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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:
Investment Control Administrator required for 3 month contract to join international wealth management business.

Key Responsibilities:
Completion of the daily pricing and corporate actions processes, and associated reporting.
Manage 3rd party relationships with fund managers, custodians, and data vendors.
Assist with reconciliations and data cleansing activities.
Accurately calculate prices manually when required.

Skills & Experience:
Minimum of 2 years previous experience in Financial Services, ideally within Life Assurance.
Experience working within an Investment Operations-related role.
Proven experience of dealing with external parties such as fund managers and custodians.
Detailed knowledge of MS Office applications, including Word, Excel, and Outlook.

Hours & Benefits:
Excellent rate of pay, centrally based.
Job Purpose:
Experienced Customer Services Manager required to join leading Wealth Management business, to lead a fast paced centre of service excellence driving performance and standards across the function.

Key Responsibilities:
Drive continuous improvement and quality standards.
People management and performance improvement across a multi functional team.
Control and mitigation of risk and a strong understanding of risk management practices.
Work with a variety of stakeholders in order to design and deliver strategy.

Skills & Experience:
Management experience gained in a financial services environment, preferably life assurance.
Proven record of identifying and implementing process improvement, previous LEAN experience would be advantageous.
Excellent people management and leadership skills, preferably across multi functional teams.
A good working knowledge of the appropriate regulatory environment including chargeable event reporting requirements would be beneficial.

Hours & Benefits:
Competitive salary & benefits package, structured working pattern, centrally based.
Job Purpose:
Corporate AML Specialist required to join an International Bank on a permanent basis. Primary responsibility is to review, assess and update high risk files ensuring they are compliant with business pocies and procedures.

Key Responsibilities:
Periodically reviewing, assessing and updating high risk files, including when new relationships are being established and where a 'trigger' based event occurs.
Making sure that high risk files are compliant with policy and business appetite standards
Sourcing information using a variety of external and internal sources, including public information, in order to produce a report that demonstrates that the business fully knows their customer and associated business.
Liaising with both intermediary and direct customers in writing and verbally to gather information required to undertake reviews which ensure that all risk factors have been considered.
Making sound judgements about the risk of each review, making recommendations and taking decisions in respect of the maintenance or establishment of a client relationship.
Ensuring high levels of service and fair outcomes are delivered for all customers.

Skills & Experience:
Experience working in AML, ideally dealing with high risk reviews.
Excellent knowledge of complex corporate structures.
The ability to make sound and reasoned decisions and recommendations which are clearly articulated.
The ability assess risk and consider the materiality of any absence information.
Excellent report writing skills.
Strong interpersonal skills, working effectively within the team and with key stakeholders on complex and sensitive issues.
The ability to communicate clearly and persuasively.
Excellent organisation skills and the ability to work to tight deadlines and within agreed targets and service standards.
Confidence to challenge processes, procedures and operational issues where clarity is needed or simplification is required.
Ideally hold a relevant professional qualification, such as an advanced ICA or equivalent (not essential).

Hours & Benefits:
Competitive salary and comprehensive benefits.
Job Purpose:
A Corporate AML Analyst is sought by an international Bank on a permanent basis. The successful applicant will carry out all administrative tasks for periodic High Risk reviews.

Key Responsibilities:
Work within well-defined guidelines to prepare the reviews and to maintain the quality of the files.
Administer both periodic and event driven reviews.
Update core data and process non-personal exits and reclaims.
Ensure compliance with relevant Group policies and adhere to Standard Operating Processes.
Prioritise your own workloads in line with business needs.
Interact with customers and/or internal business partners where required.

Skills & Experience:
Previous experience within Banking is highly preferred, ideally with an AML focus
Excellent time management skills.
Excellent attention to detail and a high level of accuracy.
Able to build relationships with colleagues to ensure customer service is of the highest standard.

Hours & Benefits:
Full time business hours (35 hour working week); Competitive salary; Attractive company benefits package.
Job Purpose:
Multiple Payments Processors required to join International Bank for long term contract to start immediately.

Key Responsibilities:
Process a wide range of customer payment requests using multiple systems.
Contacting customers directly to discuss and solve their payment issues.
Working to strict accuracy and deadline targets.

Skills & Experience:
Previous experience in payments processing role within Banking would be advantageous
Ability to work accurately under pressure.

Hours & Benefits:
Full time, core business hours, ongoing temporary contract, excellent rates of pay.

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:
Business Analyst Team Manager required to join an expanding international life company, in a permanent capacity on the Isle of Man. Primary focus will be to lead a team of Business Analysts identifying, documenting and implementing process improvements.

Key Responsibilities:
Leader in the exponent of change, managing a team of Business Analyst, identifying, documenting and implementing process improvements.
Providing support for larger projects.
Coaching, reviewing and encouraging growth in the team.
Defining best practices for the team ensuring that process reviews, business requirements and user acceptance plans are completed in a consistent manner.
Planning and resource allocation to make sure that projects have the right level of support from the Business Analyst team.
On boarding and training of new team members.
Assist with business and market research in terms of existing and new developments.
Where required act as Business Analyst lead on projects.
Manage smaller projects.

Skills & Experience:
Wealth of experience within an analyst role preferably within financial services.
Experience of managing a team of at least four staff.
Excellent written and oral communication skills.
Ability to build and maintain business relationships.
Proven experience of delivering business improvements and efficiencies.
Good facilitation, presentation, and report writing skills.
Experience of systems methodologies e.g. Waterfall and/or Agile.

Hours & Benefits:
Competitive salary and benefits.
Job Purpose:
Invoicing Administrator is required to join the Payments team of an expanding Payroll & Contractor services company on a permanent basis. Based in Central Douglas, the role holder will deal with all client and contractor invoicing.

Key Responsibilities:
Raise and process company and client invoices.
Liaise with internal departments and external customers and clients.
Validate all work to ensure full accuracy of all data and information received.

Skills & Experience:
Previous experience process invoice and timesheet date within the Payroll/Contractor industry would be advantageous.
Strong MS Word and Excel skills, to an intermediate or higher level.
Able to prioritise high-volume workloads and work to set deadlines.

Hours & Benefits:
Full time business hours; Market rate salary.
Job Purpose:
Marketing Assistant required to join a global financial Services organisation, the role holder will focus on designing, developing, and implementing communication programmes and media events to promote and sell the company brand and services as well as contribute to and evaluate pricing strategies in the marketplace.

Key Responsibilities:
Website maintenance and development to build online presence.
Plan and develop engaging content to maintain and grow social media channels.
Assisting to organise and deliver the firm's events programme.
Providing support to the firm's sponsorship commitments.
Drafting press releases and monitoring press coverage.
Execution of email marketing communications.
Administration of data entry to the CRM system & maintaining data standards.
Undertaking design projects, including proposals, presentations, reports, visual content for use online, literature or adverts.
Monitoring and maintaining branded merchandise stocks.
Monitoring and contributing to marketing reporting.
Keeping up to date with global brand guidelines and resources to ensure brand compliance.
Provide support and assistance to other marketing projects where required.

Skills & Experience:
5 GCSE's Grade C or above including Maths and English.
Marketing qualification desirable, but not essential.
Excellent attention to detail.
Strong communication skills.
Ability to handle multiple tasks and projects at once.
Enthusiastic and innovative.
Competent user of Microsoft Office, including PowerPoint.
Experience of Adobe CC would be advantageous.

Hours & Benefits:
Salary dependent on previous experience to include a company benefits package.
Core hours 9am- 5.30pm.
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.
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