go.
Get new jobs for this search by email
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:
Ensuring accurate maintenance of statutory records for client entities, as the central resource within a small Fiduciary Services organisation. The role also requires assisting with KYC/ CDD and opening of client bank accounts and general office support work, including processing incoming /outgoing mail, answering incoming calls and scanning and filing client documentation.

Key Responsibilities:
Ensuring that corporate filing requirements are met, including annual returns, registration of charges etc.
Assisting with the preparation and collation of KYC and client due diligence files
Opening client company bank accounts.
General office support to include management of office supplies, processing incoming and outgoing mail, answering incoming calls and scanning and filing work.

Skills & Experience:
Previous experience in a similar Statutory Administration/ Office Management role within Financial Services.
Sound knowledge of IOM company statutory records and forms.
Excellent communication skills, both written and verbal.
Bookkeeping experience would also be advantageous, although not essential.

Hours & Benefits:
Reduced hours / Full time, competitive salary commensurate with skills and experience.

Job Purpose:
An international bank is seeking a Client On-Boarding Officer in a permanent capacity. The successful applicant will work closely with the Relationship Management Team to obtain documentation that enables the opening of new accounts, and amendments to existing accounts.

Key Responsibilities:
Ensure that all information, documentation, and Client Due Diligence meets all operational and regulatory requirements.
Process new account applications and amendments in a timely and professional manner.
Create and maintain accurate customer records on company systems.

Skills & Experience:
Previous experience in a similar role within Banking, ideally with a KYC/CDD focus.
Exceptional attention to detail and a high level of risk awareness.
Excellent communication skills and good customer service experience.

Hours & Benefits:
Full time business hours; competitive salary and attractive company benefits package.

Job Purpose:
HR Professional required to join a leading Software Development House, in a permanent capacity based in the Isle of Man as the HR Business Partner. You will provide first line support to the Managing Director and senior management team, taking ownership to deliver an effective and efficient HR support, service and advisory to the business.

Key Responsibilities:
Effectively advise on employment law related issues for each jurisdiction.
Continually update employment law knowledge for each jurisdiction within their remit.
To act as first line HR support and answer general day to day queries from line managers and
Employees.
To ensure effective and timely communication and dissemination of quality information and HR.
intelligence to the Managing Director and the HR team.
Managing disciplinaries, terminations, mediations and performance improvement plans
Managing staff stress levels.
Manage the performance management processes and continually seek to improve the process.
Review role profiles on a regular basis to ensure they meet the needs of the business.
Management of all probation reviews and ensure appropriate correspondence is completed.
Proactively work on talent branding for the company to attract the best talent.
Conduct interviews as appropriate within the company, ensuring they follow best practice.
Liaise with Talent Development Team to understand annual training budgets and communicate to
Department Leads.
In conjunction with the Talent Development Team, monitor training requirements and budgets.
Assist with the implementation of Talent Development strategies within your location.
Be a champion for personal and professional development and foster a positive learning culture among
our people.

Skills & Experience:
Significant relevant experience in a similar HR role.
Demonstrate effective written and oral communication skills.
Ability to work effectively and flexibility as part of a team.
IT literate with good working knowledge of Microsoft Office.
Excellent knowledge of basic employment law.
A strong academic background (formal qualification, HND, Degree or equivalent experience.
Excellent initiative, flexibility, self-motivation and organisational skills with attention to detail as well as
Team working and the ability to accept and follow direction.
To have a working knowledge of employment procedures, terms and conditions of employment and
employment law to support the work of the HR team.
CIPD qualified (ideally level 7) and/or degree educated.

Hours & Benefits:
Competitive salary and comprehensive benefits.

Job Purpose:
Customer Service Administrator required to join leading life assurance organisation for 12 month contract to deliver exceptional customer service.

Key Responsibilities:
Liaising with customers and financial advisors by telephone and in writing.
Acting as the first point of contact, dealing professionally and effectively with requests, answering queries and taking responsibility for processing each enquiry through to a satisfactory conclusion.

Skills & Experience:
2 years previous experience within financial services.
Previous experience in a customer service position preferably within a telephony position.

Hours & Benefits:
Douglas based employer, business hours.

Job Purpose:
Compliance Monitoring Executive required to join a private wealth organisation to assist with ensuring compliance within the regulatory environment, by performing a range of Compliance related tasks, to support the Compliance function and ensure client service excellence is delivered to internal and external clients following the policies and objectives of the bank.

