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We have an opportunity for a System Analyst to join our Technology Division in our Isle of Man Office on a 12 month limited term assignment.
Who We Are
Nedbank Private Wealth is a multi-award-winning private bank and wealth manager headquartered in the Isle of Man, with branches in London, Jersey and a representative office in the UAE. The company provides a full international wealth management offering through its wealth planning, investment management, and banking services, to both business and private clients worldwide.
All our people are expected to consistently demonstrate our 6Cs, **Collaboration, Curiosity, Courage, Client Impact, Can Do Attitude and Completeness.**
Job Purpose
The System Analyst is responsible for bridging the gap between business needs and technical solutions. This role involves analysing business requirements, designing system solutions, and overseeing the implementation of new systems. The System Analyst will work closely with stakeholders and developers to ensure that the system solutions align with business objectives, are efficient, and meet quality standards. They will also play a key role in documenting system requirements, developing system specifications, and providing technical support to end-users.
Responsibilities & Duties
- Requirements Analysis: Collaborate with stakeholders and developers to gather, analyse, and document detailed system requirements, ensuring they align with business objectives and strategic goals.
- Process Analysis and Improvement: Identify opportunities to streamline and optimize business processes, proposing solutions to enhance efficiency, productivity, and cost-effectiveness.
- Data Analysis and Insights: Collect, analyse, and interpret data to identify trends, patterns, and insights that can inform decision-making and drive business strategy.
- Solution Design: Translate business requirements into functional specifications and design solutions that meet stakeholder needs, considering technical feasibility, scalability, and maintainability.
- Stakeholder Management: Build and maintain strong relationships with stakeholders, facilitating communication, managing expectations, and ensuring alignment throughout the project lifecycle.
- Documentation and Communication: Create clear, concise, and well-structured documentation, such as system requirements specifications, data flow diagrams, and process models, to guide development and testing activities.
- Testing and Quality Assurance: Collaborate with testing teams to ensure that developed solutions meet the defined requirements and quality standards, conducting thorough testing and identifying defects.
- Implementation and Support: Assist in the implementation of new systems or enhancements, providing training and support to end-users and managing the transition to the new solution
- Strong proficiency in various business analysis techniques, such as requirements gathering, elicitation, modelling, and documentation.
- Solid understanding of systems analysis and design principles, including UML modelling, data modelling, and process modelling.
- Experience in Agile methodology and good understanding with the concept of sprints and sprint planning.
- Familiarity with all phases of the Software Development Lifecycle
- Systems and Business Analysis experience
- Knowledge and understanding of systems testing and UAT (regression testing, smoke testing, automated test tools)
- Excellent communication skills
- Attention to detail and excellent oral and written communication skills.
- Ability to integrate well into a team and build effective relationships with both technical and non-technical stakeholders and business users.
- Ability to take strategic direction from senior executives.
- Understands how an overall project development process works and how the role fits into the process.
Behavioural Competencies & Soft Skills
- Strong communication skills (both written and oral) with all levels of staff.
- Strong listening skills to understand the needs and concerns of stakeholders as well as developers and gather accurate requirements.
- Strong problem-solving skills, including the ability to break down complex problems into smaller, manageable components and develop creative solutions.
- Confident decision maker with the ability to influence and negotiate effectively.
- Excellent interpersonal skills with the ability to develop strong relationships within the company and with third parties.
- Ability to organize and manage large amounts of information, ensuring accuracy and completeness.
- Strong planning skills to develop and execute comprehensive project plans, including defining milestones, resource allocation, and risk management.
- Ability to adapt to changing requirements, priorities, and technologies.

Systems Analyst needed for 12-month contract at Nedbank Private Wealth, Isle of Man. Role involves analysing business requirements, designing system solutions and overseeing implementations. Must have strong analytical skills, Agile experience and SDLC knowledge. Excellent communication and stakeholder management abilities essential.
Description
Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.
Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.
Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.
Job Summary
Overall knowledge of the Investment Operations Department;
Overseeing and resource management for account opening, AML requests, monitoring standing data, dividends, corporate actions and assignment splits.
Execute on behalf of Canada Life policyholders in line with Company service standards and the Canada Life Investment Governance Regulations.
- Overall knowledge of the Investment Administration Department; Processing dividends, processing corporate actions, asset review / due diligence, account opening, AML refresh requests and assignment splits.
- To help gather the appropriate data to assist with the notification of corporate actions to Policyholders and their advisers and to subsequently assist with the co-ordination of their responses and onward instruction to the market.
- Ensure investment transactions are executed and reconciled within the expected timescales.
- Ensure the timely settlement of all investment transactions and to accurately administer external custodian accounts and custody records.
- Communicate with our customers and external counterparties to ensure all requirements are met.
- Accurately notify our policyholders and their advisers of any changes to their investments and assist with the co-ordination of their responses and onward instruction to the market.
- Maintain technical knowledge to facilitate rotation within Investment Operations teams to ensure service levels are maintained.
- Care for our customers by providing a high quality of service that is accurate and within stated timescales.
- To support the Management Team by delivering training and coaching to team members.
- To ensure that we provide a service to our customers in line with our Company values.
What You'll Do
- To ensure that investment processes (dividends, corporate actions, assignment splits) are accurately reflected on our systems to ensure accurate reporting
- All account opening instructions are prioritised and executed accurately.
- To allocate cash received from fund houses and nominees/platforms accurately and in accordance with our procedures to provide accurate policy representations to our clients.
- Ensure all account opening instructions are instructed, chased and completed in a timely and accurate manner.
- To ensure that our standing data is accurate and kept up to date.
Who You Are
- Diligent and conscientious in the accuracy of their work, excellent attention to detail
- Excellent written and verbal communication skills
- Excellent Customer Service skills
- Previous experience in training and coaching
- “Can Do”, proactive attitude.
- Ability to operate in a fast paced, dynamic environment and able to work under pressure.
- Intermediate knowledge and experience of MS Office

Investment Operations role at Canada Life UK overseeing account management, AML processes, and investment transactions. Responsibilities include processing dividends, corporate actions, and maintaining accurate data. Requires strong attention to detail, customer service skills, and GCSE qualifications. CISI Introduction to Securities desirable.
Job Details
The Operational Process Improvement Technician is responsible for enhancing operational efficiency by analysing and redesigning existing business processes. This includes:
- Reviewing ‘As Is’ Processes: Conducting thorough analysis of current processes and utilising use of available MI to identify inefficiencies, bottlenecks, and areas for improvement.
- Process Redesign and Optimisation: Re-engineering processes to reduce end-to-end timelines, eliminate waste, minimise customer effort, and emphasise first-point resolution.
- Digital and Robotic Integration: Identifying opportunities to utilise digital tools and robotic process automation (RPA) for streamlined workflows and enhanced productivity.
- Collaboration and Documentation: Working closely with other teams/departments to document updated procedures, ensuring alignment with best practices and group standards to ensure a smooth roll out of procedural improvements
- Relationship Management: Lead the ownership and delivery of broker dashboarding across the Utmost Group, ensuring timely and accurate reporting of key account information (e.g. AUM and in-flight transactions) whilst collaborating with stakeholders (IT, Operations and Relationship Management) to enhance visibility of communication at critical transaction points and intervals.
By driving process improvements and championing innovation, the Process Analyst will play a critical role in delivering exceptional outcomes for the business and its customers.
As this role develops, there will be a need to adapt to new requirements and accept additional responsibilities.
Key Responsibilities
Customer & Operational Efficiency
- Collaborate with process owners, managers, and SMEs to understand current procedures, risks, and opportunities for improvement
- Leverage MI such as complaints, audit actions, and risk events to support with process reviews, identifying areas which may benefit additional attention.
- Ensure exceptional customer experience by incorporating customer-centric thinking into process design and changes.
- Identify, document and implement recommendations to enhance efficiency including use of digital tools, robotics and use/optimisation Enate (workflow) steps based on data and insights.
- Ensure focus remains on the four-customer metrics throughout all activity (reduced end-to-end timelines, removal of waste, reduce customer effort, and first-point resolution)
- Translate processes into clear, easy-to-follow operating procedures and detailed process maps.
- Accurately capture procedural and checklist requirements for Enate workflow design
- Work with process owners and SMEs to update procedures, making them clear, concise, and user-friendly.
- Support teams in the smooth rollout of workflow implementations and procedural improvements to ensure adoption and effectiveness.
- On-time delivery and co-ordination of accurate key account information – AUM, in-flight transactions etc.
- Collaboration with key stakeholders (IT, Operations, Relationship Management etc.) to continuously drive greater visibility and appropriate communication at key transaction points and at agreed intervals.
Culture
- Act as a role model, demonstrating the Utmost values and fostering a positive, collaborative culture across the organisation.
- Show initiative in problem-solving and decision-making, contributing to the team’s success.
- Lead by example, inspiring and motivating colleagues to embrace and drive change
- Development of strong alliance with Customer & Investment Operations
- Assist your manager in achieving and exceeding departmental objectives.
Innovative/Pioneering
- Identify opportunities to add value, whether through creative thinking, process redesign, or new tools and technologies.
- Proactively explore and implement new approaches to work, driving continuous improvement across processes.
- Demonstrate creativity in solving challenges and improving ways of working.
- Maintain a positive, “can-do” attitude and take ownership of assigned tasks, seeing them through to completion.
Operational Risk
- Maintain an operational risk and control environment and supporting framework that is consistent with a first-class front-line shared services organisation and embedded as part of day-to-day operations.
- Ensure that the Procedural Reviews deliver measurable reduction of Operational Risk, where possible.
- Successfully meet audit and customer Anti-Money Laundering (AML) requirements, ensuring compliance with regulations.
- Implement financial risk mitigation strategies as part of procedural and workflow updates.
- 2 – 5 years’ relevant experience Financial Services.
- An understanding of the risk and
- compliance environment.
- IT/Business Degree or similar relevant qualification.
- Lean 6 Sigma or similar qualification
- 2 years plus experience in process documentation/analysis driving process improvements.

Process improvement specialist focused on analysing and optimising business operations through digital integration and workflow redesign. Responsibilities include streamlining processes, implementing RPA solutions, managing broker dashboards, and ensuring regulatory compliance. Requires 2-5 years' financial services experience, Lean Six Sigma qualification, and process analysis expertise.
AstroPay. Fast, simple, borderless.
We hire smart, driven people who hate bureaucracy and love ownership. Builders, not talkers. We move fast. We ship. We improve. Every day.
You’ll be surrounded by a global A-team—diverse, talented, and radically committed to doing great work. No politics. No passengers. Just impact.
If you're after comfort, look elsewhere. If you're ready to grow at speed, challenge everything, and build something real—join us.
AstroPay is seeking a dynamic and experienced Risk Manager to join our growing team. This role is critical in identifying, assessing, and mitigating risks across our global operations, ensuring compliance with regulatory requirements and safeguarding our business operations. The Risk Manager will play a pivotal role in enhancing AstroPay's risk framework, working collaboratively across teams, and driving a culture of proactive risk management.
Role Description:
The Risk Manager will be responsible for developing and implementing risk management strategies, policies, and procedures. This includes overseeing risk assessments, monitoring operational and financial risks, and ensuring the company’s risk profile aligns with its business objectives. The role requires strong analytical skills, a deep understanding of risk frameworks, and a proactive approach to problem-solving.
Key Responsibilities & Expectations:
- Develop and implement a comprehensive risk management framework tailored to AstroPay’s global operations.
- Conduct risk assessments and identify potential threats to the business, including operational, financial, regulatory, and strategic risks.
- Monitor and report on key risk indicators (KRIs) and ensure appropriate mitigation strategies are in place.
- Collaborate with cross-functional teams (e.g., Compliance, Legal, Operations, and Product) to embed risk management into business processes.
- Manage relationships with regulators and auditors, providing accurate and timely risk-related information.
- Lead investigations into risk events and recommend corrective actions to minimize recurrence.
- Provide training and guidance to staff to foster a culture of risk awareness.
- Ensure compliance with relevant laws, regulations, and internal policies across all jurisdictions.
Core Competencies and Skills:
- Strong understanding of risk management principles and frameworks.
- Ability to analyze complex data and provide actionable insights.
- Proficiency in regulatory compliance and operational risk management.
- Excellent communication and interpersonal skills to influence and collaborate effectively.
- Strong problem-solving abilities with a proactive and solutions-oriented mindset.
- High attention to detail and organizational skills to manage multiple priorities.
- Knowledge of fintech or digital payments industries is highly desirable.

AstroPay seeks a Risk Manager with 5+ years' experience to develop and implement global risk strategies. Key responsibilities include risk assessments, compliance monitoring, and cross-functional collaboration. Must have bachelor's degree in relevant field, strong analytical skills and fintech/payments industry knowledge. Remote position available.
About the role
As an Administrator, you will work within our Suntera Digital division to service a busy and diverse international client portfolio. You will work closely with the team to provide high-quality support to clients through general administration, payment processing, and compliance-related duties. The key focus of this role will be undertaking our banking and payments process and treasury function for our client portfolios. You will be exposed to all areas of international company management and client services, as part of Suntera Digital, as well as learning from experts in other areas of the business to provide integrated solutions across the Group. You will also have the opportunity to:
Your duties will include:
- Being responsible for completing and overseeing all bank transactions for clients within the Digital portfolio. This will include completing all AML checks on payments and following our payment process.
- Providing general administration assistance to the clients and the team by ensuring the client record keeping is kept up to date with all transactions and documentation entered into
- Liaise with stakeholders to manage client and company administration tasks and work with various divisions across the Group to support the clients’ requirements
- Be exposed to a range of rapidly expanding sectors including software & digital technology, Esports, fintech and e-money, blockchain technology and professional trading operations
- Maintain and develop strong relationships with professional providers to ensure a smooth onboarding experience for clients
- Assist with administering companies for clients within a fast paced and diverse portfolio
- Liaise with clients and internal departments to assist with compliance and corporate governance processes
About you
You will have good administrative and organisational skills with a basic understanding of company and client administration. A proven keen interest in the emerging digital aspects of Corporate Services would be beneficial.
The following attributes would also be advantageous:
- Excellent written and verbal communication skills, including proficiency in Microsoft Office including Outlook, Excel and Word.
- Strong organisational skills and the ability to manage your workload alongside various banking deadlines throughout the day.
- Ability to adapt to a number of different banking platforms and payment systems.
- A good understanding of general compliance
- The ability to demonstrate continued professional development
This is an exciting opportunity to join a growing team and develop new ways of working, where you will have the opportunity to input into the evolution of our business processes on an ongoing basis. In addition to a competitive salary, you will be rewarded with a performance-driven bonus, a comprehensive flexible benefits package, and the training and career opportunities that come as standard with a dynamic and rapidly growing group of companies.
Personal qualities
- Integrity
- Inspires client and team confidence
- Adaptable and versatile
- Assertive and confident
- Discrete and tactful
- Emotional resilience
- ‘Can do’ attitude
- Role model
- Appropriate office conduct and attitude to work

Administrator role within Suntera Digital managing international client portfolios. Key responsibilities include banking transactions, payment processing, client administration and compliance duties. Requires strong organisational skills, Microsoft Office proficiency and understanding of compliance. Opportunity to work with emerging digital sectors including fintech and blockchain technology.
Salt Beauty is looking for a friendly, skilled, and motivated Beauty Therapist to our small, close-knit team!
- 2–3 days per week
- Employed or self-employed (we’re flexible!)
- Starting around September
- Must be confident in nails & brows
- Extra treatments are a bonus, but not essential
- Some reception duties included
About the Role
We’re seeking someone who’s confident in delivering nail and brow treatments to a high standard, with a warm and professional manner. You’ll also support the team with occasional reception duties, so strong client communication and organisation skills are key. Additional treatments such as facials or waxing are a bonus, but not essential.
Why Salt Beauty?
Since opening our doors in 2020, Salt has built a loyal client base and a warm, welcoming environment for both our team and clients. You'll be joining a supportive, easygoing workplace where quality and care are always at the heart of what we do.
- Previous experience working in a beauty therapist role
- Some experience with reception or front-of-house duties is a plus
- Competent in nails (manicure/gel polish) and brow treatments (tinting, shaping, etc.). Any additional treatments are also a bonus!
- Friendly, professional, and client-focused
- Comfortable working independently and as part of a close-knit team
- Reliable and proactive, with good communication skills

Beauty Therapist needed at Salt Beauty for 2-3 days weekly, starting September. Must excel in nails and brows. Additional treatments welcome but not essential. Role includes reception duties. Seeking friendly, professional candidate for close-knit team. Employed or self-employed options available.
About the Role
We’re looking for a proactive and customer-focused individual to join our team. Part of this role is expected to help new clients effectively and smoothly integrate our products and services into their operations. They are responsible for ensuring customers understand how to use our platforms, advocating for their needs, and ultimately guiding them towards easy and scalable deployments.
In addition, this role also provides essential support and guidance to existing customers, by answering queries, providing advice, troubleshooting issues, and working closely with other teams to ensure we deliver a first-class customer experience.
In this role, you’ll be the trusted advisor for our clients, ensuring they get maximum value from our products and services. You’ll build strong relationships, drive engagement, and help customers achieve their goals.
This role would suit someone who is passionate about delivering excellent customer service whilst also being involved in operations and thrives in a technical environment. The ideal candidate would have a good understanding of IoT connectivity.
Ideal Candidate Characteristics
- Proven experience in customer service or a related customer-facing role
- Strong problem-solving abilities and a proactive can-do mindset
- Ability to manage multiple priorities effectively
- Comfortable communicating with customers via phone and email, delivering clear, professional, and customer-friendly responses
- A passion for helping customers succeed and a genuine interest in building long-term relationships
- Someone who takes pride in being dependable and punctual, showing up on time and ready to contribute each day
- Open to learning new things and able to adapt to changing needs and environments
- 1+ years in Customer Support, Customer Success, or Junior Operations
- Analytical and creative in finding solutions for customers.
- Excellent communication skills, both verbal and written.
- Ability to prioritise, multitask, and manage time effectively.
- Some experience using excel e.g. V Lookups
- Experience with CRM or ticket systems (Such as Salesforce or Jira)
- Flexible with the possibility of working hours or shifts (No weekends)

