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Purpose of the role

As one of our Senior Administrators, you’re a key player in our mission to deliver service that is not just high-quality, but genuinely thoughtful and personal. You’ll be the glue that holds operations together. Keeping things smooth, compliant and client focused.

Key Accountabilities

• Delivery of coordinated, efficient and compliant administration across your portfolio of client transactions.
• Ensure Engagement Lead is aware of significant client matters.
• Contribution to bottom line revenue by ensuring recovery rates and billing targets are achieved.

Day-to-Day Responsibilities

• Administration of all aspects of corporate and trust structures
• Liaise with advisors, banks and professionals to ensure smooth administration.
• Maintain accurate client data in fiduciary systems.
• Manage client relationships including acting as the primary point of contact and responding to queries promptly and professionally.
• Identify opportunities for new business referring to the New Business team to pursue new channels.
• Provide support to Senior Managers, focusing sharply on best practice.
• Draft minutes and file notes from telephone calls and meetings using company templates and standards.
• Control own work, billing and debtor management in line with company procedures.
• Undertake risk reviews to ensure regulatory compliance.

Sterling Property Management Limited are recruiting

We are a family owned and managed business which is focused on service delivery through the employment and empowerment of well qualified team that services local property management companies.

We wish to recruit an Accounts Assistant to join our Accounts team.

We offer a competitive salary package with an excellent working environment in our Onchan office.

The Role:

You will assist the Senior accountant in the preparation of accounts and budgets for property management companies as part of a friendly accounts team, responsibilities include:

• Preparation of annual financial statements
• Preparation of budgets
• Answering queries from external directors and shareholders
• Liaising with company secretarial and maintenance teams
• Liaising with Auditors
• Cover for payments and bookkeeping on occasion
• Preparation of tax returns
• Preparation of quarterly reports for clients

Our commitment to you:

• A pleasant working environment
• Competitive Salary
• Up to 25 days holiday per year
• All UK and Isle of Man Bank Holidays
• Permanent Health Insurance
• Group Life Assurance
• Travel Insurance
• Support for development and learning
• Support for Professional Qualifications
• Local parking

Responsibility for & lead a team which maintains risk & compliance oversight mechanisms within the Investment Division to ensure that business operates in accordance with agreed risk parameters & in-compliance with regulatory requirements of Investment Business & Funds Services Business licences, by supporting the identification, analysis & management of risk arising from the investment operations, maintaining a coherent governance structure for division & undertaking risk responsibilities.

Key Outputs

• Develop and deliver risk, compliance and regulatory training as required by the Investment services staff, ensure that all staff members are adequately trained to ensure that business is carried out in compliance with the relevant policies, procedures and legislation.
• Develop and implement a staff training program, ensuring adherence to the required Continuous Professional Development requirements and the completion and maintenance of Investment qualifications to ensure that employees skilled and qualified to carry out the work of Investment Services.
• Develop and implement a staff training program, ensuring adherence to the required Continuous Professional Development requirements and the completion and maintenance of Investment qualifications to ensure that employees skilled and qualified to carry out the work of Investment Services.
• Ensure timeous submissions of regulatory returns and management of regulatory reviews and enquiries. Ensure compliance with key legal and regulatory requirements as well as group policies.
• Investment Division Business Control team. Act as a lead and provide direction to a business control team which is responsible for conducting control testing and being a point of contact for compliance and risk related queries from the investment division.

Purpose of the Role

The Enterprise Account Manager will take ownership of high-value inbound enterprise opportunities, converting them into long-term strategic contracts that drive sustainable growth. This is a senior, commercially driven role requiring credibility at executive level, strong technical understanding and exceptional presentation skills.

The role holder will elevate enterprise-level conversations, confidently present plan.com’s technology solutions, including delivering studio-based and in-person demonstrations, and lead complex negotiations with maturity and commercial sharpness. Operating calmly under pressure, they will be able to think on their feet, command a room and build credibility quickly with senior decision makers.

As a visible ambassador of the plan.com brand, the Enterprise Account Manager will protect and enhance the company’s reputation while working closely with in-house technology teams to deliver compelling, technically sound solutions. The role will also play a key part in shaping and building the foundations of a future Enterprise acquisition function, making it a high-impact position within a scaling business.

