Latest Jobs
A large independent financial advice firm is looking for a General Insurance Consultant. Your role will encompass all duties associated with the provision of general insurance to both commercial and personal clients.
The Role…
You will manage a portfolio of clients, managing their insurance needs. This will involve:
- Preparing market presentations and contracts ensuring renewal strategy is reflected
- Identifying and agreeing strategies for client’s insurance needs
- Assisting with daily insurance and risk queries
- Drafting client renewal reports and registers of insurance
- Attending insurer/client meetings as required
- Maintaining and updating client records and arranging for issue of key documentation
- Managing insurance claims
- Complying with all anti-money laundering legislations, regulations, policies and procedures
About You…
All our client needs from you is:
- Previous client-facing experience, particularly in the general insurance industry
- An understanding of internal and external regulatory requirements
- Cert CII qualification – plus, either have, or be currently working towards, Dip CII or ACII
- Good working knowledge of Microsoft Office packages and Open GI
The Reward…
This is a great opportunity to work for a growing organisation. You will receive:
- Great salary and comprehensive benefits
- Central Douglas location
The Finance team of an international wealth management firm are recruiting for a new team member. As Finance Investment Technician, you will product monthly financial reports, reconcile internal investment transactions and control accounts and fund manager rebate reporting and monitoring.
The Role…
Reporting to the Investment Accounting Manager, your main duties will include:
- Contributing towards the production of monthly financial reports to internal and external bodies, as well as regulatory reporting
- Producing monthly investment management accounts
- Producing Solvency II figures for the Investment Fund of the business, including Asset Look through data
- Producing month end surplus figures for use by the Actuarial department
- Daily and monthly control reconciliations of internal company transactions
- Maintaining daily and monthly procedures and controls within the department to ensure that profitability is maintained
- Monitoring and reporting on overdrawn policy positions
- Daily reconciliation of Administration/Investment systems and other internal control accounts
- Keying daily and monthly journals to Sun and InvestPro, ensuring items are accounted for correctly
About You…
In order to excel within this role, you will need:
- Considerable experience in a similar role in financial services, particularly within investments
- Part-qualified in securities and investments, or equivalent experience
- Good knowledge of fund group operations, including rebates
- An understanding of SQL would be beneficial
The Reward…
In return for your dedication and hard work, you will be rewarded with:
- Great salary, in line with skills and experience
- Comprehensive benefits package
There is an opportunity to join the Finance team of a successful eGaming firm. As Finance Technician, it is your responsibility to ensure the smooth and effective administration of matters within the team, including that relating to payments, reconciliations, preparation of accounts, budgets and audits.
The Role…
The team is responsible for all finance matters; as such, you will:
- Process payments
- Take responsibility for bank reconciliations and prepare intercompany invoices
- Input, check and post journals to the Sage accounting system
- Assist with the preparation of monthly management information, as well as regulatory returns and VAT returns
- Answer queries
- Assist with the daily input of data from back office system into Sage accounting system
About You…
We are looking for a hardworking and motivated individual. To excel, you will need:
- A recognised Accounting Technician qualification (CAT/AAT)
- Relevant previous experience in a finance or accountancy related role
- Experience within the eGaming industry would be ideal, but is by no means essential
The Reward…
In return for your skills and experience, you will receive:
- Generous salary and benefits package, including pension scheme and private medical insurance
- Car parking is included
One of the largest ‘Big 4’ accountancy firms on the Island is in need of a Tax Manager to join its dynamic and fast-paced tax department. A constantly changing and increasingly significant field, the tax team helps clients to manage the complexity of all their tax needs.
The Role…
You will play an integral part of the strategic future of the organisation. Day-to-day, you will:
- Take ownership of, and deliver, high quality VAT advisory and compliance solutions to clients
- Work alongside other members of the tax team in all areas of winning and delivering VAT work
- Advise on relevant local tax matters
- Build close working relationships with the other members of the tax team, as well as the wider organisation
About You…
You will be a proactive and determined individual who will relish the chance to develop within a fast-paced Big 4 environment. Ideally, you will have:
- ACA/CTA/ACCA qualification
- Experience working at a Manager/Senior Manager level – preferable but not essential
- Previous experience working in a similar professional environment with significant VAT experience and knowledge
- Up to date knowledge of legislation, practical changes and of maintaining professional CPD requirements
The Reward…
You will be joining a leading and trusted team of professionals; in terms of benefits, you’ll receive:
- Highly competitive salary and bonus scheme
- A comprehensive package, including pension scheme and private health care
- Central Douglas location with a parking space included
An independent trust and corporate service provider is seeking an experienced Senior Company and Trust Administrator to assist with the delivery of services to a select portfolio of high-net-worth clients.
