An exciting opportunity for a dynamic individual to fill the crucial role of Head of Service Delivery. If you're passionate about driving operational excellence and maintaining strong customer relationships, this might be the role for you. The Role... Your core responsibilities will include: Defining and owning the service management framework, SLA’s, and KPI’s Leading multi-disciplinary professionals to ensure effective service delivery Monitoring service performance and quality, focusing on continuous improvement Building and maintaining strong customer relationships Innovating services and optimising processes About You... To thrive in this role, you need to be: A strategic thinker with experience in leadership and developing service strategy Exceptional at analysing and evaluating management information against customer requirements and business plans Analytical with a background in project & change management Relationship-driven, flexible, and adaptable to working with various stakeholders The Reward... Joining the team comes with its perks! This role includes a competitive salary with a comprehensive benefits package.

Are you a dynamic individual seeking a challenging role in a company with global reach? Our client is currently recruiting for the position of Investment Operations Technical Analyst. If you're ready to take on responsibilities that involve first-line compliance monitoring and have a keen eye for detail, this role may be perfect for you. The Role… As an Investment Operations Technical Analyst, you'll be at the forefront of our client’s 1st Line Compliance Monitoring Programme. Your primary responsibilities include: Conducting first-line assurance monitoring, evaluating and reporting results to identify potential risks Collaborating with project teams to integrate new activities and mitigate impact on business areas Supporting project work related to FATCA, CRS, and AML CFT submissions Ensuring data accuracy and integrity through ongoing monitoring, utilising Microsoft CRM as a review and reporting tools About You… Are you the perfect fit for this role? To succeed, you'll need: Working knowledge of FATCA/CRS and IRS reporting requirements Previous Investment Operations experience within a financial services environment A strong understanding of AML/KYC requirements Previous Quality Assurance experience is preferential The Reward… In addition to a competitive salary, our client offers Private health care and life insurance Flexible working hours Access to a pension scheme Volunteering opportunities Training and development opportunities Employee product benefits

We’re looking for a Relationship Manager to join our client, based in the south of the island. Your focus will be on understanding client needs, promoting products and services, and generating sales and referrals. The Role… As a Relationship Manager, you will be responsible for building and maintaining excellent relationships with our members. Your duties will include: Find out the needs of members, problem solve and find solutions to their needs Identify opportunities to generate business, and cross-sell products/services Keep members informed of new products/services/benefits Seek feedback and communicate this internally About You… To excel in this role, you should have a positive mindset and excellent communication skills, and: Previous experience in sales or relationship management is essential Experience with Salesforce is desirable Customer oriented and problem-solver mindset The Reward… In addition to being part of a dynamic team, you will be eligible for comprehensive range of company benefits Permanent role

Are you ready to be a vital part of our Enterprise Change Management team, contributing to the success of integration and various business project initiatives? If you thrive in a dynamic environment and have a passion for delivering top-notch service, read on! The Role... Join our team on a 12-month contract and take on the following responsibilities: Provide 3rd Line Service Desk support Business Systems applications via the IT Freshworks Support Portal Collaborate with the IT Helpdesk for efficient issue resolution Ensure timely and accurate customer service delivery by actively managing the ticket queue, assigning tasks appropriately, and responding to queries promptly Raise concerns and provide recommendations to the Head of Change Management Office through trend analysis and observations from the first lines of support Proactively create and update technical documentation Collaborate on specific projects directed by the Head of Change Management Adhere to current policies and procedures defined by the organisation About You... We are looking for an individual with: Good organisational skills and experience in a trust and company administration environment Relevant qualifications in Microsoft, CompTIA, and ITIL would be ideal Demonstrated ability to manage small technical projects end-to-end and work independently when required Experience with NavOne, SharePoint, Smartsheet, Laserfiche would be advantageous A solid foundation in application support with the ability to communicate effectively to a non-technical audience Excellent organisational, written, and oral communication skills, along with effective interpersonal skills and a high level of professionalism Ability to perform several tasks concurrently, effectively prioritize them in a high-pressure environment Experience with service desk applications and ITIL methodologies Previous experience in a Private Wealth setting would be an advantage Ability to exercise a high degree of confidentiality Capability to provide out-of-hours support as required The Reward... By joining our dynamic and growing team, you'll enjoy: A competitive salary Full training

