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Job Purpose:
Tax Manager required to work as part of a small and growing team. The role requires a spectrum of tax advisory work, together with some tax compliance responsibilities.

Key Responsibilities:
Varied advisory responsibilities including the preparation of tax advice reports and associated research.
Review of tax advice reports prepared by colleagues, as part of internal four-eyes review.
Assisting on specific client matters, including attendance at client meetings, as required.
Preparing quotations for work, for review
Assisting with training of staff.

Skills and Experience:
Qualified Tax professional (CTA/ ATT) or Qualified Accountant (ACA/ACCA) with a number of years Tax experience, potentially within a Practice environment.
Proactive approach and strong work ethic; keen to work as part of a growing team and undertake diverse role responsibilities as needed.

Hours & Benefits:
Full time working hours, competitive salary.

Job Purpose:
Qualified (STEP or similar) and experienced Fiduciary manager is sought by a growing Douglas based Fiduciary Services team. The role requires the management of a small administration team as well as a portfolio of multi-jurisdictional companies and trusts. The successful candidate will have around 10 years Fiduciary Services experience, will act as Director & Company Secretary to client entities and ensure that standards for service and compliance are met.

Key Responsibilities:
Manage a small administration team who will undertake the diverse administration requirements for a portfolio of multi-jurisdictional companies and trusts
Ensuring high standards of client service, developing strong working relationships with clients and intermediaries.
Ensuring adherence to all filing requirements, conducting annual reviews and ensuring that compliance standards are maintained.
Acting in the role of Director and Company Secretary on client entities.

Skills & Experience:
Around 10 years experience within Fiduciary Services, latterly at a senior level.
Qualified STEP / ICSA or equivalent.
Extensive regulatory and compliance understanding.

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

Job Purpose:
Project Manager required to join the existing team of project professionals within an International Life Assurance Organisation on a long term contract basis. The role will be specifically responsible for the successful delivery of change projects. The successful applicant will understand and be able to apply different delivery approaches 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, based in Douglas area.

Job Purpose:
Risk Officer required to join a Financial Services Group in a permanent capacity on the Isle of Man as their Group Risk Officer & Data Protection Officer. The primary activity is to ensure that the risk function of the business is effectively managed and operated.

Key Responsibilities:
Oversight of compliance with operational procedures of the Group, ensuring that all regulatory, risk & data protection guidelines are followed and drafting and implementing appropriate risk policies & procedures.
Design and implement an enterprise risk management framework including risk statements, risk policies and recommending appropriate risk appetites for specific risks for adoption by the Board.
Undertake internal reviews or monitoring to ensure that risk and data protection procedures are followed and conduct or direct the internal investigation of risk issues where appropriate.
Assess product, compliance, operational risks and develop risk management strategies.
Disseminate written policies and procedures related to risk activities and/or a change in relevant legislation or regulatory guidance.
Serve as a confidential point of contact for employees to communicate with management, seek clarification on risk and data protection matters.
Discuss emerging risk issues with management or employees and provide comprehensive written compliance and risk reports in conjunction with the compliance function to the Board on a quarterly basis or more frequently if required.
Provide employee training on risk and data protection related topics, policies, or procedures.
Provide assistance to internal or external auditors in risk related reviews.
Prepare management reports regarding risk operations and progress.
Keep informed regarding pending industry changes, trends, and best practices and assess the potential impact of these changes on organisational processes.
Design or implement improvements in communication, monitoring, or enforcement of risk standards.
Advise the board of relevant regulatory and legislative changes and make recommendations on how changes can be managed within the business.
Maintain an up to date index of policies and procedures for the risk function, all of which must be reviewed and signed off at least annually.
Verify that all firm and regulatory policies and procedures have been documented, implemented, and communicated.
Perform the role of Group Data Protection Officer.

Skills & Experience:
5 years' experience in a similar role.
Excellent communication skills.
Good understanding of regulatory risk and compliance, data protection legislation and GDPR requirements.
Good understanding of fund and investment management, insurance and pension legislation.

Hours & Benefits:
Competitive salary and comprehensive benefits.



Job Purpose:
Senior Group & Systems Accountant, ACA/ACCA qualified with at least 5 years PQE, is sought to join the Finance team of a leading Trust & Corporate Services Group. The ideal candidate will improve the efficiency and reporting output of the finance function, by driving change through improvements to procedures and processes, particularly relating to budgeting and forecasting.

Key Responsibilities:
Improving the efficiency and reporting output of the finance function by identifying how and where improvements in procedures and processes can be achieved.
Leading the quarterly forecasting and planning process.
Supporting the Group Finance Director in the management and control of the Group Finance Function.
Management accounting - Consolidating the Group's monthly results for all worldwide subsidiaries and preparing the Group reporting pack for the Board.
Supporting the preparation of statutory accounts for the Group and subsidiaries.
Supporting the annual audit process.

Skills & Experience:
ACA/ACCA qualified with at least 5 years PQE.
Strong systems knowledge and experience of driving change through process and procedural improvements.
Experience of leading budgeting/ forecasting processes.
Strong communication skills, able to present qualitative and quantitative information to key stakeholders.
Excellent organisational skills, adaptable to change and used to working under pressure adhering to tight deadlines.

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

Job Purpose:
ACA/ACCA qualified candidate with at least 5 years PQE is required by an International Fiduciary Services Group to join their growing Finance team in a key position as Group Financial Controller. The role holder will have strong knowledge of IFRS with multicurrency exposure, as well as experience of large organisation consolidations. They will be responsible for ensuring the timely, accurate delivery of financial information to key stakeholders, managing and coordinating projects and supporting the Group Finance Director in the management and control of the Group finance function.

