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Job Purpose:
Experienced and either fully or part qualified Accountant (ACCA/ ACA/ CIMA) is sought to join the Finance team of an International Life Assurance company, as Financial & Regulatory Accountant. The role requires the preparation of financial reports and maintenance of accounting records, in accordance with regulatory requirements and deadlines.

Key Responsibilities:
Preparation of comprehensive financial reports for overseas branches in line with regulatory requirements and deadlines.
Full understanding of report content.
Maintenance of daily and monthly procedures and controls.

Skills & Experience:
Qualified or part qualified Accountant with significant experience.
Previous experience within a similar role in a Financial Services Company, would be a preference.
Understanding of transactions during the lifetime of an insurance/ investment policy, as well as regulatory reporting requirements for an insurance business, would be advantageous.
Excellent written and verbal communication skills.
Strong Excel skills and experienced in working to challenging deadlines with good attention to detail.

Hours & Benefits:
Full time, competitive salary and benefits, with on site car parking available.

Job Purpose:
Multiple opportunities for Accounting Assistants required for a Life organisation on a permanent basis , reporting to the Financial Accountant, this role will be responsible for contributing to the monthly financial reporting.

Key Responsibilities:
Posting of accurate transactions to correct business units.
Contribution towards the production of monthly financial reports to internal and external bodies in an efficient, timely, accurate and professional manner.
Assisting with the production of the monthly management accounts and regulatory reporting.
Reconciliation of transactions accurately and in accordance with agreed timescales on control reconciliations.

Skills & Experience:
Have or be working towards an accounting qualification (AAT / CAT / ACCA);
Experience with accrual accounting and variance analysis.
A good understanding of Microsoft Excel and Word.
Experience of using SUN or a similar accounting package.
Excellent written and verbal communication skills.

Hours & Benefits:
Business hours, competitive salary and benefits package, Douglas based, parking on site.

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:
Administrator required to support all activities surrounding efficiency and productivity by monitoring and reviewing a percentage of completed tasks within each area of Operations. The role holder should be able to analyse and understand data collated to provide purposeful and constructive feedback to individuals.

Key Responsibilities:
Support the completion of client file reviews.
Identification of key indictors based on the findings within the file reviews - with support and guidance from myself and the project team.
Written communications to clients using templated emails and letters.
Updating the business systems with responses from clients.
Logging, controlling and monitoring the client responses through excel and the business work flow system.
Responding to client queries either through or referred on from the customer service team.
Providing regular progress updates.
Following the agreed chase process as defined by the project.
Provide our colleagues with support and assistance when required to respond to client queries.
An ability to prioritise workloads to ensure that we fulfil our contractual obligation.
Improve efficiency and productivity in Operations through planning day to day work to complete daily quality sampling targets.
Monitor and review a percentage of completed tasks within each area in Operations.
Analyse and understand data collated to enhance performance in others through providing feedback.
Completion of Sentinel (World-Check clearance) tasks within the agreed SLA.
Assist with the recording and management of breaches.
Help to improve processes and procedures within Operations to enhance the customers experience and turnaround times.
Help produce and record management information that details existing quality standards.
Help improve our right first time target through consistently delivering quality work.
The candidate must be willing to work towards obtaining their Word-Check, personal, company & trust AML accreditation.

Skills and Experience:
Previous office experience ideally with Financial Services and particularly Life Assurance is highly desirable.
Minimum 5 GCSE's or equivalent, including Maths and English.
Good organisational and time management skills with an emphasis on quality and the ability to work to deadlines.
Ability to work on own as well as part of a team.
Experience of customer contact.

Hours & Benefits:
Excellent rates of pay and structured working pattern, Douglas based, parking on site.

Job Purpose:
Permanent position within the Customer Services Agency & Commissions Team as an Administrator for an International Life group.

Key Responsibilities:
Processing instructions received from intermediaries to amend their agency details; for example - change of contact details, change of ownership, structure or directors and amendments to bank account details.
Actioning commission and investment adviser fee statements and the related payments.
Administering new suitable certifier applications.
Dealing with enquiries by email and telephone from the Sales Team and intermediaries.

Skills & Experience:
Previous Customer Service experience would be desirable, recent school leavers will be considered.
An awareness of the Insurance (Anti-Money Laundering) and knowledge of Customer Due Diligence requirements in line with the Isle of Man Financial Services Authority. AML/CFT Requirements and Guidance, would be an advantage.
An awareness of different UK and International payment methods.
Good verbal and written communication skills.
Ability to deliver against deadlines and good organisational skills.

Hours & Benefits:
Standard Working hours 9am - 5pm.
Market Rate Salary.

Job Purpose:
Operations Administrator required to support all activities surrounding the identifying and contacting of all High Value and new clients for the purpose of obtaining and recording the correct country of tax residence information.

