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Job Purpose:
Welcome Team Administrator required to deliver an exceptional customer service experience to financial advisers looking to place business within an international life organisation.

Key Responsibilities:
Deal with financial advisers and sales branches via telephone, fax and e-mail.
Identify potential problem areas and offer solutions or alternatives wherever possible.
Produce new business and additional single premium quotations across all products.

Skills & Experience:
Minimum of 1 years' experience in Financial Services, within a customer facing administration role.
Good understanding of AML / KYC requirements.
knowledge of Microsoft Office Applications (Word, Excel, Outlook).
Ability to draft thorough and comprehensive letters / fax.

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

Job Purpose:
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.

Job Purpose:
Part or fully qualified ACA/ACCA Accountant, is sought by a mid-tier Accountancy Practice to join its successful team.

Key Responsibilities:
Applicants will work within an environment offering a full spectrum of services to local and international businesses, including accounts preparation, audit and advisory, business support, corporate finance and taxation.

Skills and Experience:
Previous experience in the planning of audits and supervision of fieldwork, along with completions for a portfolio of clients.
Excellent communication skills are essential.

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

  • Highly Competitive
Job Purpose:
Function Head/Leader required to join an international bank in a permanent capacity as their Head of Local Corporate on the Isle of Man. Leading a team of Relationship Directors/Managers with ultimate accountability for a growing sector, and driving business performance working with key senior stakeholders across the group.

Key Responsibilities:
Leading the overall relationship with the Isle of Man Government with regards to client and business development, including strategic engagement with key Ministers and Departmental Heads, and coordinating across different agencies, in order to drive forward support for economic growth, business development initiatives, digital inclusion and development of the client relationship.
The ongoing maintenance and development of the Local Corporate proposition.
Identifying and managing solutions to meet a wide range of client needs, including banking, investments, credit and cash management. Understanding the business and strategy of their client segments and key clients within their team, driving long-term sustainable revenue.
Developing long-term, internal and external relationships that are planned and effective across the Isle of Man to drive delivery of the respective strategies and establish opportunities for further growth.
Managing risk across the team, including business risk, financial crime risks, credit risk, operational risk.
Collaboration with the heads of other client segments, specialist sales teams and functional/support areas across the business.

Skills & Experience:
Wealth of experience within international banking, currently as head of function and be able to demonstrate exceptional people management/leadership experience
A relationship builder with strong networking skills, the suitable candidate will have a reputation for integrity, and the ability to evoke rapid trust and openness in clients, colleagues and team member alike.
Proven business skills, including problem solving, decision making, driving continuous improvement and commercially minded.
The role holder will be required to have the skills to plan and analyse potential complex and strategic client solutions and devise appropriate responses across a broad spectrum of areas, including market opportunity, risk and operational issues in line with Bank procedures and escalating where necessary.
Requires previous experience engaging with senior internal and external stakeholders on a strategic level including CEO, CFO, COO and other board level client representatives.

Hours & Benefits:
Highly competitive salary with comprehensive benefits.

Job Purpose:
Recruitment & Training Advisor required for a Douglas based independent banking organisation. The jobholder will provide support to the Group HR Manager to meet the Group's overall strategic aims and objectives.

Key Responsibilities:
Handling all recruitment queries in a responsive, customer focused way providing a comprehensive first line of information and advice.
Providing support and guidance to managers in recruitment and selection process.
Assisting with the creation of job descriptions and role evaluations.
Preparing and placing of job advertisements within an agreed budget.
Design, maintain and deliver or outsource quality training solutions with specific emphasis on induction, product and personal development training.
Monitor and review the system of performance appraisal and continually develop as necessary, ensuring that annual appraisals are carried out in a timely manner and followed up.
Assist in following up individual development needs and source external training provision as and when required, monitoring training costs against budget

Skills & Experience:
Degree educated (desirable) with a minimum of 4 years relevant administration experience.
Desire to establish a career in HR and study towards CIPD professional membership.
Excellent interpersonal skills such as empathy, sensitivity, tact and discretion.
Strong communication and time management skills.
Flexibility and the ability to work well in a team.

Hours & Benefits:
Market rate salary and comprehensive benefits package.

Job Purpose:
Marketing Coordinator required in a permanent capacity within a financial services organisation, reporting to the Digital Marketing & Data Manager, you will provide marketing and design services to external customers and companies.

