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Job Purpose:
Credit underwriter require to join a financial, services organisation, reporting to the Credit Manager you will analyse and assess credit proposals received from brokers or clients directly.

Key Responsibilities:
Assess applications received for loans and approve loans that meet the Banks agreed lending criteria in accordance with their mandated authority.
Assess applications received for loans and recommend to the Credit Manager or the Credit Committee those which meet the Bank's lending criteria but are outside their mandated authority.
Communicate and liaise verbally and in writing between customers and staff, and interpret and respond clearly and effectively to spoken requests over the phone or in person.
Accurately maintain all related systems, files and Data.
Ensure all relevant Regulations and Polices are adhered to when assessing any proposal.

Skills & Experience:
A minimum of 3 years experience working in a credit role within the financial services industry.
An understanding of the relevant UK & IOM Regulatory requirements relating to the provision of credit facilities in these jurisdictions.
Excellent interpersonal and communication skills are essential as this role will involve influencing at all levels.
Good working knowledge of Microsoft Office packages.

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

Job Purpose:
Graduate Actuarial Student sought after by an established International Life Assurance Organisation to join their expanding team.

Key Responsibilities:
Providing general actuarial support to the Actuarial function, including helping with data analysis, actuarial valuations, business planning, product pricing and profit testing.
Involvement in the annual valuation process to produce all required regulatory returns.
Participation in various projects e.g. product development.
Support our illustration systems, including the specification and testing of new systems.

Skills & Experience:
Excellent academic record required, including a minimum of a 2:2 in a mathematical degree or a 2:1 in a non-mathematical degree and strong results in A-Level/Higher Mathematics and English (or equivalent).
Strong problem solving skills and must have the ability to work to tight deadlines.
Good communication skills, both written and verbal.

Hours & Benefits:
Highly competitive salary and benefits package including excellent study package with structured support.

Job Purpose:
Pensions Manager required to join an expanding International Life company in a permanent capacity on the Isle of Man as the Pensions Technical Manager. This is a new position to head up the newly formed IOM based Pension Administration Team, which is preparing to launch a new range of employee benefits solutions to the IOM market.
The Technical Manager role is an expansive and varied role, responsible for the delivery of effective and timely business processing of employee benefits administration, communication & reporting to Treasury & FSA. In addition you will provide technical guidance to the business on areas such as client care, operational efficiencies & improvements, the tax & regulatory environment as well as customer support.

Key Responsibilities:
Ensure that regulatory & tax checks are completed & deadlines for reporting are met.
Keep up to date with regulatory, tax & market developments; develop a process to ensure that regulatory/tax/market analysis is complete and changes implemented.
Research & develop solutions to new or unknown issues making recommendations.
Provide basic learning and development material/ create learning opportunities.
Development & Maintenance of the Employee Benefit Training & Competence scheme.
Accountable for own personal development.
Be a point of reference on technical issues and non-standard cases, personally taking on more advanced calculations and complex schemes where required as well providing feedback on errors made to explain and prevent reoccurrence.
Challenge procedures to identify process improvements and pass on recommendations to Service Delivery teams.
Work within the business to improve operational efficiency e.g. automation, full use of standard products.
Coach client services administrators taking an active role in mentoring and identifying technical training needs & proposing solutions where appropriate.

Skills & Experience:
A relevant financial qualification or progress towards (CII Certificate in Financial Services CF1/R01 + FA1 &FA2, CII Diploma in Financial Services).
5 years+ relevant work experience in a Senior Pensions Administration role or a Technical role within a Life Insurance company knowledge.
A good understanding of the Life & Pensions industry on the Isle of Man or UK.
A good technical understanding of the operations within a Life Insurance company.
Proven on going maintenance and development of own knowledge skills.
Methodical & logical thinker with the ability to grasp concepts quickly and turn requirements into end results.
Excellent attention to detail with ability to work effectively under pressure and to tight deadlines.
Able to communicate complex technical matters at a level appropriate to the recipient, exercising tact & diplomacy where necessary.
Flexible reliable and adaptable able to apply interpretive and creative thinking to work situations.

Hours & Benefits:
Highly competitive salary and comprehensive benefits.

Job Purpose:
Compliance professional required to undertake a Compliance Manager position for a Trust company. This is a permanent positon and a standalone role to act as the Compliance Officer and MLRO.

Key Responsibilities:
Act as Compliance Officer and MLRO.
Primary point of contact with the Isle of Man Financial Services Authority.
Review, advise on and implement applicable legislation and regulations.
Manage the compliance monitoring programme to assess adherence with regulations
Undertake internal audit reviews to test validity and robustness of internal controls
Review advertisements and other promotional content.
Review collective investment scheme documentation for adherence to applicable regulations.
Ensure policies and procedures are up-to-date and meet company and regulatory needs.
Oversee risk management for the business.
Advise on the impact of new processes, products and practices upon the risk environment.
Review and manage the company's risk policies and risk register.
Monitor controls in place to manage and mitigate identified risks.
Attend meetings of the Risk Management Committee.
Promote an effective compliance and risk awareness culture.
Develop effective relationships with directors and staff as well as third parties and professional intermediaries as required.
Deliver anti-money laundering training to staff.

Skills & Experience:
Previous experience as an MLRO or Deputy MLRO within financial services.
Excellent knowledge of fiduciary and funds service operations.
Extensive compliance, risk and/or audit experience.
Experience in the management, development and implementation of policies and procedures.

Hours & Benefits:
Market rate salary and comprehensive benefits.

