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Trust & CSP

Read moreNewly Qualified Accountant (Isle of Man)
Reference Position Job sector
PP409 Accountant Trust & CSP
Salary Hours Type
Highly competitive Full Time Permanent

Vacancy Description:

 

Our client is looking for a newly Qualified Accountant to assist the Financial Controller. The successful candidate will be exposed to a lot of new areas within accounts including client accounting, asset management and CSP work.

Person Specification:

 

Candidates should be newly qualified, with previous experience ideally from one of the ‘big 4’.

 

Key Information:

 

Our client is a corporate service provider.

Read moreSenior Trust Administrator (Isle of Man)
Reference Position Job sector
PP387 Trust & Company Administrator Trust & CSP
Salary Hours Type
Highly competitive Full Time Permanent

Vacancy Description:

 

Our client is looking for a Senior Trust Administrator.  You will be responsible for administering estate planning structures of varying complexity as well as providing support and guidance to other members of your team. Direct contact with the company’s ultimate settlers / beneficial owners is limited; you will deal extensively with the company’s sales offices and colleagues (both marketing and administration) throughout the region, as well as having some dealings with professional legal / tax advisors outside of the firm. You will also participate from time to time in major office projects.

 

Person Specification:

 

·         Previous trust experience is required

·         Candidates are encouraged to have either attained or made progress in an industry-related qualification, such as the STEP Foundation Certificate in International Trust Management

·         An excellent educational background

 

Key Information:

 

Our client is a financial management organisation

Read moreTrainee Company and Trust Administrator (Isle of Man)
Reference Position Job sector
PP381 Trainee Trust & CSP
Salary Hours Type
Highly competitive Full Time Permanent

Vacancy Description:

 

Our client is looking for a Trainee Company and Trust Administrator. The trainee will work as part of a team and will be provided with all necessary training. Duties will include maintaining company and trust records, liaising with clients and reviewing financial statements.

 

Person Specification:

 

·         The successful candidate will be educated to degree level and be willing to study either ICSA or STEP

·         Candidates must also have excellent computer skills and the ability to communicate effectively

 

Key Information:

 

Our client is an international financial services organisation.

Read moreManaging Director (Isle of Man)
Reference Position Job sector
PP377 Managing Director Trust & CSP
Salary Hours Type
Highly competitive Full Time Permanent

Vacancy Description:

 

Our client is looking for a Managing Director. The successful candidate will be the figurehead for the business and will meet and relationship manage clients and introducers.

 

Person Specification:

 

·         Previous CSP experience is essential

·         Candidates must be dynamic and experienced  

·         Experience of integration would be advantageous

 

Key Information:

 

Our client is a corporate service provider

Read moreTrust Manager (Isle of Man)
Reference Position Job sector
PP355 Trust Manager Trust & CSP
Salary Hours Type
Highly competitive Full Time Permanent

Vacancy Description:

 

Our client is looking for a Trust Manager to assist a Senior Manager of one of the teams in the efficient day-to-day running of all aspects of a client administration team with the objective of providing an accurate and efficient client service.

 

Person Specification:

 

        ·         Minimum of five years experience in the administration of trusts and international companies

·         Minimum three years experience of managing staff

·         Educated to at least A level or equivalent or with a degree, and STEP or ICSA qualification is required

·         Computer literate with good knowledge of MS Office

·         Ability to communicate effectively with clients, staff and management in a number of different countries

·         Highly organised with a systematic work method and good attention to detail

·         The ability to work as a member of a team

 

Key Information:

 

Our client is a Trust organisation

Read moreSenior Company and Trust Administrator (Isle of Man)
Reference Position Job sector
PP321 Senior Administrator Trust & CSP
Salary Hours Type
Highly competitive Full Time Permanent

Vacancy Description:

 

Our client is looking for a Senior Administrator to start developing their own portfolio of as part of a growing business, but to initially primarily carry out management of the Statutory department whilst the Statutory manager is on maternity leave for a further 7-8 months.  The Statutory management work will not be full time and involvement with clients and developing a portfolio will become the full time focus, once individual returns from leave.

 

Person Specification:

 

·         Candidates should be STEP/ ICSA qualified or currently studying towards a relevant qualification

 

Key Information:

 

Our client is a corporate service provider.

Read moreTrust Administrator (Isle of Man)
Reference Position Job sector
PP292 Trust & Company Administrator Trust & CSP
Salary Hours Type
Highly Competitive Full Time Permanent

Vacancy Description:

Our client is actively seeking a Trust Administrator.

Person Specification:

Candidates must have at least 2 - 3 years previous trust experience and whilst not essential it would be an advantage for candidates to be stuyding towards the STEP qualification.

Key Information:

Our client is a world recognised trust company.

Read moreContract Senior Trust Administrator (Isle of Man)
Reference Position Job sector
PP221 Trust & Company Administrator Trust & CSP
Salary Hours Type
Highly Competitive Full Time Temp

Vacancy Description:

 

Our client is seeking an experienced Senior Trust Administrator for a fixed term 3 month contract.   To be responsible for providing clients and intermediaries with an excellent quality service with regard to day to day administration services utilising high level technical knowledge and adhering to local regulatory requirements.  To liaise with, maintain and build relationships with clients and intermediaries.  Identifying new business opportunities and ensuring timely completion of all matters to necessary deadlines. In addition to training, guidance and supervision of staff, as required.

 

Person Specification:

 

You will have a minimum of 5 years experience in the Trust & Company field.  Experience in a supervisory role and be STEP or ICSA qualified or working towards such qualifications.

 

Key Information:

 

Our client is a leading wealth management group.

Read moreTax Manager (Isle of Man)
Reference Position Job sector
PP2058 Tax Specialist Trust & CSP
Salary Hours Type
Highly competitive Full Time Permanent

Our client is looking for a Tax Manager to be responsible for tax consultancy duties including, research, meeting with clients and assessing their needs, drafting reports and adv ice contributing to the development of new tax planning structures.  Your tax administration duties will include dealing with clients and introducers with a view to advising other staff on the tax aspects of a structure and requirements.  The Tax Compliance duties include complex tax returns for individuals, trusts and companies.

 

The successful candidate will be an ambitious and self driven individual and the ability to quickly adapt in an evolving environment.  You will be client service and solution oriented, with common sense and an ability to recognise added value opportunities for both the client and the business.

 

The ideal candidate must have five years work experience in a taxation environment e.g. tax department of accountancy firm, trust company or revenue office, be educated to degree level and part-qualified or fully qualified CTA or industry equivalent.

 

Our client offers a competitive salary and benefit package commensurate with experience will be offered to the successful candidate.

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