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Job Purpose:
Experienced Finance Technician with knowledge of Investments as well as Funds operations, including settlements and rebates, is required to join the Finance team of an International Life Assurance company. The role requires daily reconciliation work, assisting with finance reporting as well as the production of monthly management accounts and regulatory reporting.

Key Responsibilities:
Reconciliation of day to day investment transactions with investigation work, as needed
Reconciliations of other internal control accounts.
Contributing monthly financial reporting to internal and external bodies, in a timely and accurate manner.
Assisting with the production of monthly management accounts and regulatory reporting
Playing a key role in the ongoing implementation of Solvency II reporting.

Skills & Experience:
Ideally a number of years experience working within a similar role within financial services
Currently working towards an accounting qualification (AAT/CAT/ ACCA) or qualified by experience.
Good working knowledge of fund operations, including settlements and rebates.
Experience with investments and a range of asset types.
Confident in working with large volumes of data.
Organised approach with good communication skills.

Hours & Benefits:
Full time, salary dependent upon qualifications and experience, plus benefits, including on-site car parking.

Job Purpose:
Experienced Senior Company & Trust Administrator, required by an established CSP, to manage the varied administration requirements for a portfolio of client entities.

Key Responsibilities:
Managing a portfolio of trusts and companies.
Ensuring paperwork formalities are completed and company/ trust filings are up to date.
Preparing minutes, agreements and deeds.
Liaison and correspondence with clients and intermediaries.
Ensuring the review of tax compliance, risk reviews and annual reviews for client entities.
Managing time recording and client billing.

Skills & Experience:
Around 5 years experience within Trust and Company Administration.
Experienced in the management of a diverse portfolio of client entities.
Ideally STEP or ICSA qualified, or interested in completing a professional qualification.

Hours & Benefits:
9am - 5pm, competitive salary and benefits package.

Job Purpose:
The experienced Senior Trust & Company Administrator will be part of a team based in the South of the island, delivering effective and efficient trust and corporate administration services to a diverse client base.

Key Responsibilities:
Responsible for a diverse and complex portfolio of trusts, companies and partnerships including:
Undertaking all day to day administration, bookkeeping and minutes Liaison with clients and intermediaries, attending client meetings as required.
Conducting investment and annual reviews.
Reviewing Bookkeeping records and preparing accounts files to allow for preparation of year-end accounts.
Responsibility for client billing and debt collection.

Skills & Experience:
A minimum of 5 years experience within a Fiduciary Services. Administration Applicants are expected to be working towards or holding a relevant professional qualification such as ICSA or STEP. Strong communication and organisational skills, experienced in building and maintaining positive working relationships with clients and intermediaries.
Positive approach, should be used to working both independently as well as part of a team.

Hours & Benefits:
Full time hours, competitive salary, parking on site.

Job Purpose:
Compliance professional required to join a growing Fiduciary Group in a permanent position as the Assistant Compliance Manager. The role is to support the Compliance Manager and team in all areas of compliance and governance.

Key Responsibilities:
To be responsible for the day to day management of the team and effective management of workloads.
Provide guidance and mentoring of other team members.
Attendance at internal committee meeting - in house/client structures.
Keep Compliance Manager informed of all matters of significance so that they can continue to keep Group informed of material issues affecting the Isle Of Man compliance function.
Provide and promote a positive and professional compliance service to all staff within the Company.

Skills & Experience:
Minimum of 5 years experience in a similar Compliance or technical role and/or experience in professional services industry (preferably fiduciary).
Hold or working towards a relevant compliance/risk related qualification.
Have a good understanding of the exposures to risk within a financial services organisation.
Excellent organisational, communication and interpersonal skills along with a commitment to working as part of a global team.
Deliver exceptional services and produce work to a high quality within expected timeframe and service level.
Supports/implements strategy, maximize internal/external relationships, maintain external profile.

Hours & Benefits:
Market rate salary and comprehensive benefits.

Job Purpose:
HR professional required to join a growing commercial business on the Isle of Man in a permanent capacity as their HR & Business Support Manager. Primarily a full time role, depending upon the applicant this could be undertaken on a reduced hours basis.

Key Responsibilities:
Manage the day-to-day HR function by providing practical, consistent and proactive support, direction and advice on HR policies and procedures, employment legislation, recruitment and staffing, performance management, pay and benefits, training and best practice HR management.
Provide business support to the Board, Managing Director and Senior Management Team.

Skills & Experience:
Minimum 3 years experience generalist HR management experience.
CIPD qualified or equivalent.
Up to date knowledge of IOM employment legislation.
Excellent communication, interpersonal and organisational skills.

Hours & Benefits:
Competitive salary and comprehensive benefits.

