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Job Purpose:
Client Accounts Assistant required to join the accounts department at a leading fiduciary and fund services group.

Key Responsibilities:
Bookkeeping for trust and company clients.
Preparation of trust and company accounts.
Liaising with colleagues and intermediaries to resolve queries.

Skills & Experience:
A minimum of three years' experience in a TCSP accounting environment.
Excellent bookkeeping knowledge and experience.
Desirable to be CAT or AAT qualified or working towards a relevant qualification.

Hours & Benefits:
Market rate salary.
Full time business hours.
Highly Competitive
Job Purpose:
An experienced Trust & Corporate Services Manager is sought to lead a growing Administration team of a Douglas based Fiduciary Services Provider. The Manager will be responsible for the delivery of fiduciary services to high professional standards, ensuring work is carried out in accordance with internal procedures and legislation, coaching and developing staff and undertaking ad hoc reporting, as needed and reporting to the board.

Key Responsibilities:
Responsible for leading and developing the Client Service team.
Ensuring the timely and accurate management of structures, in accordance with internal procedures and legislation.
Assisting with business development initiatives and supporting the Directors of the business, including ad hoc reporting.
Managing billing, debt collection and ensuring that financial targets are met.

Skills & Experience:
c10 years Trust and Corporate Services industry experience, with around 5 years at a senior level.
Ideally part qualified or fully qualified industry professional e.g. ICSA/ STEP.
Likely to have held previous director status on client companies
Strong communication and organisational skills.
Confident in developing a small team.

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

Job Purpose:
Swedish speaking Customer Service Advisor required for an international life organisation.

Key Responsibilities:
First point of contact for customers, financial advisers and custodians over the telephone and email and the core part of this role is to help them to resolve their queries.
Build key relationships within the business to enable you to do this, as well as with the customers themselves.
Expected to deliver customer service to the highest standard and provide a personalised and friendly service.

Skills & Experience:
Fluent in Swedish.
Experience in a Customer Service environment from any sector.
Excellent communication and listening skills.

Hours & Benefits:
Monday - Friday, 8.00 to 17.30.
Salary to be discussed.
Dependent on Experience
Job Purpose:
Relationship Support Analyst required within the Commercial Banking team of an international banking organisation.

Key Responsibilities:
Provide a wide spectrum of support to the Relationship Managers to enable them to meet customer needs, improve client engagement and maximize operational efficiency.
Enable proactive client management by attending client meetings with Relationship Managers as necessary and acting as the first point of contact for customers on daily credit-related enquiries.
Prepare appropriate analysis, proposals and presentations to prospective customers.
Support the RM on day-to-day activities including client planning, pipeline management, coordination with product partners and ensuring data and call reports are updated accurately and in a timely manner.
Undertake financial, credit and profitability analysis, and prepare the credit application or renewal for RM review and submission for approval.
Support the RM with third party liaison, including discussions with external professional service providers e.g. advocates, corporate finance advisors and valuers.

Skills & Experience:
A minimum of 3 years Previous experience of working in the Financial Services sector.
Self-starter with demonstrable capability to prioritise demanding workloads and deliver by due dates/within Credit timeframes.
A track record of gaining an understanding of customers' needs and delivering excellent customer service.
Knowledge of Corporate, Commercial and/or Business Banking lending products would be advantageous.
Experience working in a customer facing role in a Corporate/Commercial Banking environment with knowledge of Financial Crime Compliance/KYC/AML reporting requirements is desirable.

Hours & Benefits:
Business hours.
Competitive salary and benefits package.

Job Purpose:
Banking Expert required to join the Servicing Team of an International Bank.

Key Responsibilities:
Supporting customers to obtain necessary documentation when advised of bereavement.
Dealing with referrals and escalations in relation to payments and related processing.
Investigating transactions and supporting fraud prevention.

Skills & Experience:
1-2 years experience within financial services.
Minimum of 5 GCSEs to include English and Mathematics.
Excellent verbal and written communication.
Strong computer literacy skills.

Hours & Benefits:
Business Hours, competitive salary and excellent training provided.
Dependent on Experience
Job Purpose:
Essential Banker required to join an international banking organisation to deliver a first class experience to clients.

Key Responsibilities:
Providing a first-class experience for all customers.
Demonstrating ownership of all queries and acting as the first point of contact for customers' day-to-day banking requirements, using various communication methods.
Proactively educating customers on the features and benefits of the international proposition, and managing customers throughout the process.
Acting on customer prompts.

Skills & Experience:
Experience in providing excellent customer service, preferably within the financial services industry however we will also consider applications from other customer centric industries.
Adaptability in your approach and attitude, with the ability to work calmly and constructively under pressure.
A commitment to providing a world-class service and driving our dedication to the client experience, with the ability to build strong and trusted relationships.
An understanding of the importance of meeting and exceeding client expectations.

Hours & Benefits:
Part-time hours (11am-3pm) Monday to Friday. Range of benefits offered, including a competitive salary.
Job Purpose:
Senior Business Analyst, permanent position in the Isle of Man for an international life company.

Key Responsibilities:
Your role will be to lead and/ or complete the elicitation of business requirements and their translation into solution requirements to ensure their implementation throughout the project life cycle.
This role will generally involve the management of other Business Analysts to deliver the required deliverable or will be a more technical role delivering multiple requirements as part of a moderate to large/ high risk independent project.
To understand and is able to apply different delivery approaches (Waterfall, SCRUM) and perform, independently, business analysis processes in accordance with company Project Management Framework and Risk Policy.
Produce requirement specifications and outline solution design documents throughout the project life cycle, incorporating change requests and finalization of requirements documentation.
Support development of test plan, testing, implementation and training activities.

