Experienced Bookkeeper required to join an independently owned Isle of Man Trust and Corporate Service Provider on a temporary basis (3 months)

The Role...
Assisting in preparation of company and trust accounts
Vat returns
Monthly management accounts for local clients
Adhoc office duties

About you...
Previous experience in bookkeeping/accountancy
Competent in excel and QuickBooks software is preferred

The Reward...
Market rate salary, car parking included

Experienced Client Accountant required to join an independently owned Isle of Man Trust and Corporate Service Provider.

The Role...
Assisting in preparation of company and trust accounts
Vat returns
Monthly management accounts for local clients

About you...
Previous experience in a similar Accountancy role
ACCA qualified desired by qualified by experience will be satisfactory
Competent in excel and QuickBooks software is preferred

The Reward...
Market rate salary with benefits and car parking
Hours - flexible hours will be considered

Senior Onboarding Officer required to join a private wealth group to review all new personal account applications from the various distribution channels within Wealth International.

The Role....
Supporting & checking of new starters applications and sign off of Standard Medium Risk rated accounts ensuring that these are in line with regulatory, internal and group requirements, contributing to a positive overall client experience
Review files and information on potential new clients of all risk ratings, identifying deficiencies and following up on all queries to resolution and ensure that new business reviews are conducted in line with the Client Take on and Maintenance Manual updated from time to time by Compliance
Validate source of funds/wealth in line with Compliance guidelines and ensure that relevant business/compliance approval is obtained prior to account opening
Undertake relevant searches mainly via the internet to highlight adverse media, PEP connections, sanctions considerations and corroborate activities / SOW
Prepare account opening packs for Compliance/Director approval/sign off and perform sense check on Tax classification
Conduct training/checking of all new starters personal account applications from the various distribution channels within Wealth International, including assessing and allocating new business and team tasks daily to trainees and acting as point of contact for the team/trainee for Technical On-Boarding guidance

About you...
Previous Banking experience, specifically within Onboarding and /or Risk
Experience in dealing with corporate onboarding is preferred, although not essential
Analytical, process driven and confident in decision making

The Reward...
Competitive salary and excellent benefits scheme

Corporate Service Team Analyst required to join the Corporate Services team of an international bank to respond and investigate queries and provide support on business processes, policies and procedures.

The Role...

Providing crucial support to customers and colleagues in the contact centre
Identifying barriers to performance and coordinating improvements to enhance our efficiency
Working closely with operational centres, providing coaching and support to increase efficiency and knowledge
Keeping accurate records of day to day operations, logging incidents and identifying trends
Reviewing manual or ineffective processes which could be automated or enhanced
Maintaining a focus on improving our customer service and experiences

About you...

To be successful in this role, you’ll need to have excellent planning and organisational skills, along with good attention to detail. You’ll perform well under pressure, and be confident in your ability to manage multiple tasks while maintaining high levels of accuracy throughout.

Previous experience of analysing and using performance data
The ability to convey information in a simple and understandable way
An understanding of contact centre operations and performance metrics
Microsoft Office skills, including PowerPoint, Excel and Word

The Rewards...

Competitive salary and benefits package
Hours: 35 hour a week

Compliance officer required on a permanent basis to join a global wealth management organisation , you will work closely with the compliance team to assist in a variety of administration and compliance tasks.

The Role...
Provide the group with an independent, objective compliance service as part of the group’s systems to ensure compliance with legal and regulatory obligation
Assist with production of information for compliance reports as required by the Compliance Manager
provide guidance on the proper application and implementation of relevant laws, regulations and internal procedures for junior member of the team
Advise the Compliance Manager of significant matters, concerns or breaches of laws or regulations
Complete timesheet and other administrative tasks, as appropriate and within set timescale

About you...
Compliance experience, especially in a TCSP, fund or professional services environment
Knowledge of internal processes and procedures
Experience in the business activities and operations
Good understanding and knowledge of Microsoft packages

The Reward...
Competitive salary and benefits package

Customer Services Specialist required to join the Customer Services team of an international Life Assurance group, based in the south of the Island. Reporting to the Customer Services Manager the candidate will be a customer service expert, with an in-depth understanding of customer due diligence, new business acceptance and regulatory requirement


The Role...
Ensuring that new business applications have been accepted and processed in line with regulatory requirements
Technical support, responding to detailed portfolio queries from internal and external clients
Delivery of training to the team to ensure knowledge of product range is in line with customer demand and new procedures and any changes are communicated and understood
Investigating and responding to any complaints, conducting root cause analysis
Establishing and maintaining strong relationships with brokers, sales and regional offices

About you...
Previous experience in Financial services experience ideally in new business
Relevant professional qualifications (e.g. the ICA Certificate of Advanced Certificate in AML) would be advantageous
Detailed knowledge of the IOM FSA’s AML/CFT Requirements and Guidance for new business, ideally for regulated investment business
Excellent planning and organisational skills
Strong communication skills

The Reward
Competitive salary and Benefits package

We have a fantastic opportunity for an individual to join our client as a Senior Bookkeeper. This role is for a dynamic individual who has experience in bookkeeping and can demonstrate an enthusiastic, confident, mature and professional manner in the workplace.