Customer-focused role supporting new and existing clients with product integration and technical support. Responsibilities include platform guidance, troubleshooting and relationship building. Requires 1+ year customer service experience, strong communication skills, and technical aptitude. GCSE qualifications essential, with flexible working hours (no weekends).
Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.
Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.
Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.
What We're Building
We now need a Senior Administrator to support the transformation and the future growth of the business within the Customer Services function, so it can stand out for the experience and service we deliver by building on our service reputation, and delivering market-leading service excellence for our customers and advisers.
Job summary - Maintenance
To be actively engaged in the resolution of customer and adviser queries. The expectation is this individual will demonstrate a proactive and positive desire to deliver the best possible customer experience for customers throughout the journey with Canada Life International.
This will involve resolving a wide range of queries for both the IOM and Dublin office of Canada Life International as well as proactively contributing to designing and delivering the most positive experience for CLI customers.
Processing of updates to client and IFA information held for our Offshore Bonds. Change of IFA requests, updating of Trustees, dealing with adviser fee’s queries
What you'll do
Be an active and positive team member focused on providing the best possible customer experience within the Customer Contact area.
Specifics will include:
- Achieve an average quality score of over 90%
- Achieve an average weighted productivity score of over 95%
- Proactively identify enhancements to processes and contribute towards their implementation
- Identify, understand and collate CLI customer needs, requirements and feedback
- To engage and collaborate with peers across both the International Business and the wider group to ensure that experiences and successes are shared in order to break down silos and support the positive customer journey throughout all areas of the business.
- To proactively take ownership for self-development and demonstrate the desire to progress their career within CLI.
Who you are
- Demonstrates enthusiasm and a positive approach to their working performance
- Be open and able to adapt to change
- Articulate and possess excellent communication skills
- Strong team player who is able to work with limited supervision
- Confident self- starter
- Takes a logical and organised approach to problem solving
- Has the desire to develop a career within a customer centric environment.
- Has a strong attention to detail and enjoys delivering quality outcomes
- Experience within a life assurance environment would be an advantage
- Excellent communication skills both spoken and written
- Problem solving ability
- Previous Life Assurance knowledge would be an advantage
- Strong Customer Service Skills

Senior Administrator role at Canada Life UK supporting customer services transformation. Responsibilities include resolving customer/adviser queries for offshore bonds, maintaining client information, and delivering excellent service. Requires strong communication skills, problem-solving ability, and life assurance knowledge. Must achieve 90%+ quality scores and demonstrate customer-centric approach.
About the Role
This is a trainee role where the applicant will work to become a key member of the OV Operations and Network Infrastructure team.
The team support our IoT partners, operating over 7 million IoT devices globally. They also have complete ownership for maintaining, evolving and optimizing the performance of the OV platforms, including Core Network, Service Applications, Data Center and Databases.
OV aim to support the candidate in learning the OV technologies, telecommunications and progressing through more formalized appropriate industry qualifications relating to our services.
- Customer Communications – Customer and Partner communications with OV, ensuring that they always have a positive experience and are kept informed of progress and issues.
- Support - Manage complex queries from our Customer and Partners, taking ownership of these driving them through to competition in a timely manner
- Service Ownership – Continuously monitor and improve the OV services, taking ownership of any issues that arise and resolving them or escalating to other members of the team as necessary.
- Technologies - We work on a vast range of technologies within OV, therefore any experience the candidate has on SQL, Cisco, Linux, Microsoft, or C#, Javascript, PowerShell would be beneficial.
- Technology Enthusiast – The OV technology services and solutions can be technically complex; therefore, we’re looking for someone with a true passion and curiosity for anything technology related.
- Customer Facing – Experience within a customer facing role would be beneficial, especially within a fast-paced environment
Ideal Candidate Characteristics
- Team player - You’ll be working closely with your peers to become an expert in OV services and evolving your abilities, ultimately taking on more responsibility of the OV network.
- Great communication – We often must understand and clearly articulate complex technical issues and queries with clients, in this customer facing role.
- Can do attitude and a problem solver – No day is the same and we’re often having to understand, debug and fix unique problems, so problem solving abilities are key to your success within this role.
- Fast moving - Whilst we need to be robust, we appreciate that requirements change, customers think of new ways of challenging us and we find new great ideas. We scope it out, build the solution and deliver it.

Trainee role within OV Operations and Network Infrastructure team supporting IoT partners globally. Responsibilities include customer communications, technical support and service monitoring. Ideal candidate has strong problem-solving abilities, technical aptitude and customer service skills. Experience with SQL, Cisco, Linux or programming languages beneficial. Technology-related qualification preferred.
We are seeking a highly motivated and ambitious individual to join our Finance team as an FP&A Analyst. The ideal candidate will be an ACA/ACCA qualified accountant, ideally with Big 4 experience (though not limited to), who is eager to take the next step in their career - moving beyond traditional accounting and developing into a specialist in analytics and financial modelling.
This role is an exciting opportunity for someone who wants to expand their skills, working closely with senior stakeholders to provide insight, drive performance, and influence decision-making through data. You will receive end-to-end coaching on three-statement financial modelling, data analytics, and data modelling. While no prior experience in these areas is required from day one, a strong foundation in Excel, an analytical mindset, and attention to detail are essential.
Over time, you will take ownership of data extraction processes, profitability modelling, and finance creation. You will play a critical role in expanding gross profit analytics and driving a deeper understanding of the business through data-led insights.
Responsibilities include, but are not limited to
- Supporting the design, build, and delivery of three-statement financial models
- Extracting, cleaning, and transforming data to support profitability analysis and finance reporting
- Delivering analytics that expand upon gross profit and business performance understanding
- Working with key stakeholders to drive insights and recommendations that support commercial decisions
- Taking increasing ownership of modelling processes and reporting frameworks as your skills develop
- Continuously identifying ways to improve accuracy, efficiency, and automation within reporting and analytics
- Supporting the Finance team in forecasting, budgeting, and long-term planning activities
Interview Process - 3-statement modelling test
As part of the interview process, candidates will be asked to complete a three-hour modelling test. This will involve building a Profit & Loss, Balance Sheet, and Cash Flow statement from supplied information, as well as creating supporting schedules with visual insights.
The test will carry a heavy weighting within the hiring process, so candidates should take time to prepare in advance to demonstrate their technical ability, attention to detail, and commercial thinking.
Key Skills/Attributes
- Chartered accountant (ACA/ACCA/CIMA), ideally with Big 4 experience but not essential
- Advanced Excel skills (“Excel wizardry”) with excellent attention to detail
- Strong analytical mindset and the ability to interpret complex data sets
- Knowledge of Python, Alteryx, KNIME, and/or Power BI highly desirable
- Ability to work independently as well as part of a collaborative team strong communication skills, with the ability to present findings clearly and concisely
- Highly organised, deadline-focused, and adaptable to changing priorities
Personal Qualities
- Curious and continuous learner - eager to develop new skills, embrace challenges, and grow beyond traditional accounting into analytics and financial modelling.
- Innovative and proactive - keen to find better ways of working, improve processes, and challenge the status quo.
- Adaptable - comfortable in a fast paced an evolving environment, with the flexibility to adjust and learn quickly.
- Collaborative - a strong team layer who thrives on working with others to achieve collective goals
- Passionate - motivated not only by numbers but by the opportunity to add real value to the business, striving for excellence in everything you do.


FP&A Analyst role seeking ACA/ACCA qualified accountant, ideally with Big 4 background. Focus on analytics, financial modelling and data-driven insights. Must have advanced Excel skills. Three-statement modelling test required. Responsibilities include financial modelling, profitability analysis and reporting. Knowledge of Python/Power BI advantageous.
Nedbank Private Wealth is actively building a global talent pool of experienced and qualified Private Banking professionals and leaders who are passionate about delivering exceptional outcomes for high-net-worth clients across our jurisdictions – UK, Isle of Man, UAE and Jersey.
If you have a strong track record of revenue generation, relationship management, and leadership within the private wealth sector, we invite you to register your interest in future career opportunities with us. Our Private Banking professionals work closely with clients and their advisers to deliver tailored solutions.
Locations: United Kingdom (London), Isle of Man, United Arab Emirates (Dubai) & Jersey.
Sectors: High Net Worth & Ultra High Net Worth | Private Wealth | Investment & Financial Planning
Level: Relationship Managers | Senior Private Bankers | Senior Leaders
Why express interest?
- By joining our talent pool, you’ll be considered for future opportunities that align with your experience and aspirations – whether you're seeking a client-facing revenue role, stepping into a leadership position, or looking to relocate across our key hubs.
- You’ll gain visibility with our internal talent team and be amongst the first to hear about relevant openings, all while maintaining complete confidentiality.
- Register your interest today and be part of a purpose-led, client-first private wealth organisation with international reach.
- We look forward to hearing from high-calibre professionals who are committed to delivering lasting value for clients and building a high-performing career in private wealth.
- Extensive private banking or wealth management experience.
- Demonstrable success in growing and maintaining a book of high-value clients.
- Strong understanding of cross-border financial planning, investment advice, and lending solutions.
- Ability to generate sustainable revenue through new business acquisition and relationship deepening.
- Experience working in or supporting regulated jurisdictions.
- Proven leadership in managing or mentoring private banking teams.

Nedbank Private Wealth seeks experienced private banking professionals for roles across UK, Isle of Man, UAE and Jersey. Focusing on high-net-worth clients, they offer opportunities in relationship management and leadership positions. Candidates should have proven revenue generation experience and commitment to client-focused wealth management.
We have an opportunity for a Asset Servicing Administrator/ Analyst to join our Investment Operations Division here in the Isle of Man on a 12 month limited term basis.
Who we are
Nedbank Private Wealth is a multi-award-winning private bank and wealth manager headquartered in the Isle of Man, with branches in London, Jersey and a representative office in the UAE. The company provides a full international wealth management offering through its wealth planning, investment management, and banking services, to both business and private clients worldwide.
All our people are expected to consistently demonstrate our 6Cs, Collaboration, Curiosity, Courage, Client Impact, Can Do Attitude and Completeness.
Job Purpose
The Asset Servicing Administrator/Analyst is responsible for administering the Corporate Actions and Income processes in relation to the assets held by clients of Nedbank Private Wealth. The position sits within the Investment Operations Asset Servicing Team.
Responsibilities & Duties
- Administering all aspects of the lifecycle of a Corporate Event, including communications, entitlements reconciliation and collating elections
- Processing all types of Corporate Action transactions
- Processing multicurrency distributed income payments (cash dividends), reinvested dividends, money market dividend accruals, and undistributed income (accumulation dividends)
- Administration of events via our Global Custodian, including submission of elections
- Investigating and rectifying asset and cash reconciliation items
- Administering restricted liquidity and other impaired assets
- Administering shareholder disclosure requests
- Responding to a diverse range of ad-hoc queries across Asset Servicing
- To safeguard client assets by ensuring client asset rules are followed for all appropriate jurisdictions.
- Adhering to regulatory reporting requirements (Mifid reporting, etc.) in relation to Corporate Action transactions
- Journal input and foreign exchange instructions
- Developing relationships with clients, intermediaries and custodians
- Production of income reporting and trading statements
- Ensuring any Asset Servicing errors are resolved promptly, with the required incident reporting completed timely and improvements identified to prevent reoccurrence.
- Managing the various dedicated Corporate Actions and Income mailboxes
- Providing cover for other areas within the Asset Servicing team where training has been received.
- Proposing change in order to improve existing processes and systems.
- Undertaking User Acceptance Testing for the Asset Servicing Corporate Actions and Income processes, including periodic system upgrades
- Undertaking project work and/or ad hoc tasks as directed by Asset Servicing Specialist or Asset Servicing Manager
- Previous administrative experience within Financial Services - Essential
- Investment administration experience - Desirable
- Knowledge and understanding of corporate actions and income related events - Desirable
- Knowledge and understanding of asset types - Desirable
- Proficiency in Microsoft Office applications, particularly Word, Excel, and Outlook
- Excellent interpersonal skills with the ability to develop strong relationships within the company and with third parties
- Excellent oral and written communication skills with the ability to communicate effectively at all levels
- Show the ability to work on one’s own initiative, reacting quickly and appropriately to situations without prompting, prioritising workflows to meet demands accordingly
- Ability to work under pressure and meet deadlines with a high degree of accuracy
- Respond quickly and effectively to client demands
- Organisation and time management skills
- Demonstrate initiative, adaptability and flexibility in order to cope with the ever-changing demands of the role
- Able to think in a creative manner to deliver innovate solutions
- Strong analytical and problem-solving skills
- Excellent organisational skills
- Excellent attention to detail
- A positive and flexible approach to work
- Demonstrate an organised approach to the job, working closely with other team members to provide efficient feedback as required by both clients and the team

Asset Servicing Administrator/Analyst role at Nedbank Private Wealth (Isle of Man), 12-month contract. Responsible for managing corporate actions, income processing, and asset administration. Requires financial services experience, strong attention to detail, and excellent communication skills. GCSE Maths and English essential, investment qualifications desirable.
To take ownership of the preparation of financial reporting requirements for business units within the wider Utmost Group according to company policies and service level agreements on a periodic basis.
Key Responsibilities
Accounting Skills
- Deliverables produced to a high degree of accuracy on a timely basis
- Management information packs are prepared in accordance with the service level agreements and internal reporting timetable.
- Financial information produced reflects the results of the entity, with variances investigated and reported.
- Manual adjustments are recorded accurately and on a timely basis.
Communication Skills
- Excellent collaboration with team members
- Queries from other teams/internal and external stakeholders resolved in a professional and timely manner.
- Work together with the finance team to improve communications with the wider business to aid understanding of the impact of events or transactions.
Analytical Skills
- Variances and reconciling items are investigated, understood, resolved and reported.
- Interpret quantitative and qualitative information to achieve objectives and produce effective solutions to problems
Ability to maintain a robust control environment
- Comply with controls to maintain the quality and integrity of financial information.
- Challenge and improve controls, policies and procedures within the finance team
ESSENTIAL
- 5 GCSE (or equivalent) grade C or above, incl. English and Maths. 112 UCAS points at A Level.
- Commitment to obtain qualifications (CAT, ACCA)
- Able to demonstrate high level of accuracy, strong numerical skills, strong analytical and problem- solving skills
- Experience of working to deadlines and under pressure
- Good organisational skills
- Excellent communication skills
- Excellent IT skills – intermediate MS Excel
DESIRABLE
- Graduate with 2:1 degree
- Experience in an accounting function
- Good accounting skills and familiar with use of SAP

Financial accountant role requiring strong accounting and analytical skills to manage reporting for business units. Essential: 5 GCSEs, commitment to professional qualifications, excellent Excel skills and accuracy. Key focus on timely financial reporting, variance analysis and maintaining control environment. Experience with SAP preferred.
We have multiple opportunities for CDD Analysts to join our Client Review Team on a 12 month assignment to undertake key project work.
Who We Are
Nedbank Private Wealth is a multi-award-winning private bank and wealth manager headquartered in the Isle of Man, with branches in London, Jersey and a representative office in the UAE. The company provides a full international wealth management offering through its wealth planning, investment management, and banking services, to both business and private clients worldwide.
All our people are expected to consistently demonstrate our 6Cs, Collaboration, Curiosity, Courage, Client Impact, Can Do Attitude and Completeness.
Job Purpose
In this role, you will be responsible for conducting Customer Due Diligence (CDD) and Know Your Customer (KYC) reviews specifically focused on our network of partnered introducers and intermediaries, including Independent Financial Advisors (IFAs), Trusts, and Corporate Service Providers (CSPs). You will assess the integrity of these partners, assign risk ratings, and ensure compliance with regulatory and internal standards.
Responsibilities & Duties
- Conduct CDD and EDD reviews on partnered introducers and intermediaries.
- Undertake Customer Risk Assessments and assign appropriate risk ratings.
- Review and remediate existing partner files in line with AML Code requirements.
- Perform PEP and Sanction screening, including open-source media checks and Google alerts.
- Complete Trigger Event and Periodic reviews of partnered entities.
- Liaise with internal stakeholders to gather and verify documentation.
- Report findings and progress to key stakeholders including Risk & Compliance and senior leadership.
- Use third-party systems to validate KYC, CDD, and sanctions data.
- Apply sound judgement to escalate suspicious activities to the MLRO.
- Provide excellent client service to internal teams, ensuring accuracy and professionalism.
- Support project planning and contribute to continuous improvement initiatives.
- Take ownership of administrative tasks and maintain accurate records.
- Commit to personal development aligned with performance objectives.
- Proven experience in a similar CDD/AML role within financial services.
- Strong understanding of AML, CDD, and EDD requirements, especially for IFAs, Trusts, and CSPs.
- Experience conducting risk assessments and partner due diligence.
- Familiarity with offshore finance and regulatory frameworks.
- Corporate Governance knowledge and risk mitigation experience.
- Ability to deliver high-quality service to internal and external clients.
- Effective time management and ability to meet deadlines.
- Strong interpersonal, organisational, and communication skills.
- High attention to detail and ability to identify efficiency gains.
- Up-to-date knowledge of financial sector developments.
- Willingness to cross-skill and support wider teams.
- Ability to work under pressure with a high degree of accuracy.

