wealth Group, as their Head of Compliance in a permanent capacity based on the Isle of Man. You will be responsible for overseeing and managing compliance across the group, ensuring that it meets regulatory requirements, internal policies and procedures. The position may involve being the Compliance Officer and MLRO for the Isle of Man.
Key Responsibilities:
Develop and maintain a positive Compliance culture across the Group.
Establish and maintain strong relationships with the Executive management.
Develop and implement strong global, cross border policies.
Monitor the effectiveness of the Compliance policies and controls in place across the Group and update as necessary; providing support and training to all areas as needed.
Oversee the operation of the compliance function across the Group.
Build relationships with regulators for licensing and ongoing requirements.
Monitor regulatory change to identify, understand and communicate to global teams and ensure policies and processes are updated.
Develop and mentor the Compliance team globally. Ensure clear key performance indicators are set, reviewed regularly and that reports are meeting the required standards.
Monitor and improve processes to most effectively anticipate, manage and reduce risk to the Group.
Ensure teams are guiding and assisting relevant internal departments to ensure that the client experience is smooth and efficient and that the regulatory implications have been considered and addressed.
Foster an environment of regulatory awareness whilst instilling a positive, proactive culture towards the compliance function across the Group.
Act as Chair of the Financial Crime Committee.
Act as Project Sponsor for all Compliance projects, including significant regulatory changes and ensure that appropriate resource and governance is in place to guarantee delivery.
MLRO - Act as MLRO for the Isle of Man, including receipt , assessment and disclosure of suspicious activity reports.
Business Support - Act as point of referral for Isle of Man Compliance matters.
Skills & Experience:
Minimum of 7 years in banking and/or investment experience and have held senior roles in Compliance, ideally with international exposure.
A sound knowledge of Isle of Man regulations is a requirement.
Knowledge of UK, and Channel Island regulation would also be desirable.
Strong communication skills (both written and oral) with all levels of staff including the ability to present to the Executive Committee, Audit Risk & Compliance Committee and the Board.
Needs to be thorough analytical and have an enquiring mind.
Show initiative and evidence a strong personal drive.
Must be well organised and able to achieve deadlines.
Strong report writing skills.
Able to work within a small but focused team.
Experience of managing projects.
Hold a related compliance qualification.
Hours & Benefits:
Competitive salary and comprehensive benefits package.