The Role…
Working closely with the directors/owners as part of a small, friendly and supportive team, your duties will include:
- Liaising with enquiries from clients and their advisors, ensuring prompt and attentive service
- Coordinating responses to client requirements, investigating and escalating to senior staff where required. Ensuring prioritisation of key tasks and driving workflows to completion
- Dealing with third party service providers such as estate agents, property management and facilities maintenance firms
- Assisting with the preparation and review of documentation and agreements relevant to client transactions
- Preparation of company statutory documentation, filing of company returns, drafting of meeting minutes and file notes
- Preparing documentation to effect incorporation, dissolution and re-domiciliation of corporate structures as required
- Scheduling payment requests in accordance with internal procedures and liaising with authorised signatories to ensure timely submission
- Opening client bank accounts and investment portfolios
- Preparing agendas, board packs and associated meeting documentation
- Assisting with client regulatory requirements, maintaining up to date KYC records and contributing to periodic client compliance reviews.
About You…
The successful candidate will be self-motivated, hardworking and personable. You will need:
- Extensive experience in company administration for a regulated corporate service provider
- Either hold, or be working towards, a relevant qualification
- Some familiarity with software packages Companion, Tribute and Windream would be an advantage but is not a necessity as training will be given
The Reward…
- Competitive salary package
- Douglas location
- Parking is provided
An opportunity has arisen for a Settlements Administrator to join an international life assurance firm on a permanent basis. Providing exceptional service to its customers, you will handle queries efficiently and with a high level of technical knowledge.
The Role…
Your key responsibilities will include:
- Providing product information and undertaking tasks in response to customer requests, maintaining accurate company records and ensuring that legislative, customer and company requirements are met
- Maintaining a high level of technical and specialist skills, experience and knowledge, enabling rotation into other teams
- Investigating and resolving complaints, dealing with telephone queries and fully documenting how they are resolved
- Reviewing and suggesting improvements to the department’s processes and procedures where applicable
- Contributing and representing Investment Operations in ad hoc projects
About You…
Our client needs a proactive and conscientious individual – specifically, you will need:
- Some previous experience in a similar role, preferably within the life assurance industry
- Good grades at GCSE, or equivalent
- Excellent customer service skills
The Reward…
You will receive:
- Competitive salary
- Comprehensive reward package, including income protection, life assurance and pension scheme
- Support with personal and professional development
An award-winning hospitality and distribution company is recruiting for an individual to join its small, but dynamic, Marketing Team. You will work on exciting campaigns, manage the company’s social media and study market analytics in order to keep up to date with marketing trends, developments and technological advancements.
The Role…
Your primary responsibilities will include:
- Delivering, managing and evaluating marketing campaign strategies, ensuring effective execution across sites and maintaining productive working relationships with general managers
- Writing and editing copy for a range of digital and printed promotional materials
- Liaising with stakeholders to devise, prepare and produce campaign activity and content
- Ensuring campaigns have clear metrics, delivering campaign reports of results against metrics using various web analysis tools
- Carrying out post campaign analysis to report KPIs and distribute “lessons learned” for future campaigns
- Monitoring feedback from online sources and monitor social media reporting
- Creating social media graphics as and when required
- Conducting research and analysing data on current trends, competitors and the Manx market, communicating findings, recommendations and actionable insights to internal stakeholders
- Providing competitive analysis on industry market offerings and identifying changes in market trends, pricing/business models, sales and methods of operation
About You…
Whether you have previous marketing experience, or are looking for an opportunity to begin your career, we want to hear from you. All our client asks of you is:
- Hold either a degree in Sales, Marketing, or related field, or a relevant professional qualification
- Knowledge of Marketing Analytics and a proficiency in Adobe software
- Previous experience in a marketing role would be beneficial
- Ability to drive, with access to your own vehicle, as travelling to various sites is expected
The Reward…
This is a brilliant opportunity to join a friendly and vibrant team. Your hard work will be rewarded with:
- Generous salary, commensurate with skills and experience
- Douglas location with on-site parking
The Customer Services team of an international wealth management firm needs two high-performing new business and customer service experts to join its ranks. Working in Castletown, you will provide a point of contact for support, technical administration assistance and general relationship management to brokers and the company sales force.
The Role…
Your day-to-day duties will encompass the following:
- Reviewing new business applications for quality and regulatory AML and CTF control purposes
- Ensuring new business applications have been accepted and processed in line with internal guidelines and procedures
- Contacting financial advisors and customer to request outstanding information
- Setting up and assisting clients on the Customer Relations Management system, including web support
- Applying incoming funds and processing withdrawals and surrenders
- Recording management information data
- Establishing strong relationships with brokers, sales and regional offices in order to identify their needs and meet their requirements
About You…
To thrive in this role, you’ll need an in-depth understanding of customer due diligence, new business acceptance and regulatory requirements. Our client would also like you to have:
- Considerable experience in a customer services role within investments or life assurance
- Excellent report writing and analytical skills with an eye for detail
- Ability to effectively manage customer and staff relationships
The Reward…
You’ll be joining a great team within a reputable company. You will receive:
- Salary in line with skills and experience
- Plenty of opportunities for professional development
- Located in the south of the island with on-site parking