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  • 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:
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:
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.

  • Dependent on Experience
Job Purpose:
The Senior Group Accountant will primarily support the Head of Finance with the timely and accurate preparation of all group company and client statutory and management accounts.

Key Responsibilities:
Assisting with the production of regulatory returns for appropriate group divisions and jurisdictions.
Supporting the Head of Finance with the timely and accurate preparation of all group company and client statutory and management accounts.
Financial reporting on cash balances for group companies and debtor and creditor accounts.
Monitoring and controlling group budgets.
Assisting with Group Audit and being responsible for liaison with group auditors to finalise both Company and (Captives) Client Accounts.
Supervising, coaching and mentoring members of the finance team.

Skills & Experience:
ACA/ACCA qualified.
A minimum of 2 years experience in a similar role.
A good understanding of Isle of Man regulatory and compliance legislation.
Experience of staff supervision.
Ideally some understanding of fund and investment management, insurance and pension legislation along with experience of Life Assurance, Captives and Pensions.

Hours & Benefits:
Full time hours, salary commensurate with experience and qualifications and plus benefits.

Job Purpose:
Experienced Fiduciary Services professional at either Administrator, Senior Administrator or Assistant Manager level, with previous experience within either or both Yachting and Aviation administration, is sought by a leading International Trust & Corporate Service Provider.

Key Responsibilities:
Administration of a portfolio of clients, of varying levels of complexity depending upon the level of appointment.
An Administrator would work under the supervision of a team leader, with responsibilities including drafting of minutes and resolutions, execution of routine transactions and the completion of annual reviews.
Drafting standard correspondence.
Maintenance of client records.
Liaison with clients and intermediaries.
Ensuring compliance with company standards, policies and procedures.

Skills & Experience:
Previous experience of either Yachting and/or Aviation administration.
Strong communication and organisational skills.
Either already professionally qualified or having a willingness to further develop knowledge and potentially undertake appropriate professional studies (with support)

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

Job Purpose:
The experienced Client Services Manager will join a growing team of an established International Fiduciary Services organisation. They should have a number of years experience at a senior level within Trust & Corporate Services, including the hands-on management of a complex and high value client portfolio.

Key Responsibilities:
Taking responsibility for a particularly complex and high-value client portfolio, undertaking all associated administration and ensuring compliance with internal procedures and regulations.
Working in a timely and accurate manner, being used to professional liaison with clients
Ensuring that reporting deadlines are met.

Skills & Experience:
Extensive industry understanding, with experience at a senior level within the Trust and Corporate Services industry.
Ideally also ICSA/STEP qualified.
Strong communication and organisational skills.
Able to work both independently as well as part of a team.

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

  • Dependent on Experience
Job Purpose:
The experienced Assistant Manager, Trust & Corporate Services will join a growing team of a Douglas based Fiduciary Services organisation. A number of years experience at a senior level within Trust & Corporate Services is required, including the diverse and hands-on management of a varied client portfolio. Part or fully qualified ICSA or STEP would be advantageous.

Key Responsibilities:
Supporting the Directors of the business, the successful candidate will proactively manage a portfolio of clients.
This includes a spectrum of administration requirements, from new business to management of a variety assets within Trust and Corporate Structures and including annual file reviews.
Ensuring compliance with internal procedures and regulations.
Used to developing strong working relationships with clients and intermediaries and meeting deadlines.
This individual may either prefer to work autonomously or take responsibility for the management and development of a small team, as preferred.

Skills & Experience:
Extensive experience within Trust and Corporate Services, at a senior level.
Ideally part qualified or fully qualified industry professional e.g. ICSA/ STEP.
Strong communication and organisational skills.
Confident in working autonomously or managing and developing a small team.

Hours & Benefits:
9am - 5.30pm, salary commensurate with experience /qualifications and plus benefits.


Job Purpose:
Experienced Compliance Manager sought to support the delivery of key regulatory and risk projects within a leading Life Assurance company, for an anticipated 6 month contract.

Key Responsibilities:
Supporting Management with the delivery of key projects and initiatives, ensuring that all regulatory and risk issues are managed effectively.
Working with, and providing relevant reporting to, key stakeholders to ensure they are aware of developments in relation to Group projects and initiatives.
Liaising with business units as needed and ultimately delivering compliant and commercial solutions.
Provision of technical support to the Head of Risk & Regulation, as required.

Skills & Experience:
Significant Compliance experience within financial services.
Excellent technical knowledge of Compliance, Regulatory and Legislative requirements, primarily from an IOM, UK and EU perspective but it would also be beneficial if this extended to regulatory matters within other International jurisdictions.
A proven track record in defining and delivering quality reporting, having strong analytical, influencing and management skills, used to working effectively with business stakeholders.
A relevant financial services related qualification, with excellent knowledge of financial products and industry practice.
It would be a preference for applicants to be a Graduate with numerate, business related or analytical based degree.

Hours & Benefits:
Full time, salary commensurate with experience and qualifications.

Job Purpose:
Senior Administrator, required to monitor the governance of the company's Investment Operations to ensure adherence to the investment practices set out in the investment Governance Regulations, sought by international Life Assurance company on temporary contract basis.

Key Responsibilities:
To carry out asset reviews in line with the authorisation matrix and maintain a centralised departmental monitoring framework in respect of permitted assets.
Update and maintain the accuracy of asset security including security set-up, warnings, reporting flags, Cofunds data, GWL trading restrictions and asset review data.
To review every externally managed account for non-permissible assets and to carry out reviews of any new or updated Corporate Actions.
To produce, review and co-ordinate the despatch of daily Control Reports.

Skills & Experience:
Previous experience within a similar role within Life Assurance.
Strong analytical, reasoning, and communication skills.
Self-motivated - ability to work independently or as part of a team.

Hours & Benefits:
Market rate salary in line with skills & experience, full time business hours.

Job Purpose:
The experienced Senior Trust & Company Administrator will be part of a team based in the South of the island, delivering effective and efficient trust and corporate administration services to a diverse client base.

Key Responsibilities:
Responsible for a diverse and complex portfolio of trusts, companies and partnerships including:
Undertaking all day to day administration, bookkeeping and minutes Liaison with clients and intermediaries, attending client meetings as required.
Conducting investment and annual reviews.
Reviewing Bookkeeping records and preparing accounts files to allow for preparation of year-end accounts.
Responsibility for client billing and debt collection.

Skills & Experience:
A minimum of 5 years experience within a Fiduciary Services. Administration Applicants are expected to be working towards or holding a relevant professional qualification such as ICSA or STEP. Strong communication and organisational skills, experienced in building and maintaining positive working relationships with clients and intermediaries.
Positive approach, should be used to working both independently as well as part of a team.

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


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