Key Responsibilities:
Support the completion of client file reviews.
Identification of key indictors based on the findings within the file reviews - with support and guidance from myself and the project team.
Written communications to clients using templated emails and letters.
Updating the business systems with responses from clients.
Logging, controlling and monitoring the client responses through excel and the business work flow system.
Responding to client queries either through or referred on from the customer service team.
Providing regular progress updates.
Following the agreed chase process as defined by the project.
Provide our colleagues with support and assistance when required to respond to client queries.
An ability to prioritise workloads to ensure that we fulfil our contractual obligation.

Skills and Experience:
A minimum of 2 years relevant office based experience desirable but not essential.
Minimum 5 GCSE's or equivalent, including Maths and English.
Good organisational and time management skills with an emphasis on quality and the ability to work to deadlines.
Ability to work on own as well as part of a team.
Experience of customer contact.

Hours & Benefits:
Excellent rates of pay and structured working pattern, based in Central Douglas

Job Purpose:
A Senior Document Clerk is required to join to an international Life Assurance organisation in a permanent capacity. The role holder will lead document management services, to ensure Business Unit customers have necessary mission-critical (paper and electronic) document assets.

Key Responsibilities:
Coordinate the processing of all types of incoming and outgoing mail, freight deliveries, bulk mailings, publications, and private service deliveries.
Maintain required document logs/tracking.
Record and file electronic and paper information.
Prepare packages and mail, including bulk mailings, for delivery and distribution.
Liaise with internal clients to exchange information, clarify facts, and resolve document management queries/issues.
Carry out repetitive tasks (printing, scanning, photocopying, sorting mail, receiving calls) accurately and following clear processes.

Skills & Experience:
Ideally 3 years previous experience in a similar role.
Highly organised with great attention to detail.
Good working knowledge of MS Word, Excel, and Lotus Notes.
Excellent written and verbal communication skills.

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

Job Purpose:
A Client Bookkeeper is sought by an expanding Payroll and Contractor Services company based in central Douglas. Joining on a permanent basis, the role holder will assist with the preparation of company financial statements and tax returns.

Key Responsibilities:
Preparing VAT returns.
Monitor and respond to client queries via the accounts mailbox.
Dissolution of client companies and maintaining the closure database.
Assisting with departmental workflow.
Assist with client professional clearance.
Managing incoming post in relation to client companies.

Skills & Experience:
Previous experience in a similar role is essential, ideally with an understanding of double-entry bookkeeping.
Excellent verbal and written communication skills, able to communicate with clients over the phone.
Experience of IRIS and Excel software is highly desirable.
Proven ability to work under pressure and to meet deadlines.
A basic understanding of UK Company Law and VAT.

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

Job Purpose:
Permanent opportunities for Essential Banking Executives to join the Customer Service department of a global banking corporation. The successful applicants will be the first point of contact for all client enquiries by telephone, email, online banking, and written communications.

Key Responsibilities:
Take ownership of all customer queries, providing a first-class experience for all day-to-day banking requirements.
Proactively educate customers on company features and benefits and manage them throughout the process.
Act on customer prompts to capture relevant data, making changes to accounts in line with company service procedures.

Skills & Experience:
Previous experience within a customer service-based role is essential, preferably within Financial Services.
Excellent communication skills, with a confident and calm telephone manner.
A strong level of computer literacy and proficient keyboard skills.
Minimum 5 GCSEs at grades A*-C including English and Maths.

Hours & Benefits:
Central Douglas, excellent salary and benefits package, and extensive training is provided.
The Customer Contact centre operates on a shift basis from 7am-8pm Mon-Fri, and occasional weekend work will be required.

Job Purpose:
A qualified & highly experienced Company Secretary with a track record within a large global Group, is sought by an International advisory and administration firm. The role will provide a corporate governance and company secretarial administrative service offering, to the Groups entities and will require the individual to build strong service relationships with internal and external stakeholders.

Key Responsibilities:
Leading a small team, and managing the budget for the group secretarial function, the Group Company Secretary will be responsible for providing company secretarial and corporate governance services to the Group and it's subsidiary entities.
Ensuring that work is undertaken in accordance with the Corporate Governance Framework and best practice.
Providing support and advice to Board and Committee members and working closely with key internal and external stakeholders.
Overseeing the maintenance of the annual calendar of board and committee matters; scheduling, coordinating and operating board and committee meetings, including AGM and EGMs and drafting documentation for these meetings.
Acting as Secretary to the Board and Committees and managing ad hoc Group projects
Overseeing FATCA/ CRS requirements and other company regulatory reporting for Group entities.
Travel to different Group offices is likely to be required on a quarterly basis.

Skills & Experience:
10 years experience as a Company Secretary within a large global group.
ICSA qualified, or a qualified accountant or lawyer.
Experienced in working at an executive level within an International business, advising and supporting Boards and Committees and travelling to Group offices, as needed
Strong communication and organisation skills, used to organising and coordinating and operating board and committee meetings, as well as leading a small team.

Hours & Benefits:
Highly competitive salary and benefits package, full time hours.

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