The Role...

Core responsibilities including:

The completion of bank, investment and property bookkeeping as well as relevant control reconciliations

Developing good working relationship and work proactively with the Trust Administration Teams to resolve queries and assist the Accounting Team with the preparation of accurate trial balances

Completing a portfolio of bank, investment and property bookkeeping, as well as relevant control reconciliations

About You...

You will need:

To hold a relevant professional bookkeeping qualification (such as AAT or CAT)

Experience in the Fiduciary industry is desirable but not essential

Working knowledge and understanding of relevant governance, compliance, risk policies and procedures

The Reward...

Competitive salary with a benefits package including, pension, healthcare and more!

Douglas office location.

An international banking organisation based in central Douglas are seeking a Senior Administrator to join their Business Control Unit. You\'ll be responsible for regulatory requirements in managing and controlling risk exposure arising principally from Operational and AML risks

The Role...
Accurately monitor Risk & Compliance following the banks policies and procedures
Undertake client reviews, trigger reviews, and conduct ongoing monitoring of client transactions and source of funds
Assist in the review of payments that have been flagged by sanction monitoring software
Assist with cases of fraud and attempted fraud

About You...
Previous experience in a Risk, AML, or Compliance department within Financial Services is essential
Ideally holding the ICA Advanced Certificate in AML
A thorough understanding of AML and Operational Risk matters

The Reward...
Full time business hours (35 hours p/w); Salary commensurate with relevant skills and experience; permanent position.

Finance Operations Administrator required to join an international Life Assurance organisation on a permanent basis to support and process all aspects of the Financial Operations processes which support the regulatory reporting and health of the business.

The Role...
Reconcile general ledger accounts to independent source, investigate differences and provide supporting documentation
Remediate reconciliation differences
Process accurately accounts payable and accounts receivable
Support activities to ensure compliance with Financial policies and procedures for operational efficiency and risk management
Support servicing areas in addressing any inquiries and questions related to Financial Operations
Ensure that the Financial Operational activities are executed and delivered as per the standard set out by the company
Maintain financial control framework on ALL activities as agreed with the Manager – Financial Operations & Treasury
Provide guidance to staff and team-members when required and assist in providing technical expertise on Financial Operations processes

About You...
Previous experience in a similar finance administration role
Detailed knowledge and understanding of financial processes supporting regulatory reporting for businesses
Experience/knowledge of payment processing via banking systems such as Barclays or BACS
Competent in Microsoft applications: Including Word, Outlook, PowerPoint and Excel (Intermediate/ Advanced level)
Experience using accounting software such as SUN

The Reward...
Comprehensive salary and benefits package

Trainee company administrator required to join a private investment company, with investments across different industries and jurisdictions

The Role...
This role would be ideal for a recent graduate who is looking to for a progressive career in Financial services, the successful applicant will focus on fulfilling the various company secretarial requirements for the internal group companies, shareholder companies as well as associate companies.

Duties include:

Maintenance of accurate statutory records
Filing of annual returns and other required forms on a timely basis
Compliance checklist submissions
Preparation of documents for regulatory submissions
Provide support for board meeting and minutes

About You...
Applicants should be driven, proactive self-starters with strong organisational skills, and good communication skills.

You should:

Have excellent time management and a positive attitude
Understanding of regulatory and compliance requirements for the administration of companies and trusts would be advantageous
Previous office experience is desirable
High degree of professional ethics and integrity

The Reward...

A competitive market rate salary based on skills and experience
Full study support towards STEP / ICSA qualifications

Personal Banker required to join a 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
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 and benefits package

General Insurance Administrator required on a permanent basis to provide support to introducers and Policyholders within a life Assurance organisation to deliver superior levels of service across all General Insurance products.

The Role...
To understand the needs of, and to develop positive relationships with General Insurance clients and their financial advisers, both existing and new. To work closely with internal departments to ensure all business and enquiries are processed in a compliant and coordinated fashion.

Process applications for new business
Issue policy documents and endorsements and renewal documentation
Provide a superior level of customer support when dealing with client and intermediary queries
Deal with queries in an efficient and in a timely manner
Be able to review and advise clients of full details of outstanding requirements
Administer all incoming work and enquiries as received
Accurate processing of receipt of payments
Production and issuing of commission payments
Preparation and checking of premium bordereaux

About you...
Working knowledge of administration systems and experience with a financial services organisation would be beneficial
Understanding of administration procedures and anti-money laundering regulations
Able to use Microsoft Word and Excel
5 GCSEs including English Language

The Reward...
Competitive salary and benefits package