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Job Purpose:
Strong technical pensions knowledge is required for a role to work as part of a dedicated pensions team within a Financial Services Group. Applicants are likely to have around 3 years + pensions experience and sound knowledge of current pension legislation, local pensions and experience in managing scheme member expectations. The role will support the delivery of effective service to pension scheme members, but primarily provide technical support in relation to products, pension regulation and appropriate taxation.

Key Responsibilities:
Technical support in relation to products, pension regulation and appropriate taxation
Supporting the pensions team in the delivery of effective customer service to pension scheme members.
Technical support in the development of new products.
Supporting scheme trustees with a sound knowledge of current pension legislation, the local pensions environment and scheme member expectations.
Working in a 'hands on' manner with all aspects of the pensions division, supporting and developing training with internal teams as needed.

Skills & Experience:
Detailed knowledge of pensions, ideally upwards of 3 years although different levels of experience may also be considered for an alternative level of role within the team
Sound technical knowledge of current pension legislation, including IOM and UK pension regulations and experience in managing scheme member expectations.
Potentially holding a relevant professional qualification.
Excellent communication and customer service skills, with a commercial approach.
Used to managing a diverse workload and meeting challenging deadlines.

Hours & Benefits:
Full time, highly competitive salary dependent upon experience, plus benefits.

Job Purpose:
A Fund Accountant is required to join a leading fiduciary, funds and professional administration services organisation. The role holder will prepare accurate and timely Net Asset Value calculations and maintenance of the books for a number of offshore fund structures.

Key Responsibilities:
Production of valuations to relevant accounting standards, legislation and best practice.
Controlling payment transactions.
Maintaining relationships with third parties.

Skills & Experience:
A Minimum of 3 years experience in Fund Administration.
Holds a recognised accountancy qualification.
Previous experience with Paxus (our valuation system) will be advantageous.

Hours & Benefits:
Full time 35 hours per week.
Salary dependent on 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:
EMC Administrator required to join a Wealth Management Organisation on a permanent basis. The role holder will be responsible for the ongoing administration of externally managed accounts, ensuring that the company's records are accurate and up to date.

Key Responsibilities:
Arrange payment to, or request money from, external managers as required.
Assist with reconciliations and data cleansing activities.
Completion of all processes necessary to ensure the completion of the quarterly EMC valuation process with any set service standard/timetable.

Skills & Experience:
Minimum of 1 years experience within an administrative role preferably Financial Services.
Previous Life Assurance knowledge is highly desirable.
Minimum of 5 GCSE's A*-C.
Excellent communication skills, both written and verbal.

Hours & Benefits:
Market competitive pay rate, structured working pattern- core business hours.

Job Purpose:
Trainee accountant studying towards the Certified Accounting Technician (CAT), required to join general accountancy practice and corporate service provider.

Key Responsibilities:
Bookkeeping including inputting client records.
Preparation of accounting schedules, financial statements, investment schedules and personal or corporate tax and VAT returns.
Liaison with third party institutions.
All aspects of trust and company administration which will include direct contact with clients.

Skills & Experience:
Ambitious and determined to study to complete the challenging CAT qualification.
An 'A' level or a strong GCSE school leaver, previous experience would be advantageous.

Hours & Benefits:
Douglas based employer, working business hours.
Study support offered for the successful candidate.

Job Purpose:
Qualified Investment professional required to join a global Financial Services Group as an Investment Manager. Working as part of the Investment Management team you should have a wealth of experience within investments and be an ambitious professional who can demonstrate a track record of success.

Key Responsibilities:
Responsibility for one of more elements of the Firms investment strategy.
Oversee, direct and prepare research and detailed investment analysis.
Responsibility for the management of numerous investment portfolios.
Support the management of client relationships as required.
Preparation of investment proposals and suitability assessments.
Performance and attribution analysis and interpretation.
Investment report writing, comment and analysis.

Skills & Experience:
Wealth of investment management experience within a similar role and environment.
Hold or be progressing towards related industry qualifications MCSI or CFA.
Strong interpersonal skills in handling high net worth clients.
Demonstrate a passion for investments and financial markets.
Have the ability to work well under pressure and adhere to reporting deadlines.

Hours & Benefits:
Competitive salary and comprehensive benefits.

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