CDD Analyst role at Nedbank Private Wealth for 12-month contract. Responsible for conducting due diligence and KYC reviews on introducers and intermediaries, including IFAs, Trusts and CSPs. Requires financial services experience, strong AML/CDD knowledge, and offshore regulatory understanding. Based in Isle of Man.
Job Details
We’re looking for an experienced HR Operations Specialist to join our team on a fixed-term contract. You’ll play a key part in ensuring HR processes run smoothly, using your technical know-how to support a wide range of activities. You’ll work closely with colleagues in HR Business Partnering, Learning & Development, HR Systems, Payroll, and Recruitment - so there’s plenty of variety and collaboration.
You’ll be trusted with sensitive and confidential information, so professionalism, discretion, and living our Utmost Core Values are key. As an HR ambassador, you’ll be a reliable, approachable, and non-judgemental point of contact for both internal and external stakeholders.
If you enjoy being part of a supportive team, making a difference behind the scenes, and keeping things running smoothly, we’d love to hear from you.
Key Responsibilities
General
- Take ownership of the onboarding journey -from the moment an offer is handed over from Recruitment to the new starter’s first day. You’ll be their first point of contact, making sure they feel welcomed and informed.
- Ensure all employment checks and legal requirements are completed accurately and efficiently.
- Handle payroll-related changes promptly and accurately, ensuring updates are reflected in HR systems and clearly communicated to the wider team.
- Manage other key HR processes such as maternity, paternity, sabbaticals, and probation. You’ll work closely with colleagues to ensure these are handled professionally and with care.
- Provide cover for the HR Operations Lead during periods of leave. This includes second-checking key processes, reviewing workloads, and supporting the HR Coordinators across the team.
- Monitor and respond to queries in the HR Hub and HR Isle of Man inbox, delivering clear, timely, and professional communication on behalf of the HR team.
- Build strong relationships with managers and new starters to ensure a seamless and high-quality onboarding experience for everyone involved.
- Collaborate with HR Leads on ad-hoc HR projects.
Learning & Development
- Provide support with Learning & Development activities when needed - this could include helping with admin tasks, delivering induction sessions, or preparing training materials.
- Get involved in ad-hoc projects alongside the L&D Lead, offering support wherever it’s needed to help things run smoothly.
HR Analytics & Systems
- Provide support and cover for the HR Analytics Lead by assisting with the preparation and delivery of reports as needed.
- Contribute to ad-hoc projects related to HR systems, helping to improve functionality and user experience.
Recruitment
- Provide support to the Recruitment Lead as needed, stepping in to assist with various parts of the recruitment process.
- Represent the company confidently at recruitment fairs and external events, helping to promote our brand and attract top talent.
- Previous experience in HR Operations, with a solid understanding of day-to-day processes and the ability to contribute from day one.
- Excellent organisational skills with the ability to adapt quickly to shifting priorities and assess what needs to be tackled first.
- Strong attention to detail and a commitment to delivering work with a high level of accuracy.
- Keen to learn about and support a wide range of HR functions and initiatives.
- Proactive and enthusiastic about taking on new and challenging tasks or projects.
- Understanding of process improvement principles and a drive to streamline and simplify workflows.
- Willingness to share knowledge and support the development of others through training and guidance.

HR Operations Specialist needed for fixed-term contract. Role involves managing onboarding processes, HR administration, payroll changes and providing support across HR functions including L&D, Analytics and Recruitment. Must have HR Operations experience, strong organisational skills, attention to detail and commitment to confidentiality. UK-based position.
Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.
Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.
Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.
Job Purpose
- Overall knowledge of the Investment Operations Department; Processing account opening, trade settlement, cash reconciliations, asset review, security set up, AML requests, monitoring standing data, dividends, corporate actions.
- Execute on behalf of Canada Life policyholders in line with Company service standards and the Canada Life Investment Governance Regulations
- Ensure investment transactions and client instructions are executed in the market within the expected timescales
- Ensure the timely settlement of all investment transactions and to accurately administer external custodian accounts and custody records
- Communicate with our customers and external counterparties to ensure all requirements are met
- Accurately notify our policyholders and their advisers of any changes to their investments and assist with the co-ordination of their responses and onward instruction to the market
- Maintain technical knowledge to facilitate rotation within Investment Operations teams to ensure service levels are maintained
- Care for our customers by providing a high quality of service that is accurate and within stated timescales
- To support the Team Lead / Management Team by delivering training and coaching to team members
- To ensure that we provide a service to our customers in line with our Company values
Key Accountabilities
- To ensure that all investment activity and instructions are recorded, executed, settled and reconciled in a timely and accurate manner
- To provide product and fund information, undertake tasks in response to customer requests, amend and maintain accurate company records, ensuring that legislative, customer and Company requirements and service standards are met
- Ensure all internal and external communications demonstrate service excellence and keep our customers accurately informed
- To deputise and represent the Team Leader, ensuring customer commitments are met. To act as a positive role model within and outside of Investment Operations
- Keep us safe by ensuring our internal controls and processes satisfy Canada Life Governance and regulatory requirements
- To train, coach and mentor new and existing team members, taking ownership of training plans
- Drive for results by continually review and improve the department’s processes and procedures to ensure service levels are maintained and, where appropriate, enhanced in line with Company policies, regulatory, professional and legal requirements
- To maintain a high level of technical and specialist skills, experience and knowledge, enabling rotation into other teams as and when required to ensure service levels are maintained
- To co-ordinate, contribute and represent Investment Operations in ad hoc projects
- To liaise and develop working relationships with other business areas across Canada Life and with our external counterparties as needed
- Diligent and conscientious in the accuracy of their work, excellent attention to detail
- Excellent written and verbal communication skills
- Excellent Customer Service skills
- Previous experience in training and coaching
- “Can Do”, proactive attitude
- Ability to operate in a fast paced, dynamic environment and able to work under pressure
- Intermediate knowledge and experience of MS Office
- Financial Services experience and/or Investment knowledge - desirable
- Minimum 5 A* - C / 9 – 4 Grade GCSEs (including English and Maths) or equivalent – essential
- CISI Introduction To Securities - desirable not mandatory

Investment Operations role at Canada Life UK handling trade settlements, account management and customer service. Responsibilities include processing transactions, maintaining records, and ensuring regulatory compliance. Requires strong attention to detail, excellent communication skills, and GCSE qualifications. Financial services experience and CISI certification desirable.
Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.
Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.
Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.
Job Purpose
Reporting to the CLUK CRO and Great West Lifeco (Lifeco) Chief Compliance Officer, this role leads the Compliance and Regulatory Affairs functions in the UK division (CLUK) in relation to products in wealth, insurance, asset management and home finance markets across the UK, Isle of Man and Dublin:
You will have:
- Accountability for providing compliance and regulatory oversight in relation to current and future strategic aims and commercial advice to CLUK on how these may be met within relevant regulatory and compliance requirements. Influence and set actions to mitigate regulatory and compliance risk through independent oversight of business activities and controls.
- Specific responsibilities include ownership of regulatory compliance management framework and oversight against it; management (through delegation) of MLRO and privacy team to ensure compliance with financial crime and privacy requirements; manage and report against the Code of Conduct process; and oversee complaints handling.
- Set regulatory strategy and lead delivery through relevant regulators (including PRA, FCA, CBI, IOMFSA, HKIA and OSFI)
- Act as key contact point for Compliance and Regulatory matters for CLG and Lifeco, including for input of reporting of UK Compliance and Regulatory matters to the equivalent CLG and Lifeco functions.
- The role has significant exposure with regular oversight reporting and advice to senior management and boards in relation to managing regulatory and compliance risk to meet CLUK strategic outcomes.
- Support the Chief Risk Officer in ensuring that CLUK’s Enterprise Risk Management Framework facilitates effective and appropriate risk management across the business with a particular focus on regulatory and compliance risk, encourages an appropriate risk culture and meets the needs of the full range of stakeholders (including Board, executive and regulators).
Desired Knowledge / Experience / Skills
Within this role you will:
- Report to CLUK CRO and Chief Compliance Officer of Lifeco
- Recruit and manage staff, carry out performance reviews and make pay & bonus decisions subject to company requirements.
- Engage with senior management, present advice and regular reports to the Boards, committees, senior management, and regulators under tight time pressure.
- Key contact point for Compliance and Regulatory matters for CLG and Lifeco (including for input of reporting of UK Compliance and Regulatory matters to the equivalent CLG and Lifeco functions), including provision of CLUK compliance reporting and relevant support to Lifeco CCO
- Providing advice and/or agreeing a level of compliance which is outside of risk appetite could have a significant impact on the business and/or project deliverables resulting in potential fines, regulatory censure and damage to reputation due to non-compliance with regulatory requirements.
Job Specific Accountabilities
What you'll do:
- Accountability for Data Protection and MLRO sits within this team
- Manage and lead the Compliance function for the CL UK division (including CLL, CLAM, Stonehaven, CLP, CLI, CLII and CLIAI) to oversee operation of compliance, financial crime and privacy, policies and standards (accountable, either directly owning or via ownership by members of the Compliance Management team, for all compliance related policies).
- Provide commercial and risk-aware advice relating to compliance and regulatory requirements to influence and align CLUK strategy with expectations and obligations.
- Implement and manage the Code of Conduct process and provide associated reporting.
- To lead and oversee a proactive and effective working relationships with all regulators that the CL UK division interacts with including PRA, FCA, CBI, IOMFSA, HKIA and OSFI. Ensures understanding of the regulators’ requirements and expectations of CLUK, and that this understanding is shared by the Executive and Board.
- Proactively set strategy for regulatory relationship management establishing objectives for these relationships to meet CLUK, CLG and Lifeco strategic goals and manages across the whole of CLUK to meet those objectives, including managing the process of effective and appropriate responses to regulatory requirements and requests.
- Drive the development of skills and capabilities within the function to meet current and future demands of the regulatory environment, and of the businesses within UK division, taking account of CLUK strategy.
- Oversee the relationship with 1st line compliance resources and ensure a robust model exists across the two lines, balancing totality of coverage with efficiency of delivery. Maintain focus on opportunities to make compliance function more effective and efficient including uses of new processes, systems or technology where appropriate.
- Take accountability on behalf of the COO for partnering with key senior leaders to deliver on strategic outcomes and targets. Overseeing strategic business initiatives, tracking progress and providing innovative solution to resolve issues and remove barriers.
- Delivering and tracking effective MI (financial, commercial, operational, conduct and risk) in order to lead the business safely and commercially. Reviewing MI along with the Executive team to track effective delivery of CL’s strategic agenda.
What you'll bring to the role:
- Proven experience of leading Compliance functions in PRA/FCA regulated environments.
- Proven experience of successfully managing regulatory relationships.
- Strong understanding of ‘3 Lines of Defence’ models and experience of leading Compliance and Regulatory functions in such environments.
- Strong negotiation and influencing skills to get desired outcome. Develop and maintain effective working relationships with colleagues, business unit leadership teams and other governance functions.
- Self-motivated, well-organised, pragmatic and able to perform tasks independently.
- Strong skills and experience of managing and motivating a team from a diverse range of professional backgrounds and with varying levels of experience including proven experience of developing and coaching individuals.
- Proven track record at delivering reporting requirements under time pressure with attention to detail.
- Strong change management skills.
- A sound understanding of compliance and conduct risk principles and philosophy, combined with risk principles, measurement and management techniques.
- Proven understanding of the key drivers and issues within Financial Services and how business solutions may be deployed to best meet all stakeholders’ needs compliantly.
- Awareness of applicable laws relating to data protection (Data Protection Act (GDPR)) and Money-Laundering/ Financial Crime, together with proven ability to manage teams to deliver a strong control environment in these areas and satisfying all regulatory requirements

Head of Compliance and Regulatory Affairs role at Canada Life UK, reporting to CRO and Lifeco CCO. Leads compliance functions across UK, IoM and Dublin operations. Oversees regulatory relationships, MLRO, data protection and conduct. Requires extensive financial services compliance experience, strong leadership skills and deep regulatory knowledge.
What does this team do?
Audit has a really important role in society, helping to protect the public interest. Accurate financial and corporate reporting is essential for businesses. It means that we are able to hold companies to account, maintain financial stability in the country and protect the consumers who rely on those businesses.
Our team provides independent auditor reports, looking at both the truth and fairness of organisations’ annual financial statements.
We want everyone who joins to feel good about their role, and, as a high-profile audit firm, it’s important for us to achieve a consistent and widely recognised standard of excellence in the quality of our audit work.
The landscape for audit reporting is changing fast and our work continues to evolve. More and more, we’re using intelligent machines to automate and standardise processes, so focus can go on delivering a quality product for businesses. Enabling you to enjoy real responsibility early in your career.
Our offices in Jersey, Guernsey and the Isle of Man offer something unique; the opportunity to work for a Big Four firm whilst living in a beautiful island setting. Each island has a distinctive atmosphere with vibrant communities and a wide variety of outdoor pursuits on offer. Working in the islands presents the career opportunities found in large cities but with the benefit of short commutes and being able to take full advantage of the temperate climate as well as proximity to the sea, beautiful landscapes and nature.
Our offices may be smaller than some (c.200 colleagues across the three islands) but this doesn’t mean our clients are. The Channel Islands & Isle of Man are home to diverse and thriving financial markets giving you the opportunity to work with high profile, prestigious clients.
We work with organisations of all sizes; from rapidly growing local companies to international private equity and real estate businesses with a global reach. Our broad range of clients means that no day in our Islands’ Audit practice is ever the same.
Our close-knit office community encourages plenty of hands-on experience and the chance to work closely with senior colleagues who invest in your development and career progression from day one.
What skills and academic qualifications do I need?
You’ll need to have obtained or be studying towards at least 104 UCAS points (260 UCAS points pre-2017) for your A levels (or equivalent) to be eligible for this programme.
What kind of work will I do?
People from a wide range of backgrounds can thrive on our inclusive BrightStart Apprenticeship programme. It’s a rewarding leap into the world of professional services that allows you to gain real-world experience while being paid to learn and progress.
By joining us you’ll have the chance to work directly with major organisations, as well as building your skills through our excellent training programme. You’ll deliver quality services that make a real difference to our society.
Early on in your career you’ll be given responsibility for developing people and managing teams, supported by us every step of the way. You’ll get involved with different organisations, helping you to understand how they operate and learning about the economic and industry issues that matter to them. You’ll have the opportunity to think creatively and work together to solve problems. Alongside this you’ll be learning critical skills to quickly adapt and use technology to help future proof your career.
Our Audit business has two core areas:
- Large & Complex Audit which includes listed companies (corporate and financial services), their subsidiaries in the UK and internationally, as well as other public interest entities such as banks, insurers, large private companies and public sector organisations.
- Portfolio Audit which spans a wide range of sectors including private corporates, real estate funds, pension schemes, financial services brokers and investment managers. Portfolio business offers the opportunity to work with privately owned, dynamic, entrepreneurial and high growth businesses.
At Deloitte we recognise how important face-to-face interaction is for your development in a new role. We also understand that our people need flexibility, which is why we operate a hybrid system, with a combination of office and home working. If you’re in a client-facing role, you might be expected to attend client sites on certain days, while your meetings will be a mix of online and in-person events. Please note your final assessment and induction will also be in-person, to give you the opportunity to network and build relationships.
All our work spaces are accessible, however, if you require further flexibility due to a health condition or caring responsibilities, please discuss this with our team. You can find further information on our parent and carer policies here.
What’s in it for me?
- You will be joining a world-class training scheme at Deloitte, in a full-time permanent role that gives you a market-leading salary, benefits and endless opportunities. In addition, you will complete a professional qualification that will contribute to developing your career. All of which is driven by our shared sense of purpose:
- We challenge and we rise to the challenge: We want our people to achieve their potential and are committed to making that happen. We offer you an outstanding training scheme, the opportunity to obtain an internationally renowned professional qualification and ongoing investment in your development.
- We include everyone: We are a diverse group of people of the highest calibre and our inclusive culture means everyone’s voice is heard. You‘ll learn from them every day, work in a friendly and supportive team environment, make friends for life, and develop a broad professional network that will serve you well, no matter where your career takes you.
- We do the right thing: We believe our people are at their best when they connect their work to a greater cause. At Deloitte, you’ll find a place where you can be your true self, thrive professionally and personally, and make a shared impact that reaches further and means more.
How will I develop?
Soft skills
To support you, we invest heavily in both your technical skills and soft skills (e.g. communication skills, ability to challenge, decision-making, resilience, project management and leadership skills). This includes building the skills and knowledge required to help you use developing technology such as AI to maximise your potential. These will help you to become a successful business professional and allow you to navigate different situations that you’ll encounter during your career.

