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Job Purpose:
Administrator required within a Trust organisation for the accurate and efficient administration of a portfolio of companies, to include areas such as listed entities, holding companies and various trust structures. Ensuring any corporate risk is minimised and remains compliant with the companies established policies and procedures.

Key Responsibilities:
Ensure the accurate and efficient administration of a portfolio of trust and/or company structures.
Setting up and maintaining accurate and complete records for client entities.
Prepare and complete account opening forms for bank and investment accounts as required.
Reviews all appropriate bank statements and arranges for monies to be placed upon deposit as necessary.
Arranges electronic and manual bank payments.
Deliver exceptional services within agreed service levels and budgets.
Performs billing and collection of receivables.
Liaises with all interacting intermediaries including corporate administrators, bankers, protectors, investment advisors and settlors.
Monitors the administration files, receives instructions from and communicates with the client.
Assist management with the general administration of client and company processes.
Monitor and reduce client's exposure to risk.
Completes all internal compliance documentation and other record keeping systems as may be required.
Assists with promoting the reputation of the business within the group and introducers.

Skills & Experience:
A minimum of 1 years' office experience.
Proficient in the use of Microsoft Office suite of programs, specifically MS Word.
Demonstrates the ability to deal effectively and courteously with clients and colleagues.
Highly organised team player who is a self-starter, enthusiastic, flexible and dedicated.
Excellent verbal and written communication skills.
Good all round organisational skills.

Hours & Benefits:
Full Time hours - 9am -5.30pm.
Attractive salary and benefits package.

Job Purpose:
A leading international Life Assurance provider is recruiting for a number of Administrators to join a variety of teams on a fixed term contract basis. Overall your role will be to administer all aspects of work for the relevant business area, to a high standard and in line with procedures and service standards. This will range from simple queries through to more complex and non-standard cases.

Key Responsibilities:
The teams deal with a variety of responsibilities from answering queries from clients and advisers and being the first point of contact; processing initial applications to transferring policies from other providers and making payments to customers. Each individual opportunity is responsible for ensuring high quality delivery to customers and financial advisers, from New Business applications through to the payment of the final surrender value.

Skills & Experience:
5 GCSEs Grade C or above (inc. Maths & English).
Good basic computer skills and experience using MS Office applications.
Confident telephone manner (inc. making & answering internal & external calls).

Hours & Benefits:
Full time business hours (35 hour working week); competitive salary.

Job Purpose:
Multiple opportunities for experienced Financial Services Administrators to join leading International Life Assurance Organisation in a contract capacity.

Key Responsibilities:
Deal with clients and IFAs via telephone, fax, and email.
Set up and process payments from both regular and single withdrawals.
Processing and payment of full and segment surrenders, and open surrenders.
Process death claims.
Calculate and provide Chargeable Gain information where applicable for regular withdrawals, single withdrawals, and surrender requests.
Update amendments to client records on AIA, including address and banking details.

Skills & Experience:
Minimum of 5 GCSEs at grade C or above, including English and Maths.
2 year's previous experience within the finance or Life Assurance industry.
Good knowledge of MS Office applications, including Word, Excel, and Outlook.
Excellent written and verbal communication skills, with a good telephone manner.
Good planning and organisational skills.

Hours & Benefits:
Full time business hours (35 hour working week); competitive salary.

Job Purpose:
Time & Billing Administrator, responsible for monthly multi-currency invoicing and sales ledger processes, sought by an international Trust and Corporate Services Provider.

Key Responsibilities:
Produce multi-currency monthly and annual customers' invoices.
Support the sales ledger processes and debtors control procedures including but not limited to; invoice production, receipt identification, recording and allocation, statement production and attention to queries raised.
Update and maintain sales ledger processes.
Assist in ensuring that monthly financial reporting is completed according to scheduled timeframes.
Understand and ensure compliance with all relevant internal policies and procedures that apply to the role.
Maintain and administer time and billing configuration for group companies and provide reports on various time and billing performance indicators.

Skills & Experience:
Working knowledge of Microgen products and SUN systems.
Previous experience of working within a Finance team.
Ability to work to strict deadlines and to a high standard.
Computer literate (MS Office with a high level of MS Excel knowledge).
Bookkeeping experience.
Experience with maintenance and administration of sale ledger processes.
Able to work within a team environment and contribute at all levels.

Hours & Benefits:
Full-time business hours, very competitive salary, full company benefits & training.

Job Purpose:
Investments Administrator required to join the Asset Servicing Team at an established Private Wealth Management company. The role holder will be responsible for inputting and maintaining accurate records for dividends, producing reports and assisting with other duties as required.

Key Responsibilities:
Processing multicurrency dividends and other income payments.
Applying withholding tax accurately across all income payments and produce consolidated tax reports.
Responding to a diverse range of ad-hoc queries.
Journal input and foreign exchange instructions.
Providing cover for other areas within the department where training has been received.

Skills & Experience:
A minimum of 5 GCSEs, or equivalent, with a pass at grade C, or higher, in Maths and English, and ideally be educated to A Level standard.
Must have excellent communication skills, both written and verbal.
Previous financial services is desirable, but not essential.

