A diverse wealth management group specialising in affinity linked luxury services to high net worth individuals. It has a staff complement of 50
A global consulting group consisting of over 600 offices in 100 countries.
Our client’s base consists almost exclusively of people in the public eye. They come to our client because they value their private client ethos and assured confidentiality, something which they have been doing for over 100 years.
Through linked departments and companies they offer a wide range of related services such as crewing, insurance, financing and many more.
Reporting and principal responsibility
The principal responsibility of the Senior Administrator is to administer a diverse portfolio of clients with minimal supervision and be responsible for the work of trainee administrators. The next career step, after acquiring the necessary technical and soft skills, is promotion to management as a Supervisor or specialise as a technician.
Key tasks
Responsible for the day to day administration of a complex client portfolio including proactive management of client and intermediary relationships
Responsible for the quality of the work of trainee administrators
Fully understand the concepts of trust and company and to understand the purposes for establishing them.
Actively market our client and identify cross-selling opportunities.
Be aware of developments within the offshore industry
Understand proposed legislation and the impact upon the firm and clients
Understand the firm’s policies and procedures and adhere to them in daily working practice
Be aware of the laws governing administration in jurisdictions where client entities are established or registered.
Key skills
Have at least 3 years experience including a good statutory knowledge background, experience of property, shipping and general trading companies
Good communication, relationship management and interpersonal skills since this is a client facing role
PC literate, particularly with Microsoft Outlook, Word and Excel
Knowledge of Viewpoint would be an advantage
To hold, or currently studying towards, an industry based qualification (ICSA Professional or STEP Diploma).
Personal attributes
Professional and positive approach
Strong in building relationships and be able to communicate at all levels
Self motivated
A team player but also able to work on own initiative
]]>This role would suit someone that is qualified/qualified by experience that is looking to work reduced hours or someone that is CAT/AAT qualified to work within our client’s budget.
]]>Work independently with limited supervision providing ‘expert’ role to IT department.
Fully administer all Networking systems and infrastructure as well as providing support for all hardware and software system within the company, including the Far East
Provide 2nd / 3rd line support for Europe based users, analyzing and recommending solutions to complex issues
Maintain system security and stability and identify risks.
Continually monitoring and optimizing system and network functionality
Identify business & technical requirements and provide recommendations with regards to the design, finance, management and ongoing support of systems and networks
Understands IT policies, standards and guidelines, and is able to provide training and support to users.
Job Requirements
Bachelor Degree in IT related field, Cisco/Microsoft certification holder preferable
5+ years (full time) of IT work experience in Microsoft based system environment
Good knowledge of Cisco networking and Microsoft Windows system knowledge
Experience of deployment/management of HP/Dell server hardware
Experience of deployment/maintenance of Windows Server 2008 domain/Active Directory, Exchange 2007 etc.-
Previous experience in providing IT infrastructure and application support
Excellent communication and customer service skills
Responsible, results-oriented, and eager to learn new technology.
To work 08:00 – 17:30, Monday to Thursday and 08:00 – 12:00 on Fridays
]]>Technical & Delivery
Receiving Goods
Checking in Goods
PC Configuration for Dispatch
Dispatch of Goods Including Labelling
Server Hardware Configuration for Dispatch
Customer Care and Technical Queries
Warranty Liaison
Stock Room Tidy and Ordering
Customer Queries in Shop
Software Installation Desktops & Laptops
Basic Software Installation Servers
Quality Control on Hardware
Maintenance Office Network and PCs.
Some Sales Work In Shop (Commissioned)
Some Website Data Entry
Send us your CV today
]]>To lead and manage a Fiduciary Client Accounting Team (the Team) so that targets are met efficiently and workflows are controlled, to retain, motivate and develop staff.
Accountabilities
To adequately resource the team within budgeted expenditure.
To provide management, leadership and continued development of technical and behavioural competence within the team, to provide assessment of team members and ensure that they are rewarded appropriately and operate as a cohesive and well motivated team.
Monitor and control the accurate maintenance of case ledgers/accounts/tax returns by the team.
To provide accounting expertise and support to the Private Fiduciary administration teams and ensure that client queries are dealt with efficiently and effectively, maintaining client confidence and assisting in client retention.
To ensure financial and non-financial targets are met.
]]>To administer a complex portfolio of trust and companies and maintenance of client relationships.
Accountabilities
To develop working relationships with clients, intermediaries and internal contracts to maximise client retention.
To maintain the highest level of trust and company administration in order to minimise business risk and to adhere to a culture of compliance with policies, appropriate risk management, and the principle of treating customers fairly.
To ensure individual financial and non-financial targets are met in order to maintain a sustainable fiduciary business.
To act as an effective member of the fiduciary team and to assist in the meeting of business objectives.
To demonstrate an understanding of your personal fiduciary responsibility, through your personal and business conduct in order to act in the best interest of your clients and to protect yourself, the team and the business.
]]>To deal with all incoming customer enquires in to the Corporate Services Department to ensure that these are resolved in line with both the Customer Service Charter and the Internal Service Standards
Accountabilities
Take ownership of complex investment queries from receipt to conclusion, ensuring that all are handled to the highest possible standard of customer care.
To take responsibility for the investigation/resolution of client complaints and to liaise with internal departments as necessary to achieve the optimal response in line with policy.
To prepare complaints correspondence to all related parties.
To arrange and facilitate meetings (where necessary) with key stakeholders in order to provide constructive feedback, which will aid the business in continually improving performance. ·
Develop and maintain statistical and root cause analysis in respect of complaints status, identifying trends and potential areas of improvement.
Compile complaints statistics and written reports as required.
To resolve client queries in a mutually beneficial manner, where possible. Maintain an enthusiastic, positive attitude when approaching problems in order to create long term business relationships.
To manage the central complaints records in line with regulatory and audit requirements ensuring the complaints spreadsheet is updated in a timely manner and that all information is accurate. ·
To evaluate claims for compensation and make appropriate recommendations to the complaints Committee for the payment of compensation or service standards.
To provide Complaint Handling and Recognition training to the business on a regular basis as necessary.
To assist the department manager as requested.
]]>
Maintenance of Trust compliance with internal procedures
Preparation of AGM, EGM, Minutes, share certificates and annual returns
Making sure that any tax issues are addressed by the Isle of Man office or tax department
Preparation of client bills
Contributing positively to office and teams with positive “can do” attitude
Client administration/Services:
Client relationships including:
Regular direct contact
Correspondence
Reporting to internal heads of department
Adhering to client procedures and implementation thereof.
Company Secretarial:
Preparation of AGM, EGM, Minutes, share certificates and annual returns.
Maintenance of the Company secretarial computer records
Maintenance of the Company and Trust compliance records
Other
Preparation of client bills
Ad hoc tasks as required from time to time
Attainment:
5 O – Level equivalent or higher together with related work experience of at least 2 years
Required skills and experience:
Disposition
Commitment, enthusiasm, drive, determination and a flexible approach to work including working hours sometimes
A good team player
Ability to be discreet and to be totally confidential in undertaking the role
Positive attitude to all staff and clients
]]>
To plan and carry out sales activities, so as to develop IFA sales within the agreed product range, in accordance with business plans.
Key tasks and responsibilities
• Plan and prioritise personal sales activities and customer/prospect contact towards achieving agreed business aims.
• Plan and manage personal business portfolio according to an agreed market development strategy.
• Manage client meetings and deliver financial solutions to meet requirements.
• Maintain and develop existing and new customers through appropriate propositions and ethical sales methods, and relevant internal liaison, to optimise quality of service, business growth, and customer satisfaction.
• Use customer and prospect contact activities tools and systems, and update relevant system information.
• Respond to and follow up sales enquiries using appropriate methods.
• Monitor and report on market and competitor activities and provide relevant management information.
• Record, analyse, report and administer according to systems and requirements.
• Communicate, liaise, and negotiate internally and externally using appropriate methods to facilitate the development of profitable business and sustainable relationships.
• Attend and present at external customer meetings and internal meetings with other company functions necessary to perform duties and aid business development.
• Attend training and to develop relevant knowledge, techniques and skills and new products/legislation.
Principle Accountabilities
• Achievement of the new business target in core product areas via various business areas including existing client base, introducers, internal referrals/leads, corporate clients and local PR/marketing.
• To establish the needs and requirements of clients and deliver compliant financial solutions whilst maximising new business results.
• To continually develop relationships with the client base through the implementation and development of an appropriate contact strategy to allow, not less than, annual financial reviews.
• To demonstrate and apply technical skills, market and product knowledge skills to a level that will support business development.
• To maintain clear and accurate records of all aspects of financial planning including fact finding, product recommendations, key features, illustrations and KYC documentation to exceed agreed internal compliance standards.
• To manage the interface between all business areas of the company to ensure that business leads/referrals are maximised.
• To create a team environment that encourages the sharing of ideas and best practice.
Knowledge, Experience and Skills
• Comprehensive experience in financial services, both onshore and offshore.
• Holding relevant standard qualifications to enable advice on all aspects of corporate and individual financial planning.
• The ability to communicate effectively at all levels, and operate largely independently, but with accountability.
• The ability to organise workloads to deliver a high internal and external service standard.
• The ability to develop and motivate new members of staff as the business grows.
]]>
You will be responsible for the provision of services to clients including:
Skills and Experience
5 O – Level equivalent or higher together with related work experience of at least 2 years
]]>
]]>
Our client is establishing a Regulated Investment Business here on the Island and looks to recruit a Sales Person.
You will be a driven individual with strong sales experience in selling a service and not a product.
You must be willing to travel.
Send us your CV today
]]>Our client is establishing a Regulated Investment Business here on the Island and looks to recruit a Settlements Administrator.
Send us your CV today
]]>Our client is establishing a Regulated Investment Business here on the Island and looks to recruit a Senior Investment Administrator.
The right candidate will have experience in stock transfers, dealing &/or settlements.
]]>
Our client is establishing a Regulated Investment Business here on the Island and looks to recruit a Compliance Officer.
The ideal candidate will come from a banking/investment background and have experience of dealing with offshore IFA’s.
]]>Our client is establishing a Regulated Investment Business here on the Island and looks to recruit a Chief Financial Officer.
This role will suit someone that is operating at FC level and looking for that next step.
The ideal candidate will be someone that is happy to start with a blank canvas and get the job done.
]]>Analyses business requirements, assesses the impact of change, investigates options, develops and recommends potential solutions to support business change delivery
Essential Requirements
Qualifications
Educated to at least A level standard
Skills
Business knowledge - Broad awareness of the Financial Services industry and the regulatory environment
Good working knowledge of our clients propositions, products and business functions
General understanding of project methodologies and approaches.
Working knowledge of business analysis and information/data presentation techniques, including the standard MS software applications and Visio
A systematic, disciplined and analytical approach to problem solving.
