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Job Purpose:
Qualified Advocate or Solicitor with upwards of 2 years PQE required to work within an established Private Client Team of a leading Legal practice to manage a caseload of private client work.

Key Responsibilities:
Applicants will manage a diverse caseload within the Private Client team including:
Wills and powers of attorney.
Private trusts and foundations.
Applications to the High Court for protective receiverships.

Skills & Experience:
Minimum of 2 years PQE within Private Client work.
Sound technical knowledge and experience.
Excellent communication skills and experienced in working as part of a team.
Positive approach to managing a diverse workload to high professional standards.

Hours & Benefits:
Full time, competitive salary depending upon experience plus company benefits package.
Job Purpose:
Administrator required to join the Personal Banking Team within the Contact Centre of an International Bank on an initial 6 month basis. The successful candidate will be a Project Administrator within the team and will be responsible for building relationships with International Personal Banking customers and servicing their requests.

Key Responsibilities:
Provides value through delivering an exceptional level of service to International Personal Banking clients through phone and E-mail.
Support IPB and Operations to identify and plan continuous improvement and innovation initiatives for and across the teams.
Maintain awareness of volumes throughout the team, and prioritises work to ensure service levels are attained.
Engage with other departments pro-actively understanding end to end processes.
Understanding and adhering to all IPB service standards, service charter and service level agreements with internal and external clients.
Maintain an exceptional level of RFT (right first time) when dealing with client queries or taking instructions.

Skills & Experience:
Previous administrative experience is essential, preferably within Financial Services in particularly Banking.
A minimum of 5 GCSE's grades A*-C including English and Maths.
Excellent interpersonal communication skills.

Hours & Benefits:
Structured working pattern- core business hours, excellent rates of pay- market competitive, based in central Douglas.
Job Purpose:
A Settlements Administrator is sought by an international Life Assurance company in a permanent capacity. The role holder will ensure the timely trade settlement of all investment transactions, and administer external custody accounts and custody records.

Key Responsibilities:
Assist with the collection of quarterly DFM and platform prices.
Administer cash and stock settlements and transactions.
Sort and allocate daily post and settlement documentation.
Resolve all client queries within agreed timescales.

Skills & Experience:
Previous experience within Financial Services, ideally within an Investments environment, would be an advantage.
Minimum 5 GCSEs (inc. Maths & English) at grade C or above.
Excellent communication skills, able to respond to both internal and external customer queries promptly and efficiently.

Hours & Benefits:
Full time business hours; market rate salary and full company benefits package.
Job Purpose:
A Client Onboarding Officer is required to join an international banking corporation in a permanent capacity. The role holder will actively support managing operational risks in the Corporate Onboarding Team.

Key Responsibilities:
Deliver a first class end to end on-boarding experience by ensuring the correct policy and procedures are followed, correct and applicable documentation obtained and recorded correctly on the Bank's client database.
Provide full operational support to the team or function, as required, anticipating workload and supporting with appropriate materials.
Assist with the management of operational tasks as required.
Provide excellent customer service at all times.
Own and resolve issues with all stakeholders or customers and escalate where appropriate.

Skills & Experience:
A comprehensive understanding of risk management and compliance.
Previous experience working with Client Onboarding, KYC, and CDD processes and regulations.
1-2 years experience within commercial banking.
Excellent written and verbal communication skills.

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

Job Purpose:
A permanent opportunity for a Commercial Banking and Due Diligence Case Manager to join a global banking organisation. Based within the Onboarding team you will actively support the Head in managing the Operational Risks in the team, ensuring that policy and procedures associated with the New to Bank On-boarding processes are consistently applied at all times.

Key Responsibilities:
Provide full operational support to the team or function, as required, anticipating workload and supporting with appropriate materials.
Manage operational tasks as required.
Provide excellent customer service at all times.
Own and resolve issues with all stakeholders or customers and escalate where appropriate.
Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.
Support the On-boarding Officers in the delivery of a first class end to end on-boarding experience by ensuring the correct policy and procedures are followed, correct and applicable documentation obtained and recorded correctly on the Bank's client database.
Ensure the new to bank client on-boarding and existing client CDD processes are undertaken within the defined SLAs, ensuring any risks to the timescales are escalated to the Team Leader and Relationship Manager.
Liaise and work with other areas of the Bank to ensure the best possible experience and outcomes for the clients, employees and the Bank.

Skills & Experience:
A minimum of 3 years banking experience , working in Client On boarding Know Your Customer (KYC)/CDD.
Proven managerial / leadership experience.
A desire to find ways to continually improve the service delivered to customers.
Both spoken and written communication skills with experience of adapting your style and approach to the audience and message to be delivered.

Hours & Benefits:
Business hours.
Salary dependent on experience.
Job Purpose:
Senior Finance Administrator required to join a well established Financial Services Provider. The role requires the management of a portfolio of multi-jurisdictional companies and trusts and undertaking a variety of administrative tasks.

Key Responsibilities:
To assist with day-to-day and year-end finances and the production of responsibility invoices.
To assist in projects as and when necessary e.g. integration of acquisitions from a finance prospective.
Assist the management team with weekly and month end reporting.
Liaise with clients and internal members of staff with the distribution of final fees in a timely manner.
Provide assistance and supporting documentation to auditors.
Manage and maintain our filing (scanning and linking documents online).
Ensure compliance with company standards, policies and procedures.
Be willing to travel off island as and when required to do so.

Skills & Experience:
Minimum of 3 years experience in a similar role.
To hold or be working towards a professional qualification is desirable.
Extensive regulatory and compliance understanding.
Have excellent organisational and communication skills.

