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Job Purpose:
An international wealth management organisation are looking for an Administrator to join their Dealing & Settlements Team, on a permanent basis. The role holder will complete all daily dealing and settlements processes, meeting internal and external deadlines, and provide support to the rest of the team and wider division.

Key Responsibilities:
Creation, placements, and settlement of trades
Set up and maintenance of assets, funds broker records, and policyholder investment portfolio records
Investigation and resolution of stock reconciliation queries
Professional and timely communication with policyholders, IFAs, and invested-related financial firms

Skills & Experience:
Previous experience within Financial Services, ideally within Life Assurance, is essential
Proven experience of dealing with fund managers, custodians, and financial advisors is desirable
Competent understanding of securities and investment instruments

Hours & Benefits:
Full time business hours (35 hours p/w); Competitive salary; Attractive company benefits package

Job Purpose:
Personal Banker required to join an International Banking Group. The role holder will be required to act as first point of contact and provide an exceptional level of service to International Personal Banking clients

Key Responsibilities:
Provide value through delivering an exceptional level of service to International Personal Banking clients through a variety of channels; phone, E-mail and face to face Build relationships with customers by understanding the customer and servicing the customer needs Reviews (reactively) existing client products to determine cross sell opportunities and advise of new products to create stickiness through portfolio diversification Referrals to New business team to support cross sales targets

Skills & Experience:
Previous banking experience within a customer service capacity
5 GCSEs with minimum grade C in both Maths and English Language
Exceptional inter personal skills with the ability to build professional relationships

Hours & Benefits:
Business hours and competitive salary offered, based in central Douglas

Job Purpose:
An Administrator is required to join the EMC (Externally Managed Custodian) department of an International Wealth Management organisation, the successful applicant will manage all necessary processes to ensure the completion of the quarterly EMC valuation process

Key Responsibilities:
Liaise with external custodians and account managers to set up new external managed accounts
Accurately calculate payment to, or request money from, external managers.
Assist with reconciliations and data cleansing activities
Deal with ad-hoc correspondence and queries from EMCs, financial advisers, and sales branches as required

Skills & Experience:
Minimum of 5 GCSEs at grade C or above, including English and Maths
Previous experience within the finance or Life Assurance industry
Good knowledge of MS Office applications, including Word, Excel, and Outlook
Excellent written and verbal communication skills, with a good telephone manner
Good planning and organisational skills

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

Job Purpose:
A leading Life Assurance organisation presently has a vacancy within their Investment Dealing Team for a Dealing Officer on a permanent basis. This positon is primarily responsible for inputting dealing instructions and providing a pro-active, customer focussed service to internal and external customers

Key Responsibilities:
Process dealing instructions for our personalised and pooled portfolios, in accordance with set procedures
Ensure all deals are input to the system timely and accurately
Deal with client/IFA queries relating to the trade placement process within agreed service standards

Skills & Experience:
Previous dealing experience within an investment environment
Skilled in MS Office, particularly Excel
Ability to process large volumes of work to a high level of accuracy

Hours & Benefits:
Full time business hours (35 hours p/w); Salary in line with relevant experience; Attractive company benefits package

Job Purpose:
A Tax and Trust Specialist is sought by an international life assurance
organisation to provide support to all staff, sales teams, and supporters on general estate/succession planning and tax related queries

Key Responsibilities:
Undertake research for sales and supporters to help secure new business and retain existing business
Deliver training courses to appropriate areas of the group to address tax/trust related training needs
Maintain a detailed awareness of regulatory& fiscal matters
Produce articles for the trade press

Skills & Experience:
Previous experience with UK inheritance tax & the uses of trusts is essential
Experience within the Life Assurance sector and/or investment platforms
Report/copy writing skills
Relationship Management experience
Confident presentation skills

Hours & Benefits:
Full time, core business hours - comprehensive benefits package. Market rate salary

Job Purpose:
Senior Payroll Administrator required to join a payroll software company to produce multi jurisdictions payrolls and payments in a timely and efficient manner and be responsible for administrating the clients assigned to them

