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Job Purpose:
Administrator required to join the Office Services Department of an International Life Assurance Organisation on an initial 3 month contract.

Key Responsibilities:
Handling and administration of all incoming post, outgoing post, couriers, and faxes.
Identification and coding of documents for Workflow.
Responsible for prepping, scanning and indexing new business applications and all post issue related paper documentation/emails and faxes.
Responsible for filing and scanning archive workloads.
Query management.
Responsible for sorting, distributing, collating and updating the work flow system.
Enveloping a wide range of documents to be posted or couriered to Financial Advisors and clients.

Skills & Experience:
Previous administrative experience is preferred.
Previous knowledge of and experience working within a Financial Services environment is highly desirable.
Proficient user of all Microsoft Office programs.
A minimum of 5 GCSE's including Maths and English at grade C and above.

Hours & Benefits:
Structured working pattern- core business hours, competitive rates of pay, parking onsite.

Job Purpose:
Internal Audit Manager required to join a global LSE listed company, to oversee the organisations risk management, governance and internal control processes.

Key Responsibilities:
To support and be committed to the continued development and implementation of corporate strategies and policies, as they relate to the organisational agenda generally and specifically in relation to risk management & internal control, quality assurance, corporate governance and probity.
Provide unbiased and objective assurance to management that all key risks are being managed effectively.
Provide the Group and subsidiary Audit and Risk Committees with independent and objective assurance on the adequacy, effectiveness and quality of risk management, governance and internal control frameworks.
Identify potential areas of control weakness and communicate these to management and agree and monitor remedial actions to delivery.
Assist Management in the development of the control framework and mitigating identified weaknesses.
Develop and execute an annual Group internal audit plan to ensure that all of the internal business processes, procedures and controls are reviewed and assessed in order to provide assurance on their effectiveness.


Skills & Experience:
Minimum 5 years' experience gained in an internal audit or equivalent role.
Hold a recognised Internal Audit qualification (preferable PIIA, CIA or higher).
Minimum 5 years' experience gained in the financial industry.

Hours & Benefits:
Competitive salary and comprehensive benefits.

Job Purpose: The experienced Senior Trust & Company Administrator will join a growing company based in the South of the island, working as part of a team in delivering effective and efficient trust and corporate administration services to a diverse client base.

Key Responsibilities:
Responsible for a diverse and complex portfolio of trusts, companies and partnerships.
Undertaking all day to day administration, bookkeeping and minuting Liaison with clients and intermediaries, attending client meetings as required.
Conducting investment and annual reviews Reviewing. Bookkeeping records and preparing accounts files to allow for preparation of year-end accounts Responsibility for client billing and debt collection.

Skills & Experience:
A minimum of 5 years experience within a Fiduciary Services. Administration Working towards or holding a relevant professional qualification such as ICSA or STEP Strong communication and organisational skills, experienced in building and maintaining positive working relationships with clients and intermediaries Positive approach, used to working both independently as well as part of a team.

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

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.

Business Systems Support Administrator

Job Purpose:
The Business Systems Support Administrator will assist with system support for existing and new users, providing project support as needed including the preparation of reports and other statistical information.

Key Responsibilities:
Assisting with support matters across the global business, relating to Microsoft Dynamics Nav.
Working with existing and new users to understand the core system.
Building relationships with Key stakeholders, working on projects and preparing plans, reports and statistical information.

Skills & Experience:
Excellent oral and written communication skills.
Strong system understanding and attention to detail.
Previous experience of Microsoft Dynamics / Touchstone NAV, would be advantageous.
Applicants should be prepared to travel to other group offices and conduct training to groups of staff.
It would be helpful to have previous experience within financial services and with projects.

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

Job Purpose:
Pensions Administrator required to join an expanding pensions team of a Chartered Accountants /Business Consultants.

Key Responsibilities:
Deal with a range of administration tasks in respect of group occupational pension schemes, Small Self Administered Pension Schemes (SSAS) and Self Invested Personal Pensions (SIPP), including Qualifying Recognised Overseas Pension Schemes (QROPS).
Benefit calculations.
Contribution processing.
Unit price calculations.
Scheme valuations.
Production of annual benefit statements.

