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Job Purpose:
Solvency II Reporting Accountant, ACMA, ACA, ACCA qualified, is sought by an established Life Assurance organisation to manage the quarterly and annual Accountancy data reporting requirements in an accurate and timely manner.

Key Responsibilities:
Accountable for the accurate and timely delivery of quarterly and annual SII Balance Sheet, Own Funds and other accounting data to Group.
Ensuring data integrity; making sure that necessary controls are in place to assure accuracy and quality of data.
Identifying gaps or potential improvements in process, data or controls and facilitate resolution with stakeholders.

Skills & Experience:
Qualified Accountant (ACMA, ACA, ACCA) with an excellent understanding of Life Insurance and the metrics used for reporting financial results.
Strong understanding and a number of years experience of IFRS financial reporting
Good overall understanding of the principles of SII and Pillar 3 requirements.
Highly analytical, able to interpret results and work under pressure to meet deadlines
Excellent communication skills, able to build strong working relationships with key stakeholders.

Hours & Benefits:
Full time, market rate, commensurate with experience and qualifications with an additional, competitive company benefits package.

Job Purpose:
Product Lead Specialist with extensive experience of the cross border life insurance market to take up a new role for a global wealth management company on the island. You will be responsible for contributing to regional product strategies, ensuring products satisfy the needs of clients, regulation and growth ambitions.

Key Responsibilities:
You will be responsible for assisting with the creation of the group product governance regime and then ongoing adherence to that regime.
The role will include the completion of product reviews (in line with internal governance procedures and regulatory requirements).
The role will include investigative work (e.g. exploring the needs of new potential target markets, creating business cases etc.) and working collaboratively with colleagues in technical, marketing and distribution functions.
You will be responsible for providing the required assistance for the design, launch and maintenance of products/product functionality/tools, working with colleagues in Pricing, Illustrations, Distribution, Technical, SD&IT and Marketing.
The scope of role will include the drafting of product specifications, product approval documents and business readiness plans.
It is paramount that you maintain excellent working relationships with your colleagues in Product, Operations, SD&IT, Distribution, Marketing, Technical and Compliance.
As a member of the Product team you will be responsible for carrying out product-related tasks required to support the needs of colleagues in Distribution, Marketing, Compliance, Finance etc. (e.g. assistance with the use and understanding products and Wealth Interactive tools)


Skills & Experience:
Proficient in the design and development of insurance-based products in the cross-border life market (e.g. portfolio bonds).
Extensive knowledge of cross border life insurance market, including the competitive landscape, key distribution channels and the needs of distributors.
Must have a good understanding of the financial planning needs of expats and locals and how products/product applications may meet those needs.

Hours & Benefits:
Comprehensive benefits and competitive salary.


Group Compliance Manager required to join a Wealth Management Business to lead and manage the compliance function. This includes; oversight of compliance with operational procedures of the Group, ensuring that all regulatory, compliance and anti-money laundering guidelines are followed and drafting and implementing appropriate compliance Policies & Procedures.

Key Responsibilities:
Review internal reviews or audits to ensure that compliance procedures are followed and conduct or direct the internal investigation of compliance issues where appropriate.
Assess product, compliance, operational risks and develop risk management strategies.
Disseminate written policies and procedures related to compliance activities and/or a change in relevant legislation or regulatory guidance.
File appropriate compliance reports with regulatory agencies, this includes annual returns, update notifications as well as reporting violations of compliance or regulatory standards.
Discuss emerging compliance issues with management or employees and provide comprehensive written compliance and risk reports to the Board on a quarterly basis or more frequently if required.
Review communications such as sales advertising to ensure there are no violations of standards or regulations.
Provide employee training on compliance related topics, policies, or procedures.
Provide assistance to internal or external auditors in compliance reviews.
Design and implement improvements in communication, monitoring and enforcement of compliance standards.
Advise the board of relevant regulatory and legislative changes and make recommendations on how changes can be managed within the business.

Skills & Experience:
Minimum of 5 years experience in a similar senior compliance role.
Hold related compliance/risk/AML related qualifications.
Good understanding of Isle of Man regulatory and compliance legislation.
Previous experience as a Money Laundering Reporting Officer.
Good understanding of fund and investment management, insurance and pension legislation.

Hours & Benefits:
Competitive salary and company benefits and business hours.

  • To be Confirmed
Job Purpose:
A qualified (ACCA/ ACA/ CIMA) Accountant is sought in a permanent capacity to join the growing team of a Life Assurance company. The ideal candidate will have experience in leading finance projects, particularly those relating to changes in regulatory and financial reporting requirements.

Key Responsibilities:
Leading finance projects including the implementation of new regulatory and financial reporting requirements.
Driving automation of manual processes, delivering effective process re-engineering and change improvement.
Assisting with financial aspects of new business initiatives.
Providing general support across the financial function as needed, particularly in regard to regulatory reporting across the other International jurisdictions in which the company operates.

Skills & Experience:
ACCA/ ACA/ CIMA qualified.
Experienced in leading and delivering finance related projects, ideally within financial services / life assurance.
Ideally with experience in project and/or change management
Self motivated with strong communication skills, used to working in a fast paced environment.

Hours & Benefits:
Full time, competitive salary (commensurate with qualifications and experience) and benefits package.


Job Purpose:
International Product Specialist required to join an international wealth management group. This is a strategic role contributing to the regional product strategies ensuring products continue to satisfy clients, regulation and the growth of the business.

Key Responsibilities:
Responsible for assisting with the creation of product governance regime and then ongoing adherence to that regime. Your role will include the completion of product reviews (in line with internal governance procedures and regulatory requirements).
Scope of your role will include investigative work (e.g. exploring the needs of new potential target markets, creating business cases etc.) and working collaboratively with colleagues in technical, marketing and distribution functions.
You will be responsible for providing the required assistance for the design, launch and maintenance of products/product functionality/tools, working with colleagues in Pricing, Illustrations, Distribution, Technical, SD&IT and Marketing.
The role will include the drafting of product specifications, product approval documents and business readiness plans.
It is paramount that you maintain excellent working relationships with colleagues in Product, Operations, SD&IT, Distribution, Marketing, Technical and Compliance.
As a member of the Product team you will be responsible for carrying out product-related tasks required to support the needs of colleagues in Distribution, Marketing, Compliance, Finance etc. (e.g. assistance with the use and understanding products and Wealth Interactive tools)


Skills & Experience:
Must be proficient in the design and development of insurance-based products in the cross-border life market (e.g. portfolio bonds).
Good understanding of the financial planning needs of expats and locals and how products/product applications may meet those needs.
Good knowledge of cross border life insurance market, including the competitive landscape, key distribution channels and the needs of distributors.

Hours & Benefits:
Excellent benefits package and competitive salary.

Job Purpose:

Experienced and qualified Project Manager sought by an International Life Assurance company.



Key Responsibilities:



Skills and Experience:

MSP, Prince2, APMP qualified.



The successful applicant will be used to successfully managing budgetary responsibilities.



Proven leadership and relationship management experience.



Individuals should have a proven track record in managing complex & technical projects to meet business objectives.



Hours & Benefits:

Competitive salary and benefits package.



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