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Job Purpose:
A permanent opportunity for a Commercial Banking and Due Diligence Case Manager to join a global banking organisation. Based within the Onboarding team you will actively support the Head in managing the Operational Risks in the team, ensuring that policy and procedures associated with the New to Bank On-boarding processes are consistently applied at all times.

Key Responsibilities:
Provide full operational support to the team or function, as required, anticipating workload and supporting with appropriate materials.
Manage operational tasks as required.
Provide excellent customer service at all times.
Own and resolve issues with all stakeholders or customers and escalate where appropriate.
Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.
Support the On-boarding Officers in the delivery of a first class end to end on-boarding experience by ensuring the correct policy and procedures are followed, correct and applicable documentation obtained and recorded correctly on the Bank's client database.
Ensure the new to bank client on-boarding and existing client CDD processes are undertaken within the defined SLAs, ensuring any risks to the timescales are escalated to the Team Leader and Relationship Manager.
Liaise and work with other areas of the Bank to ensure the best possible experience and outcomes for the clients, employees and the Bank.

Skills & Experience:
A minimum of 3 years banking experience , working in Client On boarding Know Your Customer (KYC)/CDD.
Proven managerial / leadership experience.
A desire to find ways to continually improve the service delivered to customers.
Both spoken and written communication skills with experience of adapting your style and approach to the audience and message to be delivered.

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

Job Purpose:
A leading life assurance organisation are looking for a Project Accountant on a 2 year contract who can provide technical accounting input into a wide range of business projects including implementation of IFRS17.

Key Responsibilities:
Reporting to the FAR Controller, the duties are analytical, evaluative, interpretive and dynamic in nature. The role involves working day-to-day alongside colleagues both inside and outside Finance, and will involving both supporting/coaching and performing tasks independently.
Business process mappings and re-engineering.
Defining accounting rules.
System configuration; user acceptance testing.
Preparation of data for migration.
Implementation support.

Skills & Experience:
Qualified accountant (ACA or ACCA), with 3 years PQE.
Technically up to date with accounting standards, in particular IFRS, with the ability to investigate technical accounting issues.
Experience gained from working for or auditing of Life insurance companies would be particularly beneficial.
Excellent communication skills both written and verbal.

Hours & Benefits:
Business hours, competitive salary and benefits included, 2 year temporary contract.

Job Purpose:
A Part qualified Accountant (ACCA) or AAT qualified candidate who is looking to complete ACCA studies, is required by an International Life Assurance Company in a new role within the Finance team. The role will support the Fund Accountant in delivering over 100 Fund Accounts, that need to be prepared and audited on an annual basis. This role will involve the preparation of less complex accounts, also assisting with the day to day monitoring of funds.

Key Responsibilities:
Supporting the Fund Accountant in delivering over 100 Fund Accounts, annually
Managing the preparation of less complex accounts and assisting with more complex accounts.
Day to day monitoring of funds.
Interrogating data, reconciliation of discrepancies, providing current financial information in a timely manner.
Able to mine and extract specific MI to support financial decisions.

Skills & Experience:
Either AAT qualified or part-ACCA qualified, and looking to complete ACCA studies.
Advanced Excel skills and ideally experience of Access, with an ability to mine and extract data sets.
Strong analytical skills and a proactive approach, used to working in a timely and accurate manner to meet deadlines.

Hours & Benefits:
Full time, salary competitive in line with experience and level of qualification.

Job Purpose:
Experienced Fund Accountant, ideally recently ACCA qualified or currently part-qualified and looking to complete their studies, is sought for a new role within the Finance team of an International Life Assurance Company. Primarily the candidate will oversee and produce annual Fund Accounts for over 100 funds. Advanced Excel and Access skills are expected, having an ability to mine and extract data sets. Previous people management responsibilities will be useful, to coach and mentor one direct report.

Key Responsibilities:
Overseeing and producing Fund Accounts annually for over 100 funds.
Monitoring transactions within the funds, ensuring the accurate reflection of these in accounting records.
Responding to and answering Auditor queries raised in relation to funds accounts.

