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Job Purpose:
A permanent position for a Spanish speaking Help point consultant to join the Latin American team of an international life organisation.

Key Responsibilities:
Handle telephone calls and written queries from customers and distributors in both English & Spanish, focusing in line with the service level agreements.
Handle complaint resolution within defined regulatory requirements and contribute to the identification of trends and preventative measures needed, through root cause analysis.
Achieve targets to maintain productivity quality and service standards.
Contribute to a positive and supportive team culture.
Promote positive customer/distributor perceptions continuously developing relationships aligned to Company Values.
Maintain appropriate level of functional and technical expertise, including knowledge of products procedures, service, system and frameworks.
Ensures that all technical knowledge and skills are recorded, accessible and accurately maintained.

Skills & Experience:
Fluent in Spanish.
Excellent soft skills to build a rapport and create a positive customer experience.
Passionate about customer service and the need to treat customers fairly.

Hours & Benefits:
Business hours.
Salary Negotiable.

Job Purpose:
Previous experience within Trust & Company Administration is required, for this Administration support role or Trust Administration position; the level of responsibilities will be dependent upon the depth of previous experience gained. The role is within an established and growing, Douglas - based Trust Services Provider.

Key Responsibilities:
Working as part of a dedicated Client Services team, further training and development will be supported but the role is expected to include:
Drafting of Trustee and Director resolutions and minutes.
Managing compliance related work e.g. Customer Due Diligence.
Undertaking Fiduciary Banking requirements.
Assisting with administration requirements for client assets including quoted securities and real estate.
Depending upon experience, or in future, the role will involve the management of a small client portfolio.

Skills & Experience:
Previous experience working within Trust and Corporate Services, either in an Administration support capacity or Trust & Company Administration role
Excellent written and communication skills.
Positive and enthusiastic approach, used to working as part of a team
An understanding of client structures, KYC/ CDD etc.
A good standard of academic results; potentially an applicant should be interested in studying towards an appropriate fiduciary professional qualification.

Hours & Benefits:
Full time, market rate salary, depending upon scope of experience and professional qualifications, plus benefits.

Job Purpose:
Trust & Company Administrator with around 2 years recent experience in the administration of trusts and international companies, is sought by an established team of a professional T/CSP Provider.

Key Responsibilities:
Undertaking the formation of trusts and incorporation of companies as well as managing ongoing administration requirements.
Associated liaison with clients, professional advisors and contacts.
Maintenance of records, ensuring due diligence.
Following policies and procedures and ensuring compliance with AML/ TF/ KYC/ KYT principals.

Skills & Experience:
Upwards of 2 years recent experience in the administration of Trusts and Companies
Strong organisational and communication skills.
Used to prioritising work and working with a proactive approach.
Experienced in working both independently, but also as part of, and with the support of, a team.
Ideally, already studying or be willing to study STEP or ICSA, (with support provided)

Hours & Benefits:
Full time, Salary - competitive market rate, depending upon experience and qualifications, plus benefits.

Job Purpose:
Permanent position as Policy Servicing Administrator, sought by international Life Assurance company, responsible for processing all client and IFA servicing requests.

Key Responsibilities:
Dealing directly with external client and IFA policy servicing enquiries.
Vetting & processing policy assignments, Trust requests, and Notices of Interest.
Checking and applying complex work items, from premium payments to policy withdrawals.

Skills & Experience:
Minimum 2 years previous experience within Life Assurance, ideally within a similar position.
Considerable experience in a customer facing administration role.
Good working knowledge of AML/KYC regulatory frameworks.
Excellent verbal and written communicator.
A minimum of 5 GCSE's at grade C or above, including English and Maths.

Hours & Benefits:
Competitive rates of pay and good company benefits, 35 hour working week, based in Douglas.

Job Purpose:
Permanent Consultant required to join the sales team of Payroll services organisation based in Douglas.

Key Responsibilities:
Work with Managing Consultant in the development and retention of the book.
Support the Managing Consultant in delivering defined sales targets and offer ideas for sales campaigns.
Complete client documentation and record accordingly ensuring all KYC documents are complaint and stored correctly.
Manage prospective employees through a structured on boarding process. Ensure that all necessary documentation and KYC is received for each client.

