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Job Purpose:
An experienced Office Assistant is sought by a large Insurance and Wealth Management Group based in central Douglas. Joining in a permanent capacity, the successful applicant will provide professional and efficient support to a range of stakeholders covering a variety of administrative tasks.

Key Responsibilities:
Provide effective communication and support to the Operations Team, assisting with the management of databases and correspondence.
Assist with the organisation of travel, diaries, events, and other appointments.
Run errands such as deliveries, attending the bank, registry, etc on request.
Greet clients and guests attending the office.
Assist with HR matters impacting the business.
Provide support and cover to the Executive Assistant and required and during their absence.
Scanning and filing client documentation.
Assist with the receipt and processing of incoming and outgoing mail.

Skills & Experience:
Minimum 5 GCSEs at grade C or above (inc. English & Maths).
Previous experience in a similar role is highly preferred - ideally within the insurance and pensions sector.
Experience in dealing with senior staff and stakeholders.
Previous experience within a PA role or as an Executive Assistant would be advantageous.
Excellent communication skills, both written and verbal.
A professional and personable approach.
Ability to multitask and deal with various stakeholders' needs.
Strong IT skills and working knowledge of MS Office systems.

Hours & Benefits:
Full time business hours; Competitive salary; Full company benefits package.

Job Purpose:
Qualified (ACA/ ACCA / CIMA or similar) and experienced Head of Finance sought to manage a small team and manage the full finance function for a Financial Services Group. The role requires management of a small team, so previous experience training, developing and managing staff is required. Previous experience within Life Assurance would be advantageous.

Key Responsibilities:
Ensuring the general bookkeeping and accounting of all group companies to current accounting standards, including regulatory reporting and VAT returns.
Overseeing a small team, ensuring the accurate and efficient processing of purchase invoices, management of cash balance and all controls and processes.
Production and delivery of MI reports for Board Meetings.
Liaison with group auditors as needed.
Financial input to ad hoc projects.

Skills & Experience:
Qualified Accountant (ACA/ACCA/ CIMA or similar) with up to date knowledge of accounting standards and a number of years experience in a Senior Finance role.
Able to fulfil Key person requirements, being used to regulatory reporting and ideally having previous experience within Life Assurance.
Experienced staff manager, used to supervising and developing staff.

Hours & Benefits:
Full time hours, competitive salary and benefits package to include car parking.

Job Purpose:
Head of Legal required to join a Wealth Management business as their Group Legal Counsel, reporting into the MD and primarily responsible for the creation and management of a robust legal framework.

Key Responsibilities:
Commercial negotiations with our customers and suppliers.
Drafting of new, and review of existing agreements as required.
Implementation and management of 3rd party platform agreements.
Assisting in the creation of new products and enhancing of existing products.
Maintaining a strong relationship with regulatory authorities and assisting the Group in implementing the changing regulatory policies.
Work with Compliance on projects as required.
Ensuring the boards of directors of the Group regulated entities are complying with their Articles of Association.
Overall responsibility for the smooth operation of all Group legal business.
Creation of a legal budget in conjunction with the finance team.
Providing guidance to Group management on any legal or regulatory issues and instructing external counsel on issues where appropriate.
Preparation of Board papers on ad-hoc issues.
Act as the Group Data Protection Officer (until a suitable replacement is found).
Act as Company Secretary to all Group Companies.

Skills & Experience:
Qualified Advocate with significant post qualified experience operating in a similar In-House Legal position.
Solid understanding of insurance and investments products.
Excellent inter-personal and communication skills.
Ability to translate and explain legal issues and their implications in a clear and concise manner.
Strong organisational skills.
Beneficial to have experience of undertaking a Company Secretary role.
Previous experience of people management.

Hours & Benefits:
Market rate salary and benefits package.

Job Purpose:
Compliance Officer required to join an international Life organisation to assist the Compliance Manager in the analysis of local and international regulatory developments ensuring that useful and informative analyses are delivered to business colleagues on a timely basis.

