24 Jobs Found

Trust Officer, Permanent Job...

PP11146
Fiduciaries
Full Time, Permanent
Mid Senior Level
An exciting opportunity has arisen for a Trust Officer, to join an International Wealth Management and Corporate Service Provider on a full time permanent basis. The Role... On a daily basis you will: Deal accurately with all issues and administration related tasks for a portfolio containing some complex structures, receiving, and handling efficiently all communications Administering an allocated caseload of clients, competently and autonomously with limited support of other team members Responsibility for all aspects of day to day Trust administration for a portfolio of clients Direct client and intermediary contact (written and verbal) Maintenance of Trust Accounts Production of Minutes About You... You will have proven experience in a similar role, alongside: Be FSA approved to be a director on client companies Strong technical TCSP knowledge Fully or part-qualified ICSA / STEP Strong organisation and control of workflow ability for self and team Ability to take responsibility, good level of judgement and logical approach to problem solving The Reward... You will be based in the Centre of Douglas and will receive: Competitive salary Benefits Package Supportive working environment
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Business Change Technician...

PP11133
Fiduciaries
Full Time, Permanent
Mid Senior Level
Our client is seeking a Business Change Technician to support the success of projects by leading all readiness activities and ensuring the business are prepared for the changes, as well as creating materials to support the user experience once the change is implemented. The Role... The successful candidate will be responsible for:- Ensuring there are effective controls on access management, whist maintaining roles and access on systems and applications Ensuring the business are clear and prepared on what they are receiving for all aspects of the change delivery Facilitate the development of procedures to support new functionality / process changes and training material Maintain up to date information on all Incident, Service Requests and Problem Tickets Contribute to test strategy, scenarios, and tests Deputise and stand-in for Change / Business Readiness Manager as required About you... Requirements for the roles are:- Relationship management skills Process analysis System knowledge - architectural and functional Understanding of operational teams, group vision, strategy, and structure The Reward... A competitive salary and benefits package will be offered to the successful candidate

Trust & Company Administrator ...

PP11130
Fiduciaries
Permanent
Entry Mid Level
We have a new opportunity to join an established provider of independent corporate and fiduciary services, on a permanent basis. As a Client Administrator, you will provide trust and company administration services, including progressive client contact in a professional manner and in accordance with the strategic plan, regulatory requirements, service levels and company standards to meet client expectations. The Role... Your core responsibilities will include Dealing accurately with all issues and administration related tasks for a portfolio containing some complex client structures, receiving, and handling efficiently all communication Administering an allocated caseload of more medium and high risk clients, competently and autonomously with limited support of other team members Managing, supervising, training, and developing junior members of staff and oversee their work. Motivate, encourage, and appraise junior members of staff in order that the overall service provided meets with the needs of both clients and the business About You... You will need Previous experience in the financial services sector , preferably CSP Strong organisation and control of workflow ability for self and team Ability to take responsibility, good level of judgement and logical approach to problem solving Consideration will be given to graduates who have an interest in wealth management The Reward... Highly competitive salary, company benefits package and study costs

Administrator, Permanent Job...

PP11125
Fiduciaries, Administration & Business Support
Full Time, Permanent
Entry Mid Level
Our client, a leading advisory, tax and assurance firm is seeking an Administrator for their Pension team The Role... Processing payments of invoices Processing payments of member benefits and tax Processing investment trades to fund for invoices/benefits Compliance monitoring reviews and client risk assessments Preparing financial files for annual accounts work Following up information/documentation requirements Other general administrative and filing duties About You ... You will hold a minimum of 5 GSCEs at grade C and above which must include Maths and English and 2 Grade C’s at A level standard and have the following skills and experience: Previous experience in an office administration position Good communication both written & verbal The Reward... You will receive an excellent benefits package, alongside: Central Douglas office location Salary based upon experience

Administrator, Permanent Job...