Key Responsibilities:
Process weekly and monthly payrolls
Weekly and monthly payroll reports and request funds from the client
Prepare and send weekly and monthly payslips
Check for client funds being received
Set up salary payments where applicable
Ensure employees records up to date

Skills & Experience:
Previous payroll experience (preferably both IOM and UK)
An awareness of data protection and current FSC legislation
A Knowledge of IOM, UK, IOM & Jersey/Guernsey Payroll

Hours & Benefits:
Full Time permanent working hours
Salary dependant on experience

Job Purpose:
An expanding Accountancy and Corporate Service Provider based in central Douglas are seeking an individual with audit experience to join the business on a permanent basis

Key Responsibilities:
Preparation of client accounts to include VAT returns & statutory financial statements
Management of internal and client relationships to ensure timely production of accounts

Skills & Experience:
Audit experience is essential
Qualified or part-qualified ACA/ACCA
Knowledge of Caseware software advantageous

Hours & Benefits:
Full time business hours; Salary commensurate with relevant skills and experience; Full company benefits package & car parking

Job Purpose:
A Finance Senior Administrator is required to ensure that the financial and management information reported on the group and partnership entities is accurate and representative of the financial results, including the support of finance impacts of change, automation projects or new Group reporting requirements

Key Responsibilities:
Ensure all management information packs are prepared in accordance with the service level agreements and internal reporting timetable
Ensure all financial information accurately reflects the results of the entity, with variances investigated and reported
Support the recorded, managed and payment of supplier/employee invoices/expenses
To ensure all manual adjustments, trust invoices and service related postings are recorded accurately and on a timely basis
Ensure all external invoicing is completed in line with the relative agreements
To challenge and improve controls, policies and procedures within the finance team and department as a whole

Skills & Experience:
Practical experience in an accounting function is essential
Experience in offshore financial services/insurance sector is desirable
CAT or part qualified ACCA/ACA or qualified by experience
Competent with nominal ledger accounting system - preferably SUN accounts
Good accounting skills such as double entry
IT/computer skills with intermediate MS Excel

Hours & Benefits:
Full-time, core business hours, attractive salary & benefits package

Job Purpose:  
Portfolio Bond New Business Technician required to join a regional remit of a global Life company to take ownership for client/adviser requests in relation to New Business

Key Responsibilities:
Deliver a high level of customer service to internal and external stakeholders
Provide technical support and expertise to the department and provide support to project work and system enhancements/system fixes; across New Business
Support colleagues by training ,ensuring there is a good range of skills available across the team to ensure workflow requirements are met in regards to: Portfolio Bond New Business

Skills & Experience:
5 GCSE's Grade C to include Maths and English and/or NVQ Level 1 - or equivalent
Previous Life office experience in particular AML regulation
Good level of attention to detail and accuracy
PC literate, in particular MS Office Products

Hours & Benefits:
Full Time permanent hours -9am-5pm
Competitive total reward package

Job Purpose:
Experienced compliance manager & DMLRO required to join an independent corporate and fiduciary service provider on a permanent basis. The successful applicant will manage a range of compliance related tasks to oversee the company's overall compliance function and ensure regulatory requirements are met in a timely and efficient fashion

Key Responsibilities:
Manage the compliance function including responsibility for 1 full time administrator
Maintain all compliance and AML registers as well as regular board and stakeholder reporting
Maintain, review, update and distribution of all internal compliance and AML policies, procedures and governance frameworks - ensuring adherence with all applicable regulation and legislation
Act as primary point of contact with all regulatory and legal bodies including the FSA and FIU
Undertaking reviews and ongoing monitoring on current client base
Sit on several internal committees including new business, high risk and business risk

Skills & Experience:
Experience within a trust/corporate service provider essential
Proven experience in a compliance environment, preferably within a TCSP or banking position
Holds a professional compliance qualification
In-depth knowledge of the requirements in the IOM AML Code and handbook;
Experience in CDD/EDD requirements for high net worth individuals and complex financial structures across multiple jurisdictions;

Hours & Benefits:
Full time working hours. Competitive salary & comprehensive benefits package

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