Hours & Benefits:
Full time, competitive salary and benefits.
Job Purpose:
Payments Administrator required to join the Finance Department at an International Life Assurance Organisation. This position is primarily responsible for the processing of all company client payments and receipts in a timely and accurate manner.

Key Responsibilities:
Timely & accurate processing of all outward payments to clients.
Recording and banking of cheques which will involve driving company car to the bank.
Investigating and answering of all payment related queries for Internal Departments and External Banking partners.
Assisting the Bank reconciliations team by ensuring that correct information is recorded.
Accurate journaling of payments on a daily basis and ensuring filing is maintained in accordance with company procedures.

Skills & Experience:
Minimum of 5 GCSE Grades A-C including Maths and English and ideally have 1 year's banking or payment processing experience.
Ability to demonstrate accuracy especially when inputting data.
Must have a full clean driving licence.
Ability to work in a team environment and have strong organisational skills.

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

Job Purpose:
Senior Data Operations Analyst required for an international bank to provide operational middle and back office governance support on an initial contract basis.

Key Responsibilities:
Ensure policy and procedure standards are applied all aspects of static data activity.
Take responsibility for ensuring the accuracy and completeness of all data that they encounter and will also ensure that no substantive data integrity issues are found.
Drive consistency by ensuring policies and procedures are being applied consistently across all centres.
Apply extensive and comprehensive knowledge of complex processes to Relationship Managers, Clients and Projects as well as exception management, issue resolution, dealing with 3rd party vendors.
Occasionally responsible for checking others work, conducting “4 eyes” checking and giving signing off.

Skills & Experience:
A minimum of 2 years experience within financial services , preferably banking.
Sound knowledge of KYC requirements with an understanding of risk factors , high risk clients etc.
Confident in speaking with clients over the telephone and on occasion face to face if necessary.

Hours & Benefits:
Core hours 9am - 5pm could possibly accommodate on occasion 8am -4pm, excellent rates of pay- market competitive, based in central Douglas.
Job Purpose:
A Property Investment Administrator is sought by an expanding Property Investment company based in central Douglas. Joining in a permanent capacity, the role holder will assist in running the company's client structures on a day-to-day basis.

Key Responsibilities:
Administration of all property matters, including purchases.
Maintaining purchase and sales ledgers.
Liaising with clients, advisors, bankers, brokers, and custodians.
Working closely with company Directors and Managers.
Database administration and other duties as necessary to support the team.

Skills & Experience:
2 years previous experience in trust or funds administration would be an advantage.
SAGE experience would be beneficial.
Good knowledge of Microsoft Office.
Excellent communication skills.
Knowledge of IOM and UK regulatory environment.

Hours & Benefits:
Full-time core business hours, based on a 37.5 hour working week; salary commensurate with relevant skills and experience.
Job Purpose:
Treasury/FX professional required to join an expanding Financial Services Group on the isle of Man. This is a new position as Treasury Manager, designed to support the operational delivery of client services with a focus on cash management, foreign exchange, daily rate setting, confirmation matching, authorisation of payments, managing external relationships and general administration.

Key Responsibilities:

Cash Management
Daily cash management, including placing money market deposits, preparation of payments for deals and monthly reporting.

Foreign Exchange
Placing of same day foreign exchange deals on behalf of clients by authorised persons.
Entries on Bridge/Pulse systems.
Deals placed with approved counterparties / banks.
Prepare payment instructions for payments team.
Managing liquidity.
Rolling/placing new hedges or monthly swaps.
Daily Rate Setting & Confirmation Matching.
Compile & distribute.
CLMA interest rate tier notifications.
Confirmation matching of foreign exchange and money market deals.

Skills & Experience:
Significant treasury/fx experience in a similar regulated environment.
Valid and valuable stakeholder experience both internally and externally.
Used to working to tight deadlines.
Hold a relevant related professional qualification, ACI Dealing Certificate.

Hours & Benefits:
Market rate salary and comprehensive benefits.

Job Purpose:
Credit underwriter require to join a financial, services organisation, reporting to the Credit Manager you will analyse and assess credit proposals received from brokers or clients directly.

Key Responsibilities:
Assess applications received for loans and approve loans that meet the Banks agreed lending criteria in accordance with their mandated authority.
Assess applications received for loans and recommend to the Credit Manager or the Credit Committee those which meet the Bank's lending criteria but are outside their mandated authority.
Communicate and liaise verbally and in writing between customers and staff, and interpret and respond clearly and effectively to spoken requests over the phone or in person.
Accurately maintain all related systems, files and Data.
Ensure all relevant Regulations and Polices are adhered to when assessing any proposal.

Skills & Experience:
A minimum of 3 years experience working in a credit role within the financial services industry.
An understanding of the relevant UK & IOM Regulatory requirements relating to the provision of credit facilities in these jurisdictions.
Excellent interpersonal and communication skills are essential as this role will involve influencing at all levels.
Good working knowledge of Microsoft Office packages.

Hours & Benefits:
Business hours.
Salary dependent on experience.
Job Purpose:
An Asset Servicing Administrator is sought by an international Wealth Management organisation based in central Douglas. Joining on a permanent basis, the role holder will support the day-to-day operations of the Asset Services department.

Key Responsibilities:
Processing all equity and unit trust dividends received, and investigating & resolving any discrepancies with unit positions or cash received.
Monitor and interpret Corporate Action data received for onward despatch, & maintain the Corporate Action diary.
Source and input prices for all manually priced securities, and calculate prices for internal funds.
Review and set up new assets and securities, and transfer assets from or into company accounts.

Skills & Experience:
1 years previous experience within Financial Services, ideally within an Investment Operations environment.
Good eye for detail and consistent high levels of accuracy.
Proficient with MS Office applications.

Hours & Benefits:
Salary commensurate with relevant experience; full company benefits; full time core business hours.
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