Deloitte's Audit team provides independent financial reporting assessments for diverse clients across Jersey, Guernsey and Isle of Man. The role combines traditional auditing with modern technology, offering early career responsibility and professional qualifications (ACA/ACCA). The team works in a hybrid model across office and client locations.
What does this team do?
Audit has a really important role in society, helping to protect the public interest. Accurate financial and corporate reporting is essential for businesses. It means that we are able to hold companies to account, maintain financial stability in the country and protect the consumers who rely on those businesses.
Our team provides independent auditor reports, looking at both the truth and fairness of organisations’ annual financial statements.
We want everyone who joins to feel good about this role, and, as a well-known audit firm, it’s important for us to achieve excellence in the quality of our audit work.
The landscape for audit reporting is changing fast and our work continues to evolve. More and more, we’re using intelligent machines to automate and standardise processes, so focus can go on delivering a great product for our businesses. A role that enables you to enjoy real responsibility early in your career.
Our offices in Jersey, Guernsey and the Isle of Man offer something unique; the opportunity to work for a Big Four firm whilst living in a beautiful island setting. Each island has a distinctive atmosphere with vibrant communities and a wide variety of outdoor pursuits on offer. Working in the islands presents the career opportunities found in large cities but with the benefit of short commutes and being able to take full advantage of the temperate climate as well as proximity to the sea, beautiful landscapes and nature.
Our offices may be smaller than some (c.200 colleagues across the three islands) but this doesn’t mean our clients are. The Channel Islands and Isle of Man are home to diverse and thriving financial markets giving you the opportunity to work with high profile, prestigious clients.
We work with organisations of all sizes; from rapidly growing local companies to international private equity and real estate businesses with a global reach. Our broad range of clients means that no day in our Islands’ Audit practice is ever the same.
Our close-knit office community encourages plenty of hands-on experience and the chance to work closely with senior colleagues who invest in your development and career progression from day one.
What skills and academic qualifications do I need?
You’ll need to have obtained or be studying towards a minimum 2:1 in any degree discipline and have graduated by September 2026 for the Autumn 2026 intake.
What kind of work will I do?
You’ll have the chance to work directly with major organisations, building your skills through our excellent training programme, and delivering quality services that make a real difference to our society.
Early on in your career you’ll be given responsibility for developing people and managing teams, supported by us every step of the way. You’ll have the opportunity to think creatively and work together to solve problems. You’ll get involved with different organisations, helping you to understand how they operate and learning about the economic and industry issues that matter to them.
Our Audit business has two core areas:
- Large & Complex Audit: includes listed companies (corporate and financial services) their subsidiaries in the UK and internationally, as well as other public interest companies such as banks, insurers, large private companies, and public sector organisations.
- Portfolio Audit: sectors including private corporates, real estate funds, pension schemes, financial services brokers and investment managers. Portfolio business offers the opportunity to work with privately-owned, dynamic, entrepreneurial and high growth businesses.
The work we do is wide-ranging, and no two days are ever the same. Working alongside some of the most talented professionals, you’ll learn to understand corporate language, and assess business processes, systems, controls and reports. This enables organisations across every sector to be transparent about what they do, build stronger systems of quality control, increase their capability to manage risk and, most crucially, increase public confidence.
What’s in it for me?
This is more than a world-class training scheme that includes a professional qualification, it’s also a permanent job that gives you a market-leading salary, benefits and endless opportunities driven by our shared sense of purpose:
- We want our people to achieve their potential and are committed to making that happen. We offer you an outstanding training scheme, the opportunity to obtain an internationally renowned professional qualification and ongoing investment in your development.
- We are a diverse group of people of the highest calibre and our inclusive culture means everyone’s voice is heard. You‘ll learn from them every day, work in a friendly and supportive team environment, make friends for life, and develop a broad professional network that will serve you well, no matter where your career takes you.
- We believe our people are at their best when they connect their work to a greater cause. At Deloitte, you’ll find a place where you can be your true self, thrive professionally and personally, and make a shared impact that reaches further and means more.
Soft skills
To support you, we invest heavily in both your technical skills and soft skills (e.g. communication skills, ability to challenge, decision-making, resilience, project management and leadership skills). This includes building the skills and knowledge required to help you use developing technology such as AI to maximise your potential. These will help you to become a successful business professional and allow you to navigate different situations that you’ll encounter during your career.

The team provides independent audit services, examining financial statements for organisations of all sizes. Based in Jersey, Guernsey and Isle of Man, they work with local and international clients across corporate and financial services. The role involves using technology and analytical skills whilst studying towards ACA or ACCA qualifications.
About the Role
We are seeking a motivated and enthusiastic individual to join our team as a Customer Service Executive. The ideal candidate will possess excellent communication skills, a friendly and professional demeanour, and a passion for providing exceptional customer service. As a member of the Customer Services Team, you will be responsible for addressing customer inquiries, resolving issues, and ensuring customer satisfaction. This role requires strong multitasking abilities and the ability to thrive in a fast-paced environment.
Responsibilities include, but are not limited to
- Developing and using their customer services expertise to identify and resolve customer queries in a timely manner
- Handling inbound and outbound calls to our customers, responding to a diverse range of problems and requests
- Achieving individual, and contributing to department, SLAs and KPIs ensuring value added service to our customers
- Identifying risks and opportunities for improvement, delivering simple, effective ways to improve the service we offer to our customers
- Escalating issues where appropriate to the Customer Services Manager
- Ensuring that all customers experience an exceptional level of service
Key Skills/Attributes
- Excellent communication skills on all levels
- Ability to work on own initiative as well as part of a team
- Sound numerical skills
- Sense of urgency and the ability to work in a fast-paced office environment
- Deadline focused with ability to prioritise tasks
- Flexible and multi-tasking ability to produce results
- Excellent knowledge of Microsoft Office, especially Microsoft Excel
Key Attitudes/Behaviours
Exceptional results require exceptional people. Exceptional people who live and breathe the plan.com values. We are built on trust, fuelled by passionand driven by excellence.
Attributes we look for include:
- Curious and continuous learner – We value individuals who are eager to learn and grow and committed to self-improvement. We encourage continuous learning and provide a wide range of opportunities for personal and professional development.
- Innovative and Initiative – We embrace innovation and encourage our team members to be ambitious, think outside the box, challenge the status quo, and explore new ideas to drive growth and success. We value team players who can work off their own initiative, empower our people to make informed decisions and trust them to do the right thing.
- Adaptable – In a dynamic industry, adaptability is key. We seek individuals who can thrive in a changing environment, embrace new challenges, and quickly adjust to evolving circumstances while maintaining a positive attitude.
- Collaborative – We value the collective power of working together.
- Passion – One of our three core values, passion goes beyond our people's enjoyment of their work. It's a passion for the business and their contribution to furthering its success. It means striving to be the best and encouraging those around us to do the same. And it means not being afraid to take risks. Go big or go home!

Customer Service Executive role requires excellent communication skills and customer service expertise. Responsibilities include resolving queries, handling calls, meeting KPIs and identifying service improvements. Must be adaptable, collaborative and passionate with strong Microsoft Office skills. Focus on continuous learning and innovation in a fast-paced environment.
The Operational Process Improvement Junior Technician is responsible for enhancing operational efficiency by analysing and redesigning existing business processes. This includes:
- Reviewing ‘As Is’ Processes: Conducting thorough analysis of current processes and utilising use of available MI to identify inefficiencies, bottlenecks, and areas for improvement.
- Process Redesign and Optimisation: Re-engineering processes to reduce end-to-end timelines, eliminate waste, minimise customer effort, and emphasise first-point resolution.
- Digital and Robotic Integration: Identifying opportunities to utilise digital tools and robotic process automation (RPA) for streamlined workflows and enhanced productivity.
- Collaboration and Documentation: Working closely with other teams/departments to document updated procedures, ensuring alignment with best practices and group standards to ensure a smooth roll out of procedural improvements
- Relationship Management: Lead the ownership and delivery of broker dashboarding across the Utmost Group, ensuring timely and accurate reporting of key account information (e.g. AUM and in-flight transactions) whilst collaborating with stakeholders (IT, Operations and Relationship Management) to enhance visibility of communication at critical transaction points and intervals.
By driving process improvements and championing innovation, the Process Analyst will play a critical role in delivering exceptional outcomes for the business and its customers.
As this role develops, there will be a need to adapt to new requirements and accept additional responsibilities.
Key Responsibilities
Customer & Operational Efficiency
- Collaborate with process owners, managers, and SMEs to understand current procedures, risks, and opportunities for improvement
- Leverage MI such as complaints, audit actions, and risk events to support with process reviews, identifying areas which may benefit additional attention.
- Ensure exceptional customer experience by incorporating customer-centric thinking into process design and changes.
- Identify, document and implement recommendations to enhance efficiency including use of digital tools, robotics and use/optimisation Enate (workflow) steps based on data and insights.
- Ensure focus remains on the four customer metrics throughout all activity (reduced end-to-end timelines, removal of waste, reduce customer effort, and first-point resolution)
- Translate processes into clear, easy-to-follow operating procedures and detailed process maps.
- Accurately capture procedural and checklist requirements for Enate workflow design
- Work with process owners and SMEs to update procedures, making them clear, concise, and user-friendly.
- Support teams in the smooth rollout of workflow implementations and procedural improvements to ensure adoption and effectiveness.
- On-time delivery and co-ordination of accurate key account information – AUM, in-flight transactions etc.
- Collaboration with key stakeholders (IT, Operations, Relationship Management etc.) to continuously drive greater visibility and appropriate communication at key transaction points and at agreed intervals.
Culture
- Act as a role model, demonstrating the Utmost values and fostering a positive, collaborative culture across the organisation.
- Show initiative in problem-solving and decision-making, contributing to the team’s success.
- Lead by example, inspiring and motivating colleagues to embrace and drive change
- Development of strong alliance with Customer & Investment Operations
- Assist your manager in achieving and exceeding departmental objectives.
Innovative/Pioneering
- Identify opportunities to add value, whether through creative thinking, process redesign, or new tools and technologies.
- Proactively explore and implement new approaches to work, driving continuous improvement across processes.
- Demonstrate creativity in solving challenges and improving ways of working.
- Maintain a positive, “can-do” attitude and take ownership of assigned tasks, seeing them through to completion.
Operational Risk
- Maintain an operational risk and control environment and supporting framework that is consistent with a first-class front-line shared services organisation and embedded as part of day-to-day operations.
- Ensure that the Procedural Reviews deliver measurable reduction of Operational Risk, where possible.
- Successfully meet audit and customer Anti-Money Laundering (AML) requirements, ensuring compliance with regulations.
- Implement financial risk mitigation strategies as part of procedural and workflow updates.
- 2 – 5 years’ relevant experience Financial Services.
- An understanding of the risk and
- compliance environment.
- IT/Business Degree or similar relevant qualification.
- Lean 6 Sigma or similar qualification
- 2 years plus experience in process documentation/analysis driving process improvements.

The Operational Process Improvement Junior Technician analyses and optimises business processes to enhance efficiency. Key responsibilities include reviewing existing processes, implementing improvements, integrating digital solutions, managing broker dashboards, and collaborating across departments. The role requires 2-5 years' financial services experience, process improvement expertise, and relevant qualifications including Lean Six Sigma.
Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.
Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.
Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.
Contract Type: 6 month FTC
What We're Building
We now need a Senior Administrator to support the transformation and the future growth of the business within the Customer Services function, so it can stand out for the experience and service we deliver by building on our service reputation, and delivering market-leading service excellence for our customers and advisers.
Job summary - Claims Team
To be actively engaged in the resolution of customer and adviser queries. The expectation is this individual will demonstrate a proactive and positive desire to deliver the best possible customer experience for customers throughout the journey with Canada Life International.
This will involve resolving a wide range of queries for both the IOM and Dublin office of Canada Life International as well as proactively contributing to designing and delivering the most positive experience for CLI customers.
Claims for Offshore Bonds. Processing customers withdrawal requests within our agreed service levels. Focus on risk-based decisions to ensure we keep the business and customer safe whilst providing great customer service.
Key Skills for this Team:
- Excellent communication skill both spoken and written
- Problem solving ability
- Previous Claims/Payments knowledge
What you'll do
Be an active and positive team member focused on providing the best possible customer experience within the Customer Contact area.
Specifics will include:
- Achieve an average quality score of over 90%
- Achieve an average weighted productivity score of over 95%
- Proactively identify enhancements to processes and contribute towards their implementation
- Identify, understand and collate CLI customer needs, requirements and feedback
- To engage and collaborate with peers across both the International Business and the wider group to ensure that experiences and successes are shared in order to break down silos and support the positive customer journey throughout all areas of the business.
- To proactively take ownership for self-development and demonstrate the desire to progress their career within CLI.
Who you are
- Demonstrates enthusiasm and a positive approach to their working performance
- Be open and able to adapt to change
- Articulate and possess excellent communication skills
- Strong team player who is able to work with limited supervision
- Confident self- starter
- Takes a logical and organised approach to problem solving
- Has the desire to develop a career within a customer centric environment.
- Has a strong attention to detail and enjoys delivering quality outcomes
- Experience within a life assurance environment would be an advantage

Senior Administrator role (6-month FTC) at Canada Life UK's Claims Team. Process offshore bond claims and customer withdrawals, ensuring risk compliance and service excellence. Requires excellent communication, problem-solving skills, and previous claims/payments experience. Must maintain 90%+ quality score and 95%+ productivity. GCSEs including English and Maths essential.
Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.
Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.
Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.
What We're Building
We now need a Senior Administrator to support the transformation and the future growth of the business within the Customer Services function, so it can stand out for the experience and service we deliver by building on our service reputation, and delivering market-leading service excellence for our customers and advisers.
Job summary - Contact Team
To be actively engaged in the resolution of customer and adviser queries. The expectation is this individual will demonstrate a proactive and positive desire to deliver the best possible customer experience for customers throughout the journey with Canada Life International.
This will involve resolving a wide range of queries for both the IOM and Dublin office of Canada Life International as well as proactively contributing to designing and delivering the most positive experience for CLI customers.
Front facing department for the company dealing with both calls and emails for various queries across all products and process. Very varied not 1 hour is the same but will gain a very well-rounded knowledge of the start to end of processes.
Key skills required for this Team:
- Excellent communication skill both spoken and written, particularly phone-based
- Problem solving ability
- Empathetic and Patient
What you'll do
Be an active and positive team member focused on providing the best possible customer experience within the Customer Contact area.
Specifics will include:
- Achieve an average quality score of over 90%
- Achieve an average weighted productivity score of over 95%
- Proactively identify enhancements to processes and contribute towards their implementation
- Identify, understand and collate CLI customer needs, requirements and feedback
- To engage and collaborate with peers across both the International Business and the wider group to ensure that experiences and successes are shared in order to break down silos and support the positive customer journey throughout all areas of the business.
- To proactively take ownership for self-development and demonstrate the desire to progress their career within CLI.
Who you are
- Demonstrates enthusiasm and a positive approach to their working performance
- Be open and able to adapt to change
- Articulate and possess excellent communication skills
- Strong team player who is able to work with limited supervision
- Confident self- starter
- Takes a logical and organised approach to problem solving
- Has the desire to develop a career within a customer centric environment.
- Has a strong attention to detail and enjoys delivering quality outcomes
- Experience within a life assurance environment would be an advantage

Senior Administrator role at Canada Life UK's Customer Services team. Responsible for resolving customer and adviser queries across IOM and Dublin offices. Requires excellent communication skills, problem-solving ability, and customer service focus. Must achieve 90%+ quality scores and 95%+ productivity. GCSEs including English and Maths essential.
As a member of the Technical & Tax Reporting team, the main purpose of this role is to contribute to our Chargeable Events reviews, production of certificates and support the annual HMRC submission in accordance with UK regulatory requirements.
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 Responsibilities
Technical & Tax Reporting
- Reviews of Chargeable Events for UK clients and producing certificates
- Assisting Chargeable Events data submission to UK HMRC
- Ensuring all own and teamwork is completed within the team’s SLAs and high-quality standards
- Supporting the wider team to meet timely and accurate regulatory reporting requirements
- Training and checking other colleagues’ work
- Continual review and improvement of current processes and procedures
- Actively contributing to process updates and automation opportunities, working with other members of the team, as well as the other teams within Client Services
- Investigating and resolving complex Chargeable Events cases and queries in a professional and timely manner
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 administrative policies and procedures.
Self-Management
- Be responsible and accountable for own personal development.
- Ensure adherence to all company policies including risk, compliance and HR policies.
Person Specification
- Good communication and interpersonal skills
- Ability to work well individually and as part of a team
- Ability to work to tight deadlines
- Previous Life office experience is desirable but not essential
- Previous Chargeable Events experience is essential (3+ years)
- Innovative, take bold steps forward
- Stand up for what’s right
- Question convention and stay curious
- Use expertise to deliver on promises
- Persevere to get the right outcome
- Act with focus and care
- Collaborate, learn from experience, and adapt
- Share openly and transparently
- Listen, to include new perspectives

Technical & Tax Reporting role specialising in Chargeable Events reviews and HMRC submissions. Key responsibilities include certificate production, data submission, process improvement and query resolution. Essential: 3+ years' Chargeable Events experience, strong communication skills and ability to meet deadlines. Life office experience beneficial.
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.
- 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.
Work Experience
- Minimum of 2 years’ experience in Financial Services.
- Reasonable Knowledge of Microsoft Office Applications (Word, Excel, Outlook)
- Ability to draft basic letters / fax
- Experience within a customer facing administration role
Me Personally
- Excellent planning and organisational skills.
- Ability to work within a team or on own initiative.
- Can maintain high level of accuracy and still work within agreed service standards.
- Ability to work under pressure.
Me and Others
- Excellent communication skills (written & verbal)
- Good team player
- Me and Customers
- Clear understanding of Customer Service
- Commitment to providing outstanding customer service
- Excellent telephone manner
- Technical Knowledge and Skills
- Knowledge of the regulatory framework (AML/KYC)
- Ability to meet individual targets and goals with accurate results.

Support Policy Servicing Supervisor in delivering client services, ensuring regulatory compliance and meeting service standards. Mentor team members, monitor workload, check quality, maintain procedures and handle complex queries. Strong communication skills, attention to detail and ability to prioritise essential. Assist with complaint resolution and process improvements.
Job Details
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 is an integral feature of the Client Services philosophy.
Key Responsibilities
AML/CFT monitoring
- Monitoring reviews
- Customer Risk Assessments
- Quality Checking colleague’s 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 policies including risk, compliance, and HR
- policies.
- Good communication and interpersonal skills
- Ability to work well individually and as part of a team
- Ability to work to tight deadlines
- Previous Life office experience is desirable but not essential
- Anti-Money Laundering and Countering Financing of Terrorism experience is essential
- Compliance or AML Monitoring experience is essential, particularly for PEPs and High-Risk customers
- Stand up for what’s right
- Question convention and stay curious
- Use expertise to deliver on promises
- Persevere to get the right outcome
- Act with focus and care
- Collaborate, learn from experience, and adapt
- Share openly and transparently
- Listen, to include new

AML Team member responsible for monitoring reviews, customer risk assessments and incident escalation, focusing on AML/CFT controls. Essential requirements include AML/CFT experience, compliance monitoring expertise (especially PEPs/high-risk customers), strong communication skills and ability to work independently whilst meeting deadlines. Must demonstrate integrity and collaborative approach.
Job Description
At IQ-EQ, we take our responsibility to safeguard clients and the business seriously. As our Financial Crime Prevention Specialist, you will play a vital role in strengthening our AML/CFT control framework, supporting the MLRO, and ensuring compliance with regulatory standards — while fostering a culture of integrity across the business
What You’ll Do
- You will be the go-to person for financial crime prevention, ensuring visibility across the business and promoting the importance of AML/CFT controls.
- You will manage daily client screening (Sanctions and PEPs), assist with financial crime investigations, and make recommendations to the MLRO.
- You will liaise with regulators and external authorities, ensuring timely responses and clear record-keeping.
- You will provide expert guidance and training on financial crime matters, contributing to awareness and continuous improvement.
- You will work closely with colleagues across all three lines of defence, supporting a culture of collaboration, compliance, and proactive risk management.
What we offer
- Comprehensive remuneration: Motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
- Flexible working: We recognise the value of working flexibly and is keen to ensure all employees enjoy an excellent work-life blend. As such, we are open to conversations with employees related to setting up flexible working arrangements.
What You’ll Bring
- You hold a recognised AML/CFT qualification and have a strong understanding of the regulatory framework.
- You have solid knowledge of industry best practice in trust, fund, and company administration.
- You are analytical, detail-oriented, and confident interpreting legal and regulatory documents.
- You are an effective communicator, approachable, and a strong team player who can build trust across the business.
- You are resilient, adaptable, and solutions-driven, with the ability to balance compliance and business needs under pressure.
If you’re ready to take ownership, strengthen our financial crime prevention framework, and make a real impact, we’d love to hear from you

Financial Crime Prevention Specialist role at IQ-EQ focusing on AML/CFT controls and compliance. Manages client screening, investigations and regulatory liaison whilst providing expert guidance. Requires AML/CFT qualification, trust/fund administration knowledge and strong analytical skills. Offers flexible working and competitive remuneration.
We are seeking a Client Portfolio Manager with relevant 'Trust and Corporate Service Provider' experience.
ILS World is a global provider of independent fiduciary services to professional advisers, international corporate groups and private clients. An opportunity has arisen for a Client Portfolio Manager.
The successful candidate will be responsible for managing a small team of administrators with a view to overseeing client management and service levels. Acting as a technical resource, the candidate will be expected to provide guidance and training whilst also administering a portfolio of complex client entities.
The successful candidate must have previous experience in the TCSP industry and hold a relevant qualification. Excellent technical, organisational and client service skills are essential to this role.