Skills & Experience:
1-2 years previous experience within a local pension company.
Experience in dealing with domestic and international pension schemes.

Hours & Benefits:
Office Hours.
Salary dependant on experience.

Job Purpose:
Welcome team Administrator to join a leading wealth management company.

Key Responsibilities:
To deliver an exceptional customer experience to potential clients looking to place business with the company.
Provision of accurate and timely information where requested.
Completion of new business application forms.

Skills & Experience:
Previous customer service experience is essential.
1 years' experience in Financial Services would be advantageous.
An excellent team player who has a good working knowledge of systems including Microsoft.

Hours & Benefits:
Market rate salary.
Full time business hours.

Job Purpose:
To support the Project or Programme through co-ordination and administration of key activities including planning, budget management, application of controls, reporting and configuration management. To take responsibility for key result areas such as progress monitoring and reporting.

Key Responsibilities:
Support in the creation of, and help maintain, detailed Project Plans under the guidance of the Project or Programme Manager.
Ensure the Project Plan is maintained in relation to progress achieved and alert the Project or Programme Manager to actual or forecast deviations.
Support in the prioritisation and sequencing of work to ensure the project runs smoothly with due consideration for the constraints of time, cost, quality and risk.
Assist the Project/Programme Manager in the ongoing identification and management of dependencies both within the Project or Programme and in the wider Change portfolio
Assist the Project/Programme Manager in budget maintenance, tracking actuals versus forecast and monitoring variances. Ensure appropriate use of financial tools to track spend.
Assist the Project/Programme Manager in the application and maintenance of project controls including risk and issue management, change requests, configuration management, decision and action log maintenance.
Assist the Project/Programme Manager to build knowledge and capability in Strategy and Change through Lessons Learnt maintenance and knowledge sharing activities.
Help to ensure that the correct process is followed in relation to project controls in line with the current Project Methodology, highlighting any deviations to the Project/Programme Manager for remediation.

Skills & Experience:
1-2 years relevant business experience in a PMO environment is desirable.
Excellent organisational and administrative skills.
Good facilitation and presentation skills.
Good written and verbal communication skills and stakeholder management skills.
Experience of the Finance industry is advantageous.

Hours & Benefits:
Market competitive rates of pay, structured working pattern- core business hours, parking on site.

Job Purpose:
Client Data Administrator required to join a Private Wealth Organisation on an initial contract basis.

Key Responsibilities:
The role holder will be required to carry out a systematic review of client and account data in order to ensure that regulatory requirements are met across a multi-jurisdictional client base.
The role holder will work closely with a small core project team but also in contact with all areas across the business to systematically review client data, including, sourcing, populating and correcting as necessary in order to meet the data quality and integrity requirements.
Analysing and organising high volumes of client and financial data.
Preparing datasets for client mailings import/export etc.
Systematic review of specific areas of client database.

Skills & Experience:
Experience working in the financial services industry.
Substantial experience working with client / account systems, preferably Rhymesight.
Detailed understanding of KYC compliance requirements and practice.
Excellent attention to detail with a high degree of accuracy.
Experienced in using Microsoft Excel.

Hours & Benefits:
Structured working pattern- core business hours, central Douglas based, competitive rates of pay.

Job Purpose:
Finance Manager required for the day to day running of our client's accounting function, with a large and varied client base.

Key Responsibilities:
Book-keeping - raising of service charge and other invoices, entering and verifying purchase invoices.
Bank reconciliations.
Ensuring payments are made to suppliers.
Debtor control.
Statutory account preparation and working files in accordance with current reporting standards.

Skills & Experience:
Demonstrable experience with electronic bookkeeping and preparation of accounts up to and including statutory financial statements and preparation and electronic filing of lsle of Man tax returns.
Part qualified ACCA, ACA, CIMA or qualified CAT or AAT, or the ability to demonstrate qualification by experience.
Some knowledge of property management would be desirable.

Hours and benefits
Competitive salary will be provided to the right candidate, dependent on experience.

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