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  • Atla Fiduciaries Limited - Portfolio Manager

    Job Title Portfolio Manager
    Job Summary
    and
    Responsibilities

    As a Portfolio Manager, an exciting opportunity to take on a dynamic role
    where your responsibilities as part of the team will include but are not
    limited to the following:
     Assisting senior management in overseeing the administration of
    the client services team to ensure clients receive a high level of
    service.
     Liaising directly and building relationships with clients and
    intermediaries
     Maintaining a varied portfolio of trust and company clients
     Overseeing various company and trust administration tasks
     Acting as the key contact for the team and clients
     Facilitating staff development and training
     Coordinating the overall workflow and schedule for the team
     Supervising and supporting administration staff as required
     Managing client relationships by taking direct responsibility for a
    complex portfolio of trusts, companies, and other wealth structures,
    ensuring excellent service levels to maintain long-term
    relationships. This includes reviewing WIP, ensuring prompt
    collection of fees, and exploring other revenue opportunities
     Developing and implementing client strategies by working closely
    with clients to align with their goals and objectives
     Serving as the primary point of contact for clients, intermediaries;
    and collaborating with other teams within the business to meet
    client and business goals
     Ensuring compliance with local regulatory requirements, supporting
    a positive relationship with the local regulator through strong
    governance, and staying up-to-date with industry legislation and
    proposed changes
     Driving appropriate behaviours and acting to meet agreed business
    targets
     Collaborating with and providing technical assistance to the team,
    offering guidance and support to team members as needed

    Reporting To Client Services Manager
    Qualifications
    Required

     5 GCSEs or equivalent at grade C or above
     Hold or be studying towards a relevant professional qualification.
    Once qualified you will be expected to maintain the relevant
    continued professional development (CPD) hours in line with your
    relevant qualification and/or the business’s set requirements

    JOB DESCRIPTION - PORTFOLIO MANAGER

    Experience and
    knowledge

     Extensive TCSP administration experience in managing a client
    portfolio
     Microsoft Office
     CCH, Viewpoint and Laserfiche would be an advantage but not
    essential

    Training External and internal training will be provided and encouraged
    Skills  Accountability

     Continuous Improvement
     Collaborative Engagement
     Transparent Communication
     Adaptability
     Leadership
    Characteristics  Empathy
     Innovation
     Inclusivity
     Proactive Communication
     Resilience

    Hours Full time (Part time hours will be considered)
    Salary Salary commensurate with experience and qualifications
    Benefits  Medicash health plan

     Flexible hours and working opportunities
     Study support
     Personal development and growth programmes
     Ongoing CPD support
     Discounted gym membership
     Death in service
     Contributory pension scheme
     Access to the Atla Academy

  • Paragon Recruitment - Business Relationship Manager

    Are you ready to take on an exciting challenge in the dynamic world of blockchain technology? Our client is seeking a proactive and results-oriented Business Relationship Manager to drive strategic initiatives and oversee daily operations in a fast-paced, innovative environment.

    The Role

    Step into a pivotal role where you'll lead business operations and contribute to the growth of a global blockchain leader.


    Optimise daily business operations, developing and enforcing productivity-enhancing policies

    Oversee budgets, monitor expenses, and ensure financial compliance with corporate services and accountants

    Work alongside remote staff, fostering a positive workplace culture

    Collaborate on business strategies and identify growth opportunities

    Build and maintain strong client, vendor, and partner relationships



    About You

    You are a strategic thinker with leadership skills and a passion for driving business success.


    Bachelor's degree in Business Administration, Management, related field (MBA advantageous) or experience equivalent

    Business management experience, ideally in a technology-focused setting

    Strong organisational and multitasking abilities

    Exceptional communication and interpersonal skills

    Proficiency in project management tools and financial software

    Adaptable, analytical, and solution-oriented mindset



    The Reward


    Competitive salary with flexible work hours

    Exciting opportunities for professional growth and development

    Collaborative and innovative company culture

  • ATLA Group - Senior Audit Manager

    We are currently seeking a motivated and experienced Senior Audit
    Manager who has the drive, ambition, and skills to grow and sustain the
    audit practice as a key part of our firm’s long-term success. The successful
    candidate will play a pivotal role in driving the audit function, managing
    client relationships, and mentoring a talented team of professionals. This is
    an exciting opportunity for a forward-thinking individual to make a
    significant impact within a vibrant and growing practice. This position
    offers exposure to a diverse client base with the opportunity to work
    alongside experts in other areas of the firm, with a clear pathway to
    directorship for the right candidate.
    Duties include but are not limited to the following:
    Leadership and Management
     Lead the planning, execution, and completion of audit
    engagements in compliance with international auditing standards
     Oversee multiple audit teams, ensuring projects are completed on
    time, within budget, and to the highest standards
     Foster a culture of collaboration and continuous improvement
    within the audit team
    Client Relationship Management
     Act as a key point of contact for a portfolio of clients, building and
    maintaining strong professional relationships
     Act as a trusted advisor for clients, offering proactive insights and
    strategic advice
     Identify opportunities for additional services and cross-sell other
    offerings of the firm
    Team Development and Mentoring
     Lead, train, mentor, and Inspire a talented team of audit
    professionals
     Conduct performance appraisals and provide constructive
    feedback to team members
     Play a key role in recruitment and succession planning to build a
    high-performing team
    Strategic Leadership