Key Responsibilities:
Responsible for monitoring and updating the Monthly content calendar.
Chase content for the monthly content calendar from staff and proof reading the content.
Update and maintain/manage the 2018 Print Calendar.
Managing turn-around times and content based on the dates specified in the print calendar tracker.
Maintaining and monitoring the Reporting document tracker reporting spreadsheet
HIF and SRUF Factsheets to be updated monthly , chasing data for factsheets and ensuring that data is delivered to Marketing provider in a single and document/excel spreadsheet.

Skills & Experience:
At least 3 years experience working in the broader financial services industry.
Previous experience of working as part of a team.
Experience in meeting tight project deadlines.
The ability to produce and write proofing documentation.
Full clean driving licence is essential.

Hours & Benefits:
Business hours with a willingness to travel outside of working hours when required.
Competitive salary and benefits.

Job Purpose:
Compliance professional required to join an international life company on the Isle of Man in a permanent positon as a Compliance Advisor. Working within the compliance function the role involves implementation of the compliance programs with responsibility for all aspects of regulatory change, associated analysis and implementation.

Key Responsibilities:
Support the implementation and delivery of the compliance plans.
Keep track of industry regulatory developments and assist in the analysis of laws and trends impacting the compliance risk environment and assess impact on organisational operations.
Advise and support first line of defence with the adoption or as appropriate, development, implementation and maintenance of compliance policies.
Proactively working to support business initiatives and projects.
Provide support to draft reports to executive management.
Provide support to establish, enhance and implement relevant compliance policies and procedures.

Skills & Experience:
Experience compliance professional with over 5 years within a regulated financial services environment.
Have excellent working knowledge of IOM regulations (FSA) including experience of Conduct of Business and Anti Money Laundering regulations.
Have excellent verbal and written communications skills and an ability to communicate effectively with internal and external contacts at all levels.
Have a good understanding of offshore financial services products.
Experience in undertaking gap analysis for regulatory change.

Hours & Benefits:
Competitive salary and comprehensive benefits.

Job Purpose:
Experienced fiduciary services administrator, either already professionally qualified or currently studying, is sought for an additional role in the team of a leading International Fiduciary Services business. The role holder will ensure that the new business process supports the organisation's business development activities, by providing an outstanding level of client service across International jurisdictions.

Key Responsibilities:
Overseeing new business enquiries, drafting proposals and managing the new business pipeline.
Liaising with colleagues regarding new business enquiries and assisting with completion of client acceptance packs.
Ensuring receipt of KYC documentation and compliance with company standards, policies and procedures.
Maintaining accurate records at every stage of the process, from initial enquiry.
Attending client meetings, industry shows and conferences, as required.

Skills & Experience:
2+ years fiduciary services experience, ideally in a similar role.
Professionally qualified (STEP/ICSA), or working towards completion of this.
Strong communication and organisational skills, experienced in providing excellent customer service.
Professional and positive approach, able to work both independently as well as part of a team.

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

Job Purpose:
A Client Services Administrator is sought by an expanding Douglas-based Payroll and Contractor Services organisation, in a permanent capacity. The role holder will be accountable for email and telephone enquiries from a large client base, and undertaking administrative tasks.

Key Responsibilities:
Dealing promptly and efficiently with telephone and email client enquiries.
Following up with contractors directly regarding timesheets.
Maintaining and updating company systems and records with comprehensive notes.
Assisting with various ad-hoc tasks and projects to ensure the smooth running of the Client Services Team.

Skills & Experience:
A previous track record in providing excellent customer service is essential.
Strong IT skills, particularly in MS Office applications.
Minimum of 5 GCSEs at grade C or above, including English and Maths.
Must be a good team player, with an enthusiastic “can-do” attitude.

Hours & Benefits:
Full time hours based on a 37.5 hour working week; competitive salary and company benefits.

Job Purpose:
International Dealing & Investments Administrator required to work as part of the International Dealing team, responsible for accurately and efficiently actioning investment instructions and placing trades in a number of asset classes on behalf of International clients and business partners.

Key Responsibilities:
To accurately and effectively place and authorise multi currency deals and asset transfers on behalf of International clients including: equity trades, collective investments, fixed deposits, structured products & foreign exchange.
Handling of investment related queries raised by customers, brokers, stockbrokers, custodian and fund managers.
Regular review of dealing and asset transfer procedures guides, process risk and control logs, and introduction of improvements within regulatory guidelines and company policy.

Skills & Experience:
CISI Investment Operations Certificate (or obtained within 2 years of commencing role).
Understanding of Investment operations, specifically trade placement & settlement.
Fully competent with Microsoft packages and experience using Rhymesight, Bloomberg and Citibank advantageous.

Hours & Benefits:
Marketing competitive rates of pay, core business working hours, on site parking.

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