PP11097
Fiduciaries, Administration & Business Support
Full Time, Permanent
Entry Mid Level
Our client, a prominent independently owned family office, is seeking an Administrator to join their dynamic team. As the largest family office in Europe, Middle East, and Africa (EMEA), our client offers an unparalleled opportunity to contribute to the administration of multi-jurisdictional trusts and companies for affluent families. The Role... Responsibilities include: Administering the formation of trusts and incorporation of companies Liaising with clients, professional advisors, and third parties Managing bank accounts, including payment instructions and bank statements Supporting the achievement of team Key Performance Indicators (KPIs) About You... To excel in this role, you will possess the following skills and experience: Proven experience in trust and international company administration Ongoing or willingness to pursue studies in STEP or ICSA Previous experience in a similar role supporting diverse businesses with varying objectives Strong understanding of the Family Office and HNW / UHNW market and a solid grasp of associated regulatory requirements The Reward... You will have the opportunity to grow professionally and receive the necessary training to enhance your skills. In addition, you'll enjoy competitive salary and benefits including parking, pension and more!

Senior Administrator...

PP11099
Fiduciaries
Permanent
Entry Mid Level
We have an excellent opportunity for a Senior Administrator to join our client on a permanent basis. This role involves close and regular interaction with all members of the Family Office Team, Accounting, Banking and Compliance department. The Role... Core responsibilities will include: Managing and maintaining an awareness of the workflow relating to your portfolio Liaising with clients and intermediaries in relation to a variety of transactions, preparation of relevant transactional documentation, including minutes, resolutions and agreements Opening and maintaining bank accounts, including payment instructions, reviewing bank and assets statements About You... You will need: To be studying or willing to study STEP or ICSA, and have prior extensive experience in the administration of trusts and international companies An understanding of UK and SA tax planning Excellent inter-personal and client relationship skills, having a sense of ownership of your client The Reward... Competitive salary and benefits package including pension, health insurance, parking and more! Douglas office location

Treasury & Funds - Senior Manager...

PP11105
Banking, Funds & Wealth Management, Fiduciaries
Permanent
Executive Appointments
We’re recruiting for a skilled and experienced Treasury & Funds - Senior Manager to join our client's organisation. This position offers the opportunity to take on operational responsibility for the Treasury and Funds Department and manage the day-to-day functions of the department. The Role… The successful applicant will be responsible for: Managing the day-to-day functions of the Treasury and Funds Department, including shareholder and fund services Resolving key issues effectively by managing clients and advisors and delivering planned effective solutions Building and maintaining key stakeholder relationships with staff, clients, shareholders, custodians, brokers, banks, auditors, and related parties Provide leadership to the department through standard operating procedures, performance measures and training to ensure first class service across the department Takes ownership for the delivery of consistent, high quality payment and settlement services Active management of client fund products and in-house money market fund, including investment analysis and coordinating internal and external reports and publications Process and review of NAVs Monitor and act as a point of referral for client contact About You… To be successful in this role, you will need: Extensive experience working within an offshore bank or financial institution in a funds, treasury and payments function Proven team leadership and motivational skills Experience with payment and settlement systems in an offshore environment linked to the treasury and funds sector Excellent working knowledge of financial markets including Fx and fixed deposits A good working knowledge of CHAPS, BACS and SWIFT systems as well as an understanding of currency cheque collections and negotiations Experience in processing and reviewing NAVs A good working knowledge of regulated Fund services and financial markets Knowledge of risk management and regulatory requirements Strong interpersonal and communication skills The ability to produce quality work to strict deadlines Current experience in an FSA approved management role The Reward… Our client offers a competitive salary package and benefits, including: Opportunities for career development and advancement A positive work environment that values teamwork and collaboration Access to ongoing training and professional development

Administrator, Permanent Job...

