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Job Purpose:
A Part qualified Accountant (ACCA) or AAT qualified candidate who is looking to complete ACCA studies, is required by an International Life Assurance Company in a new role within the Finance team. The role will support the Fund Accountant in delivering over 100 Fund Accounts, that need to be prepared and audited on an annual basis. This role will involve the preparation of less complex accounts, also assisting with the day to day monitoring of funds.

Key Responsibilities:
Supporting the Fund Accountant in delivering over 100 Fund Accounts, annually
Managing the preparation of less complex accounts and assisting with more complex accounts.
Day to day monitoring of funds.
Interrogating data, reconciliation of discrepancies, providing current financial information in a timely manner.
Able to mine and extract specific MI to support financial decisions.

Skills & Experience:
Either AAT qualified or part-ACCA qualified, and looking to complete ACCA studies.
Advanced Excel skills and ideally experience of Access, with an ability to mine and extract data sets.
Strong analytical skills and a proactive approach, used to working in a timely and accurate manner to meet deadlines.

Hours & Benefits:
Full time, salary competitive in line with experience and level of qualification.
Job Purpose:
Experienced Fund Accountant, ideally recently ACCA qualified or currently part-qualified and looking to complete their studies, is sought for a new role within the Finance team of an International Life Assurance Company. Primarily the candidate will oversee and produce annual Fund Accounts for over 100 funds. Advanced Excel and Access skills are expected, having an ability to mine and extract data sets. Previous people management responsibilities will be useful, to coach and mentor one direct report.

Key Responsibilities:
Overseeing and producing Fund Accounts annually for over 100 funds.
Monitoring transactions within the funds, ensuring the accurate reflection of these in accounting records.
Responding to and answering Auditor queries raised in relation to funds accounts.

Skills & Experience:
Recently qualified ACCA candidate, or a candidate experienced in Fund Accounting who is part-qualified and looking to complete their studies.
Advanced Excel skills and an experienced user of Access, with an ability to mine and extract data sets.
Strong analytical skills and a proactive approach, used to working in a timely and accurate manner to meet deadlines.
Experienced in coaching and mentoring a small team - this role will have responsibility for one direct report.

Hours & Benefits:
Full time, salary competitive in line with experience and level of qualification.
Job Purpose:
A qualified Company Secretary (ACIS qualified) or Lawyer, is sought for a key role within a growing International Financial Services Group. Applicants should have broad commercial experience in financial services, particularly Life and investment sectors. This strategic role will ensure that all activities undertaken within the Group comply with legal, ethical and regulatory requirements.

Key Responsibilities:
Ensuring that the business complies with legal, ethical and regulatory requirements in the jurisdictions of operation.
Overseeing the day to day administration of group companies, including maintaining statutory books and appropriate registers, organising board meetings, preparing agenda's and taking minutes.
Providing support to the Chairman and the Board, ensuring good information flows between the Board and the company's committees and between senior management and NEDs.
Prepare, update and implement Terms of Reference for the Board and the company's committees.
Work with subject matter experts in preparing a user friendly Operating Model and required training materials.
Mentor and developing a small team to reach their potential.
Supporting key strategic projects.

Skills & Experience:
ICSA qualified (ACIS) or a qualified Lawyer.
Essential to have held the office of Company Secretary, Legal Counsel or Head of Governance of a company for at least five years.
Should have previous commercial experience within financial services, particularly life and investments sectors.
Experienced in leading and developing a small team.

Hours & Benefits:
Full time, competitive salary and benefits depending upon experience and qualifications.
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:
Administrators required to undertake multiple long term contract opportunities within an International Life Assurance Organisation. The role holder will operate within the Discretionary and Reconciliations Teams as part of the overall Investments function of the business.

Key Responsibilities:
Responsibility for, and delivery of, daily administration processes within the team primarily (but not limited to) production of accurate and timely valuations within given timeframes.
Responsibility for, own allocation, enquiry management and resolution related to own responsibilities to the required level of accuracy, being accountable for the quality of service provided including timely and effective communication.
Accuracy and timeliness of delivery is a significant aspect of the role.
Delivery of service to customers, through occasional email and telephone communication related to the process within your sphere of responsibility, in line with service standards and key performance indicators including the maintenance of good working relationships.
Technical competence in all aspects of own function and appreciation of all other Investment Administration Functions. To include an awareness of Industry best practice in own function and a comprehension of current Investment Administration Industry initiatives.
Competent in the use of Investment and Corporate systems relevant to own role, this also includes detailed understanding of Microsoft applications especially excel and word, and awareness of all company Investment systems and contingency practices.
Ensure the escalation of all issues and risk events upon identification, while contributing to solutions and recommendation to mitigate risk.
Good understanding of Risk Management Framework (RMF) and Financial Control Initiative (FCI) within functional area and knowledge of control points or mechanisms to support the department's commitment to accuracy and quality.
Awareness of regulations applicable to Investment Administration.

Skills & Experience:
Previous administrative experience is desirable preferably within Financial Services and in particularly within a Life Organisation.
A minimum of 5 GCSE's grades A*- C including Maths and English.
Proficient user of all Microsoft Office programs.