    JOB DESCRIPTION - SENIOR AUDIT MANAGER

    The contents of this document are confidential and should not be distributed without the written consent of
    Atla Group.

     Work closely with the firm’s leadership team to shape the strategic
    direction of the audit department
     Drive innovation and continuous improvement in audit processes
    and methodologies
     Contribute to the firm’s business development activities, including
    networking and proposal writing
    Future Partnership Development
     Actively engage in professional development to prepare for a future
    partnership role
     Demonstrate commitment to the firm’s values, vision, and long-
    term growth
    Reporting To Board of Directors
    Qualifications
    Required

    Qualified ACA or ACCA (or equivalent)

    Experience and
    knowledge

     Extensive and demonstrable experience in an audit management
    role
     Strong technical knowledge of International Standards on Auditing
    (ISAs) and financial reporting frameworks, IFRS and UK GAAP
     Experience in Isle of Man Financial Services regulated entity audits
     Proven record in team leadership, client management, and
    business development

    Training External and internal training will be provided and encouraged
    Skills  Accountability

     Continuous improvement
     Collaborative engagement
     Transparent communication
     Adaptability
    Characteristics  Empathy
     Innovation
     Inclusivity
     Proactive communication
     Resilience
     Technical and detail oriented
     Entrepreneurial
    Hours 37.5 per week
    Salary Salary commensurate with experience and qualifications

    JOB DESCRIPTION - SENIOR AUDIT MANAGER

    The contents of this document are confidential and should not be distributed without the written consent of
    Atla Group.
    Benefits  Medicash health plan

     Flexible hours and working opportunities
     Study support
     Personal development and growth programmes
     Ongoing CPD support
     Discounted gym membership
     Death in service
     Contributory pension scheme
     Private Medical Insurance

  • ATLA Group - Pensions Manager

    At Atla Group, we are more than just a company—we are a community deeply rooted in the Isle of Man, blending a rich heritage with forward-thinking. Proudly owner-managed, we are committed to fostering a workplace culture that is inclusive, inspiring, and driven by shared values.

    Our team thrives in an environment where personal accountability meets collective success. We encourage you to own your role, take initiative, and contribute meaningfully, knowing that your work directly supports our mission and impacts the lives of our clients and community. From team milestones to individual wins, we take the time to acknowledge and enjoy our successes, building a workplace where fun and camaraderie are as important as the results we deliver.

    As a growing business, we are on an exciting journey, and we need a team of people who share our passion and are eager to join us for the ride. With our open communication ethos and dedication to transparency, you’ll always feel empowered and supported as we navigate new opportunities and challenges together.

    Atla champions flexibility and growth, offering opportunities to innovate and improve continuously, both personally and professionally. We believe in consistent gains—small, meaningful improvements that build towards significant achievements.

    We are passionate about community stewardship, making a difference not only for our people and our clients but also in the wider Isle of Man and beyond. By joining Atla, you become part of a team that values diversity and collaboration, ensuring a positive and lasting impact on everything we do.

    If you’re looking for a workplace where you can be part of something greater, where your individuality is celebrated, and where your contributions drive real success, Atla Group is the place for you.



    Job Summary

    As a Pensions Manager, you will assist in managing the team within the Pensions department. In this dynamic role the responsibilities, as part of the team, will include but are not limited to the following:

    Administration of all scheme types, including;
    international and domestic master trusts, group and personal/occupational pension schemes and QROPS/QNUPS
    Administration of contributions and benefit payments
    Facilitating and implementing new investments in both portfolios and unquoted companies
    Managing GAD calculations for all SIPPS clients
    Managing pension payments for all SIPPS clients
    Annual tax returns for SIPPS
    Training, management of and support for Pension Executives and Senior Pension Executives
    Checking work prepared by Pension Executives and Senior Pension Executives
    Prepare and submit VAT returns for SIPPS
    Annual CRS & FATCA reporting
    Property work – liaising with advocates/solicitors and estate agents regarding purchases, sales, leases and legal charges
    Ensuring invoices addressed correctly and checking reimbursement expenses
    Loans – drafting loan agreements and extensions from templates, reviewing loan agreements drafted by third parties, review legal charge/security documentation
    Deeds – drafting from both templates and in full where necessary
    Interpreting and applying pension scheme rules and regulations
    Trustee appointments and retirements
    Amendments to pension scheme rules, implemented by either Deed or Resolution where required
    Dealing with death cases of members and trustees
    Pension transfers of individual benefits or whole schemes both in and out
    Scheme dissolutions including fund remnant payments, deaths and transfers out
    New client take-on process
    Formations/establishments of new SIPPS
    Bookkeeping of all pension scheme assets
    Liaising directly with clients, trustees, investment managers, IFA’s and other third parties
    Ad hoc projects
    Reporting To

    Directors

    Qualifications Required

    5 GCSEs or equivalent at grade C or above

    Experience

    Extensive pension administration environment and experience of managing staff
    Microsoft Office – particularly Excel & Word
    VT, CCH and Laserfiche would be an advantage but not essential
    Training

    External and internal training will be provided and encouraged

    Skills

    Accountability
    Continuous Improvement
    Collaborative Engagement
    Transparent Communication
    Adaptability
    Leadership
    Characteristics

    Empathy
    Innovation
    Inclusivity
    Proactive Communication
    Resilience
    Hours

    Full time (Part time hours will be considered)

    Benefits

    Medicash health plan
    Flexible hours and working opportunities
    Contributory pension scheme
    Study support
    Personal development and growth programmes
    Ongoing CPD support
    Discounted gym membership
    Access to Atla Academy
    Closing date – Friday 3 January 2025

  • Search and Select - Interim Chief Compliance Officer

    Search and Select are looking for a capable and qualified interim Chief Compliance Officer for one of our clients. The role would be for approximately 6-12 months. It is a requirement that the candidate has strong financial services experience.

  • Paragon Recruitment - Performance Director IOM Netball

    Are you a strategic thinker and inspirational leader with a passion for high-performance sport? Isle of Man Netball (IOMN) is seeking a dynamic and experienced Performance Director to drive the success of our Performance Programme and elevate netball on the Isle of Man to new heights.

    About Us
    Isle of Man Netball (IOMN) is a vibrant voluntary organisation dedicated to delivering netball opportunities for all ages, genders, and abilities. With approximately 700 members, we are committed to fostering a positive, inclusive environment where players, coaches, and umpires can reach their full potential.

    Our Performance Programme is at the heart of our vision, nurturing talent and creating a sustainable pathway for athletes and coaches to excel at local, national, and international levels.

    The Role
    AAs Performance Director, you will shape the future of elite netball on the Isle of Man. Reporting to the Chair of the Board, you will design and deliver a strategic Performance Programme aligned with IOMN's vision and values. You will lead a dedicated team of coaches, support staff, and athletes, embedding a culture of excellence, transparency, and inclusivity.

    This is an exceptional opportunity to make a lasting impact on the development of netball, ensuring sustained success for generations to come.

    What You'll Do

    Lead the Programme: : develop and implement a high-performance strategy that supports athlete and coach development, succession planning, and competitive success.

    Build a Winning Culture:foster a culture of integrity, ambition, inclusivity, and respect across all levels of the Performance Programme.

    Support Coaches and Athletes:mentor and empower the National Team Head Coach and the wider coaching team to deliver outstanding performance outcomes.

    Enhance Pathways: create seamless talent pathways from grassroots to elite levels, supporting player and coach development across age groups.

    Drive Innovation:stay ahead of trends in high-performance sport and apply them to the Programme, including tactical, technical, physical, and psychological innovations.

    Collaborate with Stakeholders: build strong relationships with clubs, leagues, and partners to enhance performance, recruitment, and the profile of Isle of Man Netball.

    Deliver Results:ensure the Programme achieves its goals through effective planning, monitoring, and evaluation of performance strategies and initiatives.



    About You

    We are looking for an experienced leader who thrives in high-pressure environments and has a proven track record of success in high-performance sport.

    Essential Requirements:

    Senior leadership experience in a high-performance sport environment.

    Proven ability to lead and inspire a multidisciplinary team.

    Strong understanding of athlete development, coaching methodologies, and performance pathways.

    Excellent communication and relationship-building skills.

    Strategic thinker with a track record of creating and delivering high-performance strategies

    Knowledge of high-performance sport, including sports science, medicine, and international competition.

    Commitment to working flexible hours, including evenings, weekends, and travel as required.



    Desirable:

    An internationally recognised coaching qualification (e.g., Level 3), or working towards.

    Experience in athlete recruitment, safeguarding, and utilising high-performance support services.