Client Portfolio Manager sought for ILS World, global fiduciary services provider. Role involves managing administrator team, overseeing client portfolios and service delivery. Must have TCSP industry experience, relevant qualification, and strong technical and organisational skills.
We offer ATT/CTA, ICAEW or ACCA training contracts to motivated students who want to start a career where they can have a positive impact on their community whilst developing deep expertise and working with industry leaders.
As a consultant you will support engagement leaders by providing administrative and investigative support to ensure effective delivery of assignments in-line with client, statutory, legal and KPMG methodology.
You will be given formal structured professional study support, receive rewards as you pass exams and be exposed to industry leaders as you develop deep expertise of our Financial Services clients.
As a tax consultant you will be responsible for:
- Delivering timely work with a focus on quality and efficiency
- Developing and maintaining effective relationships with all colleagues and clients
- Developing and understanding internal and external processes and procedures
- Proactively seeking feedback and opportunity to reflect upon tasks performed
- Applying the knowledge gained through professional studies to work completed
The advantages of growing your career with KPMG in the Crown Dependencies
- Direct access to leadership from your first day
- Rapid career progression for excellent performers
- Growing opportunities to advance in non-standard career routes as we continue to meet our ambitious growth targets
- Exposure to industry leaders in a Financial Services centre of excellence
- Thriving social networks
- Scenic island locations with little to no commuting time
- Safe, friendly communities.
The skills and experience you will need to thrive as a tax consultant:
- 5 GCSEs grade A - C (including English and Mathematics)
- 112 UCAS points (or equivalent)
- A 2:1 degree (or higher) if you are a graduate
- The ability to work using initiative, prioritise tasks and adapt to developing business and departmental needs
- Excellent written and spoken English
- Be accountable for own work and career progression
- Proficient knowledge of Excel and other Microsoft Office programmes
This role is available in any of our three islands: Jersey, Guernsey and Isle of Man.

KPMG Crown Dependencies offers ATT/CTA, ICAEW or ACCA training contracts in Jersey, Guernsey and Isle of Man. Tax consultant roles require 5 GCSEs, 112 UCAS points and a 2:1 degree. Benefits include professional study support, rapid career progression and exposure to financial services leaders in scenic island locations.
We offer ICAEW or ACCA training contracts to motivated students who want to start a career where they can have a positive impact on their community whilst developing deep expertise and working with industry leaders.
As an audit trainee you will support engagement leaders by providing administrative and investigative support to ensure effective delivery of assignments in-line with client, statutory, legal and KPMG methodology.
You will be given formal structured professional study support, receive rewards as you pass exams and be exposed to industry leaders as you develop deep expertise of our Financial Services clients.
As an audit trainee you will be responsible for:
- Delivering timely work with a focus on quality and efficiency
- Developing and maintaining effective relationships with all colleagues and clients
- Developing and understanding internal and external processes and procedures
- Proactively seeking feedback and opportunity to reflect upon tasks performed
- Applying the knowledge gained through professional studies to work completed
The advantages of growing your career with KPMG in the Crown Dependencies
- Direct access to leadership from your first day
- Rapid career progression for excellent performers
- Growing opportunities to advance in non-standard career routes as we continue to meet our ambitious growth targets
- Exposure to industry leaders in a Financial Services centre of excellence
- Thriving social networks
- Scenic island locations with little to no commuting time
- Safe, friendly communities
- 5 GCSEs Grade A - C (including English and Mathematics)
- 112 UCAS points (or equivalent)
- A 2:1 degree (or higher) if you are a graduate
- The ability to work using initiative, prioritise tasks and adapt to developing business and departmental needs
- Excellent written and spoken English
- Be accountable for own work and career progression
- Proficient knowledge of Excel and other Microsoft Office programmes

KPMG offers ICAEW/ACCA training contracts for audit trainees. Requirements: 5 GCSEs (A-C), 112 UCAS points, 2:1 degree, strong Excel skills. Role involves supporting audit engagements and client relationships. Benefits include structured professional development, exposure to financial services leaders, rapid career progression and island-based lifestyle.
Responsibilities
- Architecting, general end-to-end design and development of BI and data analytics solutions
- Designing, building and reviewing efficient, appropriate, data models and pipelines
- Working with business and subject matter experts and clients to understand business needs, translating business requirements into functional requirement specifications and ultimately to reporting functionality
- Assisting in scoping, project planning and fee estimations for engagements
- Managing department workload and resourcing, ensuring optimal allocation of tasks and personnel
- Drive innovation strategy and product development in the firm, supporting the exploration, evaluation and deployment of cutting-edge technologies
- Following project plans to meet project objectives, technical requirements and timelines
- Maintain strong relationship with clients, providing excellent client service
- Providing hands on guidance and training to other colleagues
- Undergraduate/Postgraduate degree in Computer Science, Business or a relevant field, or a widely recognised professional qualification at a comparable level
- Formal training and/or certification on related technologies is highly valued
- Minimum of eight (8) years working in a similar role
- Experience in designing and implementing data solutions using extract, transform and load tools such as Alteryx
- Have working knowledge of Microsoft Power BI
- An understanding of Master Data Management and Data Governance frameworks
- Prior consulting experience, financial services exposure, as well as involvement with large technology enabled solutions is considered a plus.
- Superior communication skills, both written and verbal, including the ability to effectively communicate with client stakeholders, as well as work closely in a collaborative team environment and lead team and project deliverables.
- Experience working in a client-facing role with both technical and functional stakeholders, strong relationship management skills and a passion for client satisfaction and delivery excellence are essential.

Senior data analytics professional with 8+ years' experience architecting BI solutions and data pipelines. Expertise in Alteryx, Power BI and data governance. Degree in Computer Science/Business required. Strong client-facing and team leadership skills essential. Experience in financial services consulting advantageous.
Job Summary:
We are seeking a dynamic and experienced Project Manager to project manage the transition of a large and strategically important multi location audit client. The ideal candidate will bring deep expertise in project management, and stakeholder engagement, with a proven ability to lead cross-functional teams and deliver high-impact results internally within KPMG globally and externally to key client stake holders.
Key Responsibilities:
Project Management
- Develop and manage a comprehensive project plan, including scope, schedule, and resources.
- Coordinate internal and external resources and activities across multiple jurisdictions to ensure 1) efficiency of process, balanced with 2) compliance with internal KPMG and regulatory risk management requirements.
- Track project developments, corrective actions, and ensure timely follow-up.
Governance & Stakeholder Engagement
- Establish and maintain program governance structures, roles, and responsibilities.
- Provide strategic advice and oversight to clients and internal stakeholders.
- Communicate effectively with executives and senior leadership.
- Maintain confidentiality and integrity of sensitive financial and operational data.
- Drive a focus on data integrity so that oversight reporting of broad and complex programme is complete and accurate.
Qualifications:
- 5+ years of experience in project management, with a strong background stakeholder management
- Experience of audit, compliance and/or client due diligence would be an advantage.
- PMP certification required; CSM, SAFe, or PRINCE2 preferred.
Preferred Skills:
- Strong analytical, organizational, and communication skills.
- Proficiency in project management tools (e.g., MS Project, Smartsheet) and other software.
- Ability to manage cross-functional teams and external consultants.
- Demonstrated success in business development and program strategy.

Project Manager needed to oversee transition of major multi-location audit client. Responsibilities include managing comprehensive project plans, coordinating resources across jurisdictions, and maintaining governance structures. Must have 5+ years' project management experience, PMP certification, and strong stakeholder management skills. Audit experience advantageous.
What you’ll do
- Perform a wide variety of Trust administration tasks accurately and in a timely manner to support the Company’s ever-growing and diversified international client base.
- Provide a high level of quality internal and external client service and the accurate and timely provision of financial administration services.
- Actively support the Senior Management Team with the day-to-day administration of private client portfolios in accordance with the Company’s policies and procedures.
- Assist Senior Management Team where required.
What we offer
- Comprehensive remuneration and pension: motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
- Wellbeing: additional social benesfits such as private health and dental cover, life assurance, discounted gym membership, eye test and corporate GP
- Annual leave: our employees are entitled to 25 days paid leave plus all UK public holidays
- Enhanced maternity and paternity, including shared parental leave and adoption leave
- Flexible working: we recognise the value of working flexibly and want to ensure all employees enjoy an excellent work-life blend. As such, we are open to conversations with employees related to setting up flexible working arrangements.
- CGI or STEP Diploma qualified or other relevant professional qualification.
- Member of a relevant Professional Institute and evidence of Continued Professional Development.
- Knowledge of the Finance Industry in the Isle of Man with relevant Trust experience.
- Working knowledge of Microsoft packages including Excel, Outlook and Word.
- Ability to demonstrate effective verbal and written communication skills.
- Good understanding of the duties and responsibilities of a Fiduciary.

Trust administration professional to handle diverse client portfolios, provide quality service and support senior management. Must be CGI/STEP qualified with Isle of Man finance industry experience. Offers competitive salary, 25 days' leave, healthcare, pension and flexible working arrangements.
Join our team – Be the difference for our customers
Step into a role where every conversation counts. At Zurich, you’ll be the friendly voice our customers rely on—solving problems, answering questions, and making their day a little easier. If you enjoy connecting with people and want to make a genuine impact, we’d love to welcome you to our team.
As part of our Retail Customer Services team, you’ll be at the heart of what we do—supporting customers and helping our business run smoothly.
About Zurich Insurance:
We’re a global leader in insurance, known for our commitment to excellence, innovation, and customer satisfaction. At Zurich, we believe in creating a brighter future together—for our customers, our employees, and the communities we serve.
Why this role stands out:
- Every day is different: Tackle a wide variety of tasks from calls and queries to payment processing and policy administration.
- Grow with us: We provide comprehensive training, ongoing learning, and real opportunities for career progression.
- Meaningful impact: Your work helps customers feel supported, understood, and confident in their decisions.
What you’ll be doing:
- Responding to customer queries over the phone and supporting colleagues with complex cases.
- Investigating issues, collaborating with other departments, and finding solutions.
- Maintaining accurate records and processing a variety of servicing transactions.
- Sharing feedback to improve our services and procedures.
- Supporting client file reviews and handling AML/KYC checks.
- Sending clear, professional written communications to clients.
- Updating business systems with client responses and ensuring requests are followed through to completion.
- Prioritising your workload to meet customer commitments.
- Collaborating across business units.
- Following established controls and procedures to ensure quality and compliance.
- Customer-centric thinking, always putting yourself in their shoes.
- The ability to actively listen and interpret customer needs .
- Strong organisational and time management skills, with attention to detail.
- Excellent communication skills—confident on the phone and in writing.
- A problem-solving mindset, always seeking the best outcome for customers.
- Calmness and positivity, even in challenging situations.
- A collaborative, team-oriented approach, balanced with the ability to work independently.
- Confidence in making decisions and influencing outcomes.
- Proficiency with Microsoft Office and adaptability to new systems.
- Initiative and curiosity—you’re eager to learn and open to new perspectives.
- A drive for results, motivating yourself and others to achieve success.
If you’re passionate about people, thrive in a dynamic environment, and are ready for a role where your contribution is truly valued, we’d love to hear from you. Take the next step with Zurich HelpPoint—where your skills can shine and your career can grow.

Customer Service Representative role at Zurich Insurance, Douglas. Handle customer queries via phone, process payments and policies, maintain records, and conduct AML/KYC checks. Must have excellent communication skills, customer focus and Microsoft Office proficiency. Full training provided with career progression opportunities.
About MattPM.ai
MattPM.ai is transforming the project management industry by introducing AI workflows to startups, enabling them to save on costs and manpower while maintaining optimal efficiency. We make sure that the productivity of companies using our product increases by 200%.MattPM.ai is a new product by Deltamax, a highly profitable products company headquartered in the Isle of Man. This backing means you’ll be joining a well-funded, proven organisation with a strong track record of success—offering both stability and exciting growth potential.
What You’ll Do
- Partner closely with the CEO to learn the art of cold emailing, business development, and financial fundamentals (including accounting).
- Craft compelling social media content to drive brand awareness, audience engagement, and inbound interest.
- Once skilled, lead outreach campaigns and independently scale business development efforts.
- Work toward promotion to Business Development Manager, taking ownership of client relationships and strategic outreach.
Who You Are
- A highly intelligent, business-oriented individual with entrepreneurial spirit—fresh high school or university graduate, or anyone hungry to build something meaningful.
- Zero prior experience or formal education required—just raw ambition, drive, and a willingness to work intensely toward future success.
- Resourceful, eager to learn, and unafraid to “do whatever it takes” to become a future industry leader.
Perks & Benefits
- Based in-office at 50 Athol Street, working full-time with flexible hours (8 hours/day, 5 days/week).
- Two-week annual holiday plus all bank holidays.
- State-of-the-art MacBook and world-class Herman Miller chair provided—for comfort and productivity.
- Gym membership reimbursement to keep you energized and well-rounded.
- Lunch reimbursement when working from the office.
- Starting salary could be up to £28,000 per year, with clear progression opportunities as you grow into leadership roles.
Why This Role Matters at MattPM.ai
As a Business Analyst, you’ll be the bridge between our AI product and the world. You’ll gain foundational business skills directly from the CEO, drive impactful outreach campaigns, and help supercharge startups through AI—while setting the stage for your own entrepreneurial future. Backed by the stability and resources of Deltamax, this is a rare opportunity to learn, grow, and make real impact—starting now.

MattPM.ai, backed by Deltamax, offers AI-powered project management solutions that boost startup productivity by 200%. Based in Isle of Man, they seek a Business Analyst to drive cold emailing, social media and business development. £28k starting salary with flexible hours, office perks and clear progression opportunities.
At IQ-EQ, we work with high-net-worth clients to protect, grow, and enjoy their wealth. As our Manager in the Private Wealth department, you will take the lead in managing a talented team, delivering exceptional service, and driving commercial success.
What You’ll Do
- You will lead and manage a Client Administration Team, ensuring smooth onboarding, efficient administration, and an outstanding client experience for a complex portfolio.
- You will allocate clients effectively, plan for absences, and monitor team performance to meet revenue, efficiency, and cash collection targets.
- You will provide technical expertise on complex trust and corporate structures, ensuring compliance with all relevant laws and best practice standards.
- You will spot business opportunities, support fee reviews, and take action to improve profitability.
- You will build a collaborative, client-focused culture by mentoring your team, driving training, and embedding risk management practices.
What we offer
- Comprehensive remuneration and pension: motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
- Wellbeing: additional social benesfits such as private health and dental cover, life assurance, discounted gym membership, eye test and corporate GP
- Annual leave: our employees are entitled to 25 days paid leave plus all UK public holidays
- Enhanced maternity and paternity, including shared parental leave and adoption leave
- Flexible working: we recognise the value of working flexibly and want to ensure all employees enjoy an excellent work-life blend. As such, we are open to conversations with employees related to setting up flexible working arrangements.
What You’ll Bring
- You have a CGI or STEP Diploma (or an equivalent professional qualification) and at least 7 years of relevant industry experience.
- You have a deep understanding of trust, company, and fiduciary administration, including relevant laws and industry best practice.
- You are a strong leader who can inspire, mentor, and guide your team through change.
- You have excellent numeracy, analytical, and problem-solving skills, with strong commercial awareness.
- You are an excellent communicator with great relationship management skills and solid IT proficiencyIf you’re ready to take ownership, lead with integrity, and deliver exceptional results, we’d love to hear from you.

