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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:
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:
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.

Job Purpose:
Business Analyst Team Manager required to join an expanding international life company, in a permanent capacity on the Isle of Man. Primary focus will be to lead a team of Business Analysts identifying, documenting and implementing process improvements.

Key Responsibilities:
Leader in the exponent of change, managing a team of Business Analyst, identifying, documenting and implementing process improvements.
Providing support for larger projects.
Coaching, reviewing and encouraging growth in the team.
Defining best practices for the team ensuring that process reviews, business requirements and user acceptance plans are completed in a consistent manner.
Planning and resource allocation to make sure that projects have the right level of support from the Business Analyst team.
On boarding and training of new team members.
Assist with business and market research in terms of existing and new developments.
Where required act as Business Analyst lead on projects.
Manage smaller projects.

Skills & Experience:
Wealth of experience within an analyst role preferably within financial services.
Experience of managing a team of at least four staff.
Excellent written and oral communication skills.
Ability to build and maintain business relationships.
Proven experience of delivering business improvements and efficiencies.
Good facilitation, presentation, and report writing skills.
Experience of systems methodologies e.g. Waterfall and/or Agile.

Hours & Benefits:
Competitive salary and benefits.

Job Purpose:
Experienced and ideally qualified, Compliance Manager sought to join an established Fiduciary Services Provider. Applicants will have gained previous experience in similar work within Trust and Corporate Services, having strong regulatory understanding and being able to meet Key Person requirements. The successful applicant will ensure that all compliance matters and risk initiatives are delivered in accordance with statutory regulations and internal policies.

Key Responsibilities:
Act as MLRO and DPO, being the in house expert on areas including the FSA Rulebook, AML/ CFT handbook, Data Protection and FATCA/CRS
Manage the Compliance function, keeping and maintaining registers, maintaining up to date Policies and Procedure and ensuring compliance with GDPR
Working as part of the senior management team including maintaining a positive ongoing working relationship with the FSA
Undertaking annual business risk and client/entity assessments, ensuring adequate AML/CFT staff training and assisting with completion of the Annual Regulatory Return
Ensuring that CDD requirements for new business are met and that all FATCA/ CRS responsibilities are undertaken

Skills & Experience:
Compliance Manager with previous experience within Fiduciary Services, who will meet Key Person requirements to fulfil roles of MLRO and DPO
Extensive experience of Compliance, Risk, Data Protection & FATCA/ CRS, within Trust and Corporate Services
Experienced in working independently, under pressure to meet deadlines with a high degree of accuracy
Positive and professional approach, with a high level of organisational and communication skills

Hours & Benefits:
9am - 5pm plus comprehensive company benefits

Job Purpose:
Qualified Accountant or Internal Auditor, is sought to join the growing Internal Audit division of an International Financial Services Group. The ideal candidate will conduct planning, fieldwork and reporting activities to ensure the effectiveness of business processes and controls.

Key Responsibilities:
Working closely with the Head of Internal Audit in ensuring that there is an independent appraisal of the group's system of governance, risk management and internal control.
Executing internal audits covering all aspects of the group's operations.
Conducting planning, fieldwork and reporting activities in accordance with the Group's internal audit methodology and professional standards.

Skills & Experience:
Qualified Internal Auditor or qualified Accountant, having a number of years experience within internal or external audit or risk management within Financial Services.
Proactive and professional, with a logical and objective approach and strong communication skills.
Travel to other International offices within the Group will be required.

Hours & Benefits:
Competitive salary and benefits package, dependent upon experience and qualifications.

Job Purpose:
Business Analyst required to join a global Fiduciary Group. This is a permanent position on the Isle of Man, within their change function. A diverse role working closely with various business units across the group, to capture business system objectives, evaluate the business case and define system requirements.

Key Responsibilities:
Define the business problem or the opportunity, and contribute to the development of the business case.
Define and document detailed business requirements.
Ensure proposed software developments / solutions meet business requirements.
Develop Microsoft Dynamics / Touchstone NAV platform reports in conjunction with Development Team.
Represent the various business units on the project development team to ensure solutions meet business and system needs.
Plan and develop the test strategy, risk analysis and test plan in conjunction with other stakeholders.
Run the user acceptance test, ensuring the functional and business requirements are met.
Provide training and post implementation support to all affected areas.
Deal with queries and support system users on a daily basis.
Act as a business partner / key relationship lead with various business units across the Group.
Fully support and work within the corporate Project Governance framework.

Skills & Experience:
Significant experience as a Business Analyst in change management within financial services.
Hold or working towards a professional related qualification (ISEB, ISTQB, Prince2)
Strong analytical reasoning ability.
Strong relationship building and interpersonal skills.
Capability for problem solving, decision making and sound judgement.

Hours & Benefits:
Market rate salary and comprehensive benefits.

Job Purpose:
An experienced and ambitious Trust & Corporate Services professional is sought to join a boutique Fiduciary Services Provider. The successful applicant will work autonomously, as part of a small team, initially administering all aspects of a portfolio of client entities, but also having the potential for future career development and wider business and client management responsibilities, including travel.

Key Responsibilities:
Broad administration requirements of a portfolio of trusts and companies.
Maintaining excellent relationships with clients and professional advisers / intermediaries
Ensuring that work is undertaken in accordance with regulatory standards, including timely performance of annual reviews.
Reporting to the Directors, but working proactively and autonomously as well as part of a small, professional team.

Skills & Experience:
Around 7 years + Trust and Corporate Services experience to include extensive technical industry understanding and knowledge of IOM regulations, particularly AML/CFT.
Qualified by experience or part /fully ICSA/STEP qualified (studies would be encouraged and supported).
Enthusiastic and proactive approach, used to working both independently as well as part of a small team.
Excellent written and oral communication skills.
It would be advantageous to have knowledge of bookkeeping and accounting, although this is not essential.

Hours & Benefits:
9am - 5.30pm, highly competitive salary with additional company benefits including car parking.

Job Purpose:
Senior Manager - Business Development, Yachting is required to take responsibility for the group's yachting new business. Working for a leading International Trust and Corporate Service Provider, the role holder will promote the organisation's yachting and crewing business lines and work closely with the Yachting Director and Head of Business Development, to create, implement and manage an appropriate strategy to achieve targets.

Key Responsibilities:
Promotion of the organisation's yachting and crewing business lines, with overall responsibility for achieving the group's yachting new business targets.
Working closely with the Yachting Director and Head of Business Development, to create, implement and manage an appropriate strategy to achieve targets.
Assisting with development of new products and services.
Frequent travel will be required to raise brand awareness Internationally, both externally but also internally, raising awareness and referrals for yachting services within the group.
Working with teams across the business to ensure streamlined and effective proposals and processes.

Skills & Experience:
5 years industry relevant experience, to include extensive experience and understanding of EU VAT, yacht registries and crewing and social security requirements
Industry qualification (STEP, ICSA), with extensive working knowledge of trust and corporate services.
Proven business development experience within similar work, having an existing network of contacts.
Excellent interpersonal and communication skills.
Motivated and results focused, experienced in working under pressure within a commercial environment, used to meeting deadlines.

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

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