Strong interpersonal skills and confidence to select and apply relevant analytical and process engineering tools
Strong written and verbal communication skills and the ability to influence and negotiate with stakeholders at all levels
Strong attention to detail, good fact finding skills and ability to make evaluative judgments based on both quantitative and qualitative information
Able to use different techniques to elicit and capture business requirements, understanding which are best suited to a particular need
Understands financial considerations and potential financial impacts of requirements and solutions options
Desirable
Qualifications
Preferably educated to degree level in business, analytical or other relevant discipline, or having equivalent experience
Holds, or is working towards a professional qualification (e.g. ISEB, ACII, FPMI, FPC 1/2/3) and demonstrate a track-record in individual, personal skills and career development
Detailed knowledge of the technology and or products of one or more of our clients business unit.
Skills
A sound appreciation of our clients Project Lifecycle, related project roles and its practical application
Proficient in a wide range of information/data presentation techniques, including the standard MS software applications and process modelling tools (e.g. Visio)
Flexible and willing to travel and work across office sites, often at short notice, to provide initial and ongoing support through the lifecycle of a programme
]]>If you are FPC qualified and willing to study to the minimum requirement required, or already hold the qualifications and are looking for that next move then we want to hear from you.
]]>
Our client wishes to develop future manufacturing engineers, change agents and managers.
Over a 3 year programme you will undertake improvement projects from the outset, working across all functions. They are looking for individuals who want to make a difference from the start of their career – this will not be a Graduate Programme built on meaningless departmental placements. You will however be fully supported and afforded the opportunity to gain further qualifications/professional recognition/competencies.
This is not a role for the faint hearted. Our client seeks potential leaders of the future.
Qualifications Required
You must hold a technical degree qualification.
Attributes
Flexible
Genuine desire to make a difference
Send your CV today
]]>To support and contribute to the overall development of new business growth in the Personal/Corporate Banking business spotting additional opportunities for onward referral to BDU Management or other parts of the Group
The role requires significant self management in respect of time management and self motivation. It also involves maintaining and further developing good relations with other areas of the business. From time to time the job may also involve working with parties outside of the BDU unit; this could be either contract staff or permanent employees.
Duties
Qualifications
Minimum of 4 GCSEs at Grade C or above including Maths and English (or equivalent) or professional qualifications
]]>
On a daily basis you will be required to log and resolve user’s requests, diagnose and repair workstation faults and assist with network maintenance.
You will need strong communication skills, both verbal and written, and excellent incident and problem management skills.
You must be pro-active in your approach, a conscientious team player and have a firm focus on customer service.
Enthusiastic to learn new skills, a “can-do” attitude and very self motivated.
Experience of Windows XP/W7 desktop and laptop environments, Windows 2003/8 Server, networking and cable management and standard Microsoft Business software is essential. Experience in IBM Lotus Notes, McAfee TOPS / HIPS / ePO, Symantec Ghost, WSUS, SQL2005/08, automated software deployment and Mitel telephony would be an advantage.
Relevant qualifications in these areas whilst not essential are advantageous and an understanding of the ITIL framework will be of benefit in this fast paced and demanding role.
]]>Our client is looking for a Group Compliance Manager. The ideal candidate will have stock-broking &/or fund management experience in this capacity.
]]>
This role will deliver specialised and technical support to the Investment Services team, applying experience of investment administration and unit pricing processes. They will also support the implementation of change within the Investment Services team, including asset transfers, corporate actions processing and new fund developments for a range of customers.
Responsibilities
Resolve and handle potentially complex issues using industry and business awareness. Represent Investment Services in relevant Product Development and Corporate Pension Scheme implementations, giving detailed input into development requirements.
Share technical knowledge to ensure successful scheme implementation planning and supporting the Corporate Customer Servicing team in dealing with day to day customer queries.
Handle complex, or non-standard investment operations processes, taking responsibility for planning and handling processing of asset transitions and corporate actions.
Support the implementation of change into the Investment Services team, providing support and training for other team members to ensure that proposition developments are professionally and effectively supported by the team.
Deal with asset managers, custodians and other investment service providers in a confident and professional manner.
Skills
At least 3 years relevant business experience
CISI IAQ or equivalent
Ability to demonstrate strong investments knowledge
Ability to negotiate and manage ambiguity
Proactive
Takes personal accountability
Engages with all levels
Strong communication skills
Qualifications
Investment admin experience with a life insurance co
Min qualification IAQ investment admin qualification
Good attention to detail
]]>
Multiple site support experience is also an advantage.
If you have the necessary skills, please forward your CV.
]]>
Working alongside the Project Manager, taking a lead role in the full systems life-cycle from working with clients to analyse, define and document the client’s CRM requirements.
Working as a technical specialist within the development team delivering the design, build, test, delivery and support of identified solutions.
Knowledge, Skills and Experience
Essential
Experience of deploying and customising Microsoft Dynamics CRM
Expertise in one or more of the following:
Developing .Net (C#) plug-ins for Dynamics CRM Platform
Developing custom .Net web pages
Developing .Net assemblies for Dynamics CRM Workflows
Developing client-side Jscript for CRM entity form events
Developing SQL Reporting Services Reports
Exposure to and an understanding of the CRM challenges faced in Public and Private Sector organisations
Experience and an understanding of data migration and integration best practice approaches
Experience of working in a client facing environment within a requirements gathering role
Experience of working with all stakeholders within a project environment
Excellent verbal and written communication skills
Problem solving skills
Experience of working successfully to deadlines
Able to work independently and as part of a team
A self-starter who is proactive in nature
Desirable
Knowledge of CRM 2011 and its integration with SharePoint 2010 and other Microsoft technologies will be a distinct advantage
]]>In your role, you will have key areas of responsibility in which you will be accountable. Your performance will be judged on your ability to carry out those key responsibilities for which you are accountable. Your performance will also be judged against the criteria detailed in the Person Specification (and Key Performance Indicators) attached. Your roles and responsibilities are as follows:
Domestic Search Engine Optimisation
The responsibilities listed below are for all websites including but not limited to associated websites and those websites that form part of the company’s content network. Your responsibilities for all domestic websites are as follows:
Ongoing website analysis and keyword positioning for all company websites.
Ongoing keyword research and keyword variation identification
Copy re-writing where appropriate for all company websites incorporating the correct keyword density for maximum performance in the search engines.
Update daily the XML site map and submit to the search engines accordingly.
Ongoing monitoring and amendments to ensure that high ranking positions on the 1st page of the search engine is achieved and maintained.
Liaise with Department Heads, Senior Management and the Board of Directors in developing specific sections within each website for maximum performance in the search engines.
]]>
Duties and Responsibilities of the Role:
Conform to Incident Management, Problem Management and Change Management processes.
Provides evening and weekend on call infrastructure support on a rotational basis (1 week in 4).
Perform daily tasks according to procedures.
Assist in the development of new procedures and processes for the team
Leads activities in disaster recovery tests.
Participate in the evaluation, selection and development of technology to support the I.S. plan.
Identifies and performs backup services in accordance with business requirements.
Ensure inventory of infrastructure hardware components is maintained
Provide specialist detailed Infrastructure solution design, development and implementation and provide key input into the high level architecture of solutions.
Ensure infrastructure components are engineered to meet service levels and corporate I.S. standards.
Provide consulting on technology centre-related issues to a wide audience of staff including project teams, Production Services support teams and I.S. leadership.
Represent our client with vendors and service providers when evaluating and selecting technology and negotiating contracts.
Participate in project planning and estimating.
Participate in transition to production, including providing relevant documentation.
Technical skills/ background/ experience
Mandatory
Demonstrated experience delivering or implementing new technology into a medium/large scale infrastructure environment
Demonstrated experience providing detailed technology documentation to target audiences including other technology professionals and I.S leadership
Strong analytical, problem solving and communication skills
Attention to detail and a proven track record of successful delivery
Initiative and self motivation along with the ability to multitask are essential
Ability to work positively and effectively within a team
A commitment to continuous learning
Flexibility & adaptability in a changing environment
Good time management through effective planning & prioritisation of tasks
Due to the broad knowledge required for this role it is not expected that the successful candidate will have specific and detailed knowledge on all the technologies listed below.
Technical skills, favoured
MS Windows Server (2003 and above)
MS Active Directory (2003 and above)
IBM iSeries
VMWare ESX (3.x and above)
MS Windows workstation technologies (Windows XP, Windows 7)
Cisco networking including LAN and WAN support and design (Firewalls, Routing, VLANs)
Enterprise Storage (including EMC SAN technologies)
Technical skills, of benefit
Exchange 2003/2010
UNIX/Open BSD
VOIP solutions
MS SQL
MS Internet Information Services
Citrix PS (4.x and above)
Websphere Application and Portal Server (6.x and above)
Clustering technologies
MS Sharepoint
]]>
The ideal candidate will have solid experience in professional indemnity, directors and officers liability, commercial and some personal lines insurance experience would also be an advantage.
If you have led an office/team/business before this would be highly advantageous.
The role will be focused on client development, looking after the existing portfolio of clients, running the office and supporting the staff with technical information.
]]>
Web Development
Your responsibilities for all websites are as follows:
Project Management and Team Work
Corporate, Service and Statutory Responsibility
You are responsible as follows:
Essential
Ability to program in PHP, Javascript, CSS, XHTML, AJAX Scripting languages.
Computer Literacy Skills; competency in using Word, Excel, Outlook (e-mail, calendar etc.), PowerPoint, Access etc.
MySQL database design + creation
Minumum of 3 years experience programming and coding in object oriented environments
Strong Javascript (Preferably JQuery) and CSS Skills
Understands the benefits of the various design methodologies and object oriented environments
Experience of web and design standards compliance.
Desirable
Knowledge of.net and other scripting languages.
Experience of Microsoft Windows environment, maintenance and troubleshooting.
MS Access and SQL knowledge and understanding
Search engine marketing knowledge.
Implementation of search engine optimisation techniques.
Working knowledge of apache on Linux platform and Windows systems
Experience of presenting to external clients and internal team members
]]>
As Web Developer, you must be able to dynamically and cohesively work as a team to help to create highly innovative and powerful applications on client projects. In this prestigious and innovative role, you will express clear attributes and proven experience of web development using a range of programming languages including but not limited to PHP, Javascript / JQuery, CSS, XHTML and AJAX.
You will furthermore possess unrivalled technical know-how and industry skill, and withhold demonstrated practise of delivering strong and consistent results.
Our client builds brands and awareness via the World Wide Web, performing all that technical gibberish to create something beautiful. They long to find and encourage talent, and continuously inspire embellishment and development.
]]>
Production of fund accounts
Review of draft accounts for Trusts and Companies
Providing point of contact for Auditors
Ensuring that accounts are signed, printed and with the client within the relevant deadlines
Assistance in finance functions for the group
Manage and supervise the workload of the team
Production of accounts for funds for audit and review of Trust and Company accounts
Skills
Competencies
Current technical accountancy knowledge, keeping up to date with current legislation
Qualifications
Desirable
Essential
]]>
To manage all aspects private clients’ financial lives, assisting them with financial planning to reach their aspirations whilst at the same time growing the revenue levels for our client.
Key Accountabilities
To contribute and achieve personal and team targets and conversion rate at monthly intervals throughout the year with Team Leader, demonstrating strong client acquisition skills and consistent annual growths in Assets under Management (AUMs) and transactional revenue
To work within relevant team to help identify new clients and grow the existing client base, typically taking on HNW and UHNW (greater than £1m, and target size in excess of £5m)
To ensure clients’ needs are understood and to work with Product Specialists, support staff and other relevant groups so that the client proposition is effectively translated and fulfilled.