Skills & Experience:
Recently qualified ACCA candidate, or a candidate experienced in Fund Accounting who is part-qualified and looking to complete their studies.
Advanced Excel skills and an experienced user of Access, with an ability to mine and extract data sets.
Strong analytical skills and a proactive approach, used to working in a timely and accurate manner to meet deadlines.
Experienced in coaching and mentoring a small team - this role will have responsibility for one direct report.

Hours & Benefits:
Full time, salary competitive in line with experience and level of qualification.

Job Purpose:
Qualified Accountant (ACA/ ACCA), with strong technical knowledge of accounting standards, including IFRS, is sought to lead and develop the Financial Reporting team. The role holder will ensure the completion of some statutory and group reporting requirements, including the review of regulatory returns in accordance with requirements of different jurisdictions. This opportunity could particularly suit applicants with an audit background, (who have ideally audited Life insurance companies), who will be able to apply their existing skills but also gain further experience in a new environment.

Key Responsibilities:
Leading and developing the Financial Reporting team, having proven ability to develop and inspire others to perform at their best.
Manage the production of group reporting, Branch regulatory returns (including Branch financial statements) and the production of Board and other internal reporting requirements.
Drive improvements in financial reporting needed to meet the changing demands of regulators and auditors.
Being the prime point of contact for external auditors.
Input into the preparation of business plans for group companies.
Maintenance of a robust control environment, in accordance with the SOX framework.
Providing technical input into varied business projects, as required.

Skills & Experience:
ACA/ACCA qualified Accountant with 1-5 years PQE.
Technically up to date with accounting standards, particularly IFRS.
Previous experience working for, or in the auditing of, Life Insurance companies, would be particularly beneficial.
Strong people management skills, used to developing and inspiring individuals/teams.
Excellent analytical and communication skills.

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

Job Purpose:
An experienced Senior Company & Trust Administrator, ideally with c5 years company & trust experience and likely to be either part or fully ICSA/STEP qualified, is sought by an established Trust & Corporate Service Provider. The role requires the provision of professional administration services to a varied client portfolio, working within compliance and internal company procedures and assisting with business development initiatives on an ongoing basis.

Key Responsibilities:
Excellent understanding of structures, to take an active role in management of key clients and assisting with ongoing business development initiatives.
Undertaking KYC and CDD procedures for existing and new clients.
Maintaining and preparing statutory records.
Assisting with and ensuring the provision of exceptional client service, by the team
Ensuring policies and procedures are followed, advising any changes to legislation and providing training, as required.
Assisting the team with prioritisation of client work, providing support about any difficult matters and training and developing staff as needed.

Skills & Experience:
+ 5 years company & trust administration experience, used to managing a diverse client portfolio.
Likely to be either part or fully qualified ICSA or STEP.
Professional and friendly manner.
Good organisational and communication skills, used to meeting deadlines.

Hours & Benefits:
35 hours a week, highly competitive salary and benefits package.

Job Purpose:
Senior Facilities Manager required to join an expanding Wealth Management Group on the Isle of Man in a permanent position as their Senior Facilities & Project Manager. Primarily you will be working with the Head of Facilities Management on the overall delivery of the facility and building services to support the requirements of the organisation.

Key Responsibilities:
Ensure site is statutory compliant and adheres to health and safety legislation.
Work with the Head of Estates to assist in the delivery of our lease obligations and to ensure that the service charge budget is re-charged to our sub-tenant(s) accordingly.
Financial management and budget forecasting liaising with relevant stakeholders as necessary.
Collaborate with key stakeholders and other Lines of Business to determine facility requirements and expand the function's reach.
Recruit/manage appropriate staff to adhere to our code of conduct and deliver the facility, building, security and health and safety services.
Develop relationships with local providers to supply facility and security services.
Work with existing members of staff, setting facility, security and health and safety objectives.
Cost effective vendor management of service providers including SLA and KPI reporting.
Incident management and emergency preparedness process and escalation management.
Environmental and sustainability management.
Maintain or develop the necessary skills, qualifications and certifications to provide expert advice on facility, building, security and health and safety matters.
Project management of mechanical and electrical and fabric refurbishment programmes including relocation management ensuring budget controls.
-Sharing of best practice facilities management and operational delivery of facility services other regional sites as directed.

