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Job Purpose:
Application Analyst required to join a financial services organisation based in Douglas. The role holder will administer support and develop Viewpoint, together with designing or update reports as required by clients.

Key Responsibilities:
Work collaboratively with the existing applications team members in monitoring, maintaining and supporting the Viewpoint Application, front end, business facing in Citrix, as well as the SQL server.
Assist with the data exports related to FATCA/CRS, in the various offices, within deadlines, as necessary using Viewpoint and Fusion TDE.
Provide secondary support to the monitoring, maintenance, of the SQL systems as well as front facing applications, including but not limited to MFact, MShare and Mantra according to industry best practice standards.
Design new Rules in the Data Guardian product for data quality purpose, using SQL queries.
Make recommendations for the improvement of the IT Applications in the group.
Provide 2nd Line support in our core applications Viewpoint, as well as administration applications listed above, to the members of the team.
Develop Forms, Workflows in Viewpoint as required.
Design reports using SSRS for the business from Viewpoint.
Help in the development of user maintenance processes in Viewpoint, an as well as the integrations around the product.
Establish and maintain regular communications with the end users regarding IT activities.
Keep current with the latest technologies.

Skills & Experience:
Proficient Viewpoint expertise with solid understanding and technical knowledge of the application.
Good understanding and technical knowledge of Microsoft SQL Server, Microsoft Reporting Services.
Must be able to query a database, write SELECT and UPDATE statements, within transactions, and within a change management environment.
Experience with systems design and development from business requirements analysis through to day-to-day management.
Familiar with the FATCA/CRS submission processes in Viewpoint.
Optional knowledge of the Fusion TDE product.
Demonstrate ability to apply IT in solving business problems.
Excellent written, oral, and interpersonal communication skills.
Excellent Excel skills

Hours & Benefits:
Full Time permanent hours 9am -5.30pm
Competitive salary and Benefits package

Job Purpose:
Business Analyst required to join a global Fiduciary Group. This is a permanent position on the Isle of Man, within their change function. A diverse role working closely with various business units across the group, to capture business system objectives, evaluate the business case and define system requirements.

Key Responsibilities:
Define the business problem or the opportunity, and contribute to the development of the business case.
Define and document detailed business requirements.
Ensure proposed software developments / solutions meet business requirements.
Develop Microsoft Dynamics / Touchstone NAV platform reports in conjunction with Development Team.
Represent the various business units on the project development team to ensure solutions meet business and system needs.
Plan and develop the test strategy, risk analysis and test plan in conjunction with other stakeholders.
Run the user acceptance test, ensuring the functional and business requirements are met.
Provide training and post implementation support to all affected areas.
Deal with queries and support system users on a daily basis.
Act as a business partner / key relationship lead with various business units across the Group.
Fully support and work within the corporate Project Governance framework.

Skills & Experience:
Significant experience as a Business Analyst in change management within financial services.
Hold or working towards a professional related qualification (ISEB, ISTQB, Prince2)
Strong analytical reasoning ability.
Strong relationship building and interpersonal skills.
Capability for problem solving, decision making and sound judgement.

Hours & Benefits:
Market rate salary and comprehensive benefits.

Job Purpose:
Administrator required to join a growing contractor and payroll services provider. The candidate will be dealing with new clients, email queries and letter correspondence.

Key Responsibilities:
Performing routine administrative tasks including dealing with incoming and outgoing emails, operation of standard office equipment.
On-Boarding of new clients including processing of documentation and review of KYC.
Other ad-hoc tasks and projects as required ensuring the smooth running of the Client Services Department.

Skills & Experience:
Previous administration experience is required, ideally in financial services.
Knowledge of KYC is desirable.
Excellent interpersonal and communication skills.
Strong organisational skills with the ability to adapt and successfully multi task.

Hours & Benefits:
Full time hour, market rate salary, full time business hours.

Job Purpose:
Business Relationship Manager required to join a Payroll group based in Douglas. The primary function of this role is to be the interface between new clients bought on board by sales and the operational teams, to assist in the growth of the umbrella business. The ideal candidate will work closely with the operations team based on the Island to ensure that the change in the agency's payroll is seamless, particularly when transferring bulk business and will be on hand where necessary in the UK to ensure a smooth integration for all involved.

Key Responsibilities:
First point of contact for the payroll and operational teams when sales bring a new agency on board to ensure a smooth transition for the contractors when changing payroll providers.
Maintain relationships with agency payroll department and keep in contact once on board to ensure all operational aspects are running as expected, to meet with them on a regular basis face to face and liaise back with the operational team heads on island to cascade negative and positive feedback.
Review and analyse the agency's payroll data and processes to be able to integrate it into the systems on island in the most efficient way for all involved.
Work closely with the New Business team to strive to get the new referrals through as quickly and efficiently as possible utilising the agency relationships where necessary.
Monitor the number of contractors that drop off from these key agencies and feedback to the Operations Director to establish whether they are expecting to place them for a new contract, is there room for improvement / growth.