Interested in a professional and rewarding career in independent recruitment consultancy on the Isle of Man? We’re looking for an exceptional individual to join our Paragon Team as a Recruiter, supporting the individuals and businesses we work with - from first role through to executive appointments, in temporary and permanent employment. The Person... With prior recruitment experience or similar transferable capabilities, you’ll understand the Isle of Man jobs market and be ready to deliver at the highest level for multi-sector employers, from SMEs to national accounts, preferred supply and master vendor arrangements - or be ready to take the step up to this challenge with support and training from the Paragon Team. Ideally experienced in interviewing and selection techniques, you’ll hold a responsible, caring and ethical approach to assisting individuals with their onward career steps. For the organisations we support, you’ll work as part of our team, delivering consistent results in a competitive international climate. Working in partnership with key clients, you’ll consult in a creative, knowledgeable and effective manner, in the identification, attraction and retention of talent to outstanding service levels. For the individuals we assist, you’ll work confidentially, passionately, empathetically and transparently to identify and create opportunities utilising sector knowledge, contacts and teamwork, dedicated to providing a fantastic service and going the extra mile as standard in everything you do. In addition to your industry expertise, you’ll be: An excellent and open communicator A focused team player, able to handle multiple priorities calmly and effectively A dedicated listener and problem solver, able to work to stretching deadlines and team targets Media savvy and digitally competent, with a pro-active approach to creating engaging online content and surfacing talent Confident and personable; motivated to building contacts and opening opportunities through professional events, relationship management, networking and recommendation Paragon is an established owner-run consultancy with a diverse and high quality client base, committed to innovative and relationship focused solutions. To complement our dedicated team, the successful individual will enjoy the challenge of developing and delivering both service and strategic results, adding further dimensions to our team and to those we work in partnership with. Paragon, in return, will provide a rewarding, challenging and satisfying career for those who enjoy the ability to make a positive difference to those we support - along with ongoing CPD, skills and knowledge build, enabling you to work autonomously within a professional framework. This role is a full time, permanent position, working from our Douglas based office, Monday – Friday, 9am – 5.30pm. To find out more or to apply (with your CV and a brief introduction), please get in touch with Paragon Directors Debbie Scrimshaw or Jo Wood. Call us on 665115 or email - debbie@paragon.co.im / jo@paragon.co.im Closing date: Friday 15th December 2023

We’re looking for an Offshore Lending Specialist to join our client, an international banking organisation, to make a significant impact by providing efficient and tailored lending offerings to high net worth clients. The successful applicant will collaborate closely with Relationship Managers to ensure a seamless and client-centric experience. Your expertise will contribute to the overall profitability of the business, as you manage the existing debt book and identify opportunities for optimised debt structuring. The Role… As a key player within the lending team, you will be responsible for: Acting as the first line of defence, ensuring stringent quality control and risk management practices Facilitating resolutions for complex issues involving clients, the credit division, and Relationship Managers. Your focus will be on achieving outcomes that serve the best interests of both the client and the bank Providing expert advice to clients, guiding them through our suite of lending products and recommending the most suitable options that align with their unique needs. This personalized approach guarantees a high-quality service for our esteemed Wealth clients Collaborating with the credit division to expedite application processing, in strict adherence to service level agreements. This commitment to efficiency fosters a positive experience for our clients Identifying opportunities to expand the debt book by conducting comprehensive analyses of existing clients during annual reviews. Your insights will enable you to contribute to the achievement of individual and team lending targets About You… To thrive in this role, you should possess: Degree in Business Commerce or a related field Extensive experience in general banking, with exposure to various aspects of the retail and corporate banking value chain. This broad understanding positions you as a well-rounded professional in the field Proven experience and exposure to credit operations, showcasing your expertise in lending value propositions and delivery strategies A comprehensive understanding of the code of banking practice, ensuring your work aligns with industry standards and best practices The Reward… Competitive compensation package, reflecting your valuable contributions Ample opportunities for professional growth and development, allowing you to reach new heights in your career Access to cutting-edge banking practices and innovative solutions, empowering you to stay at the forefront of the industry A collaborative work environment, where teamwork and shared expertise foster success

Are you ready to take on a pivotal role in the world of finance? We're seeking a skilled and dynamic Accountant to join our client’s Accounting & Tax department. We’re looking for an individual who will thrive in a fast-paced environment, enjoy tackling diverse accounting challenges, and want to contribute to the success of a growing team. The Role… You will play a key role in providing high-quality support to clients. Your responsibilities will include: Preparation of accounts for clients across various common law jurisdictions Handling a diverse range of entity types, including companies, partnerships, sole traders, and trusts Compiling financial statements and reports to meet regulatory requirements Maintaining essential accounting records and files About You… Are you the perfect fit for this exciting opportunity? Here's what we're looking for: ACCA or ACA Qualified Solid knowledge of principles, methods, and procedures in modern accounting Familiarity with laws, rules, and regulations governing the installation and operation of accounts Expertise in preparing detailed accounting and financial reports Technical advice and assistance in financial record-keeping The Reward… Joining our client’s team comes with its perks: Competitive salary and performance-related bonus Career opportunities within a large, ambitious independent group of companies