To develop broad ranging and strong client relationships for reasonably sophisticated client requirements, maintaining an awareness of client circumstances and regularly reviewing each client’s profile to ensure their changing needs are met.
To develop and sustain a broad technical knowledge across a wide range of products and services of the Private Bank to ensure relevant clients are targeted with best product and service information.
To consistently update personal knowledge of intermediary/wealth management market, ensuring that the reputation of our client is upheld to the highest level possible in terms of compliance and reputation internally and externally and to give continuous consideration to treating customers fairly.
Technical Skills
A broad and substantial technical knowledge across a wide range of complex products. A broad understanding and awareness of global financial markets. Knowledge of currencies, varying political situations and environmental information.
Regulatory minimum qualifications: Certificate of Financial Planning (CFP) and Investment Management Certificate (IMC). A postgraduate professional qualification (e.g. Securities and Investment Institute (SII), CIMA. Significant experience in managing a large sized client base. Evidence of Continual Professional Development (CPD)
Qualifications and Industry Experience
Masters in Wealth Management/ CIPD qualified/ ACCA
Post graduate experience within specific discipline
]]>
The successful candidate will support the Funds Operations Manager with the process for new funds set up and closures for the mirror fund range and will be required to project manage the required inputs from shared service providers in Finance and IT to meet agreed timelines.
Key skills and experience requirements
The successful candidate for this position will have investment or customer service related experience working in a marketing/financial services environment. Knowledge of collective investment schemes or fund valuations/dealing would be a distinct advantage, ideally with experience of the offshore market.
Essential skills for this role include excellent communications skills, attention to detail, organisational skills and the ability to self motivate
]]>The primary role of the Technical Consultant within Customer Services is to provide supervision in order to achieve business unit and team objectives through initiating and activating the team to provide service excellence. The successful candidate will strive to create opportunities which enable them to inspire team and individual achievements whilst constantly measuring and monitoring service levels, team performance and quality.
Key skills and experience requirements
Proven experience and evidence of operating in a Customer Services environment, within a number of different teams. Other skills required for this position include coaching skills, appraisal techniques, lean service application, report writing and change management.
]]>The Technical Services Consultant will act to supplement and strengthen in-house expertise in relation to the vetting of assets and third party relationships to mitigate risk to our client and its policy holders. The purpose of the role will be to support the Technical Services Department Investments Assets Review and External Account Review Functions.
The significant aspects of this position will include the following:
Ensuring assets held on behalf of policyholders are thoroughly reviewed for acceptability within our clients acceptance criteria;
Ensuring the Custodian, Discretionary Fund Manager, Fund Platform, and Advisory agreements are implemented.
Key skills and experience requirements
We are looking for candidates who demonstrate robust numeracy skills, strong accuracy and attention to detail and excellent verbal and written communication skills.
The successful candidate will demonstrate an understanding of the international investment market, particularly in relation to alternative investments, private equity and international stock markets.
Professional qualifications such as Securities Institute, or Financial Analyst (or equivalent) will be a necessary requirement for this position.
]]>To provide and maintain a superior level of service delivering to meet the needs of our customers.
IT literate
Good working knowledge of relevant regulatory legislation
An excellent telephone manner
High level of accuracy
Excellent communication skills
Ability to work under pressure
Commitment to providing outstanding Customer Service
Working towards studying for suitable qualifications e.g. Financial Planning Certificate
Essential Criteria
Minimum of 2 years experience in Financial Services.
Good Knowledge of Microsoft Office Applications Word, Excel, Outlook
Ability to compose good standard of ad hoc letters and fax
Considerable experience within a customer facing administration role
Excellent understanding of Customer Service
Commitment to providing outstanding customer service
Excellent telephone manner
Able to demonstrate core behaviours
Knowledge of the regulatory framework AML and KYC
Ability to meet individual targets and goals with accurate results
5 GCSEs or equivalent, grade C or above
Desirable Criteria
At least 1 years experience within a Life Assurance company.
At least 2 years experience in a customer facing role
Good working knowledge of relevant regulatory legislation in various areas across the business
Formal qualifications in finance or a business related subject to A level standard or higher
Has obtained or prepared to work towards a professional qualifications for example, FPC or equivalent
]]>The key skills our client looks for are is someone that is capable of working closely with a range of key stakeholders internally and externally and with a proven track record in business development and a true commercial acumen.
E-gaming experience would be highly advantageous but not essential.
For further information or to apply please contact Sally Burman.
Closing date: 13th January.
]]>
Our client looks for a strong number two to the Managing Director. This roles requires someone that has a methodical mind that has had six sigma & or Prince II training. The Operations Manager will oversee three small teams with the Managers reporting into them. The role holder will hold weekly communication meetings, conduct appraisals and review and tighten up internal controls and policies and procedures.
]]>Under the direction of the Wealth Management Communications Manager, the Marketing Communications Executive will be responsible for the delivery of specific communication projects. These projects will form part of the key deliverables of our clients Business Plan for the Wealth Management suite of products.
Key skills and experience requirements
Our ideal candidate for this role will have a number of years industry experience operating in financial marketing communications and will have a good understanding of the broader company operations in order to facilitate cross divisional working. The successful candidate will have an excellent range of written and verbal communication skills and will demonstrate in-depth knowledge of the Wealth Management product range and the end to end proposition as a whole.
]]>Role Purpose
The successful candidates will work as part of the International Dealing team, who are responsible for placing high value deals on behalf of 10,000 customers with £3 Billion funds under management. The key function of these positions will be to accurately and efficiently action investment instructions and place trades on behalf of International clients and business partners.
Key skills and experience requirements
The successful candidate will have a number of years experience working in the offshore life assurance and investments industry. The successful candidate will be IAQ qualified or committed to achieving appropriate qualifications within 2 years of starting role. A team player who demonstrates an ability to prioritise and manage their time effectively, excellent communication skills and a focus on quality and customer service. Candidates will also be expected to have a thorough understanding of the Stock Market and international markets.
]]>You will be an experienced audit manager (or senior auditor with a proven project management record) and will be ACA or ACCA qualified, with a track record of excellent client service and demonstrable technical ability.
In return they can offer you an open and relaxed work environment, and a portfolio of varied and interesting clients.
Successful candidates can expect to receive a competitive salary and benefits package commensurate with experience and qualification.
]]>Our Client has a vacancy in their Human Resources Department the ideal candidate will be CIPD qualified or working towards, with a minimum of 3 years experience in a similar role.
Have excellent knowledge and understanding of the Isle of Man employment law and best practice techniques.
Be a confident communicator with the interpersonal skills to build relationships at all levels with both internal and external customers.
Send us your CV today
]]>Assisting in the accounts department financial accounting for a £85m turnover manufacturing company re
Monthly management accounts production
Production of Monthly financial reports
Posting general ledger journal entries
VAT monthly returns
Fixed Asset register updates and reconciliation
Supporting schedules for Annual statutory accounts preparation
Annual budget summaries and consolidation
Sales margin reporting
Financial pc modelling
Costing of products
Ad hoc reports
Sales platform team support (teams of sales, finance and engineering)
Reporting to Financial Accounting Manager
Key skills and requirements
Part Qualified accountant
Ideally educated to degree level
Computer literate re mainframe systems
Understands the workings of Excel spreadsheets, word and PowerPoint
Interest in manufacturing/ engineering
Enthusiastic, motivated team player
To work Monday – Thursday 08:00 – 17:30 and 08:00 – 12:00 on Fridays.
]]>Role
In spring 2012 our client will be launching a new platform-based product for which demand is already building. The Technical Product Support team will be responsible for “on-boarding” new clients by helping with installation and trouble shooting.
You will be leading a new team of four technically minded people, with some foundation in development / coding, to work closely with our contact support team and our development team to help new clients with their platform suite.
The TPS team will liaise with customers once they have purchased the product to ensure that our client has the necessary technical and specification information and then to provide a delivery estimate. The TPS team will then deliver the solution which requires product configuration and administration, not the writing of code, to meet the agreed specification and then provide uploading and documentation support. The TPS team will work closely with clients but also need to do thorough tracking and reporting for internal management.
You should have experience of working with some or all of the following technologies:
The team leader will be able to demonstrate that they can:
No previous experience in mobile is required, but the successful candidate will demonstrate a strong interest in and eagerness to learn about mobile.
]]>
Key Responsibilities
Project Management, including estimating for delivery of solutions, budget control, project reporting
Involvement in the full systems life-cycle from working with clients to analyse, define and document CRM requirements, to design, build, test, implement and support solutions
Leading clients through business change programmes and benefits realisation
Documentation of business requirements
Overseeing the designing and developing solutions including liaison with the third parties where appropriate
Writing test plans and scripts, and monitoring tests
Data Migration
System deployment
User Training
Knowledge, Skills and Experience
Essential
A graduate degree or equivalent project experience
Prince2 Project Management methodology foundation or practitioner or equivalent
Exposure to and an appreciation of the CRM challenges faced in Public and Private Sector organisations
Excellent verbal and written communication skills
Ability to create detailed design documents
Problem solving skills
Experience of working successfully to budgetary and timescale deadlines
Comfortable in working with all levels of staff seniority, including key stakeholders and end users
Able to work independently and as part of a team
A self-starter who is proactive in nature
Effective negotiating and influencing skills
Desirable
Knowledge of CRM 2011 and its integration with SharePoint 2010 and other Microsoft technologies such as .net and Biztalk will be a distinct advantage
Experience and knowledge of installing and customising Microsoft Dynamics CRM
Expertise or knowledge in some of the following: developing .Net (C#) plug-ins for Dynamics CRM Platform, developing custom .Net web pages, developing .Net assemblies for Dynamics CRM Workflows, developing client-side Jscript for CRM entity form events, developing SQL Reporting Services Reports
Experience and an understanding of data migration and integration best practice approaches.
]]>
Key Responsibilities
Taking a lead role in the full systems life-cycle from working with clients to analyse, define and document the client’s CRM requirements, and to liaise with the development team overseeing the design, build, test, delivery and support of identified solutions
Project Management, including estimating for delivery of solutions, budget control, project reporting
Documentation of business requirements and associated processes
Business process efficiency review and recommendation
Overseeing the designing and development of solutions
Knowledge, Skills and Experience
Essential
Experience of deploying and customising Microsoft Dynamics CRM
Expertise in one or more of the following:
developing .Net (C#) plug-ins for Dynamics CRM Platform
developing custom .Net web pages
developing .Net assemblies for Dynamics CRM Workflows
developing client-side Jscript for CRM entity form events
developing SQL Reporting Services Reports
Expertise in the use of Biztalk to develop interfaces to CRM and other key Microsoft technologies
A graduate degree or equivalent project experience
Exposure to and an understanding of the CRM challenges faced in Public and Private Sector organisations
Experience and an understanding of data migration and integration best practice approaches
Excellent verbal and written communication skills
Strong presentation skills
Problem solving skills
Experience of working successfully to deadlines
Able to work independently and as part of a team
A self-starter who is proactive in nature
Effective negotiating and influencing skills
Desirable
Prince2 Project Management or similar
Knowledge of CRM 2011 and its integration with SharePoint 2010 and other Microsoft technologies such as .net and Biztalk will be a distinct advantage.