  • Experience Dependent
Job Purpose:
Software Developer permanent opportunity in the Isle of Man to join an international life company, to join their development team using predominantly Microsoft technologies.

Key Responsibilities:
As part of the small development team using Microsoft technologies you will enhance and support the offshore investment application portfolio.

Skills & Experience:
At least five years experience in a development capacity, including a minimum of three years proven development with OOAD and .Net technologies.
Knowledge of the Software Delivery Life Cycle process and working within an application delivery methodology.
Experience in all phases of design, estimation, development, implementation and ongoing support of quality, software solutions.
Experience of IT systems / operations architecture and developing n-tiered applications using core technologies:
.Net Framework (Win-forms, ASP.net, web services, WCF), ADO/Entity Framework, Enterprise Library, unit testing frameworks, mocking frameworks.
IIS, TFS and SharePoint.
SQL Server, SSIS.
SSRS and Crystal Reports.

Hours & Benefits:
Experience dependent rate salary and comprehensive benefits.

Job Purpose:
Qualified Accountant with strong FRS102 experience, sought to work for a Financial Services Group undertaking diverse role responsibilities.

Key Responsibilities:
Timely and accurate preparation and completion of management and annual accounts for around 20 group entities.
Completion of returns for regulated companies within the group.
Fortnightly cash reporting as well as NAV preparation and administration of a regulated cash fund.
Assistance with Client Accounting Services for the Trust & Corporate Services division of the Group.

Skills & Experience:
Qualified Accountant with at least 2 years PQE and a good understanding of FRS102
Good communication and organisational skills; experienced in developing good working relationships with key stakeholders across different divisions within the Group
Experienced in meeting challenging deadlines, being used to working accurately and at pace, to provide effective management reporting as needed.
Excellent Excel skills.

Hours & Benefits:
40 hour working week, Competitive salary.

Job Purpose:
Experienced Project Manager required to lead a team of project management professionals in the delivery of our portfolio of projects. The Portfolio Manager is the first point of contact for the overall project portfolio. They provide partnership services to senior management teams and teams of people engaged in the delivery of projects, ensuring common understanding of portfolio parameters and expectations.

Key Responsibilities:
Leads the team of PMOs, project managers and change managers, setting objectives and reviewing performance to ensure that people have the necessary capability and understanding to deliver their individual and the teams objectives.
Ensure the continued adoption of clear, transparent and effective methods of project delivery and portfolio governance in line with methodologies.
Lead the annual planning process, working alongside stakeholders to identify demand and balance against priority and capacity.
Acts as gatekeeper of the portfolio plan, protecting key projects and ensuring transparency of demand. Provides regular retrospective 'status against plan' assessment of facts and communicates key messages to senior stakeholders and decision makers, including delivery performance, and resource load to ensure appropriate project oversight.
Participates in reviews of priority projects to assure delivery, reflect senior support, leadership and sharing of key learning.

Skills & Experience:
10 + years in a project related profession.
An APMG, or OGC project professional accreditation is desirable, such as p3o (Portfolio Programme or Project Offices) or MoP (Management of Portfolios) .
Ability to work with colleagues in both technical I.S. and business focused role
Comfortable to work with colleagues across all levels of seniority
Ability to maintain calm under pressure and persevere during set-backs
Effective negotiation skills as required to engage with peers and team colleagues to ensure provision of excellent service.
Competent user of MS Office suite of products

Hours & Benefits:
Competitive pay rate, parking on site, full time- business hours.

Job Purpose:
Experienced Client Accountant, used to preparing accounts for a broad range of client entities, is sought by an International Fiduciary Services company, for a 3 month contract from April 2018.

Key Responsibilities:
Preparation of full trust and company accounts with the spectrum of client's including company's and life interest and discretionary trusts.

Skills & Experience:
Extensive industry experience within Client Accounting, ideally around 5 years or more
Working knowledge of FRS102
Used to working at pace, to tight deadlines in accordance with company policies and procedures.

Hours & Benefits:
Full time, salary dependent upon experience and qualifications.

Job Purpose:
Project Manager required to join the existing team of change professionals within an International Life Assurance Organisation on an initial contract basis. The role will be specifically responsible for the successful delivery of a large migration project. The successful applicant will understand and be able to apply different delivery approaches, such as waterfall or agile, and will have a proven track record of performing project management disciplines.

Key Responsibilities:
Organising, managing and leading the project team from initiation to completion.
Selecting appropriate processes and methods required to meet the project objective.
Establishing and maintaining appropriate communication and engagement with stakeholders.
Complying with requirements to meet stakeholder needs and expectations.

Skills & Experience:
5+ years in project management.
Previous experience working within a Financial Service remit.

Hours & Benefits:
Competitive salary, full time - core business hours, parking on site, based in Douglas area.

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