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Job Purpose:
Exciting opportunity for an experienced business travel consultant to join an international bank to provide end to end travel management services to the group, ensuring staff travel is safe and cost effective.

Key Responsibilities:
Review current travel management policies; where appropriate make improvements to framework to ensure full compliance with travel, entertainment, and expense reimbursement policies
Act as the single point of contact for all travel related matters and resolve issues where required
Book travel for staff across the group
Conclude quarterly reviews of travel management company performance
Review, compare, and renegotiate hotel rates; assist with travel spend benchmarking, analysis aimed at ensuring value for money
Prepare and run travel awareness campaigns

Skills & Experience:
Minimum of 5 years' experience in a similar role
A' Level educated, as a minimum
Background in real estate/travel essential
Able to communicate effectively and precisely
Strong computer skills

Hours & Benefits:
Core business hours, Douglas based employer. Competitive salary in line with experience - benefits package


Job Purpose:
A Senior Bookkeeper is sought by a Douglas based Private Investment Company to fulfil various group reporting and accounting requirements. The successful candidate will have a good understanding of accounting software and the ability to process bank statements, journals and foreign currency month end closures on an accurate and timeous basis.

Key Responsibilities:
Process various monthly investment/broker house cash accounts
Process bank statements into accounting software
Maintain general ledger accounts
Lead monthly and year-end 'accounting close' process
Month-end closures of foreign currency adjustments on foreign currency bank accounts, loans and foreign customers/suppliers
Maintain and process various monthly group interest calculations

Skills & Experience:
AAT/CAT Qualification or equivalent
Thorough understanding of Microsoft Excel
Proven experience within a similar role
Experience preparing and maintaining financial records up to trial balance level
Understanding of foreign currency transactions

Hours & Benefits:
Highly competitive salary dependent upon experience; full time core business hours - travel may be required

Job Purpose:
Marketing Proposition Manager required to join an International Life Assurance provider based in the South of the Island on a permanent basis.

Key Responsibilities:
Focus on end to end proposition for business regeneration and customer retention activities
Produce customer journey campaigns that resonate with target audiences, building strong loyalty with existing policy holders
Take initiatives in customer satisfaction via process improvement plans and efficient reporting and flow of information
Proactively gather, analyse, and interpret market data and information from a number of sources
Lead a small team of retention specialists

Skills & Experience:
Proven experience in marketing propositions, demonstrating expertise in retention activities
Marketing degree or qualification such as CIM Diploma/Certificate
Clear and effective communicator, with a high standard of written English & attention to detail

Hours & Benefits:
Full time core business hours, permanent role. Market rate salary

Job Purpose:
An experienced Assistant Client Accountant/Accounting Technician required to join a Trust Company on as permanent basis.

Key Responsibilities:
Carry out bookkeeping, bank and asset reconciliation's
Maintain electronic financial ledgers for a portfolio of trusts and companies
Assist with all aspects of accounts production
Support the team with ad hoc financial projects

Skills & Experience:
Experience within fiduciary services on Island
Part qualified accountant desirable
Able to communicate effectively with clients, intermediaries and other professionals

Hours & Benefits:
Full time, permanent position - Competitive salary

Job Purpose:
Client Accountant required to join a Trust Company on a permanent basis to manage client accounting assignments across a portfolio of client trusts.

Key Responsibilities:
Responsible for specialist analysis and financial reporting for complex family structures
Direct liaison with clients, intermediaries and professionals within the group
Responsible for client accounting assignments across multiple portfolios
Ensure attention to detail at all times
Oversee and manage Assistant Accountants effectively

Skills & Experience:
Accounting experience within a finance sector environment
ACA or ACCA qualified
Excellent communication skills
Attention to detail

Hours & benefits:
Full time, core business hours. Market Rate Salary

Job Purpose:
Business Assurance Executive required to join a private wealth company on a permanent basis. The role holder will ensure all front office controls are operating effectively and will act as the first line of defence for the business

Key Responsibilities:
Conduct verification reviews of all regulated advice given in the business to measure the quality of advice and documentation given by advisors
Implement post investment advice procedures
Coordinate and monitor annual reviews for high risk accounts
Assist with management of audit issue resolution
Undertake sample checks of new business received
Assist with ongoing development and improvement of processes