Manager role in Private Wealth department at IQ-EQ leading client administration team. Requires CGI/STEP diploma with 7+ years' experience in trust and fiduciary administration. Offers comprehensive benefits including flexible working, private healthcare, and 25 days' leave. Strong leadership and commercial skills essential.
As a Support Services Administrator in the Business Enablement Functions, you'll work as part of a team delivering a wide-range of administrative duties. This important role has a variety of responsibilities which would suit someone who is well organised, agile and able to respond to the quick turnaround times of a fast-paced environment. You will be confident in answering and making phone calls (including international calls) and liaising with people at all levels of our organisation, working collectively to achieve our clients’ needs.About us
As a leading and trusted professional services firm, PwC Isle of Man is committed to providing a quality industry-focused service offering of audit & assurance, tax, advisory and actuarial services. We aim to deliver more value than our clients expect and form long-term relationships.
Operating from our Douglas office the firm is a locally owned and controlled partnership of more than 100 staff with 15 Partners/Directors.
At PwC, we help clients build trust and reinvent so they can turn complexity into competitive advantage. We're a tech-forward, people-empowered network with more than 370,000 people in 149 countries. Across audit and assurance, tax and legal, deals and consulting we help build, accelerate and sustain momentum. Find out more at www.pwc.com/im.
We believe that challenges are better solved together. That’s why we’ve created a diverse, global community of solvers that encourages you to lead with your heart and values. And our inclusive community continues to grow. We’re building a place where everyone feels like they truly belong. Where everyone is seen and heard. And where your unique skills are developed and put to work in unexpected and exciting ways, superpowered by technology.
About our team
Our Support Services Team helps our client-facing teams and the wider business to build trust and deliver sustained outcomes. On a daily basis, the team plays a pivotal role in handling a broad range of office requirements and is involved in the management of client administration. As part of the Support Services Team, you will work collaboratively with people across our Lines of Service, all while using the latest technologies to provide high-quality administrative support.
Responsibilities for this role include:
- Proactively taking responsibility for audit confirmations by sending and following up on responses
- Assisting the audit teams with various reporting and collation of documents
- Assisting with raising and distributing invoices as well as supporting the credit control function
- Assisting with procurement process and supplier management
- Assist all Lines of Service with administrative support ensuring PwC brand guidelines are followed
- Part of a team of switchboard operators, ensuring seamless communication and efficient coordination throughout the firm
- Part of a team that greets our clients and guests, making them feel welcome and valued as they visit our office
- Organising business travel arrangements for all PwC staff
- Administering investment pricing as and when required
- Other ad-hoc administration duties as and when required
The successful candidate should:
- Have experience in an administration role
- Be educated to a good standard of GCSE results
- Possess a strong eye for detail
- Deliver high-quality support
- Strong IT skills
- Have the ability to effectively work and communicate as part of a team and a variety of stakeholders
- Have the ability to manage your workload efficiently and adhere to strict deadlines
- Be confident completing external telephone calls (local and international)
- Be flexible with working hours to suit the needs of the firm

Support Services Administrator role at PwC Isle of Man, handling administrative duties including audit confirmations, invoice processing, procurement support, switchboard operations and client reception. Requires strong organisational skills, attention to detail, IT proficiency and excellent communication abilities. Must be GCSE qualified with administrative experience and flexibility to meet business needs.
Are you passionate about delivering exceptional client service in the private wealth sector? We’re looking for an Assistant Manager to join our fast-paced and collaborative team. If you thrive in a dynamic environment, enjoy solving problems, and are ready to make a real impact—this is your opportunity to grow with a trusted industry leader.
What You'll Do
- Support the day-to-day management of private wealth structures, ensuring accurate and efficient administration.
- Build and maintain strong client relationships by understanding their needs and delivering tailored solutions.
- Collaborate with internal teams to ensure service delivery aligns with company policies, procedures, and regulatory requirements.
- Mentor and support junior team members, fostering a culture of knowledge sharing and continuous improvement.
- Identify risks or concerns, using sound judgement to escalate and report in a timely and responsible manner.
What we offer
- Comprehensive remuneration and pension: motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
- Wellbeing: additional social benesfits such as private health and dental cover, life assurance, discounted gym membership, eye test and corporate GP
- Annual leave: our employees are entitled to 25 days paid leave plus all UK public holidays
- Enhanced maternity and paternity, including shared parental leave and adoption leave
- Flexible working: we recognise the value of working flexibly and want to ensure all employees enjoy an excellent work-life blend. As such, we are open to conversations with employees related to setting up flexible working arrangements.
- Right to live and work in the Isle of Man.
- Proven experience in Private Wealth Administration with relevant industry knowledge.
- Strong understanding of the financial services landscape in the Isle of Man.
- Preferably ICSA or STEP qualified and/or a member of a recognised professional institute.
- Excellent organisational and communication skills, with the ability to meet deadlines in a fast-paced environment.

Assistant Manager role in private wealth administration. Responsibilities include managing client structures, building relationships, and mentoring junior staff. Requires Isle of Man work rights, relevant industry experience, and preferably ICSA/STEP qualifications. Benefits include comprehensive remuneration, health cover, 25 days' leave and flexible working arrangements.
Are you a natural leader who thrives on coaching teams and driving client excellence? Join our dynamic Private Wealth team as an Associate Director. You’ll play a pivotal role in managing client relationships, fostering team development, and ensuring operational excellence within the offshore trust industry.
What You'll Do
- Lead and support a high-performing team to deliver exceptional client service and meet business growth objectives.
- Act as the primary point of contact for key client relationships, ensuring quality and consistency in deliverables.
- Drive a culture of collaboration, compliance, and shared knowledge across the team.
- Oversee financial and non-financial performance targets, maximising efficiency and revenue.
- Support integration of acquisitions, aligning them with internal standards and processes.
What we offer
- Comprehensive remuneration and pension: motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
- Wellbeing: additional social benesfits such as private health and dental cover, life assurance, discounted gym membership, eye test and corporate GP
- Annual leave: our employees are entitled to 25 days paid leave plus all UK public holidays
- Enhanced maternity and paternity, including shared parental leave and adoption leave
- Flexible working: we recognise the value of working flexibly and want to ensure all employees enjoy an excellent work-life blend. As such, we are open to conversations with employees related to setting up flexible working arrangements.
- Professionally qualified with a relevant certification from a recognised financial/professional body.
- Extensive experience in the offshore trust industry, with strong knowledge of related products and regulatory environments.
- Proven leadership and team management skills with the ability to influence and inspire.
- Strong background in corporate governance and risk mitigation.
- Effective communicator with a strategic mindset and passion for team development.

Associate Director role in Private Wealth team managing offshore trusts. Lead client relationships, oversee team performance and ensure operational excellence. Requires professional qualification, trust industry experience and leadership skills. Benefits include competitive salary, healthcare, 25 days' leave and flexible working arrangements.
Description
A career within External Audit services, will provide you with the opportunity to provide a range of Assurance services and business advice to a variety of clients from small, fast growing clients to large entities. Our clients are often well known brands and many have broad international reach. We focus on using the latest technology to reduce the level of manual testing ensuring you’ll focus on the most valuable areas of client service and on enhancing corporate governance and the reliability of our clients’ information.
Responsibilities
As a trainee accountant, you’ll work as part of a team of problem solvers with extensive consulting and industry experience, helping our clients solve their complex business issues from strategy to execution. Specific responsibilities include but are not limited to:
- Proactively assist the team in various aspects of the project
- Prepare deliverables
- Contribute to the development of your own and team’s technical acumen
- Keep up to date with local and national business and economic issues
- Ensure you are adhering to compliance matters
- Work on developing internal relationships and your PwC brand
We are recruiting graduates and school leavers for our trainee accountant roles.

External Audit trainee role offering professional qualification (ACA/ACCA) whilst working with diverse clients. Requirements: GCSE Maths and English (grade C), 112 UCAS points (excluding General Studies) or 32 IB points. Graduates need 2.1 degree. Role involves client service, deliverables preparation and technical development.
Description
A career within External Audit services, will provide you with the opportunity to provide a range of Assurance services and business advice to a variety of clients from small, fast growing clients to large entities. Our clients are often well known brands and many have broad international reach. We focus on using the latest technology to reduce the level of manual testing ensuring you’ll focus on the most valuable areas of client service and on enhancing corporate governance and the reliability of our clients’ information.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As an Intern / Trainee, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
- Be curious and try new things.
- Learn about how PwC works as a business and adds value to clients.
- Think broadly and ask questions about data, facts and other information.
- Support research, analysis and problem solving using a variety of tools and techniques.
- Produce high quality work which adheres to the relevant professional standards.
- Keep up-to-date with technical developments for area of specialism.
- Handle, manipulate and analyse data and information responsibly.
- Communicate confidently in a clear, concise and articulate manner - verbally and in materials produced.
- Embrace different points of view and welcome opposing and conflicting ideas.
- Uphold the firm's code of ethics and business conduct.

External Audit role offering assurance services and business advice to diverse clients. Successful candidates must be curious problem-solvers with strong analytical and communication skills. For graduates: 2.1 degree, 120 UCAS points, grade B in GCSE Maths/English. For school leavers: predicted 120 UCAS points, grade B in GCSE Maths/English.
A career in our Actuarial department will provide you with the skills and experience to offer advice and services to our clients.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As an Intern / Trainee, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
- Be curious and try new things.
- Learn about how PwC works as a business and adds value to clients.
- Think broadly and ask questions about data, facts and other information.
- Support research, analysis and problem solving using a variety of tools and techniques.
- Produce high quality work which adheres to the relevant professional standards.
- Keep up-to-date with technical developments for area of specialism.
- Handle, manipulate and analyse data and information responsibly.
- Communicate confidently in a clear, concise and articulate manner - verbally and in materials produced.
- Embrace different points of view and welcome opposing and conflicting ideas.
- Uphold the firm's code of ethics and business conduct.

PwC offers 3-week summer internships in Actuarial Services for penultimate-year university students. Candidates must have Grade A in GCSE Maths and English, 120 UCAS points (excluding General Studies) or 32 IB points, A-Level Maths, and be on track for a 2:1 degree. Interns develop analytical, technical and communication skills whilst working on client solutions.
A career in our Actuarial Services practice will give you with the opportunity to contribute to providing advice and consulting services to clients such as insurers, banks, regulators, and lawyers. You’ll provide advice covering solvency, economic capital, risk management, mergers and acquisitions, company restructuring and risk control, financial modelling, underwriting, new legislation, and the efficiency of claims or reporting processes. Simply put, you might help analyse the impact that new regulation will have on an insurance company’s balance sheet or you could be revising businesses’ projections and making sure they have adequate reserves.
Our team helps clients address new financial reporting requirements by assessing the financial and business impacts, building implementation plans, and implementing relevant requirements, particularly across areas of financial and actuarial reporting.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be an authentic and inclusive leader, at all grades/levels and in all lines of service. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As an Associate, you’ll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution.
Actuarial Services
Our Actuarial Services team, you’ll work with clients from the insurance industry (both life and general insurance), but also from the banking sector (retail and investment), the healthcare sector, the public sector, as well as corporate clients from the non‑financial services sector like energy and utility providers.
What you'll do
Your advice could cover solvency, assessing liabilities (including providing assurance over the liabilities of our financial services audit clients), economic capital, risk management, mergers and acquisitions, company restructuring and de‑risking, financial modelling, stress and scenario testing, underwriting, new legislation, the viability of new products, Environmental, Social and Governance (ESG), and the efficiency of claims or reporting processes.
Programme
Our graduate training programme is underpinned by a development framework that broadens and deepens your knowledge. You'll learn from hands-on coaching and an outstanding variety of work, picking up business, personal and technical skills you can use across the network, and throughout your career.
What you'll gain
During our programme, you’ll study with the Institute and Faculty of Actuaries. Once you’ve completed the exams, you’ll then be fully qualified and a Fellow of the Institute of Actuaries.

This actuarial role at PwC involves providing consulting services to financial institutions, focusing on risk management, solvency, financial modelling and regulatory compliance. You'll need 120 UCAS points with Maths and a 2:1 degree. The programme includes Institute and Faculty of Actuaries qualification, leading to Fellowship status.
As a Support Services Senior Administrator in the Business Enablement Functions, you'll work as part of a team delivering a range of risk management administrative duties. This important role has a variety of responsibilities which would suit someone who is well organised, agile and able to respond to the quick turnaround times of a fast-paced environment. You will liaise with people at all levels of our organisation, working collectively as a community of solvers to achieve our clients’ needs.
About us
As a leading and trusted professional services firm, PwC Isle of Man is committed to providing a quality industry-focused service offering of audit & assurance, tax, advisory and actuarial services. We aim to deliver more value than our clients expect and form long-term relationships.
Operating from our Douglas office the firm is a locally owned and controlled partnership of more than 100 staff with 15 Partners/Directors.
At PwC, we help clients built trust and reinvent so they can turn complexity into competitive advantage. We're a tech-forward, people-empowered network with more than 370,000 people in 149 countries. Across audit and assurance, tax and legal, deals and consulting we help build, accelerate and sustain momentum. Find out more at www.pwc.com/im.
We believe that challenges are better solved together. That’s why we’ve created a diverse, global community of solvers that encourages you to lead with your heart and values. And our inclusive community continues to grow. We’re building a place where everyone feels like they truly belong. Where everyone is seen and heard. And where your unique skills are developed and put to work in unexpected and exciting ways, superpowered by technology.
About our team
Our Support Services Team helps our client-facing teams and the wider business to build trust and deliver sustained outcomes. On a daily basis, the team plays a pivotal role in handling a broad range of office requirements and is involved in the management of client administration. As part of the Support Services Team, you will work collaboratively with people across our Lines of Service, all while using the latest technologies to provide high-quality administrative support.
Responsibilities for this role include:
- Assisting with performing periodic customer risk assessments and AML reviews across all Lines of Service, for both new and existing clients.
- Liaising with clients/client contacts for KYC information - both verbal and written requests.
- Setting up electronic client files and completion of engagement and risk management tasks
- Other ad-hoc administration duties as and when required
The successful candidate should:
- Have experience with company & trust structures.
- Knowledge of Isle of Man AML/CFT requirements from a customer due diligence requirements perspective.
- Have experience in an administration role
- Be educated to a good standard of GCSE or equivalent qualification
- Possess a strong eye for detail
- Deliver high-quality support
- Strong IT skills
- Have the ability to effectively work and communicate as part of a team and to a variety of stakeholders
- Have the ability to manage your workload efficiently and adhere to strict deadlines
- Be flexible with working hours to suit the needs of the firm

Senior Administrator role in Support Services team at PwC Isle of Man, focusing on risk management and AML duties. Responsibilities include client risk assessments, KYC liaison, and file management. Requires experience with company/trust structures, strong administrative skills, and knowledge of Isle of Man AML/CFT requirements.
Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.
Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.
Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.
Contract Type: 6 month FTC
What We're Building
We now need a Senior Administrator to support the transformation and the future growth of the business within the Customer Services function, so it can stand out for the experience and service we deliver by building on our service reputation, and delivering market-leading service excellence for our customers and advisers.
Job summary - Onboarding Team
To be actively engaged in the resolution of customer and adviser queries. The expectation is this individual will demonstrate a proactive and positive desire to deliver the best possible customer experience for customers throughout the journey with Canada Life International.
This will involve resolving a wide range of queries for both the IOM and Dublin office of Canada Life International as well as proactively contributing to designing and delivering the most positive experience for CLI customers.
New Business for Offshore Bonds. Processing customer applications and requests within agreed service levels. Focus on risk-based decisions to ensure we keep the business safe as well as provide great customer service.
Key skills for this Team:
- Excellent communication skill both spoken and written
- Problem solving ability
- Resilience and Adaptability
What you'll do
Be an active and positive team member focused on providing the best possible customer experience within the Customer Contact area.
Specifics will include:
- Achieve an average quality score of over 90%
- Achieve an average weighted productivity score of over 95%
- Proactively identify enhancements to processes and contribute towards their implementation
- Identify, understand and collate CLI customer needs, requirements and feedback
- To engage and collaborate with peers across both the International Business and the wider group to ensure that experiences and successes are shared in order to break down silos and support the positive customer journey throughout all areas of the business.
- To proactively take ownership for self-development and demonstrate the desire to progress their career within CLI.
Who you are
- Demonstrates enthusiasm and a positive approach to their working performance
- Be open and able to adapt to change
- Articulate and possess excellent communication skills
- Strong team player who is able to work with limited supervision
- Confident self- starter
- Takes a logical and organised approach to problem solving
- Has the desire to develop a career within a customer centric environment.
- Has a strong attention to detail and enjoys delivering quality outcomes
- Experience within a life assurance environment would be an advantage

Senior Administrator role (6-month FTC) at Canada Life UK's Customer Services. Processing offshore bonds, handling customer/adviser queries for IOM and Dublin offices. Requires excellent communication, problem-solving skills, and attention to detail. Must achieve 90% quality score and 95% productivity. GCSE qualifications essential.
Job Description
If you are an AML whizz and have previous experience in Trust and/or corporate services then we're looking for you. We're hiring for a Senior Analyst to join our AML team in the Isle of Man to support our Company with its AML Code compliance and act as SME for AML related matters.
What you'll do
- You'll support AML compliance by conducting Customer Due Diligence (CDD) and Know Your Customer (KYC) checks during the onboarding of new Serviced Entities
- You'll oversee and assist with Customer Reviews, Risk Assessments, and complete SERR Assessments for high-risk and complex entities, ensuring alignment with AML Code requirements
- You'll perform and review Enhanced Due Diligence (EDD), Politically Exposed Person (PEP) Risk Assessments, and daily customer screening to maintain regulatory compliance
- You'll coordinate and contribute to monthly CDD meetings, provide feedback and coaching to administration teams, and identify areas for improvement in AML-related processes
- You'll proactively engage in AML-related projects and report key findings to senior leadership, Risk and Compliance, and Group Risk & Compliance stakeholders.
What we offer
- Comprehensive remuneration: Competitive financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
- Pension Scheme: Generous employer contribution with the ability to allow and increase employee contributions
- Wellbeing: Additional social benefits such as medical insurance & life assurance, access to onsite gym as well as engaging with our local community via sports activities, charity programmes & environmental initiatives
- Flexible working: We recognise the value of working flexibly and is keen to ensure all employees enjoy an excellent work-life blend
- Support and development: We will ensure you have the right training, tools and development plan to grow and improve your skills every day.
- You have experience in the offshore finance industry, particularly within trust and corporate services businesses.
- You have conducted and/or managed reviews and risk assessments, demonstrating strong analytical and compliance capabilities.
- You are knowledgeable about legal and regulatory requirements relevant to trust and corporate services in the Isle of Man, including international standards from bodies like FATF and Moneyval.
- You possess corporate governance expertise, with a solid understanding of risk mitigation strategies and frameworks.
- You are well-versed in the Isle of Man AML Code and proficient in conducting Customer Risk Assessments.