PP11100
Fiduciaries
Permanent
Entry Mid Level
Our client, a leading Life Assurance company, is seeking Administrators within multiple areas of their business to include Advisor Services, Payments, New Business and Client Services. The Role... The successful candidate will be responsible for:- Contributing to the delivery of their own and the teams objectives, ensuring that the organisations strategic goals are reached. To achieve this delivery requires excellent, proactive and quality based customer service across a range of service disciplines. To enable this multi-disciplined approach cross-skilling, learning and development are an integral feature of the Client Services philosophy. About you... Requirements for the roles are:- 4 GCSEs Grade C to include Maths and English and/or NVQ Level 1 – or equivalent. The Reward... A competitive salary and benefits package will be offered to the successful candidate.

Senior Fund Administrator...

PP11091
Fiduciaries
Permanent
Entry Mid Level
Our client, a leading Life Assurance company, is seeking a Senior Administrator to join their Fund Team due to company growth. The Role... The successful candidate will be responsible for:- Contributing to the delivery of their own and the teams objectives To achieve this delivery requires excellent, proactive and quality based customer service across a range of service disciplines Administrative and customer service duties About you... Requirements for the roles are:- 4 GCSEs Grade C to include Maths and English and/or NVQ Level 2 – or equivalent. Previous experience in a similar capacity would be desirable Life Assurance experience would be advantageous but they will consider previous finance sector experience Excellent Customer service skills The Reward... A competitive salary and benefits package will be offered to the successful candidate

Client Accountant, Permanent...

PP10993
Accountancy, Actuarial & Tax, Fiduciaries
Full Time, Permanent
Mid Senior Level
We have a new opportunity to join a well established Trust & Corporate Service Provider. As an Accountant within the Client Accounting team, you will assist the Client Accounting Manager in fulfilling service to a diverse range of clients. The Role... Main duties will include, but are not limited to: Production of management accounts and financial statements for companies and trusts Preparation of CT600 & Companies House filings, responsibility for all payments and submissions IOM tax and VAT returns, ensuring all deadlines adhered to Liaise with external advisors (e.g. auditors, tax specialists) as necessary Supervision and coaching of a small team of client accountants About You... Professional qualification (ACCA preferred) with post qualification experience Working knowledge of offshore trust and corporate structures an advantage Experience in working with Viewpoint would be advantageous The Reward... Competitive salary Comprehensive benefits, including discretionary bonus scheme, 30 days holiday and Isle of Man bank holidays, health insurance, pension scheme, parking space Central Douglas office location

Client Administrator...

PP11063
Fiduciaries
Permanent
Entry Mid Level
We have an excellent opportunity for a Client Administrator to join our client. This role will work closely with the small team to provide high quality support to clients through general administration, payment processing, basic bookkeeping, and compliance-related duties. The Role... Core responsibilities will include: Managing strong client relationships by acting as a point of contact and meeting their needs with insightful and bespoke solutions Liaising with stakeholders to manage developments and work with various divisions across the Group to support the clients’ requirements Maintaining and developing banking relationships to ensure a smooth onboarding experience for both the clients and the banks About You... You will need: ICSA certificate or CIFA qualification, or be willing to attain such qualifications Experience of a corporate service provider environment or similar client-facing role Excellent written and verbal communication skill The Reward... A competitive salary and performance-related bonus’ and more! Central Douglas office location

Senior Client Administrator...

PP11051
Fiduciaries
Permanent
Mid Senior Level
Senior Client Administrator required on a permanent basis to join a financial service business that provides a suite of financial services and solutions to its valued clients. The Role... Managing Client Relationships, building and maintaining strong relationships with clients Complete the relevant administration Act as the primary point of contact for clients and coordinate all communication between all parties, email correspondence, phone calls, and in-person meetings Developing and Implementing Client Strategies, working closely with clients to develop strategies that align with their goals and objectives Providing technical support to clients, troubleshooting issues, and providing guidance on the use of the company’s products or services About you... Experience in TCSP administration environment in managing a client portfolio Management Knowledge of CCH, Viewpoint and Laserfiche would be an advantage but not essential The Reward... Market rate salary with a benefits package Hours of work: 37.5 hours per week - Flexible hours and working opportunities