]]>We are looking for an experienced Project Manager that has proven experience in delivering business change and when needs are defined to challenge and to work with the customer(s) strategically.
You must be able to build and maintain effective relationships whilst driving the business forward.
The right person will be innovative, tenacious and be able to design and architect change whilst being hands on in the delivery of projects.
]]>
Our client is looking to recruit two technical project managers. If you have suitable experience in this area and you are looking for that right next move then please get in touch.
]]>
To manage a team responsible for the design, implementation, monitoring and development of risk, compliance, anti money laundering and fraud policies and procedures within the Isle of Man Business to ensure cost-effective operation of the business within legal and regulatory requirements and in line with market best practice standards.
Knowledge, Skills & Experience Required
In-depth knowledge of the financial services industry, preferably within an offshore banking context, including an understanding of the regulatory, statutory and governance requirements of operating in the Isle of Man
Prior experience at Management level in managing a Risk or Compliance Function within Financial Services, ideally within an offshore operation, with exposure to presenting risk and compliance issues at a senior level within the organisation and driving change within the business to mitigate risks and / or ensure compliance
Experience in audit, data analysis, and planning
Experience of managing large projects with highly developed technical project management skills.
Up to date with the latest regulatory developments from IOM FSC and regulators such as the UK FSA and Jersey FSC.
Has experience of developing relationships with regulators, internal and external audit and professional firms.
Has a strong commercial awareness and an ability to produce technical and policy output which is clear and practical
Proven track record of building effective relationships at a senior level with both internal and external stakeholders
Experience of owning and driving change in a regulatory environment.
Demonstrated experience in providing solutions to regulatory issues and taking ownership of resolution
People management – experience in leading and developing teams and individuals
Holder of a relevant professional qualification
]]>Responsible for all financial aspect for the Isle of Man business. As a Board member, providing leadership to develop successful financial strategies in order to give direction and support to the strategic policies, plans and operational activities of the business.
The incumbent will be actively involved and will directly influence the overall profitability of the IoM business. The key focus will be to growth of the business whilst maintaining strong financial control and the cost income ratio of the business.
Knowledge
Experience of operating in a senior management role, with responsible for a number of functions, ideally in an Offshore Business.
Deep understanding of the financial services industry, preferably within an offshore banking context, including an understanding of the regulatory, statutory and governance requirements of operating in the Isle of Man.
Strong understanding of the strategic capability
Detailed knowledge of regulatory and industry matters gained from significant experience at a senior level within predominantly UK or British Offshore banking organisations or a regulatory authority or similar
Up to date with the latest regulatory developments from both the EU and the IoM FSC
Skills
Highly commercial, strategic and innovative with the presence, energy and leadership to make things happen and an ability to produce technical and policy output which is clear and practical
Excellent internal and external stakeholder management and influencing and negotiating skills.
Has a strong network of relevant contacts at the IoM FSC and at other trade bodies and professional firms.
Proven track record of building effective relationships at a senior level with both internal and external stakeholders
Experience
A strong background of banking management and managing change successfully, with a proven track record of supporting business growth whilst optimising the cost and income ratio.
Proven track record in managing the finance function of an FS business, ideally within offshore banking, including budget preparation, control and reporting as well as an understanding of the key profit and cost drivers
Prior project sponsor and manager experience, including budget preparation, control and reporting, governance and project methodologies, resource planning, risk and issue management, cross-team project management and a track record of successful delivery
Prior experience at Senior Management level in managing a Risk or Compliance Function within Financial Services, ideally within an offshore operation, with exposure to presenting risk and compliance issues at a senior level within the organisation and driving change within the business to mitigate risks and or ensure compliance
People management – experience in leading and developing teams and individuals
Qualifications
A qualified Accountant (ACA/ACCA or CIMA)
]]>To manage and be accountable for all aspects of running a branch by directing a team of Sales Advisors with the day to day customer interaction, including customer facing and telephone services, ensuring that customer’s instructions are carried out accurately and in a timely manner. Ensuring the team delivers exceptional customer service in compliance with Isle of Man banking controls and procedures. Support the Sales Manager in promoting a high performance culture, actively seeking new business in order to achieve sales and customer service objectives.
Encourage a high performance culture within team.
Ensure Customer escalations and complaints are resolved to agreed standards by team.
Guide and coach team, whilst engaging other departments, to ensure appropriateness, speed and effectiveness of complaint resolution
Carry out quality control checks to monitor performance.
Ensure team has appropriate development plans to deliver exceptional customer service.
Know what the competition is offering and implementing plans to continually improve the customer experience in the branch
Leads by example by knowing the customer base and gaining their trust in your knowledge and professionalism
Ensure resources are allocated effectively to meet customer demands in all areas of service and sales
Supervise the account opening processes including fulfilment of KYC requirements and AML policies and standards.
Ensure team complies with internal procedures and encourages input into the development of these at all times.
Ensure that all procedures are reviewed regularly to ensure compliance and accuracy
Assist in maintaining statistical information for management and reporting purposes
Ensure daily banking and reconciliation processes are adhered to.
Check systems for data accuracy.
Monitors teams performance against sales and customer service objective, with the review of sales, SLA’s error rates and complaints; report on performance to Sales Manager and initiate action plans when necessary.
Working with the Sales Manager and Team Managers ensuring constant review of a rolling long term strategy for the business area.
Constantly seeks new methods of sales lead generation and make recommendations accordingly.
Organise new Client Open Days
Working with Sales Manager and Marketing to be actively involved in all new product design
Working with the Sales Manager actively plan, manage and review a series of sales and services campaigns throughout the year ensuring all key stakeholders are briefed
Deliver appropriate leads to generate lending as outlined in the three year plan
To act as role model, coach and mentor for team.
Assist staff in ensuring they exceed sales targets
Ensure Team are trained and competent to deliver exceptional customer service within standards, policies and procedures.
Recruit people with the right skill base and retention of key talent.
Assist in the management of people issues such as absence capability, disciplinary under defined policies.
Conduct formal performance appraisals; discuss action plans for team with the Sales Manager.
Follow employment policies and procedures to keep HR records up to date
Work with key stakeholders to actively contribute to business objectives and deliver key performance targets.
Knowledge, Skills & Experience Required
Full knowledge of Isle of Man Anti-Money Laundering Code and the associated Financial Supervision Commission Guidance Notes; full awareness of the UK and international anti-money laundering requirements.
Previous experience within the finance sector, with experience of supervising a team
Excellent numeracy skills and attention to detail.
Good working knowledge of money markets.
Strong communication skills with the ability to negotiate and influence where necessary.
Previous successful sales experience with an ability to achieve targets.
Ability to work under pressure and to tight deadlines whilst maintaining and flexible approach to workloads.
Effective levels of problem solving, together with high level of accuracy.
Experience of a customer focused environment.
Good verbal and written communication skills.
Keyboard skills with Word and Excel experience
Effective knowledge and implementation of numeric skills.
Pyment system experience
Planning and organising skills
Time Management
Ability to form strong relationships with clients and team
Flexible and innovative approach to work
Successful leader and implementer of change
]]>
This role will include
Facilitating the completion of audit field work
Effective management of audit process with appropriate consideration of audit risk issues and accounting technical matters
Ensuring completion of audits/ projects within agreed timescales
Budgeting time allocation to assignments and explaining variances from budget
Participation in due diligence or other transaction support engagements
Drafting accounts in accordance with IFRS and or UK GAAP
Development and coaching of junior members of staff
Experience and Qualification Requirements
ACA/CA qualifications (or equivalent) with at least 4-5 years post qualification experience
Working knowledge of IFRS and or UK GAAP
Track record of establishing strong relationships with clients
Working knowledge of financial reporting and controls
Financial sector experience
Excellent written and oral communication skills
Other skills
The ability to work under own initiative and in many different and challenging environments
Exceptional presentation, business writing and professional standards
]]>
It is essential that applicants possess the following;
IT literate
Excel and use of spread sheets and formulas (Intermediate level)
Microsoft word and power point
Well defined and organised filing systems and Processes
Good organisation skills
Good interpersonal skills
Professional telephone manner
Have good attention to detail and the ability to work off their own initiative and with minimal supervision as occasionally the candidate will be required to work within the office environment on their own.
Administrative involvement with logistics and deliveries; import and export of company products
General office management exposure
Management of office procedures
Liaise with customers and manage relationships by phone, email and in person
Ad hoc project work as required
]]>
Purpose
To assist the Head of Fiduciary Services in delivering an excellent service to external TSP and CSP clients, to provide company and trust administration services to a portfolio of external and internal clients.
Job Description
Duties and responsibilities will include but are not limited to:
Company secretarial duties for client companies, including but not limited to:
Minute proceedings
Deal with client queries
Share transfers
AGMs: notices, agenda, proxies, minutes
EGMs: notices, agenda, proxies, minutes
Returns of allotment
Form 9Ns
Preparation of resolutions for filing at companies registry
File resolutions at companies registry
Register charges and Memoranda of Satisfaction
Special, ordinary and extraordinary resolutions and appropriate FSC submissions
Change in capital
Amendments to M&A
Request o/s KYC
Maintenance of statutory registers: directors, secretary, shareholders, charges, mortgages, directors’ interests
Applications for business names, amendments and cancellations
Having documents notarised and apostilled, as necessary
Applications for certificates of fact and certificates of incumbency
Obtaining notaries certificates for BVI companies
Review contacts, have signed by directors or trustees and minute
Approval of financial accounts by directors and trustees
Change of RO and/or registered agent
POAs
Audit exemption for client companies
Payment of company invoices
Making investments for clients and minuting
Maintaining cash books
AML monitoring
Trustee duties for trust clients, including but not limited to:
Preparation of DORAs (where clients transferring out)
Preparation of Deeds of Addition
Minutes of trustees meetings
Payment of trust invoices
Making investments for trustees
Maintaining cash books
AML monitoring
Use of Viewpoint company secretarial software
Communication with banks and other intermediaries in the course of client company and trust business
Assisting the corporate administrators, as necessary
Participation in strategic planning of the Fiduciary team
Bank account monitoring for client companies within allocated portfolio, except those on EQ
Progressing the payment of outstanding invoices for client companies within allocated portfolio
Keeping accurate time billing records
Where required to assist with:
Income tax questionnaires, requests for tax numbers
Non-resident landlord applications
Dissolutions
Redomiciliations
Conversions from 1931 to 2006 companies
Re-registration from public to private and vice versa
Job Description Limitations
This job description is not intended, and should not be construed, to be an exclusive list of responsibilities, knowledge or skills associated with this job.
]]>
Our client is seeking an experienced Corporate Administrator to deal with a varied portfolio of client companies. You will be expected to establish a first class rapport with their clients and be capable of cultivating strong relationships between clients, advisors and the company. Duties will include day-to-day administration and acceptance of client and intermediary instructions.
The successful candidate should have the following: -
You will ideally have 1-3 years experience of managing a portfolio.
Send us your CV today!
]]>
Extensive knowledge of the travel sector would be beneficial but not essential if you have a proven history in sales and marketing.
