go.
Get new jobs for this search by email
Job Purpose:
Accounts Assistant required to join the Finance department of an International Life organisation to cover a range of accounting administration duties and contribute to the Finance team in meeting the reporting obligations of a listed Group with regulated insurance companies (Isle of Man and Republic of Ireland).

Key Responsibilities:
Invoice and expenses processing.
Supplier payments.
Payment processing and input into banking and accounting systems.
Bank reconciliations.
Provision of financial and transaction information to other departments.
Monthly balance sheet reconciliations.
Maintain accurate financial records at all times.
General administration relating to the financial transactions above including scanning, filing, photocopying and dealing with post.
Skills & Experience:
A minimum of 3 years experience of accounting administration.
Previous Life Insurance experience is desirable but not essential, although previous experience of financial services would be advantageous.
Able to work with a high level of accuracy and to adhere to deadlines.
Ensuring that all work is completed within the required standards and timescales.
AAT/CAT qualified or part qualified would be an advantage but not essential.
Ability to work as part of a team and support colleagues in the completion of tasks within relevant deadlines.
Passionate about delivering excellent customer service.

Hours & Benefits:
37.5 hours per week.
Competitive salary and benefits package.

Job Purpose:
Experienced and qualified Tax Manager (CTA or similar), is sought for a new part-time role within an International Trust & Corporate Service Provider, to undertake broad Tax compliance responsibilities. The successful candidate will primarily review and submit VAT and non-resident landlord UK tax returns, UK corporate tax returns and CIS returns.

Key Responsibilities:
The review and submission of VAT and non-resident landlord UK tax returns, UK corporate tax returns and CIS returns.
Review of VAT/ Tax registration and de-registration forms.
Providing assistance for any VAT or other tax inspections.
Assisting with tax queries from administrators and accountants and with FATCA/ CRS reporting.

Skills & Experience:
Experienced and qualified Tax Manager (CTA or similar).
A number of years experience in managing broad tax compliance responsibilities for a diverse International portfolio of client entities.
High level of accuracy and attention to detail, used to working autonomously and meeting deadlines whilst working under pressure.

Hours & Benefits:
Part time hours - a minimum of 20 hours is essential with up to 25 hours also being considered, plus a comprehensive benefits package including car parking.

Job Purpose:
Operations Analyst is required to join the Offshore Banking Expert Services Team of a global Banking corporation, in an initial contract 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, Douglas based.

Job Purpose:
Senior Administrator required within the business Control department of a financial services provider, primarily to supervise and be responsible for regulatory and Wealth International requirements in managing and controlling risk exposure arising within Banking.

Key Responsibilities:
Accurately monitor Risk & Compliance following the banks policies and procedures Assist with the administration of Operational and Anti-Money Laundering Risks within the business to ensure that the bank is not exposed to unacceptable levels of risk and report any significant issues to management.
Undertake client reviews, (CBB, IPB and IWI), as per the schedule and in line with WIN Client take on and maintenance manual, ensuring that clients are correctly classified as per the WIN Compliance Guidance Note on Client classification and updating the schedule accordingly Undertake trigger reviews, where applicable, in line with procedure Conduct ongoing monitoring of client transactions and source of funds as required, including the monitoring and review of daily alerts from various information sources.
Conduct retrospective monitoring of Static Data Changes focussing on address changes which increase the possible level of client risk to the Ban Act as a point of contact within the business in respect of account queries such as Source of Funds documentation.
Assist with the releasing of payments over accounts that are subject to internal posting restrictions.
Assist in the review of payments that have been flagged by our sanction monitoring software Assist in the review of payments that have been queried by our correspondent bank Assist with managing of deceased account processes.
Assist in the review of account holders that have been flagged by our sanction / PEP monitoring software Assist with cases involving fraud/attempted fraud.
Assist with Operational and Anti-Money Laundering Risk monitoring for the bank.
Willing to learn other BCU duties undertaken by colleagues and be a team player.
Maintain an awareness and comply with all Anti Money Laundering laws, regulations, policies and procedures relevant to the bank.

Skills & Experience:
Ideally, a minimum of 3 years financial services experience, preferably in a Risk, AML or Compliance department, with a thorough understanding of Anti-Money Laundering and Operational Risk matters.
Has a controlling impact on end results.

Hours & Benefits:
Full time hours and competitive salary.

Job Purpose:
A Senior Administrator is required to join the Agency & Commissions team of an international Life Assurance organisation, in a permanent capacity. Working within the Customer Services department, the role holder will undertake regular reviews of existing intermediary relationships as their indemnity commission liability approaches agreed trigger levels.

Key Responsibilities:
Monitoring any debt positions.
Preparation of reports for the weekly Debt & Indemnity Commission meeting.
Processing new terms of business applications for intermediaries.
Regular communication by telephone and email with brokers and company sales teams.
Carry out agency amendments and process payments.

Skills & Experience:
Previous financial services experience is essential, ideally within the Life Assurance industry.
A clear understanding of Insurance (AML) regulations and knowledge of CDD requirements in line with the IOM Financial Services Authority.
Experience of processing UK and international payments.
An understanding of corporate legal structures would be beneficial.
Ability to deliver against deadlines and excellent organisational skills.