Main Duties and Responsibilities

Enterprise Lead Ownership

• Own and progress high-value inbound enterprise opportunities from qualification to close
• Analyse complex commercial and technical requirements to shape tailored solutions
• Lead senior-level negotiations to secure long-term strategic contracts

Technology & Solution Presentation

• Deliver commercially-focused demonstrations of plan.com’s portal and technology solutions
• Present confidently in-person, on-camera and in studio environments
• Translate technical capability into clear business value for enterprise stakeholders

Commercial Strategy & Growth

• Structure complex proposals and pricing models aligned with client requirements
• Protect margin while maximising contract value and long-term revenue
• Identify and secure upsell and cross-sell opportunities within enterprise accounts

Cross-Functional Collaboration

• Partner with in-house technical teams to scope and deliver bespoke solutions
• Act as the commercial lead and primary interface between clients and delivery teams
• Ensure alignment between commercial commitments and technical delivery

Enterprise Function Development

• Contribute to the design and evolution of the Enterprise acquisition function
• Support future recruitment, onboarding and mentoring as the team expands

The successful candidate will be responsible for the preparation of trust and company financial statements and bookkeeping records for a portfolio of trust and corporate clients together with the year end preparation of financial statements for the Abacus group. The role also has day-to-day responsibility for managing and overseeing the Client Accounting Team, ensuring work is delivered to a high technical standard, within agreed deadlines, and in accordance with regulatory and professional requirements.

To assist the Policy Servicing Supervisor with the operations of the Policy Servicing Department to effectively deliver a direct service to clients and IFAs by the processing of all requests within specified servicing times.

Key Responsibilities

• Strong Written and Verbal communication skills internally and externally
• Proficient in dealing with clients, both internal and external via telephone, fax and email
• Actively identifying problem areas and offer various solutions wherever possible
• Adhering to regulatory legislation and ensuring compliance requirements are met
• Able to identify and articulate own training and personal development needs, and those of others
• Working consistently as part of a team, and acting as a role model, for junior members of the team
• Ability to prioritise work and ensure deadlines are achieved
• Strong attention to detail, and administrative accuracy
• Willingness to learn, achieve and progress
• Willingness to cross train and be flexible in approach to assisting other teams within customer service as and when required based on work volume
• Assist the supervisor in monitoring the workload throughout the day
• Mentor and develop all levels of new members to the team, to assist them in identifying and working towards achieving their personal development areas, and provide feedback to the Supervisor to be used in annual reviews
• To assist the Supervisor in the daily checking using the checking matrix
• Assist the Supervisor in ensuring that all departmental procedure notes are reviewed and maintained on a timely basis
• Identify, log, investigate, resolve and reply to complaints / VOD’s that are received (ensuring the complaints procedure is followed correctly)
• Where appropriate become involved in the development of improved controls and procedures within the department
• Checking work produced by other team members
• Ability to liaise with technical areas in relation to more complex issues together with skills to update process notes accordingly and share information with the team.

As a member of the AML Team, the main purpose of this role is to contribute to our AML/CFT control environment by performing monitoring reviews and customer risk assessments.

To contribute to the delivery of your own and the team’s objectives, ensuring that the organisations strategic goals are reached. To achieve this delivery  requires excellent, proactive and quality based customer service across a range of service disciplines.

To enable this multi-disciplined approach cross-skilling, learning and development are an integral feature of the Client Services philosophy.

Key ResponsibilitiesAML/CFT Monitoring

• Monitoring reviews
• Customer Risk Assessments
• Quality Checking colleagues work
• Reviewing and escalating AML/CFT incidents

Process Management

• Proactive and reactive contact with customers and advisers.
• Proactive, solutions-based approach to understanding issues which arise, and then able to implement actions according to policies and procedures.

Self-Management

• Be responsible and accountable for own personal development.
• Ensure adherence to all company policiesincluding risk, compliance, and HR policies.

NOTE: This role is not open to Relocation or Sponsorship. Isle of Man residents are eligible to apply.

To execute on Compliance Risk Management activities for the Bank as required by relevant regulatory requirements, policies and minimum standards and to support the execution of special initiatives and integration activities as directed to ensure a robust and aligned control and compliance environment across the Bank.

Key Outputs

• Support the Bank’s Compliance function to integrate Group Compliance data model requirements, including inter alia master data, key transactional data, provisioning/access data, data security. In support of the relevant Compliance Frameworks to ensure the management and use of data across the jurisdiction adheres to the policies, procedures and standards set out by the Group Enterprise Data Office.
• Compile and deliver monthly, quarterly and ad hoc compliance reports for discussion at the relevant governance forums or for submission to the regulator(s) as required.
• Consolidate the various regulatory aspects that apply across the Bank (and Business units as applicable) in which the Compliance Function operates and conduct regular, detailed impact assessments as determined by management, ensuring that all changes to legislation are considered and included as required to ensure a holistic view of the regulatory environments.
• Support the Regulatory Business Compliance Officers (BCO's), across the Bank, in the drafting and customisation of the Compliance Risk Management Plans (RMPs) for all core and high risk regulatory requirements, indicating all relevant details to ensure consistency and quality of the plans.
• Maintain and update an accurate log of regulatory commitments and open Compliance findings and record progress made towards closure to provide accurate Compliance reporting and insights.