The position is based in the Group’s Headquarters on the IOM but travel to the Channel Islands and the UK will be expected on a regular basis.
]]>
Must have previous experience of auditing large Financial Services clients in a ‘Big 4’ auditing environment.
Must have excellent communication skills, be technically up-to-date, academically very strong and able to lead teams and perform under pressure.
]]>You will be ACA/ACCA qualified or currently waiting for final exam results, probably with a first time pass rate, and have extensive audit experience in a large or medium-sized practice environment.
As Business Advisers they are proud of their ability to take a broad view whilst focusing on their client’s individual needs, enabling them to deliver first-rate business solutions.
Our client therefore is looking for excellent communicators with a wide business focus.
A global network of professional firms providing Audit, Tax and Advisory services. They operate in 146 countries and have 140,000 people working in member firms around the world.
Salary Dependant on experience.
]]>
With progression opportunities available this position would suit a newly qualified or experienced Assistant Manager to progress their career
Qualification requirements
ACA/CA qualification (or equivalent)
Working knowledge of IFRS and/or UK GAAP
Track record of establishing strong relationships with clients
Working knowledge of financial reporting and controls
Financial sector experience
Other skills
The ability to work under own initiative and in may different and challenging environments
Exceptional presentation, business writing and professional standards
]]>
Main accountabilities:
• Production of test documentation that adheres to internal standards;
• Execution of tests & accurate recording of results;
• Defect logging, tracking & management;
• Creation & maintenance of automated test packs as required;
• Build strong working relationships with colleagues within the team and across the business as a whole;
• Support team members & other colleagues as required, able to share knowledge and provide high quality information;
• Conducting early lifecycle validation & verification as appropriate;
• Review project documentation & provision of feedback
• Plan, estimate and schedule system test phases, in consultation with line & project management;
• Use recognised professional testing standards and tools, to support a testing strategy that is appropriate to fulfil the development ambitions of the business.
Candidates may be subject to a CRB/Credit Check
Key Skills
Test Analyst, System Testing, ISEB or ISTQB, Manual Testing, Test Plans, Test Execution, Defect Reporting
Essential Experience
• Proven system testing experience
• Manual testing experience
• Strong organisational and planning skills
• Ability to produce high quality, re-usable, system testing documentation, based on all relevant source documentation
• Ability to work on own initiative & to tight deadlines
There is a specific skill set for this role, meaning that the required skills are essential
ISEB or ISTQB Qualification;
• Team player;
• Customer focused;
• Proactive attitude with focus on continuous improvement;
• Mature and disciplined approach with strong organisational skills;
• Ability to communicate effectively at all levels, both verbally & in writing;
• Ability to think clearly and logically;
• Ability to build & maintain effective business relationships with colleagues within the team, across the business as a whole, and with any relevant 3rd party contacts;
• Positive and flexible attitude to change;
• Flexible approach to work and travel, as visits abroad are sometimes required in connection with the Company’s business.
]]>They are looking for a talented C# Web Developer with strong programming skills. The ideal candidate would be a self-starter, with strong technical skill and knowledge and a passion for the latest trends in web and mobile application development. You must have commercial experience in some or all of the following technologies and skills
Experience working in an Agile/SCRUM/Continuous Integration Environment would be advantageous but not essential.
The mobile requirements are not essential but a good opportunity for someone to get into it.
Also any experience in CMS solutions or developing CMS would be beneficial.
The role really is as 75% XHTML/CSS/JQuery/JavaScript/XSLT and 25% C#. The role would also be 75% developing front end website UI’s and 25% developing back office website UI’s.
E-gaming experience is not a requirement as the team have the knowledge in abundance and the key parts of the role can be easily transferred. However, it offers the chance for someone to break into the sector.
The successful candidate will be working with a small team (5 developers) which is recognised as one of the most knowledgeable in the betting industry. The current team pride themselves on the quality of the wide range of different e-gaming products they produce: Sports Betting, Mobile Betting, Casino & Game Management Software and Account Player Management Software.
This is a good opportunity for someone to rapidly progress their career to lead all Web UI developments for the company if they show the skill and drive.
]]>
They handle several different aspects of customer contact, including: communication on service issues and faults and first line support for broadband, mobile devices, internet and fixed services.
This position is part of a team who provide customer service on a 24 x 7 rota basis. It is therefore vital that applicants are flexible over attendance requirements, including evening/night/weekend duties (inc. Bank Holidays) on a varied rota basis.
]]>You will analyse relevant market data to identify trends and anomalies and produce forecasting models to assist in decision making and planning.
Possessing expert analytical skills with the ability to understand evaluate and interpret data from analyst and customer perspectives, your excellent communication skills will enable you to clearly express ideas and quantify outcomes. Whilst industry experience would be preferable, having the passion and enthusiasm to want to make a difference and to exceed expectations is essential.
As a Senior Data Analyst you will have 4+ years Data Analyst experience and highly developed leadership skills. Your experience will have been gained in a fast-paced working environment and with demonstrable knowledge of data environments and analytical methodologies.
You will require excellent interpersonal skills and the ability to achieve high performance under pressure. You will be proficient in using analytical tools and instruments and have the ability to process, challenge, interpret, and present information logically and clearly. The ideal candidate will be in possession of a quantitative degree (minimum 2:1) in statistics, mathematics or similar.
]]>
In this prestigious and innovative role, you will express clear attributes and proven experience of PPC campaign planning, management and implementation having achieved fantastic results in terms of cost per acquisition and return on investment. Google Adwords Qualified you will also have familiar knowledge of SEO.
You will furthermore possess unrivalled technical search engine know-how and skill, and withhold demonstrated practise of delivering strong and consistent results.
The Role
Main responsibilities within this role are;
PPC Campaign Management-
• The successful creation and implementation of Paid Search Strategy for all clients as instructed.
• The creation and day to day management of all Pay Per Click campaigns across the search engines for all clients.
• Ongoing keyword research and keyword variation identification
• Ensure that PPC budget is allocated correctly to maximise results.
• Delivery of PPC Performance Reports on a weekly, monthly basis for all clients as instructed.
• The optimisation of all customer websites in the search engines. Google, Bing and Yahoo are a must here.
• SEO implementation as detailed in the Client Strategy Document including but not limited to product and service related sections of customer websites as follows:
• Ongoing website analysis and keyword positioning for all customer websites dependent on monthly spend.
• Ongoing keyword research and keyword variation identification
• Identify requirements for copy re-writing where appropriate for all customer websites incorporating the correct keyword density for maximum performance in the search engines.
• Update daily the XML site map and submit to the search engines accordingly.
• Ensure that all redundant web pages are 301 transferred to the current version and most relevant page for all customers.
• Ongoing monitoring and amendments to ensure that high ranking positions on the 1st page of the search engine is achieved and maintained.
• Liaise with the customer in developing specific sections within each website for maximum performance in the search engines.
• Where applicable, work with the design team to develop the integration of CMS platforms for customer websites.
• Tracking and reporting – monthly SEO and PPC reports are to be completed and provided to the Head of Search
The Candidate
To be considered within this role, you must possess;
• Software knowledge of Adobe Photoshop, Adobe Dreamweaver (or equivalent), Adobe Flash
• Language knowledge of CSS and HTML
• Computer Literacy Skills
• Programming knowledge of Javascript, PHP and ASP.net
• Commercial SEO experience
• PPC Adwords, Miva and Yahoo Search experience
• Knowledge and expertise in the key elements of SEO implementation to achieve first page presence in Google, MSN and Yahoo
• Provide evidence of impressive SEO work carried out and results achieved
• Effective Management and Leadership experience; developing and leading teams of people to deliver improving results
• Demonstrate ability to proactively take ownerships of key tasks, roles and responsibilities
• Possess the appropriate personality traits to integrate and work effectively with other team members
• Ability to work under pressure and meet deadlines
• Knowledge and experience of link building and the related principles for achieving page rank
• Practical experience of Advanced Web Ranking Software or equivalent keyword benchmarking software
• A positive approach in overcoming challenges and solving problems
• Google Adwords Qualified
]]>
The Role
Roles and responsibilities will entail;
• Implementation & Strategy of customer’s social networking needs and desires
• Planning & research of customer’s needs and requirements
• Account Management of highly regarded clientele
• Proactively seek and recommend appropriate solutions and ideas for customers
• Proactively seek and recommend solutions and ideas for our client and other brands within the company
• To stay top of the game and up-to-date in light of constant world web news including privacy issues and start-up social sites plus all other relevant social current affairs
• Make sure you are able to implement the above when and where possible
• Create and build pages across all social platforms on demand and behalf of customers
• Monitoring and maintaining the pages and presence of customers and our client, appropriately, responding where and when necessary and updating when possible
• Create series of topical, on-trend and stimulating updates on a daily basis
• Liaise with other departments, to help devise internal strategies to be applied to customers and our client
• Becoming, therefore, a key team player within the business, and a general ‘all-rounder’
• Attend and liaise accordingly in customer meetings in a polite and endearing fashion
• Talk directly with customers via all communications and have a polite disposition when doing so
• Be actively involved in the web design projects relatable to our client’s customers and our clients own social media activity, pitching ideas and appropriate responses to design ventures where necessary
• A sound knowledge of spelling and grammar to be able to communicate effectively via the web
• Constantly check and evaluate customer activity – arranging appropriate and realistic targets where necessary
• Be able to provide a high-standard of customer service
• Be able to further produce accurate monthly reporting to customers
The candidate
As the perfect candidate for this role, you must hold;
• Advanced software knowledge of all social media sites, being able to adequately demonstrate skill where possible
• Computer Literacy Skills
• Experience of presenting and meeting clients, both external and internal
• Customer service experience
• Creative flair and skill of design to be able to pitch to customers and input to design teams
• Previous experience in a similar account management role
• Ability to work under pressure and meet deadlines
• Demonstrate ability to proactively take ownerships of key tasks, roles and responsibilities
• Excellent and strong communication skills
• A proven track record of improving brand awareness in either terms of specific fan growth, or sales
• Ability to empathise with consumers and customers across social media networks
• Demonstrate high volume, high engagement and transactional community management experience
• Passionate to listen and engage online
• Proven experience of being actively involved in all social media networks, including Facebook, Twitter, YouTube
• Confident and outgoing personality
• Demonstrate a deep understanding of customer needs and be able to adhere to them
• Commercially minded individual who understands the importance of social media ROI
• Ability to work effectively as part of a team
]]>
You will furthermore possess unrivalled technical search engine know-how and skill, and withhold demonstrated practise of delivering strong and consistent results.
The Role
These responsibilities listed below are also for the optimisation of all client websites. They are as follows:
• The optimisation of all company websites in the search engines. Google, Bing and Yahoo are a must here.
• SEO implementation of all pages on all company websites including but not limited to product and service related sections of all sites as follows
• Ongoing website analysis and keyword positioning for all company websites.
• Ongoing keyword research and keyword variation identification
• Copy re-writing where appropriate for all company websites incorporating the correct keyword density for maximum performance in the search engines.
• Update daily the XML site map and submit to the search engines accordingly.
• Ongoing monitoring and amendments to ensure that high ranking positions on the 1st page of the search engine is achieved and maintained.