Hours & Benefits:
Full time business hours (35 hours working week); Salary commensurate with skills and experience; Full company benefits package.

Job Purpose:
Senior Administrator required to join the operations team of an international life company, primarily accountable for all existing business email correspondence , ensuring it is managed in accordance with; client requirements, internal procedures and internal service level agreements.

Key Responsibilities:
Ensure all emails received are reviewed and correctly distributed within the agreed service standards and that all systems are updated accordingly whilst ensuring all allocated correspondence is completed within the agreed SLAs.
Dealing with queries, ensuring these are referred via email to the correct department.
Recognise any complaints received within the area and refer appropriately within the required timescales. Where possible to begin the investigation and ascertain which business area the complaint lies with. Ensure less than 2 exceptions recorded per month.
Monitor the agent adviser system and provide phone cover as appropriate to ensure departmental SLAs are maintained and a positive customer experience.
Ensure that all calls and email enquiries are handled in a professional manner, taking ownership of recording and following these through to resolution. Expectations must be managed at all times.
Provide support to front office teams as appropriate to reduce referrals that may otherwise impact on daily processing.

Skills & Experience:
A minimum of 2 years experience within Financial services, preferably Life Assurance.
Excellent customer service skills with the ability to investigate complex queries / complaints.
FA1 & CF1 qualifications or working towards would be advantageous.

Hours & Benefits:
Structured working pattern with competitive salary and benefits with onsite car parking.

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:
Product & Investment Marketing Manager to join an international life company, in a permanent capacity on the Isle of Man in the marketing department. It's a unique opportunity to join the business at a senior level and be an integral part shaping the future propositions.

Key Responsibilities:
Reporting to the Group Marketing Director, the successful candidate will be responsible for leading the Product and Investment Marketing Team to deliver and manage product development, fund ranges and support online service developments for Company brands.
Have a complete understanding of our proposition and ensure that all products and fund ranges meet regulatory requirements in each of the jurisdiction in which we operate.
Be able to develop a detailed understanding of our customers, markets and competitors and ensure this is used in proposition planning across insurance brands.
Promote our proposition USP's effectively for each of our product, fund range and service (online and offline) supporting the Sales and account Managers.

Skills & Experience:
A broad knowledge of the offshore financial services industry and regulatory frameworks across multiple geographies.
A minimum of 5 years' experience in offshore product proposition; understands insurance product pricing.
Experience in the creation of product specifications, business requirement documents, business cases.
Understanding of key competitors, their products, services and proposition positives and negatives.
Familiarity with and understanding of illustration system design and build; online service design and build across web and mobile platforms with an appreciation for front and backend development challenges.
The ability to critically analyse large amounts of data succinctly, for consideration by executive team decision making.
The ability to work independently, and to engage where necessary with key stakeholders within the business.
Clearly communicate product decisions and the rationale behind them.
Comfortable making decisions without consensus.
Helps others make decisions by being persuasive.
Managed product owners across different products.
Ability to manage multiple work streams at the same time in a fast-paced environment
Both creative and analytical, switching between both and using all available data to drive product decisions.
Supplier / stakeholder / customer relationship management skills, including the ability to negotiate, agree and manage the scope of activities.
Proven ability to influence design decisions where required.

Hours & Benefits:
Competitive salary and comprehensive benefits.

Job Purpose:
ACA/ACCA qualified and experienced Head of Finance required to take responsibility for the financial reporting for the Isle of Man division of a large International Trust and Corporate Services Group. Overseeing a team, the successful individual will ensure that financial accounts are maintained accurately in accordance with accounting standards and provide timely board and financial reporting.

Key Responsibilities:
Overall responsibility for day to day finance operations for this division of the business.
Ensuring that financial accounts are maintained accurately in accordance with accounting standards and policies.
Submission of insightful board and financial reporting to management, including timely statutory reporting.
Planning and monitoring of cash flow & forecasting and completion of yearly budgets.
Participation in strategic planning, including oversight of financial due diligence exercises for any potential M&A activities.
Regular travel to other jurisdictions within the group.

Skills & Experience:
ACA/ ACCA qualified with experience in managing financial reporting for an International business.
Experienced in managing and developing a team of accounting professionals.
Excellent systems knowledge including Excel and Microsoft Dynamics NAV.
Professional and proactive approach with strong organisational and communication skills
Adaptable to change.

Hours & Benefits:
Full time, highly competitive salary and benefits package commensurate with experience.

Job Purpose:
Settlements Administrator required to join the Investments Department an International Life Assurance Organisation on a permanent basis.

Key Responsibilities:
Daily processing, investigating and reconciling of investment transactions.
Liaising with internal and external parties to resolve any settlement issues.
Assistance and resolution of queries.

Skills & Experience:
Previous administrative experience within Financial Services is desirable, preferably within a Life Company.
Minimum of 2 year experience in Financial Services.
5 x GCSE (or equivalent) grade C or above English and Maths.

Hours & Benefits:
Market rate salary, competitive benefits, full time business hours, Douglas based employer.

Get new jobs for this search by email

Choose Job Type