The role of Account Manager involves acting as the primary point of contact between Relationship Managers and a designated portfolio of clients, delivering the highest standard of client service. This position requires coordinating client instructions and managing the end-to-end processes of deposits and payments, foreign exchange, securities transactions, and corporate actions. The successful candidate will deliver a highly personalised service through proactive client engagement while ensuring that client accounts are maintained to meet group minimum standards. Responsibilities will also include preparing account opening documentation, resolving issues in collaboration with the Relationship Manager and onboarding team, and supporting the Relationship Manager in monitoring transactional activity. This role offers a dynamic environment where the candidate will assist in client periodic reviews and promote the full suite of services offered, such as savings, credit cards, FX, custody, and lending. The Account Manager will also collaborate with the Relationship Manager to manage and coordinate client entertainment and relationship-building activities while staying current with all relevant laws, regulations, and internal policies. Click here to read more
This role entails a 12-month contract position within the Accounts team, aimed at finding a suitable candidate with experience in financial statement preparation. While experience in preparing pension scheme financial statements is preferred, it is not essential. The position requires proficiency in bookkeeping as part of the role. The successful individual need not be fully qualified; candidates at technician level or those who are part-qualified ACCA will be considered. Ideally, applicants should have approximately five years of relevant experience, although there is flexibility on this requirement. Full-time hours are preferred; however, some flexibility in working hours is available for the right candidate, with a minimum of 25 hours per week. The salary will be commensurate with experience and qualifications. Click here to read more
The role of Bookkeeper involves playing an integral part within the accounting team, contributing to the delivery of high-quality services to clients and in-house companies. This full-time, on-site position is based in the Douglas office and requires a proactive and self-motivated individual who can effectively manage their workload while meeting tight deadlines. The successful candidate will work across multiple projects in a dynamic, client-focused, and entrepreneurial environment, collaborating closely with colleagues to ensure accuracy and efficiency in all deliverables. Key responsibilities include assisting with client payments and accounting processes, preparing accurate monthly client invoicing, and performing monthly and year-end intercompany reconciliations. Additionally, support in the preparation of monthly management accounts is expected, as well as ensuring timely and accurate delivery of client services and assignments. Ad hoc tasks may also be required as part of the role. Click here to read more
This role involves assisting with the daily management of a diverse portfolio of clients, which comprises a blend of trusts and companies. The successful candidate will undertake a variety of tasks under the guidance and supervision of a Senior Trust Administrator or Trust Supervisor. The position operates within a fast-paced environment, providing opportunities to work with a broad range of international clients across various asset classes. Daily responsibilities will include ensuring statutory records are maintained accurately, preparing minutes and resolutions for trustees or boards, and liaising with clients and intermediaries on non-complex matters. The role requires a commitment to professional development, with a willingness to study for a relevant qualification such as the STEP Certificate or Diploma. Candidates must demonstrate strong communication skills and the ability to work effectively as part of a team. This is an excellent opportunity for individuals looking to start their career in trust administration within a supportive organisation. Click here to read more
This role is designed to provide a comprehensive and confidential paralegal service to the relevant team, ensuring full support is provided. The position is within a firm that specialises in contentious trusts and estates, company and funds, insolvency, and fraud. It presents a fantastic platform for individuals keen on progressing to the Trainee Solicitor Programme. The successful candidate will be expected to meet an agreed target of chargeable hours per day or week, engaging in client communication, various research tasks, and drafting simple legal documents. This role also includes responsibilities such as screening incoming telephone calls, arranging conference and outgoing calls, and assisting with team-specific financial and matter management tasks. Additionally, the paralegal will undertake searches at the request of partners, manage client records, and ensure that all file documentation is current. Participation in team meetings and social events is also a part of this role. Click here to read more
This role involves joining a dynamic team in a growing organisation. The Accountant will manage all audits, ensuring that audit proposals are requested, timelines are adhered to, and queries are promptly addressed. It is essential to understand the deadlines surrounding Annual Financial Statements, whether they are regulatory or client-specific, preparing these statements in accordance with IFRS, including necessary reconciliations and adjustments. The individual will also be responsible for preparing management accounts and maintaining core financial records such as general ledgers and bank reconciliations. Additionally, this role requires loading client payments in accordance with their cash control policies and fostering effective working relationships with both internal teams and external partners. The Accountant will liaise with auditors, advisers, and third-party administrators, addressing day-to-day requests from clients and management as required. Click here to read more
This role involves working within the Financial Crime Division, focusing on the supervision of financial crime across all licensed or registered firms subject to the Bailiwick’s financial crime regime. The position is anticipated to continue until June 2026, and it entails both on-site and off-site supervision, which includes performing financial crime risk assessments, evaluating business practices, and maintaining relationships with various regulated entities. The Analyst will engage proactively with firms to mitigate financial crime risks and ensure compliance with regulatory standards. This includes conducting thematic reviews, enhancing the policy framework, and collaborating on data analysis to identify potential risks. The ideal candidate will contribute to improving regulatory responses and establishing best practices across the financial services sector. Furthermore, they will be expected to produce high-quality reports and assist in training new staff members whilst also gaining valuable experience in a dynamic regulatory environment. Click here to read more
This role presents an exciting opportunity for an experienced and proactive professional to join a Financial Crime Division as an Assistant Director, with a focus on event-driven supervision. The successful candidate will collaborate with the wider management team to lead the response to emerging financial crime risks. Key responsibilities will include overseeing the triage and management of supervisory events, reviewing firm responses, and contributing to inspections and policy development. This position requires the identification of trends, engagement with the industry, and ensuring timely regulatory action where necessary. The role includes leading a small team and managing complex issues along with competing priorities. This varied and high-impact position offers exposure across all sectors, providing a chance to contribute to protecting and enhancing the Bailiwick’s reputation as a well-regulated international finance centre. Click here to read more