• Liaise with Department Heads, Senior Management and the Board of Directors in developing specific sections within each website for maximum performance in the search engines.
• Where applicable, work with the design team to develop the integration of CMS platforms for customer websites.
• Where applicable the day to day management of all Pay Per Click campaigns across the search engines and for all related company websites.
• Ongoing keyword research and keyword variation identification
• Ensure that PPC budget is allocated correctly as instructed by the Board.
• Tracking and reporting – monthly SEO and PPC reports are to be completed and provided to the Board no later than the second week of the month
The Candidate
To be considered for this role, you must possess;
• Software knowledge of Adobe Photoshop, Adobe Dreamweaver (or equivalent), Adobe Flash
• Language knowledge of CSS and HTML
• Computer Literacy Skills
• Programming knowledge of Javascript, PHP and ASP.net
• Commercial SEO experience
• PPC Adwords, Miva and Yahoo Search experience
• Knowledge and expertise in the key elements of SEO implementation to achieve first page presence in Google, MSN and Yahoo
• Provide evidence of impressive SEO work carried out and results achieved
• Effective Management and Leadership experience; developing and leading teams of people to deliver improving results
• Demonstrate ability to proactively take ownerships of key tasks, roles and responsibilities
• Possess the appropriate personality traits to integrate and work effectively with other team members
• Ability to work under pressure and meet deadlines
• Knowledge and experience of link building and the related principles for achieving page rank
• Practical experience of Advanced Web Ranking Software or equivalent keyword benchmarking software
• A positive approach in overcoming challenges and solving problems
• Google Adwords Qualified
]]>
Our client is looking for a part qualified or someone with an interest in trust and company administration
Call us today
]]>Call us today
]]>The role would be to manage a small team and to grow the business strategically.
You would generate new business, add to the bottom line, meet clients and maintain existing client relationships.
If you are looking for that next step or have a proven track record in the above then please contact Sally Burman in confidence.
]]>Manage the integrity of the Financial Systems and the Reconciliations function business units. Support key decision makers.
Working closely with the Financial Controller the key responsibilities are
Day to day control of the Reconciliations team and function to ensure effective Management of policyholder and shareholder investments and monies.
Development and management of staff to maximise performance in accordance with Group goals while meeting, where practicable, the aspirations of staff.
Management, administration and development of Financial and banking systems. Working closely with IT and external suppliers ensure systems are properly maintained and fit for purposes
Be proactive in implementing improvements to accounting processes.
Managing the reconciliation process of the Group. Ensure all accounts and holdings are properly reconciled and reviewed in a timely manner, ensure that full supporting documentation is provided with all reconciliations.
Establish causes of any failures and implement remedial action.
Ensure financial controls are effectively operated.
Compliance with statutory requirements as set by the Regulators and Group
requirements.
Support users of Finance systems including user training
Skills and Experience
CCAB PQ or Technician – desirable
Previous proven knowledge of systems administration, maintenance and upgrades - essential
Previous reconciliation and control experience - essential
Experience in leading a team – essential.
Demonstrate the ability to control delivery of the project in terms of timing and cost and profitability.
Previous people and resource management skills
Knowledge of Sun and Vision Suite – strong advantage
Ability to anticipate and respond to changes in the business and effect satisfactory solutions. Proven process improvement expertise.
Knowledge of financial and insurance markets and instruments. - desirable
Knowledge of the offshore financial services industry – including products and regulatory framework. - desirable
Strong Analytical skills.
Strong operational management skills.
Demonstrate the ability to control delivery of the project in terms of timing and cost and profitability.
Good inter-personal presentation and influencing skills.
]]>
Graduate Trainee – Accountancy
Our client is now recruiting for their 2012 Graduate Intake
Call us today for further information.
]]>
Call us today for more information
]]>They look for someone to join them long term that can demonstrate high levels of accuracy, consistency and attention to detail.
The work is reasonably technical as some of the pension schemes have a number of different assets to account for and some have TAX and VAT returns to deal with.
There will be a pre-determined number of accounts to get through each year.
Pensions experience is not necessary the right candidate is more important.
There will be a handover into this role and our client doesn’t look for a job-hopper.
Qualified or part qualified accountants will be considered.
]]>
To manage our client’s Compliance and Risk team to ensure that all areas of regulatory requirement are met and to provide all required information to the Board and committees regarding the risk profile of the business and necessary actions required to mitigate.
Key Accountabilities
To lead, manage and develop our clients Compliance and Risk team to ensure that the business meet all legal and regulatory requirements as dictated by the relevant regulatory bodies in the following areas:
To report to the various Boards and Audit Committee on all matters relating to Compliance & Risk and to develop and maintain effective working relationships with the IPA.
To evidence the operation of satisfactory controls throughout all areas of the business in line with the requirements of both the Board and internal reporting standards.
To develop and maintain necessary knowledge in respect of the defined areas of responsibility and to ensure that appropriate and necessary training is delivered to the business in respect of these.
To interpret and apply regulations, rules and guidance in order to provide appropriate advice to the Senior Management team in respect of current systems and controls and strategic developments.
To review and challenge the operating framework in terms of policies, procedures, system and product developments to ensure that all risks are identified and satisfactory controls are in place to mitigate.
To utilise scenario analysis to ensure that all business risks are appropriately identified and quantified within the Enterprise Risk Assessment ERA framework.
To ensure that the business has robust plans and procedures in place to ensure business continuity in the event of any incident leading to the invocation of disaster recovery.
]]>
Assistant Manager Indirect Tax
Description
We have an opportunity for an indirect tax manager or assistant manager to join our clients team. Although the Isle of Man is not territorially part of the United Kingdom and has its own tax laws it is treated as part of the United Kingdom for VAT purposes and has the same VAT system. The role therefore offers the opportunity for an indirect tax professional to pursue their career in an offshore environment. The opportunity is for a permanent role in the Isle of Man office although applicants who would consider a long term secondment of at least 2 years may also apply.
Our work is varied and involves advising on all of the main indirect taxes including VAT, Customs Duties and Insurance Premium Tax. Responsibilities will include
Assisting with business development initiatives on target accounts, contributing to winning new work.
Leading existing client engagements, reporting direct to a senior manager or partner.
Inputting into development of new market opportunities both in the Isle of Man and more widely with an opportunity to lead the market development of new ideas
Contributing to the enhancement of relationships with targets and clients
Identify cross service line opportunities
Providing support to enhance our indirect tax offering in the Isle of Man
Contributing to existing team spirit and ensuring coming to work is fun.
In view of the relatively small size of the Isle of Man team, you may also have the opportunity or be required to help other areas of tax, such as the Isle of Man corporation and income tax.
Qualifications
To be considered you should posses
ATT or CTA or equivalent qualification or experience
Prior VAT and customs duty experience gained within professional service, HMRC or the Isle of Man tax authorities.
Excellent client facing relationship building and business development skills, coupled with commercial awareness.
The ability to be proactive identify opportunity and take early responsibility.
]]>
Our Client wants to give you the best possible start to your career in accounting.
You will need to have (or expected to gain) at least 2:1 degree in any discipline, and 280 UCAS Tariff points.
They reward your enthusiasm with solid support and encouragement, as well as plenty of career opportunities, including participation in their clients national professional skills development programme.
This position offers an open and relaxed work environment, a portfolio of varied and interesting clients, a competitive salary and benefits package - and the chance to join an exceptional team.
]]>Hours of work will be 10am – 6pm and you will have skills and experience in Trust rather than company administration.
Role responsibilities:
]]>
Administers a portfolio of more complex and higher value accounts with a lesser
degree of supervision, including, amongst other duties
Management of WIP and Debtors on own portfolio.
Interpretation of Enhance Investment Reviews and completion of action points
Completion of annual reviews
Distribution Checklists
Liaises directly with clients and professional advisers in relation to ‘business as
usual’ administration matters including drafting and issuing routine
correspondence & e-mails without prior approval by team leader / Relationship
Lead
Appreciates fully such matters that should be referred to the appointed Team
Leader or Relationship Lead e.g. complex or unusual transaction requests, fee
issues, service complaints etc
Assists in ensuring compliance with legal and regulatory requirements
Should be demonstrating a sound fiduciary and commercial acumen in the
execution of their role and have a detailed knowledge of our client’s procedures
and industry best practice
Skills & Experience Required:
Likely to either possess or be studying for a relevant professional qualification
Will typically have at least 3 or 4 years experience in the CSP industry
Knowledge of a variety of tax compliance and commonly used tax structuring
Good communication skills
]]>Our client is looking to recruit a Private Banker. With the help of an assistant, you will develop a portfolio of high net worth clients that will continue to grow over the years. Your role is to assist those clients in growing, diversifying and protecting the acquired wealth whilst also helping them and their families to plan for every stage of their lives. You will also be able to discuss how you might help with finance and leveraging at any stage, thus adding to the wealth generation opportunities available to them as clients.
Graduate calibre, you should be professionally qualified with an FSSC exam such as CISI Diploma (Private Client Investment Advice and Management) or equivalent. You will also need to show a track record of success in a private banking or similar environment where you have shown a strong talent for developing client relationships and generating revenue.
]]>
With a natural flair for spelling, grammar and linguistic creativity, you will have proven experience of promptly writing with acute commercial awareness.
As Copywriter, you will be joining a stimulating team, emulating the speed, efficiency and high variety of interesting and exciting blogs and articles reliantly produced. Predominantly web-based, you will possess the technical know-how and compelling and gripping techniques to engage and attract traffic to corporate websites. An avid interest in print copy is also admirable.
Our client builds brands and awareness via the World Wide Web, performing all that technical gibberish to create something beautiful. We long to find and encourage talent, and continuously inspire embellishment and development.
The role
Main responsibilities will be as follows:
• Copy creation and editing of all company websites in keeping with the search requirements set by the Head of Search.
• Create and maintain content and copy for the company websites e.g. blogs.
• Source content and manipulate accordingly in line with company brand guidelines.
• Content creation for presentation of dynamic content on all company websites, including online video, RSS News Feeds, Blogs and interactive features that engage the end user.
• The copy creation and maintenance of relevant news articles within all company websites is a must. These should focus on company news and industry news combined with top class writing and sourcing of visual imagery.
• The highest quality in visual presentation, grammar, punctuation and spelling is always expected.
• Liaise with Department Heads, Senior Management and the Board of Directors in developing specific articles and relevant sections within each website.
• Integration of copy into CMS platforms across all websites on a daily basis.
• Following of copywriting briefs set by the Head of Creative in line with brand guidelines for internal and external communication e.g. but not limited to print, e-mail marketing, flyers, product brochures, PDFs, press packs etc.
• Any internal elements which require copy can fall under the remit of domestic copywriting.
The candidate
We are looking for someone who specifically holds the following;
• Sound grammatical knowledge and an attention to detail
• Communication skills, polite disposition
• Professionalism
• General administration skills
• Exceptional time management
• Ability to work under pressure
• Provide evidence of previous copywriting work or show aspects of creativity on brief for interview computer literacy, specifically in Microsoft Office
• Creativity & online industry knowledge
• Excellent written & verbal skills
• Previous experience with; Blogs, CMS, PDF Creation, Flyers, Script writing, Typography, Viral Campaigns
• Desirable – degree level qualification in Journalism, PR or similar
]]>
The Role:
An excellent opportunity has arisen for a professional individual to undertake the key strategic and high profile role of Liquidity Sales Manager within the Offshore Corporate Banking division of one of the world’s leading offshore financial institutions.