Skills & Experience:
Educated to a minimum of 5 GCSE's (or equivalent) including English Language and Mathematics.
Demonstrate a high degree of customer service in all interactions with employees.
Previous sales experience is desired
Ability to use industry standard software tools such as Outlook and MS Office.

Hours & Benefits:
Standard office hours.
Competitive salary.

Job Purpose:
Permanent position for a Managing consultant to join a payroll Group and grow the book of business.

Key Responsibilities:
Manage, maintain and grow client book in line with sales and retention targets.
Work with Sales Manager to develop ideas for sales campaigns.
Deliver and exceed defined sales targets and support retention initiatives.
Support and develop consultants throughout the sales and on boarding and retention process.
Feed into sales and on boarding reports for their pod including application, on boarding, billing, retention and attrition rates.
Deal with telephone enquiries from contractors in the UK - effectively selling the benefits of the Company and Employed payment solutions

Skills & Experience:
2 years proven Sales background.
Demonstrate a proven sale track record and ability to manage your own targets.
Prior management experience or demonstrated willingness and ability to learn management basics.
Proven leadership and people management skills.

Hours & Benefits:
Business hours.
Salary dependent on experience.

Job Purpose:
Experienced Investment Dealer required to join the Investments Department of an established Private Bank on a permanent basis. The successful candidate will be responsible for handling high value transactions for sophisticated investors along with tasks such as authorisation of transactions, representing the department accordingly.

Key Responsibilities:
To receive and interpret investment instructions accurately.
To execute investment instructions for securities traded on all major markets including international equities, bonds and mutual funds within stipulated deadlines.
Ensure that procedures are followed in line with policies and practices of the business.
Respond to a diverse range of ad hoc queries.
Undertake project work and/or ad hoc tasks as directed by the Investment Administration Executive or Investment Administration Manager.
Propose changes to improving existing processes and systems.

Skills & Experience:
Previous experience within an Investments Administration experience is essential.
Previous experience within a Dealing Administrative role is highly advantageous.
A minimum of 5 GCSE's grades A*-C including English and Maths.
To have passed, or be studying towards, a suitable investment administration qualification at level 3 or above such as the Investment Operations Certificate (IOC), or an equivalent related qualification is highly desirable.

Hours & Benefits:
Excellent rates of pay, structured working pattern- core business hours, based in central Douglas.

Job Purpose:
Permanent position as a Client Services Administrator, dealing with new client enquiries and correspondence, sought by Douglas-based Payroll company.

Key Responsibilities:
Dealing with new client enquiries, handling telephone/email queries and letter correspondence.
Ensuring all enquiries are dealt with quickly and efficiently.
Other office administrative duties as required.

Skills & Experience:
1-2 yrs Previous experience in a customer service capacity.
Confident communicator, with strong interpersonal skills.
Excellent IT skills, comfortable with all MS Office products.
Aptitude to work without direct supervision.

Hours & Benefits:
Competitive salary with full company benefits, 37.5 hour working week.

Job Purpose:
6 month temporary role as a Timesheet & Invoicing Administrator, reporting to Payments team of Douglas-based Payroll company, dealing with client and contractor invoicing.

Key Responsibilities:
Raising and processing company and client invoices.
Liaising with internal departments and external customers & clients.
Validating all work ensuring full accuracy of data and information received.

Skills & Experience:
Previous experience processing invoice and timesheet data, ideally within the contractor industry.
Strong MS Word and Excel skills, to an intermediate or higher level.
Ability to prioritise high-volume workloads and work to set deadlines.

Hours & Benefits:
37.5 hour working week, competitive salary and full company benefits,

Job Purpose:
Tax Manager is sought to join the growing Tax department of a leading Accountancy practice.

Key Responsibilities:
Exposure to a broad spectrum of tax requirements for a diverse portfolio of clients.

Skills and Experience:
ATT/ CTA qualified

Hours & Benefits:
Full time hours, attractive salary and benefits package.

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