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Job Purpose:
A leading Life Assurance and Wealth Management organisation is seeking to fill a number of different Administrative positions within the company. Joining on either a permanent or fixed term contract basis, role holders will act as first point of contact for clients, whether processing initial applications, servicing policies from other providers, or making payments.

Key Responsibilities:
Provide vital administrative support to one of the key business areas.
Respond to all queries promptly and professionally.
Ensure client requests are processed accurately and efficiently.
Present information in an easy to understand way.

Skills & Experience:
Minimum of 5 GCSEs at grade C or above (inc. Maths and English).
Previous experience in a customer service or administrative role.
An understanding of the Financial Services industry is preferred.
Knowledge/experience of AML, KYC, payments/bank transfers is highly desirable.
Confident user of MS Office (inc. Word, Excel, and Outlook).

Hours & Benefits:
Full time business hours based on a 35 hour working week; Salary entirely commensurate with relevant skills and experience; attractive company benefits package.

Job Purpose:
An experienced Investment Administrator is sought by a large Financial Services group based in central Douglas. The successful applicant will support the wider Investment team by the full provision of clerical and investment administration duties.

Key Responsibilities:
Cash management processes.
Fund pricing (internal and external).
Asset trading.
Corporate actions.
Portfolio valuations.

Skills & Experience:
Ideally 2 years previous experience within an Investment area.
Working knowledge of MS Office applications, specifically Excel.
Excellent communication and interpersonal skills (written and verbal).

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

Job Purpose:
A Pensions Administrator is sought by a Financial Services group based in central Douglas in a permanent capacity. The role holder will be responsible for delivering an accurate and timely service to clients and IFAs by processing all service requests within service standards.

Key Responsibilities:
Receiving, validating, and correctly updating amendments to client pensions records.
Receiving, validating, and correctly inputting payments of tax free cash, income drawdown, and remnant payments.
Assisting with New Business processes including transfer in payments and applications.
Assisting with calculating income drawdown illustrations and death claims.

Skills & Experience:
Excellent administration and organisational skills.
Previous customer service experience in a Financial Services business.
Ability to work under pressure.

Hours & Benefits:
Part time - c20 hours per week, with flexibility on how these are worked; Pro rated salary commensurate with skills and experience; Full company benefits package.

Job Purpose:
Experienced and qualified Tax Manager (CTA or similar), is required by an established Trust & Corporate Service Provider to fulfil broad tax compliance responsibilities, Additionally, the role holder will be responsible for FATCA and CRS classification and reporting requirements for clients of the Isle of Man office.

Key Responsibilities:
Providing input and guidance in relation to the tax compliance of client structures, including issues such as relevant income & stockpiled gains, IHT 10 year charges & exit charges, ATED, NRLS, CGT and residential property.
Managing periodic file reviews and ensuring compliance with advice from third parties, considering current tax issues.
Responsibility for FATCA and CRS classification and reporting requirements for clients of the Isle of Man office.
Working with the Directors and Business Development Managers to review and consider tax risk aspects of new business proposals.

Skills & Experience:
Experienced and qualified Tax Manager (CTA or similar), with strong UK and IOM tax understanding gained from working in a tax role within Fiduciary Services.
Exposure and understanding of FATCA and CRS classification needs and reporting requirements.
Excellent level of organisational skills, self motivated and able to work on own initiative, used to meeting deadlines whilst working under pressure.

Hours & Benefits:
Full time hours plus a comprehensive benefits package, including car parking.

Job Purpose:
Funds & Regulatory Manager required to join an international life company on a permanent basis in the Isle of Man. Reporting into the Head of Risk & Compliance you will provide effective oversight of the operational and financial risks within the funds and investments teams.

Key Responsibilities:
Provide on-going advice to the business relating to any investment regulations
Identify ongoing and emerging risks.
Design and implement an effective plan to monitor compliance, conduct, financial crime, regulatory and operational risk.
Establish and maintain risk management and internal control systems.
Identification and management of potential market abuse.

Skills & Experience:
Significant experience of Fund Controls Oversight within an investment environment
Expert knowledge of the operation and regulation of financial markets, investments, alternative securities, private equity, international stock markets.
Experience dealing with operational Risk and Compliance, including counterparty risk
Strong technical knowledge and understanding of all areas of the International Fund and Investment area.

Hours & Benefits:
Market rate salary and comprehensive benefits.

Job Purpose:
Investment Fund Administrator required for a Life Assurance organisation, reporting to the Fund Admin Manager, this position is primarily responsible for asset servicing and portfolio valuations and to provide customer focused service to internal and external customers.

Key Responsibilities:
Assets to be set up accurately and correctly within agreed service standards.
Source data from Fund Managers, IFAs, Bloomberg, custodians and websites.
Undertake initial review of documentation to ascertain if the asset meets the acceptability criteria.
Identify UK PPB tax offensive assets.
Review custodian records and collate necessary information to process Corporate Actions and Dividends.
Collating and inputting external asset prices for PPB and Internal Fund valuations.
Processing PPB and Internal Fund valuations, first review of system output, identification and escalation where appropriate, of exceptions.
Processing policy holder movement in Internal Funds and to deal out exposure created from those movements.
Assisting the team Senior and Manager with checking other team members output.

Skills & Experience:
Excellent knowledge of financial instruments, bonds, equities, collectives, fixed deposits, structured products.
Demonstrate a good understanding of pricing and valuations.
Experience of navigating financial websites on the Internet.
Demonstrate a core knowledge of MS Excel.

Hours & Benefits:
Full Time permanent hours.
Salary based on experience.

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:
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:
A Customer Support Administrator is sought by an international Life Assurance company based in central Douglas. Joining in a permanent capacity, the role holder will deliver a direct service to clients and IFAs by processing telephone calls and email requests within specified servicing times.

Key Responsibilities:
Act as first point of contact for clients, IFAs, and sales branches, answering all queries via telephone, fax, and email.
Produce single premium quotations across all company products.
Input special deal quotes.
Process UK staff and individual policyholder registrations.

Skills & Experience:
Minimum 12 months experience within Financial Services, ideally within Life Assurance.
Good working knowledge of MS Officer products (inc. Word, Excel, and Outlook).
Excellent written and verbal communication skills.
5 GCSEs at grade C or above, including English and Maths.

Hours & Benefits:
Full time business hours, based on a 35 hour working week. Competitive rates of pay and attractive company benefits package.

Job Purpose:
The experienced Senior Trust & Company Administrator will be part of a team based in the South of the island, delivering effective and efficient trust and corporate administration services to a diverse client base.

Key Responsibilities:
Responsible for a diverse and complex portfolio of trusts, companies and partnerships including:
Undertaking all day to day administration, bookkeeping and minutes Liaison with clients and intermediaries, attending client meetings as required.
Conducting investment and annual reviews.
Reviewing Bookkeeping records and preparing accounts files to allow for preparation of year-end accounts.
Responsibility for client billing and debt collection.

Skills & Experience:
A minimum of 5 years experience within a Fiduciary Services. Administration Applicants are expected to be working towards or holding a relevant professional qualification such as ICSA or STEP. Strong communication and organisational skills, experienced in building and maintaining positive working relationships with clients and intermediaries.
Positive approach, should be used to working both independently as well as part of a team.

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

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