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We are currently recruiting for an Administrator on behalf of a global life assurance group. Working within the AEI, HelpPoint, Change & Reporting team, you will support the identification and contact of High Value and new clients.
The Role…
Essentially, you will obtain and record the correct country of tax residence information. This will involve:
- Completing client file reviews
- Identifying key indicators based on findings within the file reviews
- Communicating with clients via phone, email and written correspondence
- Logging, controlling and monitoring the client responses through excel and the business work flow system
- Providing colleagues with support and assistance when required to respond to client queries
About You…
In order to excel within this role, you will need:
- Previous experience within a customer-contact role, preferably in the financial services industry
- Good working knowledge of the MS package, particularly Excel
- An eye for detail, with excellent organisation and communication skills
The Reward…
This is a great opportunity to develop your career in the life assurance industry. You will receive:
- Great salary, commensurate with your skills and experience
- On-site parking
There is an excellent opportunity to join a chartered accountancy practice as a Senior Auditor. Whilst ensuring junior auditors meet deadlines and budget restraints, you will also review their work prior to the Supervisor.
The Role…
Reporting to the Supervisor, you will monitor and manage the work of audit assistants; this will include:
- Assisting in the planning of an ISA compliant audit, ensuring audit work done by the team is documented and concluded upon
- Communicating and summarising identified risks to management in a timely manner
- Identifying technical issues and attempting to resolve them before contacting senior staff
- Determining client needs and communicating these to the client service team
- Developing good working relationships with relevant client personnel
- Proactively looking for potential selling opportunities which may assist the client as well as sales and marketing processes
- Actively participating in the development of other team members
- Providing constructive, timely and direct feedback to all grades on performance
About You…
We need a confident professional; in particular, you will need:
- Previous experience in an audit environment
- Be part-qualified, studying towards becoming a qualified accountant
- Excellent presentation and communication skills
- Good knowledge of the MS package, particularly Excel and Word
The Reward…
This is the perfect opportunity to progress your auditing career. You will receive:
- Great salary and benefits
- Plenty of opportunities for training and development
There is an excellent opportunity to join a chartered accountancy practice as an Auditor.
The Role…
Reporting to the Supervisor/Assistant Manager, you will carry out various audit tasks; this will include:
- Clearly documenting and communicating any work performed on the audit file
- Using Pro-audit to perform audit tasks, demonstrating an awareness of accounting and auditing standards
- Identifying technical issues and seeking assistance to resolve them
- Developing good working relationships with relevant client personnel
- Seeking to develop external contacts through client work and personal network
- Maintaining an awareness of audit and accounting developments, understanding the firm’s policies and procedures
About You…
We need a confident professional; in particular, you will need:
- Previous experience in an audit environment
- Be studying towards an appropriate accountancy qualification
- Excellent presentation and communication skills
- Good knowledge of the MS package, particularly Excel and Word
The Reward…
This is the perfect opportunity to progress your auditing career. You will receive:
- Great salary and benefits
- Plenty of opportunities for training and development
An experienced Trust & Company Administrator is required to join a corporate service provider. You will undertake the day-to-day activities of the administration team.
The Role…
You will provide a high standard of support to your team, with duties including:
- Operations relating to corporate clients (bank account opening, letters, incorporation, KYC)
- Preparing minutes, resolutions and agreements
- Dissolution of client companies
- Preparing key points from trust deeds, as well as client periodic risk reviews
- Monitoring CSP team work loads
About You…
To thrive in this role, you will need:
- Proven experience in the offshore trust and corporate services sector
- Strong administrative skills, with an eye for detail and exceptional organisation skills
The Reward…
On offer to you is:
- Competitive salary and benefits package
- Central Douglas location
A trust and corporate service provider is recruiting for an experienced Trust & Company Administrator to join its busy family office team. You will assist with the administration of a wide range of services to a diverse global client base.
The Role…
You will provide a high standard of support to the wider group, with duties including:
- All aspects of day to day Trust and Company Administration for a varied client portfolio
- Incorporation of companies
- Statutory filing work, such as annual returns
- Opening, operating and the administration of bank accounts
- Preparing minutes and carrying out administrative tasks
About You…
To thrive in this role, you will need:
- Proven experience in the offshore trust and corporate services sector
- Strong administrative skills, with an eye for detail and exceptional organisation skills
The Reward…
On offer to you is:
- Competitive salary and benefits package
- Central Douglas location
We are currently looking for an experienced Team Manager to join an international wealth management company as a Client Services Manager. You will manage the day-to-day direction and management of your team whilst also nurturing a supportive, high-performance culture.
The Role...
Predominantly, you will:
- Identify, establish and proactively maintain internal and external stakeholder relationships
- Set team objectives for the year, monitoring these to ensure they remain fit for purpose through times of change
- Enable a culture of support and recognition within the team, through honest and supportive conversation and holding regular touch point check-in conversations with team members
- Conduct year-end review meetings for the team
- Working with the Team Leader to analyse data, quality results, and business volumes to recommend the required capacity planning within the team
- Be responsible for all team recruitment; from identification of requirement and providing a robust business case to support the request, through interview and selection of new starter, to a positive induction into the team
- Support risk management, helping team members to understand root cause analysis and supporting autonomy to make appropriate risk-based decisions
About You…
To thrive in this role, you will need:
- Previous experience within a similar team management role, involving data analysis
- Valid and valuable experience of managing, developing and coaching a high performing team
- A good understanding of the life assurance/wealth management sector
- Introduction to Leadership and Management or ILM Level 3 is desirable but not essential
The Reward…
In return for your hard work, you will receive:
- Competitive salary and benefits package
- On-site parking
A fiduciary and accountancy firm in central Douglas are currently recruiting for a New Business & Marketing Executive to join them on a full-time, permanent basis.
The Role…
You responsibilities will include:
- Managing new business enquiries with a strong focus on assisting new clients through the onboarding process
- Liaising with compliance department and principals to ensure take on procedures are effectively rolled out
- Assisting with development and improvement of new business forms/procedures
- Assisting with IT related marketing procedures to include analysis of relevant analytics, website design, social media, etc.
- Assisting with marketing function
- Assisting with production of branded marketing material
About You…
To excel in this role, you will need:
- Previous experience in a client-facing role, with the ability to demonstrate strong interpersonal skills
- Experience of the offshore fiduciary services industry
- Familiarity with relevant software, including MS package and PDF Creator
- Some experience of website design or management would be highly beneficial
The Reward…
- Excellent salary
- Comprehensive benefits package
An excellent opportunity has arisen for a new team member to join the Customer Services New Business team of a global life assurance firm. This is the perfect role for a high performing administrator, with an understanding of customer due diligence, new business acceptance and regulatory requirements.
The Role…
You will provide a point of contact for support, technical administration assistance and general relationship management to brokers, sales force and regional offices. Your duties will include:
- Ensuring that new business applications have been accepted in line with the group’s internal guidelines
- Dealing with responses by phone and email to requests for outstanding new application requirements
- Reviewing new business applications for quality and regulatory Anti-Money Laundering and Counter Terrorism Financing control purposes
- Establishing and maintaining relationships with brokers, sales and regional offices
About You…
We will require you to have:
- Previous financial services experience
- Excellent communication skills with an eye for detail
- High level of accuracy
The Reward…
- Based in the south of the Island
- On-site parking is provided
- Salary in line with skills and experience