Skills & Experience:
Minimum of a Level 4 investment qualification and experience in an investment manager position
Ideally be CeMAP qualified
Proven experience in banking
Member of an appropriate professional institute
Strong organisational and time management skills with excellent attention to detail

Hours & Benefits:
Full time core business hours - permanent position. Competitive salary & comprehensive benefits package

Job Purpose:
Group Financial Controller required on a permanent basis to assist the company CFO of a large ship management company based in Douglas

Key Responsibilities:
Carry out both vessel and crew accounting
Review cash flow forecasts, profit and loss accounts and balance sheets
Oversee monthly and quarterly accounts
Lead a finance team
Consolidation of group accounts

Skills & Experience:
Fully qualified accountant with a minimum of 5 years' post qualified experience
Recent board or chief officer experience within the shipping sector is desirable
Experience with shipping related software would be advantageous
Excellent attention to detail with ability to work to tight deadlines

Hours & Benefits:
Full time core business hours, permanent role. Competitive salary and benefits package.

Job Purpose:
Senior Portfolio Manager required to join an Investment Management Company on a Permanent basis to Manage/Support management of Institutional Mandates.

Key Responsibilities:
Ensure that high quality investment reports for institutional and private clients are prepared and delivered within agreed timescales
Regularly monitor the department investment mandates, to ensure they are invested in accordance with individual client parameters and restrictions whilst ensuring they're also in line with Group guidelines
Attend investment meetings with clients
Client liaison
Contribute effectively to internal investment meetings as required

Skills & Experience:
Proven industry experience managing institutional and/or High Net Worth portfolios
Qualified to at least Chartered FCSI level (or equivalent)
Minimum of Level 4 in respect of Private Client qualification would also be preferable
Ability to prepare high quality written investment reports to institutional clients

Hours & benefits:
Full time, core business hours. Permanent position. Excellent salary.

Job Purpose:
Experienced Portfolio Manager required to join an Investment Management Company on a permanent basis. The role holder will assist in the management of Institutional mandates, including attendance of meetings, compilation of investment reports and implementation of asset policies for individual clients.

Key Responsibilities:
Prepare high quality investment reports for Institutional Clients within agreed timescales
Monitor investment mandates to ensure they are invested in accordance with individual client parameters and restrictions ensuring they are in line with group guidelines
Attend investment meetings with clients, as required
Client liaison where appropriate dealing with ad hoc queries
Support new business and marketing with a view to obtain mandates

Skills & Experience:
Proven industry experience managing institutional mandates or high net worth portfolios
Must be qualified to at least MSI level (or equivalent) and have a minimum of RDR Level 4/be in the process of attaining such qualification
Must have a research based background and the ability to understand and apply such skills to provide recommendations
Ability to prepare and deliver investment reports to institutional clients in a clear and concise manner and within agreed timescales

Hours & Benefits:
Full time (35 hours per week), Permanent role. Competitive salary & comprehensive benefits package

Job Purpose:
Lawyer required to join a global Advisory, Administration & Family Office Firm in the Isle of Man in a permanent capacity. This is a Junior Lawyer (1- 2 years PQE) role working in the Legal Advisory Team in the Isle of Man office, but working with similar teams across multiple jurisdictions.

Key Responsibilities:
Implementation of international corporate transactions
Restructurings for private clients
Structuring and implementation of offshore structures
Tax, trust and estate planning for High Net Worth families
Private wealth and multi-family office legal assistance
Providing legal advice and assistance to the Maitland fiduciary services teams
Risk Management

Skills & Experience:
Be a UK or Isle of Man qualified lawyer with at least one to two years relevant post qualification experience, preferably in the areas of private client, corporate commercial or personal or corporate tax
Qualifications in other jurisdictions will be considered
Experience showing an ability to understand legal concepts and to draft
Have the ability to work independently as well as part of a team
Have excellent client relationship skills and an international outlook
Have a systematic work method with high attention to detail
Have a high level of proficiency in Outlook, Word, Excel and PowerPoint

Hours & Benefits:
Competitive salary and comprehensive benefits


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