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Job Purpose:
A leading Wealth Management organisation in central Douglas are seeking an Actuarial Trainee on a permanent basis. As a highly numerate graduate, you'll be rotated within the actuarial team and across the Finance function to gain as much exposure as possible, in order to aid in your career development

Key Responsibilities:
Financial and regulatory reporting on all key metrics important to the business and various stakeholders
Using data analytics to aid in performing experience investigations and assisting with setting assumptions
Providing pricing support to new and existing business enquiries
Challenging processes and assisting with the implementation of efficiency improvements across the Finance department
Using IT skills to support actuarial modelling systems developments

Skills & Experience:
Educated to degree level, within a relevant field. Strong academic results at A Level and GCSE
Excellent numeracy skills
Good IT skills; knowledge of Microsoft Office applications (Excel and Access in particular)

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

Job Purpose:
Office Support Coordinator required by a busy general accountancy practice and corporate service provider, based in central Douglas. Joining on a permanent basis, you'll report to the head of the Secretarial Team.

Key Responsibilities:
General typing duties: audio, copy, and accounts
Binding accounts, photocopying and filing
Reception Cover: first point of contact for all clients and professional contacts phoning and visiting the office
Secretarial and administrative support for other departments, and assisting P.A.'s as required

Skills & Experience:
Previous experience in a similar secretarial role
Fully conversant with Microsoft Office
Strong social and organisational skills
Proven ability to multitask

Hours & Benefits:
Full time business hours; Salary commensurate with experience

Job Purpose:
Accounting Assistant required to join an international Life company, reporting to the Financial and Regulatory Accountant this role will be responsible for contributing to the monthly financial reporting.

Key Responsibilities:
Contribution towards the production of monthly financial reports to internal and external bodies in an efficient, timely, accurate and professional manner
Assisting with the production of monthly management accounts and regulatory reporting
Owning and taking responsibility for some sets of stand alone accounts
Compiling and analysing transactional data for the month end accounts
Maintenance of daily and monthly procedures and controls within the department

Skills & Experience:
Working towards an accounting qualification (ACA / ACCA), or qualified through experience
Previous accounting experience, specifically within financial reporting and management
A good understanding of Microsoft Excel
Experience of using SUN or a similar accounting package
Excellent written and verbal communication skills

Hours & Benefits:
Full Time standard working hours 9am - 5pm
Salary with comprehensive benefits package

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:
Risk Analyst required for a 9 month contract for a large international life assurance company on the Island

Key Responsibilities:
Maintain the Risk function's reporting and governance calendar / timetable
Board, Risk Committee and Executive Risk & Control Committee reporting
Oversee 1st line risk and event capture, escalation and reporting across the International Business
Oversee and advise on risk and control assessments by developing an understanding of the control environment and supporting the 1st line in identifying, quantifying, escalating and managing risks
Work with the International Business to develop a suite of indicators that can be used to monitor and report upon risk

Skills & Experience:
The ideal candidate must have strong analytical skills and be able to plan and organise themselves independently
Effective collaboration and co-ordination skills
Experience of working in a similar environment is not essential, however, the ideal candidate must have an interest in learning more about risk and governance processes, delivering reporting / management information, financial products, industry requirements/legislation

Hours & Benefits:
Full time, core business hours - market rate salary. Fixed term contract for 9 months

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:
Customer Service Officer required to join the Customer Contact Centre Department of an International Bank on an initial contract basis, likely to be made permanent.

Key Responsibilities:
Act as the first point inward contact for all telephony based customer queries
Manage and deal with a wide range of service requests from customers worldwide
Build rapport with customers by gaining a full understanding of their needs in order to provide exceptional customer service

Skills & Experience:
Previous customer service experience is essential
Previous office experience ideally with in Financial Services is highly desirable, but not essential
A minimum of 5 GCSE's grades A*-C including Maths and English is essential

Hours & Benefits:
Shift work - core business hours 6am to 8pm, competitive rates of pay - based on experience, Central Douglas based
Full training provided


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

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