Duties include:
• Responsibility for meeting stretching Liability (Deposit) volume and income growth targets
• The delivery of Liability product related initiatives
• Building, managing and selling the entire range of liquidity solutions to the offshore client base
The role will be based in Guernsey and the Isle of Man but the responsibilities will be pan-jurisdictional. Experience of the offshore markets and an understanding of Corporate Banking in those jurisdictions will be essential.
This senior role will report to the Island Head, Corporate & Institutional Banking.
This is a demanding role, with extensive travel between the Offshore Islands and the UK and requires someone with good team skills, an ability to think clearly under pressure, excellent judgement, first class written/oral communication and excellent presentation skills. They must also be able to operate effectively in a matrix managed structure.
Applicants will be required to demonstrate a “best in class” track record in:
• Product Sales and Delivery
• Customer Service
• Exceeding Financial Targets and Metrics
• Building Customer Deposits
The post-holder will interact with Island Team Heads, Senior Management and Relationship Managers as well as with a sophisticated Corporate Banking customer base.
]]>
Responsibilities
A minimum of 8 years experience in managing a Data Centre that is high transaction, low latency, high availability and secure.
Demonstrable track record of delivering data centre services in a way that exceeds industry standards.
2.1 or higher in a related discipline from a top tier academic institution.
yle="display: none">book
]]>This position is responsible for the supervision and coordination the activities of clerical and administrative support workers.
This role involves flexible working hours between 1pm and 11pm.
Primary Responsibilities/Essential Functions
Company Policy Standards:
In the performance of their respective tasks and duties all employees are expected to conform to the following:
Knowledge:
Skills:
This role requires flexible working hours between 1pm and 11pm.
Primary Responsibilities/Essential Functions
• Answer phone calls from loan applicants and return phone calls from applicants who are requesting a loan.
• Interview loan applicants and request specific information on the loan applications; confirming applicant information and resolving questions concerning applications or assisting with completion of paperwork.
• Explain payment arrangements, interest charges and confirming with the customer their understanding of overall costs.
• Confirm, compile and input loan information into computer concerning new accounts into database while ensuring the information is complete and accurate and file related forms or other documents.
• Calculate amount of debt and funds available to plan methods of payoff and to estimate time for debt liquidation.
• Approve loans within specified limits.
• Confirm employment information of applicants and verify bank information per company policy and guidelines.
• Refer complicated loans to managers for approval.
• Maintain current knowledge of credit regulations.
• Investigate and correct errors upon customers' request, according to customer and bank records.
Knowledge:
• Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
• Knowledge of the English language including the meaning and spelling of words, proper grammar and pronunciation.
• Knowledge of principles and methods for promoting, and selling products or services. This includes marketing strategy and tactics, sales techniques, and sales control systems.
• Knowledge of laws
• Knowledge regarding when to move escalated phone calls and issues to manager.
• Knowledge of computer hardware and software, including applications.
• Strong knowledge of math and mathematical applications (i.E. Addition, subtraction, multiplication, division and percentages).
Skills:
• Talking to others to convey information effectively.
• Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
• Typing / Keyboarding.
• Computer literacy including e-mail and internet proficiency and Microsoft Office applications (Word, Excel, Access and Outlook).
• Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
• Provides appropriate amount of detail in order to create a sufficient history of transactions.
• Proficient organizational and time management skills.
yle="display: none">book
]]>
Overall Purpose of Job:
Under limited supervision provide system-level support / management of enterprise systems including installation, configuration and ongoing maintenance. Provide advice on best practice with regard to configuring, supporting and maintaining all UNIX and associated systems within our client.
Main duties & responsibilities:
Essential Competencies:
Education & Experience:
]]>
In return our client offers an pen and relaxed work environment, a portfolio of varied and interesting clients, a competitive salary and benefits package.
To assist our client in realising its business plans by playing a key role in the delivery of identified change. This role necessitates the investigation, estimation, initiation, planning & delivery of strategic and tactical business and IT projects.
Main Accountabilities
Manage a number of projects in line with client specific project methodology (based on Prince II)
Specific responsibilities include project estimation, initiation, planning and management within defined project management guidelines, including time, cost, quality and specification.
Manage client expectation over deliverables, milestones and costs
Investigate broad business issues and specific relevant servicing, product, systems & technological developments. Filter ideas to formulate tangible, practical proposals upon which commercial, tactical and strategic decisions are based
Develop and maintain excellent professional working relationships within the Change Delivery team and the wider business and customer community to enable effective contribution in the development of products and business solutions
Manage the motivation and performance of project team members
Ensure the proper systems, procedures and standards are implemented and adhered to, ensuring an effective control environment is in place
Influencing and negotiating with stakeholders and/or project sponsors at all levels of seniority within the client's business. Influencing and negotiating with managers and other members of project teams
Controlling and negotiating with external suppliers engaged in the project delivery
Competencies / Skills
Essential
A minimum of 3 years experience in a project management role, ideally in Financial Services, with a proven track record of delivering high quality results within deadlines and budgets
Understanding of project management methodologies and control principles, as they relate to business and IT projects
Must be conversant with Microsoft Project or similar project management software packages
Proven ability to build relationships with and effectively manage 3rd parties
Preferable
Sound knowledge of the international financial services industry and regulations
Prince 2 or any Industry standard certification is desirable but not essential if candidate has adequate and relevant experience
Must be commercially aware. I.E. Understand potential impact of missing contractual SLA’s or key deliverables (There may be a better way of saying this – maybe mention experience of working in an outsource environment?)
Self motivated and a proven leader and manager of others
Strong interpersonal and leadership skills
Ability to continuously improve self and others
Ability to communicate and influence at all levels in the business
Evidence of a mature and disciplined approach to all assignments
Ability to work on own initiative and to tight deadlines
Ability to constructively challenge at all levels in the business
Ability to remain calm under pressure
Excellent problem solving skills
]]>To assist the Corporate Reporting Team in all aspects of: treasury, financial control and reporting.
Assistance with the preparation of management, statutory accounts, and statutory returns
Preparation of various balance sheet and bank reconciliations
To assist the team with all activities where required to do so.
To provide a high level of service to internal and external customers
To assist in monitoring financial risk and control environment across the group of businesses
Assistance with finance/company projects
]]>
To provide a high quality client service, candidates are likely to have at least 2 years experience in an office environment including an understanding of compliance and its function. They must have a good eye for detail, be a quick learner working in a rapid and fast paced environment and be able to face challenges when they arise while ensuring that all daily responsibilities are carried out in a professional and accurate manner. Candidates must be willing to grow within the role and undertake further studies and examinations.
Specific Responsibilities:
To be responsible for the day to day administration of the compliance files
To understand the firm’s policies and procedures
To become familiar with the services provided
To be aware of proposed legislation and the general impact upon the firm and clients
To be aware of general developments within the offshore industry
To take an active role in the continual review and development of the department
To take professional qualifications
To undertake and carry out ongoing monitoring across all areas of the firm
To be involved with regular client file reviews
To help in any project work conducted by the Compliance Officer
To undertake transactional monitoring
]]>Work as part of the Monaco Client Workgroup within the Transactional Services area in the Isle of Man and will deal with all aspects of administration of multi jurisdictional trusts and companies. Training will be provided as necessary.
Main duties and responsibilities
The Administrator will be expected to
Administer the formation of trusts and the incorporation of companies.
Liaise with clients, professional advisors and other third parties.
Prepare documents in relation to transactions, including minutes and resolutions.
Open and maintain bank accounts, including payment instructions, reviewing and filing bank statements.
Ensure that invoices are correctly issued, send them to clients and arrange for payment.
Maintain company and trust records including due diligence.
Follow policies and procedures.
Liaise where required with credit control regarding unpaid bills.
Be able to work independently whilst working in a team environment.
Have and demonstrate technical knowledge.
Demonstrate an understanding of transactions.
Ensure that files are maintained in a correct manner.
Review financial statements.
Contribute to the achievement of the team’s Key Performance Indicators.
Perform all aspects of company and trust administration.
Conduct risk reviews and annual client reviews.
Recognise and contribute to the mitigation of risks.
Apply technical skills
Participate in ad-hoc projects when required.
Liaise with clients, intermediaries and Key Account Managers.
Skills and experience required
Have a minimum of two years experience in the administration of trusts and international companies.
Be educated to at least A level or equivalent, or with a degree.
Be studying, or willing to study STEP or ICSA.
Have the ability to work as a member of a team and contribute to team work ethos.
Have the ability to communicate effectively with clients, staff and management in a number of different jurisdictions.
Be highly organised with a systematic work method and good attention to detail.
Have excellent client relationship skills and an international outlook.
Have an ability to prioritise and plan a challenging workload.
Have a systematic work method.
Have excellent computer skills, in particular a good working knowledge of MS Office and Windows 7.
Reporting structure
The Administrator will report ultimately to the team leader of a Client Services team. They will work as part of a buddy system, working closely with one of the other members of the team who will provide back up and support.
Remuneration level
Remuneration will be market related and commensurate with experience and seniority. In addition, the successful candidate will receive a competitive benefits package and be eligible to participate in the firm-wide discretionary bonus scheme.
]]>To facilitate and enable the delivery of industry leading market communications by the provision of solid administrative support
Assist with the reviewing of our product documentation and associated literature, highlighting changes and redrafting to ensure they meet brand and clear guidelines.
Work closely with the team to develop and deliver communications and ensure a timely delivery of all communications.
Develop knowledge of print and production and understand the distribution network and deliverables required for each.
Assist with any research required for territory, competitor or industry marketing information.
Assist with the implementation, testing and ongoing administration of the Media system package.
Ensure issues or concerns are highlighted and brought to the attention of senior colleagues prior to taking action.
Ensure the regular review and update of Performance Management system in order to highlight development needs and drive own performance
Skills and performance
Organisational skills
Analysing & investigative skills
Computer literate
Ability to use own judgement to prioritise work and identify urgent issues
Essential Criteria
Good working knowledge in use of Word, Outlook, Excel and PowerPoint packages
Good understanding of Financial Services market place, regulatory environment and distribution channels
Excellent communication skills
Ability to look for process improvements.
Ability to work on own initiative.
Team player.
Positive attitude to achieving team and company goals.
Prepared to help other team members.
Confident to deal with individuals at all levels both internally and externally
Excellent inter-personal and communication skills
Excellent attention to detail
Committed to the provision of first class customer communications.
Good organisational skills.
Computer literate in Microsoft office.
A level qualifications preferably English
Desirable Criteria
Industry customer services experience an advantage.
Understanding of Life Office, Trust and Fund administration processes.