Skills & Experience:
Previous Relationship management experience , Ideally UK Payroll knowledge and contractor market experience; from an umbrella or UK agency background
A professional and committed approach to work and the ability to travel to the UK on a frequent basis
Attention to detail a necessity.
Excellent organisational and communication skills.
The ability to work under pressure with a minimum of supervision, and to find solutions
Good team player

Hours & Benefits:
Standard working week 9am - 5.30pm - Additional hours may be required as dictated by the business.
Travel to the UK will be involved on a frequent basis.
Competitive salary and benefits package


Job Purpose:
Asset Transfers Administrator required to join an established financial services organisation to facilitate all aspects of Asset Transfers in line with procedures and service standards.

Key Responsibilities:
Develop and maintain customer relationships both internally and externally.
Provide informative updates to the Team Leader when required.
Responsible for own work load and any queries linked to the work - emails, telephone calls.
Ensure key risks are identified, RCA carried out and included in risk framework and plan for mitigation of these risks.
Liaising with internal business partners (such as risk or finance) to ensure that the team's work is compliant with policies and requirements.

Skills & Experience:
Minimum 2 years Administration / Financial Service Industry, Life Insurance preferred.
Be able to work to tight deadlines.
Good organisational skills.
Ability to work well under pressure.
Good communication skills.

Hours & Benefits
Full Time hours -35 hours per week.
Salary negotiable.

Job Purpose:
Tax Assistant Manager required to join a Payroll organisation, you will required to assist the personal tax team with all aspects of compliance work on personal tax returns. The role will primarily focus on ensuring the timely and accurate completion of the personal tax returns for several thousand directors, owners, partners and other high net worth individuals.

Key Responsibilities:
Supervising the day to day function of the tax team.
Preparation and reviewing of a large number of personal tax returns.
Verbal and written communication with clients.
Contact with HM Revenue & Customs and other third parties.
Assisting in the development of junior members of the team.
Interaction with other offices both in the UK and overseas.
Assisting the Tax Manager where required.

Skills & Experience:
Significant experience of dealing with the UK Self-Assessment regime.
Ability to work under pressure and to strict regulatory deadlines.
Excellent level of accuracy and attention to detail.
Flexible and adaptable approach to working in a fast moving business environment.
Computer literacy essential, in particular Microsoft Excel.
Significant experience of dealing with large volumes of clients.
Excellent communication skill.

Hours & Benefits:
Salary dependent on experience.
Permanent Full Time working hours.

Job Purpose:
A Tax Associate is sought by a large Payroll and Contractor Services organisation based in central Douglas. Joining on a permanent basis, the role holder will assist with the handling of several thousand personal tax returns for directors, owners, partners, and other high net worth individuals.

Key Responsibilities:
Preparation of UK personal tax returns.
Undertaking all aspects of compliance work on personal tax returns.
Email and telephone communications with clients, HMRC, and other 3rd parties.
Assisting with tax payments and maintaining the payment records.
Other general administration duties as required.

Skills & Experience:
GCSE Maths and English grade C or above is essential.
High level of MS Office (Word, Excel, Outlook) experience is essential.
Previous experience in a tax role is preferred, but not required.
Excellent attention to detail.
Able to meet deadlines whilst working under pressure and using own initiative.

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

Job Purpose:
Business Development Consultant required to join a fiduciary provider based in the South of the Island. The focus of this role is to develop new business relationships and maintain existing relationships whilst providing a first class client service.

Key Responsibilities:
Identify new products and markets across the firm.
Develop and grow existing market activity (both locally and internationally)
Involvement and development within connected networks.
Maintain and grow relationships with key intermediaries.
Responsible for client care initiatives including top tier clients and client care standards.
Updating and evolving CRM system.
Monthly board reports, forecasts and budgeting.
Skills & Experience:
3+ years' experience within finance industry with pension or fiduciary knowledge desirable.
Excellent understanding of the different services lines within the business.
Willingness to learn and understand all technical aspects of the firms products.
Ability to present and articulate points clearly and effectively.
Team player but also ability to work on own initiative.
Self-motivated and proactive.

Hours & Benefits:
Hours of work 9am -5pm with occasional travel to the UK and International to attend business development trips, events and conferences and where applicable.
Market rate salary with a competitive 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:
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.

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