Senior AML Analyst role in Isle of Man requiring expertise in trust/corporate services. Responsibilities include CDD/KYC checks, risk assessments, EDD reviews and PEP screening. Must understand IoM AML Code and international standards. Offers competitive salary, pension, healthcare and flexible working.
Due to an overwhelming response to our 2025 Summer Internship Programme, we are now offering the opportunity to register your interest early for 2026.
Internship Purposes:
Our internship programme is designed to immerse you into KPMG and our culture. At KPMG, we believe that internship is the most valuable tool for when deciding on a career. As well as giving you the chance to gain an invaluable overview of the professional services sector, this will give you an excellent insight into the work we do, our culture and people and provide you with some interactive learning opportunities to enhance your skills.
The programme:
- Our internship programme will run for 6 weeks within our Audit, Tax and Advisory departments.
- This programme will commence on a date to be confirmed in June 2026 for all interns in each departments.
- A buddy to be your main point of contact for any questions
- Direct contact with our professionals who can offer first-hand advice and guidance
Requirements:
- Have good academic grades and be on your way to completing your A Levels (or equivalent) or university degree
- Be residentially qualified*
* Due to local immigration restrictions in the Crown Dependencies, we are not able to consider candidates for our internship program who are not a Jersey resident

KPMG's 2026 Summer Internship Programme offers 6-week placements in Audit, Tax and Advisory departments. Open to Jersey residents with strong academic performance in A Levels or university studies. Programme includes mentorship and professional guidance. Early registration available due to high demand for 2025 programme.
Due to an overwhelming response to our 2025 Trainee Intake Programme, we are now offering the opportunity to register your interest early for our 2026 trainee intake.
KPMG in the Crown Dependencies:
Working at KPMG in the Crown Dependencies means excellent support and training from day one. Our close-knit teams provide an opportunity to take on early responsibility, work with fascinating clients and gain invaluable industry experience.
Our support is tailored to fit you, we’ll provide you with high-quality training both in technical areas and soft skills to help you to succeed as a professional.
You will be given formal structured professional study support, receive rewards as you pass exams and be exposed to industry leaders as you develop deep expertise of our Financial Services clients.
Together we’re helping to make a difference, our people are at the core of who we are. Join a firm that values an inclusive culture and bettering the community around us. #TogetherForBetter
We offer the opportunity to start your career in one of our three client-facing departments (Audit, Tax or Advisory) within one of our Crown Dependency offices: Jersey, Guernsey, Isle of Man.
The full application process starts in September 2025 so if you would like to apply, we would encourage you to register your interest today to ensure your application is one of the first to be considered!
Candidate Requirements:
- 5 GCSE’s with Grades A-C (including English and Mathematics)
- 3 A-Levels at Grade BBC or above (or 112 UCAS points equivalent)
- A 2:1 Degree or higher (if applicable)
- Hold or studying towards a professional qualification (ACCA,ACA)
- Ability to work using initiative, to prioritise own work and be flexible to changing business and departmental needs
- Excellent communication skills
- Take personal accountability for own work and career progression
- Our ideal candidates will act with integrity and have the courage to do what is right.
To find out more about our trainee careers, please visit our website: KPMG Trainee Careers

KPMG Crown Dependencies offers 2026 trainee positions in Audit, Tax or Advisory across Jersey, Guernsey and Isle of Man offices. Requirements: 5 GCSEs (A-C), 3 A-Levels (BBC+), 2:1 degree, professional qualification studies. Early registration available now; full applications open September 2025.
Our continued growth across the Crown Dependencies has created the need for someone dedicated to help ensure our offices are operating effectively, meet regulatory standards and provide an environment our people can thrive in.
At KPMG we do our best work together and invest in relationships with each other across teams, functions and borders. The successful candidate will be based in either Jersey, Guernsey or the Isle of Man and will be responsible for leading facilities management in all three locations, which will include managing our facilities and reception team members.
As our Crown Dependencies Head of Property and Facilities the successful candidate will be responsible for:
- Strategic Leadership: Lead the facilities function across all locations, ensuring consistency in standards, compliance, and service delivery. The role will lead on the development of policies and procedures. Ensure that office space needs are monitored and that medium-to-long-term plans are established to meet the organisation’s needs.
- Operational Management: Oversee the office level facilities teams who have remit to handle their local level: planned preventive maintenance; oversight of and responding to reactive maintenance or repairs; IT-infrastructure; site-security; archiving arrangements; cleaning; and provision of front-of-house reception facilities.
- Performance managing for the Facilities and Receptionist staff in each office.
- Financial and Supplier Management: Develop and maintain facilities budgets; negotiate and manage contracts with vendors and suppliers.
- Project Management: Lead office fit-outs, refurbishments, and relocations as needed.
- Compliance & Risk: Ensure that all offices comply with local health, safety and environmental regulations. Form and chair a health and safety committee which will report to the firm’s Management Committee and ensure it meets its statutory obligations.
- Build lasting, trusted relationships with key stakeholders in each location and represent KPMG in all lease and tenancy matters.
Other responsibilities:
- Ensuring appropriate cover of core tasks in times of absence
- Overseeing tenant obligations
- Ensuring insurance coverage is maintained suitable for the sites and in line with occupational risk management
- Ensuring health and safety and occupancy requirements are met and appropriate records maintained
- Ensuring first aid and fire marshal resources are in place to meet the needs of each site
- Initiate and implement ESG changes to support KPMG in meeting environmental targets
Travel to other locations will be required.
- Proven experience in a senior facilities management role across multiple site locations.
- Strong team leadership, communication and stakeholder management skills
- Excellent organisational, project management and budgeting skills
- The ability to work with teams across borders and build lasting, trusted relationships
- Proven track record of monitoring and managing Health and Safety matters
- Experience working to deadlines and prioritising unexpected demands
- Excellent spoken and written English

KPMG seeks a Head of Property and Facilities for Crown Dependencies (Jersey, Guernsey, Isle of Man). Role involves strategic leadership of facilities management across all locations, overseeing operations, staff management, budget control, and compliance. Must have multi-site facilities management experience, strong leadership skills and H&S knowledge. Travel required.
About Us
KPMG in the Crown Dependencies has offices located in Guernsey, Jersey and the Isle of Man and is part of KPMG Islands Group, a regional network of over 3,000 professionals across 11 island jurisdictions.
We provide Audit, Tax, and Advisory services to a broad range of clients, particularly in insurance, asset management, and international business.
The Family Office and Private Client (“FOPC”) tax team is specifically looking to recruit a Private Client Tax Manager or Senior Manager who will, ideally, be situated in Guernsey to support the rapid growth of our private client offering. The successful candidate will be a key member of the team and will be heavily involved with the growth of our private client practice and maintaining relationships with our valued clients.
The role: Private Client Tax Manager/Senior Manager
You will report directly to the Head of Family Office and Private Client, with very close interaction with other parts of the wider Tax department. You will be responsible for maintaining a portfolio of private clients including high net worth and ultra-high net worth individuals, and the structures they use to manage their wealth. The focus of this role will be a split between providing tax reporting and compliance services and delivering regular advice to clients within the portfolio. It also includes external-facing responsibilities, with scope to be involved in business development and networking.
Role and Responsibilities:
Primarily, the successful candidate’s duties will include the following:
- Regularly reviewing written tax advice in the form of memos, letters, reports, and email correspondence.
- Managing a diverse portfolio of individual clients and having oversight of the tax reporting cycle for those clients. The successful candidate would manage both the Guernsey and UK tax affairs of our personal clients.
- Developing strong and trusted relationships within the Guernsey fiduciary and private client market including attending business events and hosting training sessions for private client focused topics.
- Preparing proposal and tender documents for new client relationships and new engagements.
- Identifying and supporting business development opportunities, with guidance to help build confidence and develop skills in external networking and client engagement.
- Managing engagement-specific finances including oversight of your own work in progress, billing, cash collection and job budgeting.
- Building strong internal relationships with leadership and management in our other service lines such as international, corporate and AEOI, and also with our business services teams.
- Acting as a central point of contact for communication with the client, able to provide expert advice on the tax implications arising from their affairs.
- Actively keeping up to date with changes in local and international tax matters and assisting with the production of news bulletins for clients.
- Mentoring and coaching junior members of the team, including providing feedback and relevant training.
What we can offer you:
- A competitive remuneration package that is commensurate with qualifications and experience
- Hybrid working conditions with an open-door policy as well as opportunities for secondments abroad
- A work-life balance with an emphasis on promoting health and wellbeing
- Flexible vacation scheme
- Medical and pension schemes
- A well established and active corporate social responsibility program
Change extends your horizons. It gives you a fresh perspective and the opportunity to learn from others. KPMG **will **ensure you broaden your horizons.
- Excellent communication skills with the ability to effectively engage with clients and internal stakeholders.
- A strong sense of initiative and proven ability to manage large and varied projects with resilience, especially under pressure.
- Previous experience in a practice accounting environment and familiarity with client onboarding and risk management procedures.
- Qualified ACA, CA, ACCA, CTA, ATT or equivalent.
- A competent knowledge of Guernsey and UK personal tax issues including income, capital gains, inheritance, and other taxes.

KPMG Crown Dependencies seeks a Private Client Tax Manager/Senior Manager in Guernsey. Role involves managing high-net-worth clients' tax affairs, providing compliance services and advice, developing business relationships, and mentoring junior staff. Part of KPMG Islands Group spanning 11 jurisdictions, offering competitive benefits including hybrid working.
About the Role
We are seeking a skilled and versatile Mechanical & Electrical (M&E) Project Engineer to join our expanding facilities services team in the Isle of Man. This is a rare opportunity to take ownership of the full design, quoting, and project delivery lifecycle for both mechanical and electrical building services systems.
The successful candidate will be based in the UK and willing to relocate to the Isle of Man. You’ll play a critical role in ensuring efficient, compliant, and high-quality delivery of commercial and residential M&E installations from design through to commissioning.
Key Responsibilities
- Design and specify both mechanical (HVAC, plumbing) and electrical (lighting, power, containment) systems
- Prepare accurate costings, quotations, and tender packages for M&E works
- Manage full M&E project lifecycle including procurement, scheduling, and subcontractor oversight
- Conduct site surveys and develop detailed scope of works
- Liaise with suppliers, clients, consultants, and internal teams to ensure successful delivery
- Ensure all designs comply with relevant UK regulations and Isle of Man standards
- Coordinate and manage installation teams and oversee commissioning
- Prepare all associated documentation, including O&M manuals and handover packs
What we Offer
- Full relocation support to the Isle of Man
- Competitive salary and performance-related bonus scheme
- Isle of Man tax advantages (standard 20% income tax)
- Company vehicle, pension scheme, and CPD support
- High level of autonomy and clear progression path in a growing company
Requirements
- Degree or HNC/HND in Building Services Engineering, Mechanical or Electrical Engineering (or equivalent)
- Minimum 5 years’ experience in M&E project design and management
- Proficient in mechanical and electrical system specification and design
- Working knowledge of UK building regulations and British Standards
- Skilled in AutoCAD or Revit and relevant calculation tools (e.g. Hevacomp, Dialux, etc.)
- Strong project management and communication skills
- Ability to lead multi-disciplinary teams and deliver to tight deadlines
- Full UK driving licence
Desirable
- Experience with renewable systems (e.g. air source heat pumps, solar PV)
- Chartered status or working towards it (CIBSE, IET, IMechE)
- Knowledge of Isle of Man regulations and practices (training provided if not)

Seeking experienced M&E Project Engineer to relocate to Isle of Man. Role involves end-to-end management of mechanical and electrical building services projects. Must have degree/HNC/HND in relevant engineering field, 5+ years' experience, and proficiency in CAD software. Offers relocation support, competitive salary and company benefits.
At Prospero Group, we’re on the lookout for passionate and skilled electricians who are ready to make a real impact! If you’re seeking a fresh challenge in a dynamic and supportive environment, this is the perfect opportunity for you.
What you’ll be doing
- Carry out Planned Preventative Maintenance (PPM) as per set schedules.
- React promptly and effectively to maintenance issues, ensuring top-notch service and safety.
- Conduct thorough technical surveys and provide accurate costings for various works.
- Diagnose and resolve faults related to PPM or reactive maintenance with precision.
What we're looking for
- 18th Edition Wiring Regulations knowledge.
- NVQ Level 2 & 3 in Electro-technical Installation or;
- City & Guilds Parts 2 & 3 (Electrical Installation) or equivalent experience.
- Proficiency in fault diagnosis and electrical installation.
- Strong communication skills to build relationships with clients and colleagues alike.
- Self-motivated and proactive approach to getting things done.
- Full driving licence
Desirable Skills
- Knowledge of working in commercial or multi-site environments.
- Experience with periodic testing and inspection.
- Familiarity with business-critical equipment and environments.
- Health & Safety training or qualifications.

Prospero Group seeks skilled electricians for PPM and reactive maintenance. Must have 18th Edition knowledge, NVQ L2/3 or C&G equivalent, strong fault diagnosis skills and driving licence. Package includes 40hr guaranteed week, pension, Bupa healthcare, company vehicle and development opportunities. Commercial/multi-site experience preferred.
About Us
Our team collaborates with some of the largest remote gambling operators globally to ensure they operate efficiently and in compliance with regulations, thereby minimising corporate risk and safeguarding players. Over the past decade, we have established a leading market position in key jurisdictions by evolving, maturing, and growing alongside the market, embracing the entrepreneurial spirit of this dynamic sector.
About the Role
As we continue to identify opportunities to expand our offering and client base, we are looking for an experienced eGaming compliance individual to support our gaming team and provide professional-level regulatory compliance work that underpins our key services.
As an AML Compliance Manager, you will work within our Managed Services environment, assisting a portfolio of gaming clients and overseeing a variety of licensing, regulatory, monitoring, and compliance matters. You will be instrumental in the development and management of cutting-edge compliance concepts and frameworks to ensure our services remain at the forefront of industry standards.
You will be working as part of a team in a busy and growing department where the delivery of high-quality service and proactive solutions is key. You will act as AML Officer (MLRO, DMLRO and/or AML/CFT Compliance Officer) for a portfolio of clients, supported by an experienced team of compliance professionals.
Within the role, you will also have the opportunity to:
- Further your professional experience through exposure to novel business models and new products across multiple jurisdictions.
- Assist in the design and implementation of bespoke AML/CFT/CPF risk frameworks across a variety of eGaming business models.
- Work with clients to develop AML/CFT/CPF reporting and monitoring systems in order to comply with the relevant codes.
- Manage client relationships and expectations by way of support on various compliance challenges that they may encounter and meet their needs with pragmatic solutions.
- Work closely with our Licensing and Corporate Governance teams to ensure a seamless delivery of both consultancy and managed services, ensuring our clients receive best-in-class regulatory compliance management.
- Support a variety of business initiatives and tailor both internal and client Policies, Procedures, and guidance documents while contributing to comprehensive Compliance Monitoring Plans to ensure processes are implemented, maintained and tested in accordance with regulations.
About You
You will be an organised individual with experience working in a regulated environment, with a background in eGaming compliance and AML/CFT/CPF operations.
The following attributes would also be advantageous:
- Experience working in a compliance role within the eGaming sector with a preference for B2C licensed operations.
- Strong administrative skills.
- Prior experience acting as MLRO, DMLRO and/or AML/CFT Compliance Officer for a regulated business.
- Excellent written and verbal communication skills, including good stakeholder management skills.
- Confident, approachable individual able to work under pressure adhering to deadlines.
- A good understanding of the wider regulatory compliance landscape; and
- The ability to demonstrate continued professional development.
You will work as part of a small but skilled team with the opportunity to gain exposure to a wide variety of gaming organisations and develop your skillset in new areas as we continue to enhance our extensive client portfolio.

Leading remote gambling compliance consultancy seeks experienced AML Compliance Manager to oversee regulatory matters for gaming clients. Role involves acting as AML Officer, developing compliance frameworks, and managing client relationships. Ideal candidate has eGaming compliance background, strong administrative skills and previous MLRO experience.
About The Role
As a Trust Officer, you will work within our Trust Department to service a busy international client portfolio. You will work closely with the team to provide high quality support to clients through general trust and company administration, payment processing and compliance-related duties. You will be exposed to all areas of trust and company administration and client service, as well as learning from experts in other areas of the business to provide integrated solutions across the Group.
Your duties will include:
- Build and maintain strong client relationships by acting as a point of contact, meeting their needs with insightful and bespoke solutions
- Undertake new business administration duties including client acceptance, compliance requirements, and trust documentation
- Liaise with stakeholders to assist with developments and work with various divisions across the Group to support the clients’ requirements
- Maintain and develop banking relationships to ensure a smooth onboarding experience for both the clients and the banks
- Assist with administering the trust and companies for clients within the team portfolio
- Communicate with clients and internal departments to assist with compliance and corporate governance processes
What I love about my job
"Suntera considered my role and long-term professional journey and gave me the opportunity to study whilst working. With support from my manager and the wider team, I achieved my STEP-certified qualification and earned the STEP Isle of Man award with the highest marks. Suntera provided me with training opportunities and is committed to creating an environment where all employees can grow and hone their skills."
Jake Kelly
Trust Manager, Private Wealth
About you
We are looking for a proactive individual with good administrative and organisational skills with previous experience of working within trust and corporate services. You will ideally be qualified or part qualified in STEP and have a good understanding of trust and company administration, including statutory and regulatory matters.
The following attributes would also be advantageous:
- Excellent written and verbal communication skills
- A good understanding of general compliance
- The ability to demonstrate continued professional development
Personal qualities
- Integrity
- Inspires client and team confidence
- Adaptable and versatile
- Assertive and confident
- Discrete and tactful
- Emotional resilience
- ‘Can do’ attitude
- Role model
- Appropriate office conduct and attitude to work
This is an exciting opportunity to join a growing team and develop new ways of working, where you will have the opportunity to input into the evolution of our business processes on an ongoing basis. In addition to a competitive salary, you will be rewarded with a performance-driven bonus, a comprehensive flexible benefits package, and the training and career opportunities that come as standard with a dynamic and rapidly growing group of companies.