Hours & Benefits:
Highly competitive pay rate, strucutred working pattern-core business hours, parking on site and in the area.
Job Purpose:
Pensions Administrator required to join a wealth Management organisation based in the south of the Island. The role holder will assist the IOM Pension team with day to day administration duties.

Key Responsibilities:
Assist and work collaboratively with the Pension Team on day-to-day administrative tasks and matters in respect of new and existing members of Pension schemes.
Deliver the highest level of client service, exceeding client expectations.
Ensure effective and efficient client correspondence in a timely manner.
Ensure client procedures are followed at all times.
Develop an understanding of legal and regulatory requirements and industry best practice, which are relevant to Optimus and its clients.
Represent the cultural values of the business in all aspects of day-to-day work.
Review of new application packs.
Drafting of minutes for trustee approval.
Liaising with ceding scheme providers.
Logging all client related work via file note system.
Bookkeeping of receipts and payments into Viewpoint.

Skills & Experience:
Preferably 1-2 years experience in an administration role.
The ability to deliver excellent client service communication, skills, both verbal and written.
High levels of accuracy and attention to detail with commitment to learning in a fast paced environment.
A working knowledge of the following systems: Word, Excel, and Outlook.

Hours & Benefits:
Hours of work 9am -5pm Monday - Friday.
Market rate salary with a competitive benefits package.
Job Purpose:
An experienced Life Assurance professional is required to join an international Life Assurance company based in central Douglas on an initial contract basis to undertake the role of Claims Supervisor. The role holder will oversee a team of individuals ensuring that they deliver a direct service to clients and IFAs by processing all servicing requests within specified times.

Key Responsibilities:
Monitoring team workload throughout the day.
Mentor and develop all levels of new members to the team, providing feedback to the supervisor to be used in annual review.
Check work completed by other team members.
Identify, log, investigate, and resolve complaints.
Deal with client and IFA queries over telephone, email, and fax.

Skills & Experience:
Minimum of 2 years in a Senior Claims role within Life Assurance.
Strong knowledge of MS Office applications (Word, Excel, Outlook).
Excellent planning and organisational skills.
Good understanding of KYC/AML requirements.
Excellent verbal and written communication skills, with the ability to draft letters/faxes.

Hours & Benefits:
Full time business hours from 9am-5pm (35 hour working week); very competitive salary and company benefits package.

Job Purpose:
Senior Statutory Administrator required for a Trust organisation to complete administrative assignments to a consistently high standard, within agreed timescales. The post holder will have demonstrated an enthusiasm to develop their understanding of company and trust administration, offshore products, services, legislation and regulatory issues.

Key Responsibilities:
Day to day administration tasks for the submission of statutory annual returns including the necessary submissions required under the Beneficial Owners Act.
Filing of statutory forms as and when required.
Update the statutory systems for bulk changes to statutory records as and when required.
Deal with administration tasks relating to AGM/EGM of companies where required.
Assist with the administration of F registered companies.
Deal with statutory and administration tasks relating to dissolutions of entities.
Develop business like relationships with both the Client Centre and Control Room
Become an expert on KYC/CDD policies and procedures in order to ensure absolute compliance with KYC procedures in order to support the Client Centre in maintaining knowledge of the Client business.

Skills & Experience:
A minimum of 3 years experience in a similar position.
Hold either A-Level's, a degree or equivalent qualifications and have a willingness to study for a relevant professional qualification.
Good organisational and time management skills, applied to a basic knowledge of the mechanics of company and trust administration.
An ability to take responsibility for the completion of work within the engagement while staying alert to potential issues that need disclosing to the Technical Delivery Manager.
Manage own workloads and priorities and to work to specific deadlines as agreed to with the team member responsible for the client.

Hours & Benefits:
Market rate Salary and company benefits package.
Job Purpose:
Investments Administration Dealing Supervisor/Manager required to join an expanding Wealth Management business on the Isle of Man in a permanent capacity as their Investment Administration Executive. You will be primarily responsible for leading and controlling the Dealing team within the Investment Administration Department, managing and organising all of the tasks undertaken by the team.

Key Responsibilities:
Leadership and motivation of the team in order that all their objectives are successfully achieved.
Monitor performance and progress towards objectives, take appropriate action to remedy issues arising and deal with the personnel matters within the team.
Authorisation of transactions, representing the department in forums, building relationships with intermediaries and third party service providers.
Responsible for the controls within the Dealing Team, together with identifying and reporting on Key Risk Indicators.
Project work that impacts the Dealing Team and will provide support to the Head of Investment Administration as required.

Skills & Experience:
Significant experience in a similar dealing/investments operations supervisory position.
Extensive knowledge, both technical and operational, of the procedures and processes within the Investment Administration Department.
Possess good people management skills, meeting regularly with staff to review progress, documenting any comments and following up on action points.
Strong project management skills with the ability to analyse business processes and procedures suggesting and implementing improvements.
Passed, or be studying towards, a suitable investment administration qualification at level 3 or above such as the Investment Operations Certificate (IOC), formerly known as the Investment Administration Qualification (IAQ), or an equivalent investment related qualification.

Hours & Benefits:
Market rate salary and comprehensive benefits.
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.
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