Job Purpose:
Banking Administrator required on a permanent basis to work in conjunction with the Banking Manager, the role holder will deliver a quality service to the existing client base including the fiduciary area of the business.

Key Responsibilities:
Setting up customers on the banking platform, ensuring all data is accurately recorded.
Dealing with New Business on boarding procedures, ensuring all due diligence procedures comply with internal policies and external regulatory requirements.
Inputting data into the banking system, maintaining client database.
Liaising with clients in respect of online banking system , credit cards, payment/ transaction processing.
Support the management team in developing the banking business.

Skills & Experience:
A minimum of 1-2 years banking experience in back office banking procedures.
A working knowledge of risk and compliance regulations.
Numerate and accurate with the ability to work to strict deadlines.

Hours & Benefits:
Working hours 9am -5pm with a competitive salary and benefits package.

Job Purpose:
Assistant Manager is required to join the Technical Banking team within an International Bank. The role will include day to day management of the IPB Credit Book and resolution of other technical banking and risk related enquiries.

Key Responsibilities:
Resolve any credit related enquiries from internal and external customers both existing and potential.
Prepare, check and issue facility documentation to clients, ensuring all in line with procedures and regulations.
Preparation and review of credit applications received from various distribution channels.
Oversee the overdrawn account process, managing unauthorised excess and issuing notice to close mailings.
Participation in Technical Banking projects as may be required by Technical Banking Manager.
Work closely with colleagues in other jurisdictions to discuss and identify future opportunities in product development or changes in policy to better meet clients needs.

Skills & Experience:
Minimum of 5 GCSEs including English and Maths grade C or above.
2-5 years experience in a similar banking/financial organisation role.
Previous credit experience is essential.
Excellent communication skills and ability to work equally well within a team and using own initiative.

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

Job Purpose:
An Analyst is required to join the Offshore Banking Expert Services Team of a global Banking corporation, in a permanent capacity. Based in central Douglas, the role holder will provide specialised support for the Offshore Operations business for Isle of Man, Jersey, and Guernsey-based customers.

Key Responsibilities:
Provide active support to the management team, ensuring all service levels, policies, procedures, risk, and governance are adhered to.
Review of sensitive Deceased Client cases, prior to execution of payments to executors, along with the subsequent release of payments.
Deal with all telephone and email referrals in relation to client payments (inward, outward, and online).

Skills & Experience:
12 months previous experience within Banking, preferably in an Operations capacity.
A minimum of 5 GCSEs at Grade C or above, including English and Mathematics.
Flexible and professional under pressure, with strong interpersonal skills.

Hours & Benefits:
Full time core business hours; competitive salary and full company benefits package.

Job Purpose:
Wealth Client Services Executive required to join an international banking organisation, you will be required to deliver expert transactional banking service to clients using multi-channel communications options including telephone, email, letter and fax. And provide a named point of contact service demonstrating ownership of all client queries for all the client short term banking requirements.

Key Responsibilities:
World Class Service Delivery to all Clients.
Ownership of all transactions from our Clients from start to end.
Follow all policies set to ensure our Risk strategy is met.
Demonstrate ownership and be pro active in self development.
Identify areas of improvement to enhance the customer journey.
Be a Financial Coach to deliver a bespoke service to our clients.

Skills & Experience:
Strong academic background to include Standard Grade or above (or equivalent) in both Mathematics and English Language.
Previous customer service experience within any sector would be beneficial.
Excellent level of computer literacy with proficient keyboard skills.
The ability to speak other languages will be an advantage.

Hours & Benefits:
Flexible approach to working hours, being available to work to a rotational shift pattern between the hours of 7am and 8pm Monday to Friday and 8am and 5pm on Saturdays and Sundays.
Market rate salary and excellent benefits package.

Job Purpose:
An international bank is seeking a Client On-Boarding Officer in a permanent capacity. The successful applicant will work closely with the Relationship Management Team to obtain documentation that enables the opening of new accounts, and amendments to existing accounts.

Key Responsibilities:
Ensure that all information, documentation, and Client Due Diligence meets all operational and regulatory requirements.
Process new account applications and amendments in a timely and professional manner.
Create and maintain accurate customer records on company systems.

Skills & Experience:
Previous experience in a similar role within Banking, ideally with a KYC/CDD focus.
Exceptional attention to detail and a high level of risk awareness.
Excellent communication skills and good customer service experience.

Hours & Benefits:
Full time business hours; competitive salary and attractive company benefits package.

Job Purpose:
Qualified Senior Trust & Company Administrator with a minimum of 5 years previous experience within a Trust & Corporate Service Administration, is sought by an established Trust Company. The ideal candidate will hold a supporting professional qualifications (STEP, ICSA) and will have responsibility for the administration requirements for a diverse portfolio of clients, from review of CDD and bookkeeping, assisting with the preparation and filing of statutory forms as required.

Key Responsibilities:
Undertake all aspects of the day to day administration of client entities, including monitoring of client investment portfolio performance, review of CDD, annual reviews and processing of new business documentation.
Assisting the team manager and colleagues in the administration requirements for HNW clients.
Bookkeeping, filing, paying client expenses, statutory compliance, invoicing and preparation of client correspondence.
Working accurately and efficiently to meet team targets and group goals.

Skills & Experience:
STEP/ ICSA qualified with over 5 years experience within Trust & Corporate Services
Strong organisational and communication skills, used to working accurately at pace, as part of a team and meeting regular deadlines.

Hours & Benefits:
Full time, market rate salary plus company benefits.

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