Key Responsibilities:
Input into the continued development and implementation of corporate strategies and policies, as they relate to the organisational agenda generally and specifically in relation to: -Risk management and internal control, Continuous compliance with obligations and quality assurance of performance, Corporate governance and probity , Policy framework and Assurance testing.
Actively contribute to the day-to-day activities of the Compliance Team, in line with the overarching objectives of the GRC Department.
Assist and maintain an effective and fit for purpose compliance framework, which guides and defines organisational behaviours, provides a clear context for business decision-making and positively influences the performance of functional and operational activities across the Group.
Provide active support to the Compliance Manager to ensure that the Life Companies of the Group and their service providers and employees remain cognisant of and compliant with their respective regulatory obligations and proactively maintain adequate, effective and auditable policies, procedures, reporting mechanisms and training materials.
Assist and deliver a customer centric compliance programme, with the support of the wider Compliance Team, which together with business colleagues, helps to ensure positive customer outcomes by analysing processes, behaviours and procedures and proposing and implementing effective change.
Observe and be a champion for the stated core values of the Group in respect of both performance and behaviours.
Participate in new business projects and strategy.

Skills & Experience:
A highly competent and appropriately qualified professional (or currently studying) with a minimum of 3 years' experience in a compliance role preferably within the Life Assurance sector.
Good knowledge and understanding of the legal and regulatory frameworks governing the Group and its subsidiary companies with the ability to understand, assess and effectively communicate the impact of changes and developments in the local and international environment.
Excellent working knowledge and understanding of the regulatory regimes applicable to the Group.
Good working knowledge and understanding of risk management, internal control and corporate governance principles and practices.
Keen to develop and exploit effective working relationships and advocates the work of the GRC Department to other business areas.
Communicates effectively - both orally and in writing to a wide range of audiences.
Ability to manage own workload and performance effectively in a busy and challenging environment.

Hours & Benefits:
Salary Negotiable
Full Time permanent hours 37.5 hours/week.

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:
An experience Claims Administrator is sought by a leading Wealth Management organisation on a permanent basis. The role holder will be expected to deliver a direct service to clients and IFAs by the processing of claims and withdrawals requests within specified servicing times.

Key Responsibilities:
Receiving, understanding, validating, and correctly processing a wide variety of different workflow items:
Client record amendments.
Regular and single withdrawals.
Full and segment surrender payments.
Open surrenders (holding illiquid funds).
Death Claims.
Calculating and providing Chargeable Gain information where applicable for regular withdrawals, single withdrawals, and surrender requests.
Providing relevant information to the Finance Department relating to any reconciliation queries.

Skills & Experience:
Previous experience within the Life Assurance industry, ideally with experience in a Claims/Withdrawals role.
Knowledge of AML/KYC requirements.
Computer literate and comfortable using a wide variety of systems.
Excellent communication skills (written and verbal) with a good telephone manner.

Hours & Benefits:
Full time business hours (35 hour working week); Salary in line with skills and experience; Attractive company benefits package.

Job Purpose:
Experienced Customer Services Manager required to join leading Wealth Management business, to lead a fast paced centre of service excellence driving performance and standards across the function.

Key Responsibilities:
Drive continuous improvement and quality standards.
People management and performance improvement across a multi functional team.
Control and mitigation of risk and a strong understanding of risk management practices.
Work with a variety of stakeholders in order to design and deliver strategy.

Skills & Experience:
Management experience gained in a financial services environment, preferably life assurance.
Proven record of identifying and implementing process improvement, previous LEAN experience would be advantageous.
Excellent people management and leadership skills, preferably across multi functional teams.
A good working knowledge of the appropriate regulatory environment including chargeable event reporting requirements would be beneficial.

Hours & Benefits:
Competitive salary & benefits package, structured working pattern, centrally based.

Job Purpose:
Corporate AML Specialist required to join an International Bank on a permanent basis. Primary responsibility is to review, assess and update high risk files ensuring they are compliant with business pocies and procedures.