Hours & Benefits:
Competitive salary, full time business hours.

Job Purpose:
An Administrator is required to join the Settlements department of an International Wealth Management organisation based in central Douglas. Joining in a permanent capacity, the successful applicant will process the contract notes and physical settlement of all investment trades.

Key Responsibilities:
Daily processing, checking, and reconciliation of subscription & redemption trades, dividends, and rebates.
Assist/oversee the production and issue of quarterly valuations.
Daily cash processing od settlement deals on EQ/Banking systems and processing of custody transactions.
Production and timely execution of settlement documentation, including preparation of the sealing register.

Skills & Experience:
Minimum 2 year's previous experience within the finance or Life Assurance industry.
Previous experience working within Dealing or Investment Operations area.
Good knowledge of MS Office applications, including Word, Excel, and Outlook.
Excellent written and verbal communication skills, with ability to compose good standard ad hoc letters/fax.
Good numeracy skills.

Hours & Benefits:
Full time business hours (35 hour working week); competitive salary; full company benefits package.

Job Purpose:
Project Support Administrator required for 3 month contract to support all activities surrounding the identifying and contacting of all for the purpose of obtaining and recording the correct information.

Key Responsibilities:
Support the completion of client file reviews.
Written communications to clients using templated emails and letters.
Updating the business systems with responses from clients.
Providing regular progress updates.

Skills and Experience:
A minimum of 2 years relevant office based experience is preferred.
Minimum 5 GCSE's or equivalent, including Maths and English.
Experience of customer contact.

Hours & Benefits:
Excellent rates of pay and structured working pattern, onsite parking.

Job Purpose:
A Senior Legal Advisor, a qualified solicitor or barrister with 5+ PQE experience and experience of Life and General Insurance transactions, is required to identify, manage and mitigate legal, regulatory and corporate governance risks for a leading International Life Assurance company.

Key Responsibilities:
Support the General Counsel on corporate insurance transaction matters, including reinsurance, M&A and company reorganisations.
Contribute to and support the strategy for structuring, negotiating and resolving local legal issues in respect of insurance and reinsurance products sold in various jurisdictions to multi-national entities.
As part of an International group, this role requires ensuring that legal advice accurately reflects applicable laws and regulations.
Proactively detect and resolve material legal and regulatory issues, reporting on these and escalating matters as needed.

Skills & Experience:
Qualified solicitor or barrister with 5+ years PQE experience.
Experienced with Life and General Insurance transactions.
International, Private Practice and M&A experience is required.
Ideally applicants will have had top law firm training.
Strong communication, influencing and negotiation skills; used to working with a broad range of internal clients at a senior/ Executive level.
Strategic and commercial approach.

Hours & Benefits:
Full time, highly competitive salary and benefits package in line with experience, and including car parking.

Job Purpose:
Business Development Manager required to join an expanding Payroll group. The role holder will work closely with agencies in order to give them the ability for their contractors to get support through their contracting journey.

Key Responsibilities:
Generating new business relationships with Agency consultants, owners and introducers.
Face to face meetings with existing relationships in the UK (some travel required).
Managing your workflow - after initial contact you will be expected to manage your own lead pipeline, workflow and priorities through to sale.
Managing aftersales relationships - you will be assigned your own clients for ongoing relationship building and cross selling/referral opportunities.
Creating your own leads - to add to the warm leads we give you and help you exceed targets.
Managing your clients from application through to payment, supporting your client hand throughout the process.
Spot improvements - monitor competition by gathering current marketplace information on pricing and products etc. Recommends changes in products, service, and policy. Be current - maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.

Skills & Experience:
Previous experience in a similar sales/ Customer Service role.
Proven record of meeting sales targets, closing Skills, prospecting skills, negotiation, self-confidence, product knowledge, phone sales skills, client relationships & motivation for sales.
Knowledge of, or previous experience in UK Contractor/Agency Sectors and Tax, Umbrella, CIS and Limited Company structures would be advantageous

Hours & Benefits:
Full time working hours.
Attractive salary and commission structure.

Job Purpose:
An experienced Sales Executive is sought by an expanding Douglas-based Payroll & Contractor Services company, on a permanent basis. The successful applicant will be selling company products and services to warm client leads.

Key Responsibilities:
Manage your own workflow, lead pipeline, and priorities.
Manage the aftersales relationship, building ongoing relationships and identifying cross selling/referral opportunities.
Create your own leads to add to those provided, to help exceed targets.
Manage client applications from application through to payment, hand-holding throughout the entire process.
Monitor competition by gathering current marketplace information on products and pricing, recommending changes where necessary.

Skills & Experience:
2 years previous experience within a sales-focused role, with a proven track record in meeting and exceeding sales targets.
Excellent customer service and communication skills with clear experience in sales prospecting, negotiating, and closing.
Knowledge of UK contractor, tax, umbrella and limited company structures would be advantageous.

Hours & Benefits:
Very competitive salary with an company attractive commission structure and company benefits; full time business hours.

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