Trust Officer role managing international client portfolios. Responsibilities include client relationship management, trust administration, compliance duties and banking liaison. Ideal candidate has trust/corporate services experience, STEP qualification (full/partial), excellent communication skills and strong integrity. Competitive salary with performance bonus.
About The Role.
As a Senior Administrator, you will work within our Corporate Services department on a specialised team that manages our limited companies to provide an accurate and efficient service to a busy international client portfolio. You will be exposed to all areas of international company management and client service, as well as learning from experts in other areas of the business to provide integrated solutions across the Group.
Your duties will include:
- Manage strong client relationships by acting as a point of contact and meeting their needs and day-to-day administration queries with insightful and bespoke solutions.
- Arrange incorporation of new companies and sell companies to clients as well as process transfers in/out and liquidations.
- Liaise with stakeholders to manage developments and work with various divisions across the Group to support the clients’ requirements.
- Assist with administering companies for clients within the team portfolio.
- Liaise with clients and internal departments to assist with compliance and corporate governance processes.
What I love about my job
"Suntera considered my role and long-term professional journey and gave me the opportunity to study whilst working. With support from my manager and the wider team, I achieved my STEP-certified qualification and earned the STEP Isle of Man award with the highest marks. Suntera provided me with training opportunities and is committed to creating an environment where all employees can grow and hone their skills."
Jake Kelly
Trust Manager, Private Wealth
About you.
You will have good administrative and organisation skills and a basic understanding of company and client administration, including statutory, company secretarial and regulatory matters.
The following attributes would also be advantageous:
- CGI or STEP qualification or be willing to attain such qualifications.
- Experience of a corporate service provider environment or similar client-facing role.
- Excellent written and verbal communication skills.
- A good understanding of general compliance.
- IT literate including Word, Excel, and company administration software knowledge.
- The ability to demonstrate continued professional development.
- Language skills would be beneficial though not essential.
Personal qualities
- Integrity
- Inspires client and team confidence
- Adaptable and versatile
- Assertive and confident
- Discrete and tactful
- Emotional resilience
- ‘Can do’ attitude
- Role model
- Appropriate office conduct and attitude to work
This is an exciting opportunity to join a growing team and develop new ways of working, where you will have the opportunity to input into the evolution of our business processes on an ongoing basis. In addition to a competitive salary, you will be rewarded with a performance-driven bonus, a comprehensive flexible benefits package, and the training and career opportunities that come as standard with a dynamic and rapidly growing group of companies.

Senior Administrator role within Corporate Services, managing international limited companies. Key responsibilities include client relationship management, company incorporations, stakeholder liaison, and compliance oversight. Requires strong administrative skills, corporate governance knowledge, and professional qualifications (CGI/STEP). Competitive salary plus performance bonus.
Due to recent success in securing major projects & long-term maintenance contracts in the Isle of Man, we are looking for an experienced Building Fabrics Engineer or Joiner to join our dynamic Isle of Man team to provide installation, reactive and planned works for our clients.
About the Job – Summary and Overview
- Based in the Isle of Man
- Permanent
- Full Time
Why Prospero Group?
- Competitive salary
- Paid overtime
- Company pension – subject to qualifying criteria
- Bupa Healthcare
- Company vehicle
- Uniform
- Relocation package (where applicable)
- Prospero Group supports continued training and long-term professional development opportunities
- Able to demonstrate competence in carpentry, painting, refurbishment and maintenance, snagging etc
- Ability to understand technical instructions, read and understand technical drawings/plans & follow health and safety guidelines
- Experience within a client facing environment and good communication skills with stakeholders at all levels
- Self motivated and ability to work on own initiative
- Strong communication/inter-personnel skills
- Full driving licence

Building Fabrics Engineer/Joiner required for Isle of Man-based position. Full-time, permanent role offering competitive salary, company vehicle, and benefits package. Must have carpentry and maintenance experience, strong communication skills and full driving licence. Contact hr@prospero.im or call 01624 695250.
Due to recent success in securing major projects & long-term maintenance contracts in the Isle of Man, we are looking for an experienced HVAC Engineer to join our dynamic Isle of Man Hard Services Team to provide installation, reactive and planned works for our clients.
About the Job – Summary and Overview
- Based in the Isle of Man
- Full Time | Permanent
- Carry out PPM in accordance with set schedules.
- Respond promptly and effectively to reactive maintenance issues.
- Carry out technical surveys and provide costings for works.
- Fault diagnosis associated with PPM or reactive maintenance.
Why Prospero Group?
- Competitive salary
- Paid overtime
- Company pension – Subject to qualifying criteria
- Bupa Healthcare
- Company vehicle
- Uniform
- Prospero Group supports continued training and long-term professional development opportunities
Essential Skills
- City & Guilds 2079 F-Gas (Category 1) or equivalent
- NVQ Level 2 or 3 in HVAC/R (Heating, Ventilation, Air Conditioning, and Refrigeration) or;
- City & Guilds Refrigeration and Air Conditioning or equivalent experience
- Apprenticeship gained within the HVAC or building maintenance industry.
- Ability to understand technical instructions, read and understand technical drawings/plans & follow health and safety guidelines
- Experience within a client facing environment and good communication skills with stakeholders at all levels
- Self-motivated and ability to work on own initiative
- Strong communication/inter-personnel skills
- Full driving licence
Desirable Skills
- 18th Edition or equivalent.
- Legionella (L8) competent person.
- Experience in a similar commercial environment, including multi-site.
- Experience of business-critical environments and equipment.
- Health & Safety Training / Qualification

HVAC Engineer required in Isle of Man for installation, maintenance and reactive works. Must have F-Gas certification, NVQ Level 2/3 in HVAC/R or equivalent, and proven industry experience. Full-time permanent role offering competitive salary, company vehicle, healthcare and pension. Contact hr@prospero.im.
Due to recent success in securing major projects & long-term maintenance contracts in the Isle of Man, we are looking for an experienced Plumber to join our dynamic Isle of Man Hard Services Team to provide installation, reactive and planned works for our clients.
About the Job – Summary and Overview
- Based in the Isle of Man
- Full Time | Permanent
- Carry out PPM in accordance with set schedules.
- Respond promptly and effectively to reactive maintenance issues.
- Carry out technical surveys and provide costings for works.
- Fault diagnosis associated with PPM or reactive maintenance.
Why Prospero Group?
- Competitive salary
- Paid overtime
- Company pension – Subject to qualifying criteria
- Bupa Healthcare
- Company vehicle
- Uniform
- Prospero Group supports continued training and long-term professional development opportunities
Essential Skills
- NVQ level 2 & 3 Plumbing & Heating or;
- City & Guilds or equivalent experience
- Water Supply & Fittings Regulations
- Ability to understand technical instructions, read and understand technical drawings/plans & follow health and safety guidelines
- Experience within a client facing environment and good communication skills with stakeholders at all levels
- Self-motivated and ability to work on own initiative
- Strong communication/inter-personnel skills
- Full driving licence
Desirable Skills
- Legionella (L8) competent person.
- BPEC G3 Unvented Hot Water Systems.
- Experience in a similar commercial environment, including multi-site.
- Experience of business-critical environments and equipment.
- Health & Safety Training / Qualification


Experienced Plumber required for Isle of Man-based Hard Services Team. NVQ 2/3 or City & Guilds qualified. Duties include PPM, reactive maintenance and technical surveys. Must have driving licence and strong communication skills. Benefits include competitive salary, company vehicle, Bupa healthcare and pension. Contact hr@prospero.im.
Due to recent success in securing major projects & long-term maintenance contracts in the Isle of Man, we are looking for an experienced Gas Boiler Engineer to join our dynamic Isle of Man Hard Services Team to provide installation, reactive and planned works for our clients.
About the Job – Summary and Overview
- Based in the Isle of Man
- Full Time | Permanent
- Carry out PPM in accordance with set schedules.
- Respond promptly and effectively to reactive maintenance issues.
- Carry out technical surveys and provide costings for works.
- Fault diagnosis associated with PPM or reactive maintenance.
Why Prospero Group?
- Competitive salary
- Paid overtime
- Company pension – Subject to qualifying criteria
- Bupa Healthcare
- Company vehicle
- Uniform
- Prospero Group supports continued training and long-term professional development opportunities
Essential Skills
- ACS Gas Certification in Commercial and/or Domestic Gas
- NVQ level 2 or 3 in Domestic Heating and Gas or;
- City & Guilds – Gas Installation & Maintenance or equivalent experience.
- 3+ years post qualification experience.
- Ability to understand technical instructions, read and understand technical drawings/plans & follow health and safety guidelines
- Experience within a client facing environment and good communication skills with stakeholders at all levels.
- Self-motivated and ability to work on own initiative.
- Strong communication/inter-personal skills.
- Full driving licence.
Desirable Skills
- OFTEC Certification.
- Legionella (L8) competent person.
- BPEC G3 Unvented Hot Water Systems.
- Experience in a similar commercial environment, including multi-site.
- Experience of business-critical environments and equipment.
- Health & Safety Training / Qualification

Gas Boiler Engineer required in Isle of Man for installation, PPM and reactive maintenance. Must have ACS Gas Certification, NVQ/City & Guilds qualifications, and 3+ years' experience. Full-time permanent role includes company vehicle, Bupa healthcare, and pension. Contact hr@prospero.im or call 01624 695250.
To support the continued growth of Boston’s business, we are seeking to further expand our Fiduciary Management and Administration team in the Isle of Man office.
The role is for a full-time Senior Administrator to deal with all aspects of administration relating to corporate and trust structures.
Some of the day-to-day duties will include:
- Manage client relationships with guidance from an Engagement Lead or Lead Director
- Use best judgement to highlight and report significant matters that require the attention of the Lead Director and/or the Board
- Ensure the effective and efficient day to day management of client relationships
- Provide an ongoing and consistent high level of technical support to Senior Managers and Leads alike – focusing sharply on best practice
- Control work in progress, billing and debtor management in line with the company’s procedures and targets
Applicants with a minimum of 3 years’ experience and having attained, or working towards a relevant professional qualification, are preferred.
If you are interested in joining a progressive company that offers a great working environment and culture together with a very competitive salary and exceptional benefits, please send us your CV to: hr@bostonmfo.com

Senior Administrator required for Boston's Isle of Man office to manage corporate and trust structures. Role involves client relationship management, technical support and financial control. Minimum 3 years' experience preferred with relevant qualifications. Competitive package offered. Apply with CV to hr@bostonmfo.com.
We are always on the lookout for talent!
Even if we don't have specific vacancies, we'd love to talk to you.
You might be an experienced analyst, project manager, programmer, developer or designer looking for a new challenge.
But even if you think you don't have the right skills or experience, let's talk anyway. We offer internships, apprenticeships and placements from time to time and we're committed to helping people get a start in technology careers.
For further information please email hr@pdms.com.
If you wish to apply speculatively, please apply in this form, or if you're looking for contract work, why not join our Talent Network.
PDMS is an equal opportunities employer.

PDMS welcome applications from experienced professionals in analysis, project management, programming, development and design. They also offer opportunities for those starting their technology careers through internships and apprenticeships. Email hr@pdms.com or join the PDMS Talent Network for contract work.
Simcocks are seeking a corporate & commercial advocate to join their team.
The ideal candidate will possess a minimum of 2 years’ PQE, and will have experience in general corporate, acquisition and banking & finance matters in the Isle of Man.
This is an excellent opportunity to join a highly regarded firm on the Isle of Man. Simcocks was established in 1949 and is ranked in the Top Tier by Legal 500 and Band 1 by Chambers & Partners.
The position is offered with a competitive salary, private medical insurance, pension, generous holidays and an opportunity to progress your career in a well regarded international financial centre at a law firm that promotes a good work/life balance.
If you would like to discuss this opportunity further, please contact Alex Spencer via email on aspencer@simcocks.com. We look forward to hearing from you.
![SIMCOCKS-PrimaryLogo [RGB] Night-Teal.png](https://cdn.prod.website-files.com/65be06d3b9c6d94b410f3c1a/67af92b7f7927b6c6ce20117_XQkrdYBPS7WBYtseQDD-G5oEQw4jkeiqphignstaTd4.png)
Corporate & Commercial Advocate sought by Simcocks (Isle of Man). 2+ years' PQE required with experience in corporate, acquisition and banking matters.
Simcocks Advocates are seeking an experienced Litigation Lawyer to join their team. The ideal candidate will possess experience in:
- Appearing in court
- Cross jurisdictional and trust litigation, as well as contract and tort based claims
- Judicial reviews
- Injunctions
- Public law litigation
- Civil and commercial litigation
The position would suit a Lawyer with a minimum of 3 years PQE, and an individual who sets high standards and has exceptional communication skills. The successful candidate should also demonstrate a collaborative approach to working within a team.
This is an excellent opportunity for an experienced Litigation Lawyer to join one of the top three law firms on the Isle of Man. Simcocks was established in 1949 and is ranked in the Top Tier by Legal 500 and Band 1 by Chambers & Partners. We have an international clientele, with commercial interests in the Isle of Man, providing varied and interesting caseloads.
The position is offered with a competitive salary, private medical insurance, pension, generous holidays and an opportunity to progress your career in a highly regarded offshore jurisdiction and at a law practice that promotes a good work/life balance.
If you would like to discuss this opportunity further, please contact Nicola Quayle, our HR Consultant via email on nquayle@simcocks.com. We look forward to hearing from you.
For more information on the Isle of Man, and choosing the Island as a new home for you and your family visit here or take a look at these 5 Reasons to Relocate to the Isle of Man.
![SIMCOCKS-PrimaryLogo [RGB] Night-Teal.png](https://cdn.prod.website-files.com/65be06d3b9c6d94b410f3c1a/67af92b7f7927b6c6ce20117_XQkrdYBPS7WBYtseQDD-G5oEQw4jkeiqphignstaTd4.png)
Simcocks Advocates seeks experienced Litigation Lawyer (3+ years PQE) for civil, commercial, and public law cases. Must excel in court appearances, trust litigation, and judicial reviews.
To support the continued growth of Boston’s business, we have an excellent opportunity for two ambitious and self-motivated tax specialists to join our tax team in the Isle of Man as a Tax Manager and Senior Tax Administrator.
Boston is a leading fiduciary services provider, and our dedicated tax team have detailed knowledge of international fiscal and regulatory environments working closely with professional advisers to provide a quality, bespoke services to our clients.
Tax Manager
- Oversee the production of timely statutory returns
- Manage and monitor developments in IOM, UK, and international tax regimes to ensure compliance
- Provide support and guidance in tax matters to the wider Boston team
- Manage the filing of file personal, trust, and corporation tax and VAT returns for clients, ensuring accuracy and timeliness of submissions
- Liaise with fiscal authorities where required
- Fulfil complex technical duties with precision
- Respond to ad hoc tax queries from internal and external parties, including trustees, directors, and clients
- Manage Boston’s tax provisioning and payment activities
A minimum of five years’ experience in a tax services environment and a professional qualification such as CTA, ACCA or similar would be an advantage.
If you are interested in joining a progressive company that offers a great working environment and culture together with a very competitive salary and exceptional benefits, please send us your CV to: hr@bostonmfo.com.


Leading fiduciary services provider seeks Tax Manager in Isle of Man. Responsibilities include managing statutory returns, ensuring compliance with international tax regimes, and overseeing tax filings. Must have 5+ years' tax experience and relevant qualifications (CTA/ACCA).
To support the continued growth of Boston’s business, we have an excellent opportunity for two ambitious and self-motivated tax specialists to join our tax team in the Isle of Man as a Tax Manager and Senior Tax Administrator.
Boston is a leading fiduciary services provider, and our dedicated tax team have detailed knowledge of international fiscal and regulatory environments working closely with professional advisers to provide a quality, bespoke services to our clients.
Senior Tax Administrator
- Produce timely statutory returns
- Monitor developments in IOM, UK, and international tax regimes to ensure compliance
- Provide support and guidance in tax matters to the wider Boston team
- File personal, trust, and corporation tax and VAT returns for IOM and UK clients, ensuring accuracy and timeliness of submissions
- Liaise with fiscal authorities where required
- Fulfil complex technical duties with precision
- Respond to ad hoc tax queries from internal and external parties, including trustees, directors, and clients.
A minimum of three years’ experience in a tax services environment and a professional qualification such as CTA, ATT or similar would be an advantage.
If you are interested in joining a progressive company that offers a great working environment and culture together with a very competitive salary and exceptional benefits, please send us your CV to: hr@bostonmfo.com.

Seeking Senior Tax Administrator in Isle of Man. Role involves preparing UK/IOM tax returns, ensuring compliance, and providing tax guidance. Must have 3+ years' tax experience. CTA/ATT qualification preferred. Responsibilities include statutory returns, VAT submissions and liaising with authorities.
At MAC, we foster a culture of innovation, celebrate dynamic thinking and always put our customers first.
We are always keen to hear from talented individuals
We’re a growing company, committed to delivering excellence for our customers. At MAC, we pride ourselves on employing experts in the sector, nurturing our team and providing a great environment for our team. mes for people and business.
If you like the sound of MAC, and think you could see yourself as part of our team, we would love to hear from you.
Our Mission
We are determined to deliver results for our clients, each other, and the company. We are passionate about shaping decisions for the better, supporting the needs of our clients and how we make a difference on the Island.
Our Vision
To be the Island’s ‘go to’ provider for employee benefits, financial advice, and corporate insurance.
Our Values
We leverage teamwork, collaboration, trust, and respect to bring forth the best of our firms. We go above and beyond for our clients to serve them with integrity, fully understand their needs and exceed their expectations.

MAC is a growing company specialising in employee benefits, financial advice and corporate insurance. They prioritise customer service, innovation and expertise whilst fostering a collaborative team culture. Their mission focuses on delivering excellence and shaping decisions to make a difference on the Island.