Key Responsibilities:
Responsible for the delivery of second line of defence risk-based monitoring against both the short and long term compliance plans.
Conduct regular and structured compliance monitoring of specified review areas and identify reportable issues.
Appraise adequacy of internal controls and systems.
Preparing reports and present findings to management and key stakeholders.
Maintain internal control systems by updating monitoring frameworks.
The review and assessment of processes to remove or mitigate areas of risk to the Bank with regard to Anti-Money Laundering, Countering Terrorist Financing, Bribery & Corruption , Fraud and Bank Operations.
Review of existing processes and documentation to ensure that meets all applicable legal, regulatory, procedural and process requirements.
Transaction Analysis, by review of financials, to ensure AML procedures have been effectively carried out or set remediation points where relevant.
Identification of mutually beneficial or commercially viable opportunities to further bring to the client relationship.
Use of 3rd party software to check against Sanctions or Persons who are the subject of a warning issued by a competent authority.
Make capable and effective decisions and escalate problems within reporting lines.
Apply sound business judgment to identify and escalate any unusual or suspicious activities to senior management or the relevant MLRO as required.
Assist and guide business colleagues in application of AML / CFT / CDD/regulatory requirements.
Communicate with Relationship Managers, Intermediaries and any other relevant internal/external parties.
Produce and manage communication requests where necessary.
Undertake other administration tasks and provide cover as required where training has been received.
Assist in ad hoc operational project work as assigned, to support and promote future business development

Skills & Experience:
At least 4 years' experience in a similar role within financial services environment.
Experience in Compliance requirements, including but not limited to, CDD / EDD for high net worth individuals and more complex financial structures such as trusts, corporate and foundations across multiple jurisdictions worldwide including emerging markets.
Experienced in risk classification processes and in identifying and handling risk related information and documentation.
A minimum of 2 years relevant monitoring experience preferred.
A professional qualification such as MICA or similar would be an advantage, but suitable candidates may be qualified through relevant or similar industry experience.

Hours & Benefits:
Full Time hours.
Market rate salary.

Job Purpose:
A Customer Services Administrator is required to join the Servicing & Cash Team of a global Life Assurance provider. Joining on a permanent basis, the role holder is expected to deliver superior customer service to future and existing customers and brokers who contact the company call centre.

Key Responsibilities:
Review Customer Withdrawal and Surrender requests to ensure they are in line with current AML Regulations.
Contact financial advisers and customers to request outstanding information.
Process customer payment requests.

Skills & Experience:
Previous experience within a Financial Services environment.
Excellent written and verbal communication skills.
A customer-focused and professional telephone etiquette.

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

Job Purpose:
Multiple opportunities for experience Software Tester's to join an established and further growing Financial Group on a long term contract basis. The role holder will be responsible for ensuring that new and amended systems, configurations, packages, or services, together with any interfaces, perform as specified and that the risks associated with deployment are adequately understood and documented. The System tester plays an essential role in managing the risks associated with IT systems, which include financial and reputational risk.

Key Responsibilities:
The planning, design, management, execution and reporting of tests, using appropriate testing tools and techniques and conforming to agreed process standards and industry specific regulations.
Engineering, using and maintaining test ware (test cases, test scripts, test reports, test plans, etc.) to measure and improve the quality of the software being tested.
Defines test conditions for given requirements.
Design test cases and creates test scripts and supporting data, working to the specifications provided.
Interprets, execute and record test cases in accordance with project test plans.
Analyses and reports test activities and results. Identifies and reports issues and risks.

Skills & Experience:
A minimum of 1 years experience in a Software Tester role.
Educated to a bachelor degree level or hold a relevant professional qualification or extensive relevant experience in career history.
Good problem solving skills in order to resolve issues quickly and effectively.
Proven ability to meet individual targets and goals with accurate results.

Hours & Benefits:
Structured working pattern- core business hours, excellent rates of pay- market competitive, based in central Douglas.

Job Purpose:
Accounts Administrator with some previous Accounting experience, required to support the Head of Finance of an established Trust & Corporate Service Provider in Douglas. Individuals should be able to work independently, within a busy working environment, undertaking diverse accounting responsibilities related to management and client accounting.

Key Responsibilities:
Day to day bookkeeping of in-house and client files.
Processing of payments, managing monthly bank reconciliations and purchase and sales ledger transactions.
Potentially elements of client accounting and VAT work at present or in future, depending upon experience/qualifications.

Skills & Experience:
Previous experience within Accounting and keen to further develop their knowledge and understanding.
Ideally a candidate who has also commenced a professional qualification, with further studies supported.
Motivated with a strong work ethic, able to work independently and able to prioritise to meet deadlines.

Hours & Benefits:
9am - 5pm, Competitive salary plus benefits.

Job Purpose:
Investment System Analyst sought after by an International Life Assurance Organisation on a 12 Month contract. Reporting into the Technical Support Manager you will be the SME for the unit pricing system, assisting all areas of investment services where required.

Key Responsibilities:
Responsible for the fund launch and closure processes on the unit pricing system.
Blended funds system maintenance - including changes in strategic asset allocations and fund switches.
Planning investment services requirements for asset on boarding, working closely with key stakeholders including treasury and ZICs.
Assisting with remediation calculations and methodologies.
Day to day trouble shooting of any system queries within Investment Services.
Assisting with technical queries around dealing and pricing including price sources and price release information.
Month end reporting.

Skills & Experience:
Proven track record in a similar role is essential.
Strong understanding of unit linked investments and pricing principles.
Sound knowledge of fundamental processes including reconciliations, corporate actions and price testing.

Hours & Benefits:
Competitive salary, 12 month contract, full time business hours.

Get new jobs for this search by email

Choose Job Type