Key Responsibilities:
Periodically reviewing, assessing and updating high risk files, including when new relationships are being established and where a 'trigger' based event occurs.
Making sure that high risk files are compliant with policy and business appetite standards
Sourcing information using a variety of external and internal sources, including public information, in order to produce a report that demonstrates that the business fully knows their customer and associated business.
Liaising with both intermediary and direct customers in writing and verbally to gather information required to undertake reviews which ensure that all risk factors have been considered.
Making sound judgements about the risk of each review, making recommendations and taking decisions in respect of the maintenance or establishment of a client relationship.
Ensuring high levels of service and fair outcomes are delivered for all customers.

Skills & Experience:
Experience working in AML, ideally dealing with high risk reviews.
Excellent knowledge of complex corporate structures.
The ability to make sound and reasoned decisions and recommendations which are clearly articulated.
The ability assess risk and consider the materiality of any absence information.
Excellent report writing skills.
Strong interpersonal skills, working effectively within the team and with key stakeholders on complex and sensitive issues.
The ability to communicate clearly and persuasively.
Excellent organisation skills and the ability to work to tight deadlines and within agreed targets and service standards.
Confidence to challenge processes, procedures and operational issues where clarity is needed or simplification is required.
Ideally hold a relevant professional qualification, such as an advanced ICA or equivalent (not essential).

Hours & Benefits:
Competitive salary and comprehensive benefits.

Job Purpose:
A Corporate AML Analyst is sought by an international Bank on a permanent basis. The successful applicant will carry out all administrative tasks for periodic High Risk reviews.

Key Responsibilities:
Work within well-defined guidelines to prepare the reviews and to maintain the quality of the files.
Administer both periodic and event driven reviews.
Update core data and process non-personal exits and reclaims.
Ensure compliance with relevant Group policies and adhere to Standard Operating Processes.
Prioritise your own workloads in line with business needs.
Interact with customers and/or internal business partners where required.

Skills & Experience:
Previous experience within Banking is highly preferred, ideally with an AML focus
Excellent time management skills.
Excellent attention to detail and a high level of accuracy.
Able to build relationships with colleagues to ensure customer service is of the highest standard.

Hours & Benefits:
Full time business hours (35 hour working week); Competitive salary; Attractive company benefits package.

Job Purpose:
Training & Competency Manager (RDR Level 4 qualified) required to join an expanding IFA business on the Isle of Man in a permanent capacity, to lead the IFA team and ensure the highest level of advice is provided to clients. The role holder will work closely with and undertake technical direction from the Managing Director to ensure smooth application of the Training & Competency regime to high level standards

Key Responsibilities:
Supervise advisers within your span of control.
Lead a successful, motivated, compliant regulated team by setting defined objectives and conduct appraisals to measure achievement.
Provide suitability of advice oversight and supervise team according to experience. Work closely with Compliance to resolve regulated complaints in a timely manner.
Identify knowledge or skills gaps and apply coherent plans to close any gaps identified.
Support adviser Induction Training, to assist in the development of new entrants' knowledge of compliant behaviours towards competent status by 'close supervision' monitoring.
Support IFAs in developing their business goals & objectives. Demonstrate and share knowledge and understanding.
Maintain accurate records relating to T&C and related matters.
Support the firm's Compliance function, to coordinate, oversee and support complaint cases.
To provide oversight of pre review cases prior to final sign-off by the Managing Director.
To supervise and monitor business risks in accordance with regulatory requirements and internal procedures. Complete tasks in accordance with the Training and Competence scheme.
Control and, as necessary, input into the production, maintenance and quality of the content of Financial Planning Reports.
Provide coaching to both IFAs and Client Managers in order to drive up excellence throughout the Company.
Conduct appraisals
To demonstrate and apply technical skills, market and product knowledge to a level that will support business development.
Keep abreast of regulatory and legislative requirements and be prompt to act on relevant changes.

Skills & Experience:
Proven experience gained at a senior level within an IFA, banking or regulatory environment with a highly developed understanding and knowledge of all areas of financial planning.
Experience in training, coaching and constructive feedback.
Well-developed written communication skills, able to construct logical, clear and concise documentation appropriate to given audience.
Understand current regulations and how they apply to clients.
Qualified to RDR level 4 or above.

Hours & Benefits:
Market rate salary and comprehensive benefits.

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