Good understanding of the Business Areas of the Company and Sales force in order to deliver excellent service
Understanding of TCF principles
Industry product knowledge
Marketing Graduate
]]>The role holder will be the bank’s ‘product champion’ responsible for all aspects of the banks day-to-day product maintenance and new product development
The role holder will possess a deep understanding of the bank’s target markets and clients and ensure products are delivered to market which meet the needs of both the bank and its clients
The role holder will possess a deep understanding of the way products are delivered to market in our clients business and will ‘own’ the administration of getting products to market and subsequently maintaining them throughout the product lifecycle
Main responsibilities
General
The ‘go-to’ person in respect of the bank’s products. The guardian of product specifications
Maintain a deep and broad knowledge of the offshore deposit and banking market including competitor analysis and reporting
Extensive knowledge of the banking needs of offshore clients and the product features and benefits required to meet client needs whilst delivering the banks objectives
Will implement product strategies as set out by the Head of Banking Products
Will work extensively with the Marketing Analyst to build a deep understanding of the bank’s client base and the underlying behaviour of the bank’s deposit and current account products
Will have an intimate understanding of the value drivers, and costs, for a given product
Will have a deep understanding of the bank’s product mix by segment, by country and by value
Will work extensively with colleagues throughout the bank in IT, Finance, Segments, Sales and Operations to deliver products to market, to amend existing products, or to withdraw products from sale
Will identify opportunities to create value through changing product structures, terms or features
Will use product design to drive the desired ‘client’ behaviours
Will possess a strong understanding of the product lifecycle and techniques which can be used to create demand, acquire clients and subsequently manage those clients for value
Maintain an awareness of, and comply with, all Anti Money Laundering laws, regulations, policies and procedures relevant
Comply with all policies and procedures relevant to the job
Required Skills Experience and Qualifications
Knowledge
Experience of offshore deposit products and/ or the offshore deposit market is desirable, but not compulsory
3 years experience of product management in financial services or a similar discipline and a relevant qualification in marketing (or progress towards) or similar
Full understanding of market and client segmentation strategies
Technically skilled in all aspects of product management including pricing
Excellent understanding of the product / client lifecycle
Demonstrable track record of taking products to market and managing products thereafter
Experience
Previous impressive track record in financial services or similar discipline
Experienced in using data to drive product design and to understand clients’ behaviours, expectations and subsequent profitability
Experience of working with financial products or similar
Ability to work across different segments and product lines
Ability to use data to drive the development of an idea or concept into a workable proposition
No people management experience is required, though the ability to build strong cross functional relationships is a must
Personal competencies -
A self-starter able to work under pressure and with minimal supervision – driven to achieve targets and to get results
Sound commercial thinking
Strong project management skills
Excellent organisational skills
Ability to analyse and interpret information
Excellent written and verbal communication skills
Good interpersonal skills
Required Competencies
Knowledge:
Specialist Skill– Acquires and develops the specialist and technical knowledge and skill to perform the role on an ongoing basis within the changing environment of the Bank.
Business Knowledge and Contribution– Understands the broader business environment in which they work from an industry, organisation, Business Unit and role perspective.
Risk Management- Identifies and manages risk within their area/s of influence and uses, develops and implements risk measurement and management systems, processes and policies within the business
Business Development- Researches, identifies and evaluates new business product and service offerings in line with the Bank's overall strategy and objectives and market conditions, developments and opportunities.
Project Management -Develops and monitors courses of action (work plans) for themselves and others to ensure that work is completed in a controlled and efficient manner.
]]>
This is a specialist, technical role which requires the role holder to seek out, combine and manipulate sources of product, client and financial data in order to produce useful, actionable client and product insight, and management information for product managers specifically and the senior team in general.
The primary purpose of the role is to represent product marketing by working closely with colleagues across the Offshore Group, especially in Operations, IT and Finance, as partners in the development and maintenance of systems to capture and interrogate data for product/ client budgeting, product/ client reporting and the ad hoc provision of product MI and the provision of client insight.
Main responsibilities:
General:
The role holder will be responsible both for the provision of regular product reporting and budgeting in addition to ad-hoc product and client MI & insight requests
In addition to being ‘data-literate’ the role holder is required to be able to publish management information in a user friendly way that it is understandable to the reader, using a mixture of words, numbers and visual aids to provide useful and actionable reports and insight
The role holder will need to build relationships with colleagues who are the ‘owners’ of data, including IT and Finance. In addition, the role holder will be required to develop relationships with client and segment owners such that their respective reporting requirements are met as necessary
The role holder will be required to work extensively with other users of data within the bank to ensure, where possible, a common approach to the interrogation and publication of data is used.
In particular, where 3rd party analysis tools or software are required, the role holder will be required to implement solutions which meet the needs of the bank
Sales & Budgeting:
To own the production of the channel, product and customer sales budgets and, subsequently, to develop close working relationships with Finance to ensure that budgeting and sales reporting integrates with Finance reporting, forecasting, budgeting and variance analysis
To lead the development, production and maintenance of product / channel dashboards as required by the business
To work closely with IT and Finance, as owners of the data warehouse, to lead the development, production and maintenance of centralised systems and processes to capture and report on the take up and usage of products by customer segments within the bank, for example internet banking and debit cards
To analyse product and sales data for trends, providing commentary as appropriate and seek to recommend initiatives to improve results to ensure targets are achieved
To provide ad hoc sales MI and analysis as required by channel owners
Product & Marketing:
To lead the development, production and maintenance of centralised systems and processes to capture the results of marketing activity, by channel
To analyse marketing, product or customer data for trends, providing commentary as appropriate and seek to recommend initiatives to improve marketing effectiveness
To provide ad hoc marketing MI and analysis as required by channel owners
To provide general support to the Head of Banking Products
General:
To develop a deep understanding of the banks product and client base and to develop and encourage a data led approach to product and proposition development
Maintain an awareness of, and comply with, all Anti Money Laundering laws, regulations, policies and procedures relevant
Comply with all policies and procedures relevant to the job
Required Skills
Experience and Qualifications:
Knowledge -
Fully appreciates market and client segmentation strategies
Technically skilled in all aspects of data manipulation and publication/ presentation
Good understanding of the product / client lifecycle
A relevant qualification in marketing (or progress towards) or similar is desirable, but not essential
Experience -
3 years previous impressive track record in financial services or similar discipline, where data is used to drive product design and to understand clients’ behaviours, expectations and subsequent profitability
Experience of working with financial products or similar
Experience of offshore deposit products and/ or the offshore deposit market is desirable, but not compulsory
Ability to work across different segments and product lines
Ability to use data to drive the development of an idea or concept into a workable proposition
No people management experience is required, though the ability to build strong cross functional relationships is a must
Experience working in/ with a product marketing team
Experience of measuring client acquisition metrics
]]>To facilitate and enable the delivery of industry leading market communications by the provision of solid administrative support
Skills and Experience
Organisational skills.
Analysing and investigative skills.
Influencing skills.
Computer literate
Understanding of Life Office, Trust and Fund administration processes.
Proven track record in undertaking duties and responsibilities.
Ability to use own judgement to prioritise work and identify urgent issues
Essential Criteria
High level of proficiency in typing and keyboard skills
Good working knowledge in use of Word, Outlook, Excel and PowerPoint packages
Good understanding of Financial Services market place, regulatory environment and distribution channels
Excellent communication skills
Negotiation and influencing skills
G.C.S.E. qualifications including English
Skills
Good organisational skills.
Computer literate in Microsoft office.
Tax and legal principles of life assurance.
Familiarity with FSA, IPA and FSC regulations.
Desirable Criteria
Industry customer services experience an advantage.
Good understanding of the Business Areas of the Company and Sales force in order to deliver excellent service
Industry product knowledge.
Financial Promotions courses or experience.
Understanding of AML and Data protection.
]]>
As a Commercial Manager you will develop and expand on new business opportunities to target customers and maximise time charter income.
You will have previous commercial experience together with deep knowledge and experience with time charter parties.
Send us your CV today
]]>To administer a portfolio of complex Trust and Company structures including book-keeping and accounts review for the same.
Skills required undertaking the role:
Ability to produce quality work to sometimes strict deadlines
Ability to consider tax and legal implications of transactions
PC and MS Office literate
Technical knowledge of complex fiduciary structures
Ability to communicate with other professionals both written and verbal
Competencies
Accurately complete detailed technical work
Self motivated with a structured approach to work
Identify and analyse problems by interpreting data available
A team player with ability to communicate with, all levels
Essential
Good understanding of Trustee and Director duties and responsibilities
Excellent working knowledge of Fiduciary Structures
Knowledge of different types of companies and trusts
Excellent IT skills including word, excel
Experience of Trust Management
Desirable
UK Tax awareness
Multi jurisdictional Trust and Company knowledge
Understanding of the IOM regulatory regime
Experience of Tax Management
Knowledge of book-keeping for companies and trusts
Essential Qualifications
Minimum 2 – 3 years Trust industry experience
Desirable
ICSA or STEP qualified, or working towards one of these qualifications
]]>To administer a portfolio of complex Trust and Company structures including book-keeping and accounts review for the same, without direct supervision.
Skills required undertaking the role:
Ability to produce quality work to sometimes strict deadlines
Ability to consider tax and legal implications of transactions
PC and MS Office literate
Technical knowledge of complex fiduciary structures
Ability to communicate with other professionals both written and verbal
Competencies
Accurately complete detailed technical work
Self motivated with a structured approach to work
Identify and analyse problems by interpreting data available
A team player with ability to communicate with, all levels
Essential
Good understanding of Trustee and Director duties and responsibilities
Excellent working knowledge of Fiduciary Structures
Knowledge of different types of companies and trusts
Excellent IT skills including word, excel
Experience of Trust Management
Book-keeping for companies and Trusts
Desirable
UK Tax awareness
Multi jurisdictional Trust and Company knowledge
Understanding of the IOM regulatory regime
Essential
Minimum 3 – 5 years Trust industry experience
Excellent standard of education with GCSEs or equivalent at Grade C or above (including Mathematics and English Language)
ICSA or STEP qualified.
]]>As a Client Partner, you will manage, mentor, coach and support your team of experienced Private Bankers, helping each of them to build profitable wealth management relationships with their portfolio of complex and high value clients. Our client is at the forefront of product development in private banking which will give you the tools to provide the best long-term wealth management solutions. While working to continually grow the team’s Isle of Man client portfolio, as well as your own, you will ensure income targets are met and the continued growth of their business is secured.
Graduate calibre, you should be professionally qualified with an FSSC exam such as CISI Diploma (Private Client Investment Advice and Management) or equivalent. You will also need to show a track record of success in a private banking or similar environment where you have shown a strong talent for developing client relationships and generating revenue.
]]>Qualifications
Educated to degree level
CIPD qualified (preferred)
Skills
Communication skills (verbal and written)
Organisational Skills
Accuracy and attention to detail
Team Player
Respects confidentiality
Basic numeric and verbal capability
Adaptability and proactive approach
Self motivated: Initiative and innovation
Creativity & enthusiasm
Conscientious approach: Drive / determination & Pride
Excellent team player
Knowledge
Computer literacy: word / excel / Microsoft office / Power-point / outlook
Knowledge of employment law (specifically IOM law)
Experience
Proven administrative experience within a fast paced environment
Experience handling multiple deadlines and supporting different functions within the same department
Minimum 3 years experience
]]>