Skills & Experience:
Significant experience in a similar Facilities Manager position within a global organisation.
Excellent stakeholder management experience.
Used to working in a fast paced environment.
Already hold or be working towards relevant industry qualifications, NEBOSH/IOSH.

Hours & Benefits:
Competitive salary and comprehensive benefits.

Job Purpose:
Temporary Banking Administrator required to join an International Bank for an initial 2 month period. This role will be responsible for carrying out a range of data entry/processing or customer service duties, in order to deliver a quality service to customers in line with agreed service standards.

Key Responsibilities:
Perform data entry, processing and customer service duties, ensuring that the work is completed accurately.
Adhere to all specified Bank processes, procedures, standards and relevant external regulations.
Respond to a range of enquiries, clarifying customers understanding of the information being given.
When required support line management with the implementation of changes in own work area.

Skills & Experience:
Minimum of 5 GCSE's grade C or above.
Previous experience working in financial services is desirable.
Must have strong attention to detail and excellent communication skills.

Hours & Benefits:
Business hours, market rate salary, initial 2 month temporary contract.

Job Purpose:
A qualified Company Secretary (ACIS qualified) or Lawyer, is sought for a key role within a growing International Financial Services Group. Applicants should have broad commercial experience in financial services, particularly Life and investment sectors. This strategic role will ensure that all activities undertaken within the Group comply with legal, ethical and regulatory requirements.

Key Responsibilities:
Ensuring that the business complies with legal, ethical and regulatory requirements in the jurisdictions of operation.
Overseeing the day to day administration of group companies, including maintaining statutory books and appropriate registers, organising board meetings, preparing agenda's and taking minutes.
Providing support to the Chairman and the Board, ensuring good information flows between the Board and the company's committees and between senior management and NEDs.
Prepare, update and implement Terms of Reference for the Board and the company's committees.
Work with subject matter experts in preparing a user friendly Operating Model and required training materials.
Mentor and developing a small team to reach their potential.
Supporting key strategic projects.

Skills & Experience:
ICSA qualified (ACIS) or a qualified Lawyer.
Essential to have held the office of Company Secretary, Legal Counsel or Head of Governance of a company for at least five years.
Should have previous commercial experience within financial services, particularly life and investments sectors.
Experienced in leading and developing a small team.

Hours & Benefits:
Full time, competitive salary and benefits depending upon experience and qualifications.

Job Purpose:
An Administrator is required to join the Data Protection Team of a well established Financial Services provider based in central Douglas. Joining on a permanent basis, the role holder will maintain the documents, inventories, and registers required as evidence of compliance with data protection legislation across the group.

Key Responsibilities:
Compile and maintain the company record of processing activities, data inventories, and registers required for demonstrating compliance with data protection legislation across the group.
Assisting with reviewing and updating data protection procedures.
Co-ordinating the identification and collection of relevant personal data/documents in response to subject access requests.
Monitoring the data protection email inbox and dealing with all queries in a timely manner.
Arranging data protection awareness/training sessions and assisting in producing ad-hoc awareness materials.
Gathering due diligence information from sub-processors.

Skills & Experience:
Relevant previous experience in compliance or data protection is preferred.
A general understanding of data protection legislation and issues, and experience of interpreting and applying them within a practical environment.
Excellent organisation skills; able to work methodically and with strong attention to detail.
Excellent time management and interpersonal skills.

Hours & Benefits:
Full time hours from 09:00 - 17:30, based on a 37.5 hour working week. Competitive salary and excellent company benefits package.

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