Skills & Experience:
A strong background working as a Business Analyst including 4 or more years within moderate risk projects, with a proven track record preferred.
Worked on projects for various business communities/ areas, preferably in the insurance sector.
Ideally you will have a certification of Business Analysis.
Financial Services background preferred although not essential.

Hours & Benefits:
Attractive salary and comprehensive benefits package.
Job Purpose:
Business Risk Manager, required to join leading International Bank to provide risk management support for the overseas business area including customer due diligence, anti-money laundering and operational risk.

Key Responsibilities:
Identify and provide solutions to a wide range of business risk management issues.
Support the core risk objectives, managing key risk processes and situations, alongside cascading new risk policies.
Liaising with external businesses including, Fiduciary, Captive, International, Local Market and Corporate clients.

Skills & Experience:
Practical expertise and experience in banking and business risk management.
Good understanding of KYC, CDD, AML requirements for corporate and trust clients is preferred.
Commercially minded and ability to manage a range of internal and external stakeholder relationships.

Hours & Benefits:
Excellent benefits package, market salary, business hours.
Job Purpose:
Trainee Client Administrator required to join a CSP based in the South of the Island to supervise Senior Administrators and undertake day to day administration of a balanced portfolio of Companies, Trusts and Partnerships as well as the maintenance of book-keeping records and minutes.

Key Responsibilities:
Liaise with clients and intermediaries by telephone, writing and face to face.
Conduct annual and interim file reviews to meet with regulatory requirements.
Compile working papers for the preparation of financial accounts.
Assist in client billing and undertaking fee reviews.
Conduct annual and investment reviews.
Work individually and as part of a team assisting colleagues during busy periods and with any project work.

Skills & Experience:
1-2 years' experience in an administration position within financial services.
Client focus, driven to deliver a quality service, spots opportunities for development of client delivery and service.
Ability to work within a regulatory and risk environment, follows procedures, innovative approach to work, spots procedural weaknesses and identifies areas for efficiencies, aptitude for learning, can evidence learning in action.

Hours & Benefits:
Business hours.
Paid study for professional qualifications ICSA or STEP.

Dependent on Experience
IT
Job Purpose:
Shared Services Delivery Specialist required for a banking organisation, responsible for ensuring the delivery of core HC transactional / administrative and consulting service. The role includes building effective relationships with key customer stakeholders, supporting and driving the WIN HC service offering, ensuring efficient and quality service delivery.

Key Responsibilities:
Build and foster internal stakeholder relationships in order to ensure appropriate buy-in and client engagement at all times.
Ensure WIN HC service deliverables are met, ensuring procedure and compliance controls are followed.
Drive continuous improvement initiatives around WINCHCSS or WINHCSS service delivery - initiating, implementing and tracking continuous improvement initiatives through to delivery and until they become "business as usual".
Provide day-to-day delivery and management of processes, data, systems, administration and support.
Highlight the quality and risk regarding service processes and events, ensuring that agreed control procedures are implemented and followed.
Provide accurate turnover reports for the Win business, including overall turnover and regretted turnover analysis by maximising use of the data held within the system.
Ensure adherence to local legal requirements, company policy and industry practice as it relates to payroll, for example with regards to tax payments, social contributions and statutory reporting requirements that need to be met.
Support the SA Payroll Finance team on the reconciliation of all payroll related third party payments and ensure that third parties are accurately paid on time.

Skills & Experience:
Previous experience in a similar role with specific experience in SAP.
3-4 Years Experience End to End understanding of Reconciliations and Financial aspects of Payroll Administration.
Knowledge of HR Policies & Procedures.
Knowledge of Country legislation pertaining to the Payroll.

Hours & Benefits:
Business hours.
Salary dependant on experience.
Job Purpose:
Test Analyst, responsible for the preparation and execution of the testing of delivered IT solutions, sought by international Life Assurance company.

Key Responsibilities:
Supporting the full test phase of delivery for business IT solutions.
Ensuring the successful deployment of changes to business production systems and processes.
Ensuring that all testing is carried out within agreed company standards.

Skills & Experience:
Currently working, or willing to work, towards obtaining ISEB / ISTQB Testing Foundation certificate.
2 years' experience in a similar testing role, preferably within Life Assurance.
Ability to work independently & flexibly to meet strict deadlines.
Good understanding of test tools (inc. Quality Centre) and effective testing techniques.

Hours & Benefits:
Full time business hours, competitive salary commensurate with skills and experience.

Job Purpose:
Experienced and ideally qualified (ACCA, CIMA) Management Accountant with a background within commercial / management accounting roles, is sought to join the team of an island-wide retailer.

Key Responsibilities:
As part of the Senior Management team, this individual will work with a commercial approach and alongside other key stakeholders across other functions within the business, to review financial performance and achieve business objectives.
Responsible for providing timely and insightful commercial analysis to the business, including propositions, forecasts and budgets.
Take ownership of the budgeting and forecasting process and all aspects of the production of timely and accurate monthly management accounts information, including commentary.
Management of daily cash balances.
Prepare year-end accounts and support the annual audit with the associated liaison with external auditors.

Skills & Experience:
Either qualified or nearing completion of a relevant accounting qualification (e.g. ACCA / CIMA).
c3 years' experience in a Commercial/ Management Accounting role, used to commercial analysis and interpretation of data within an active trading business, aiding financial decisions.
Strong analytical, organisational and numerical skills.
Excellent communication skills; having the ability to present financial data to operational management in a clear and concise manner.
It would be an advantage to have previous experience within multi-site retail / FMCG environment, also encompassing stock management.

Hours & Benefits:
Full time business hours, market rate depending upon experience & qualifications, plus company benefits.

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