Our client, an international life assurance company, is seeking a Client Services Associate on permanent basis. The Role... The successful candidate will be part of a Customer Service team, responsible for all aspects of product administration and relationship management. Your key responsibilities will include: Actively contribute to the successful delivery of the departmental objectives along with your own personal business objectives and development plan Take ownership of and resolve any queries through to a satisfactory conclusion Support ongoing reviews and updating of procedures within the team and department Responsible for the accurate and efficient completion of administrative tasks Support our approach of full ownership of customer and adviser queries from receipt until the customer’s expectations have been satisfied Ensure pended work is reviewed, chased and closed within expected timescale Timely and professional contact with stakeholders should be maintained at all times About You... You will be a self-motivated individual and hold the following skills and experience: Experience in handling external telephone calls Be passionate about delivering excellent customer service Strong verbal and written communication skills in English Proficient in Microsoft office applications Japanese, Portuguese, Spanish or Italian language skills would be desirable The Reward ... You will receive a permanent contract alongside: Competitive salary Company benefits package Douglas based office location

Our client, an international life assurance company, is seeking a Client Services Associate on a contract basis until June 2024. The Role... The successful candidate will be part of a Customer Service team, responsible for all aspects of product administration and relationship management. Your key responsibilities will include: Actively contribute to the successful delivery of the departmental objectives along with your own personal business objectives and development plan Take ownership of and resolve any queries through to a satisfactory conclusion Support ongoing reviews and updating of procedures within the team and department Responsible for the accurate and efficient completion of administrative tasks Support our approach of full ownership of customer and adviser queries from receipt until the customer’s expectations have been satisfied Ensure pended work is reviewed, chased and closed within expected timescale Timely and professional contact with stakeholders should be maintained at all times About You... You will be a self-motivated individual and hold the following skills and experience: Experience in handling external telephone calls Be passionate about delivering excellent customer service Strong verbal and written communication skills in English Proficient in Microsoft office applications Japanese, Portugues, Spanish or Italian language skills would be desirable The Reward... You will receive a fixed term contract until June 2024 alongside: Competitive salary Douglas based office location

Our client a global life assurance firm is currently seeking a Senior Client Services Associate on a permanent basis to commence as soon as possible as part of their wider team. The Role The successful candidate will be responsible for all aspects of product administration and relationship management. The key responsibilities will include: Take ownership of and resolve any queries through to a satisfactory conclusion Support ongoing reviews and updating of procedures within the team and department Deal with queries from clients, both internally and externally via telephone or written communication Identify & log any Complaints / VODs that are received, ensuring the complaints procedure is followed correctly Responsible for the accurate and efficient completion of administrative tasks provided Ensure work is reviewed, chased, and closed within expected timescales Proactive, solutions-based approach to understanding issues which arise, and then implement actions according to administrative policies and procedures Support the team, including answering queries, checking, training, and coaching About You... You will have previous experience handling external telephone calls with both clients and independent financial advisors and have the following skills: Experience in a similar customer service-based industry (i.e. Banking Sector) Previous experience within Life Assurance Passionate about delivering excellent customer Service Exceptional analytical and investigative skills Verbal and written communication skills in Japanese, Portuguese, Spanish or Italian desirable but not essential The Reward... You will receive a full-time contract alongside: Douglas office location Competitive salary Competitive benefits package

Our client is seeking a full time Personal Banker for a temporary period of 15 months to join their branch of a global bank to proactively find ways to enhance customers banking experience The Role... Hold great conversations, understanding the needs of customers and help them with their banking needs Completing general banking requests such as payments, balance enquires and transfers when needed Helping customers to understand the different ways they can bank and the range of services on offer Identifying opportunities to help customers fulfil their financial service needs, providing a seamless customer experience About you... Previous experience of working in a customer facing environment A passion for providing the best customer experience Strong communication skills and a passion for customer service The ability to thrive under pressure and have the determination to continuously improve standards for customers Strong interpersonal skills and the ability to work independently as well as part of a team The Reward... Competitive salary Central Douglas location

We have a new opportunity to join a leading Life Assurance group on a permanent basis. The Investment Accounting Manager is responsible for maintaining accurate accounting, financial reporting and analysis for investment assets within the life companies, including responsibility for the production of Singapore ILP financial statements for audit and sign-off. The Role... Monitor investment accounting activities and ensure adequate controls are in place Prepare analytical review of investment performance including comparisons and commentary to market movements Manage the annual investment reporting audit delivery and compliance with regulatory and group accounting requirements Interrogation of finance systems including SUN, fund accounting system and policy administration systems where applicable The management and development of team members About You... ACA/ACCA/CIMA qualified or Securities and Investments qualified Proven relevant experience in insurance or investment accounting Technical knowledge of Life Assurance accounting (IFRS) preferable The Reward... Competitive salary Comprehensive benefits, including double matching pension scheme, car parking, on-site gym Castletown office