Key Responsibilities:
Key support to the Group Finance Director, supporting the day to day finance activities of the global finance team.
Consolidate the Group's monthly results for all worldwide subsidiaries and preparing the Group reporting pack for the Board.
Support the quarterly forecasting and planning process.
Ensuring that technical reporting standards for IFRS are implemented across the Group, taking responsibility for understanding and affecting ongoing changes.
Coordinating and preparing IFRS compliance statutory accounts for the Group and Subsidiaries.
Present monthly and quarterly analysis to key stakeholders, being able to provide insight and robust commentary on the financial implications of business activities.

Skills & Experience:
ACA/ACCA qualified with at least 5 years PQE and ideally having experience within International business, preferably in a similar role.
Strong knowledge of IFRS with multi currency exposure.
Previous experience of large organisation consolidations.
Strong communication skills, able to present qualitative and quantitative information to key stakeholders.
Excellent organisational skills, adaptable to change and used to working under pressure adhering to tight deadlines.

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

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.

Job Purpose:
Business Analyst required to join an expanding Life Company. This is a key role in the methodical investigation, analysis, review and documentation of all or part of the business in terms of business functions and processes.

Key Responsibilities:
Investigates operational requirements, problems, and opportunities, seeking effective business solutions through improvements in automated and non-automated components of new or changed processes.
Assists in the analysis of stakeholder objectives, and the underlying issues arising from investigations into business requirements and problems, and identifies options for consideration.
Facilitates scoping and business priority-setting for change initiatives of medium size and complexity.
Discover and analyse requirements for fitness for purpose as well as adherence to business objectives and consistency, challenging positively as appropriate.
Support programme or project control boards, project assurance teams and quality review meetings.
Provides basic guidance on individual project proposals
Define, documents and carries out small projects or sub-projects. Alone or with a small team, actively participating in all phases. Identifies, assesses and manages risks to the success of the project.

Skills & Experience:
Minimum of 3 years' experience as a Business Analyst within financial services
Excellent problem solving skills.
In-depth knowledge of Microsoft Office Applications (i.e. Word, Outlook, Excel and PowerPoint).
Testing/Analytical skills - Thinking Interprets quantitative and qualitative information to achieve a business-related objective. Produces effective solutions to complex problems. Identifies underlying trends and issues and does not always stop at initial answer. Systematic and logical.
Basic SQL Skills.
Experience of formal system analysis and design methodologies.
Ability to work under pressure.
Ability to achieve tight deadlines.
Excellent communication skills (written & verbal).
Business Analysis or Testing Qualifications, e.g. ISEB or IIBA.

Hours & Benefits:
Market rate salary and comprehensive benefits.

Job Purpose:
Senior compliance professional required to join an established financial group on an initial contract basis. The successful candidate must possess extensive banking experience and have a clear track record of project management and also be experienced in writing and revising policies and procedures for banking operations.

Key Responsibilities:
Support the implementation and delivery of the compliance plans.
Keep track of industry regulatory developments and assist in the analysis of laws and trends impacting the compliance risk environment and assess impact on organisational operations.
Advise and support first line of defence with the adoption or as appropriate, development, implementation and maintenance of compliance policies.
Proactively working to support business initiatives and projects.
Provide support to draft reports to executive management.
Provide support to establish, enhance and implement relevant compliance policies and procedures.

Skills & Experience:
Experience compliance professional with over 5 years within a regulated financial services environment.
Experienced banking professional.
Have excellent working knowledge of IOM regulations (FSA) including experience of Conduct of Business and Anti Money Laundering regulations.
Have excellent verbal and written communications skills and an ability to communicate effectively with internal and external contacts at all levels.
Have a good understanding of offshore financial services products.

Hours & Benefits:
Competitive salary, full time working pattern- core business hours, based in central Douglas.

  • Highly Competitive
Job Purpose:
Senior Corporate Banker required to join an international bank in a permanent capacity as the Head of Overseas Corporate & Captives to undertake this new Leadership/Director level position on the Isle of Man. Leading a team of Relationship Directors/Managers with ultimate accountability for a growing sector, and driving business performance working with key senior stakeholders across the group.

Key Responsibilities:
The primary purpose of role is to drive business performance of the Overseas Corporate & Captives relationship teams based in Isle of Man. Working with the Isle of Man Country Head, Head of Fiduciaries, Family Office, Funds, Head of Local Corporate and Head of Local Premier and Retail, the role-holder will need to drive the overall balanced scorecard and business performance of the wider Isle of Man Overseas Services business
Identifying and managing solutions to meet a wide range of client needs, including banking, investments, credit and cash management. Understanding the business and strategy of their client segments and key clients within their team, driving long-term sustainable revenue.
Developing long-term, internal and external relationships that are planned and effective across the Isle of Man to drive delivery of the respective strategies and establish opportunities for further growth.
Managing risk across the team, including business risk, financial crime risks, credit risk, operational risk.

Skills & Experience:
Wealth of experience within international corporate banking, currently as head of function/Director level and be able to demonstrate exceptional people management/leadership experience.
Requires and ability to engage with senior internal and external stakeholders on a strategic level including CEO, CFO, COO and other board level client representatives.
A relationship builder with strong networking skills, the suitable candidate will have a reputation for integrity, and the ability to evoke rapid trust and openness in clients, colleagues and team member alike.
Proven business skills, including problem solving, decision making, driving continuous improvement and commercially minded.
Strong risk management, identifying, understanding and mitigating key risks.

Hours & Benefits:
Highly competitive salary with comprehensive benefits.

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