    Passion for netball and women's sport.




    What We Offer

    The chance to make a significant impact on the future of netball in the Isle of Man.

    The opportunity to work with a passionate, dedicated team of volunteers, coaches, and athletes.

    A collaborative and supportive environment focused on achieving excellence.


    Interested?
    If you're excited by the opportunity to lead the Rams and contribute to the Isle of Man Netball Performance Programme, we want to hear from you!
    In the first instance, please contact Debbie Scrimshaw, Director, Paragon Recruitment for a full job description - debbie@paragon.co.im

    Ready to Apply?
    Please send your CV and a cover letter outlining your experience, suitability and motivation in applying for the role to: Debbie Scrimshaw, Director, Paragon Recruitment - debbie@paragon.co.im

  • Yellowstone Accounts - Client Accountant

    Overview: We are seeking an experienced Client Accountant to join our small team.
    The ideal candidate will have a minimum of 3 years of experience in client accounting, with a strong
    understanding of the Isle of Man (IOM) and UK taxation systems, as well as expertise in preparing and
    reviewing financial statements.
    The successful candidate will play a key role in managing the financial affairs of a portfolio of clients.

    Responsibilities:
    • Compiling information packs for external bookkeepers.
    • Manage a diverse portfolio of clients, handling all aspects of their accounting, tax, and
    financial reporting needs.
    • Prepare accurate and timely financial statements in compliance with relevant accounting
    standards and regulations.
    • Preparation of tax services, ensuring compliance with IOM and UK taxation requirements,
    including VAT, corporate tax, and personal tax returns.
    • Act as a point of contact for clients for any of their bookkeeping queries.
    • Generate and process invoices.
    • Coordinate payment runs.

    Experience:
    • Minimum of 3 years' experience in client accounting.
    • Strong knowledge of IOM and UK tax legislation, including corporate, personal tax, and VAT
    compliance.
    • Experience in preparing financial statements in accordance with international accounting
    standards.
    • Proficiency in Microsoft Office Suite and accounting software (QuickBooks).
    • Strong organisational skills with the ability to multitask and prioritise effectively.
    • Excellent verbal and written communication skills.
    • High attention to detail and accuracy.
    • Ability to work autonomously.

    Benefits
    • Competitive salary
    • Car parking
    • Professional development opportunities
    • Collaborative and inclusive work environment
    • Quarterly social events

  • Search and Select - Solutions Support Administrator

    Our client seeks a Solutions Support Administrator to join their team.

    Key Responsibilities:
    To support the Solutions and Accreditation team with the administration of Accreditation workshops and ongoing client support, including business development.
    The role will involve a number of tasks to ensure smooth preparation, implementation and follow up for online and face to face accreditation workshops.
    Pre-workshop set up: registration of participants (ensuring payment received), printing and shipping of hard copy materials, Learning Platform set up for participants/online course materials, follow up with clients to confirm attendance and ensure all questions/assistance is addressed.
    Participant Coaching: Ensure individual self-surveys are set up and administered, schedule coaching sessions and produce/deliver reports to facilitator/coach prior to coaching sessions,
    Post Workshop: Support with delivery and return of assessments, accreditation certificate production, action learning projects.
    You will support with office based tasks and assist in a diverse number of internal projects.

    Key Skills and Experience:
    Ideally be from a Learning and Development background
    Be educated to degree level or hold an equivalent professional qualification
    Ideally have 4 years work experience.
    Excellent customer service skills - ability to interact online via MS Teams or Zoom
    Excellent written communication skills
    Excellent organisation skills
    Ability to plan work and adjust to changing requirements
    Ability to multi task
    Ability to learn about new products and processes

  • Atla Group - Pensions Executive

    At Atla Group, we are more than just a company—we are a community deeply rooted in the Isle of Man, blending a rich heritage with forward-thinking. Proudly owner-managed, we are committed to fostering a workplace culture that is inclusive, inspiring, and driven by shared values.

    Our team thrives in an environment where personal accountability meets collective success. We encourage you to own your role, take initiative, and contribute meaningfully, knowing that your work directly supports our mission and impacts the lives of our clients and community. From team milestones to individual wins, we take the time to acknowledge and enjoy our successes, building a workplace where fun and camaraderie are as important as the results we deliver.

    As a growing business, we are on an exciting journey, and we need a team of people who share our passion and are eager to join us for the ride. With our open communication ethos and dedication to transparency, you’ll always feel empowered and supported as we navigate new opportunities and challenges together.

    Atla champions flexibility and growth, offering opportunities to innovate and improve continuously, both personally and professionally. We believe in consistent gains—small, meaningful improvements that build towards significant achievements.

    We are passionate about community stewardship, making a difference not only for our people and our clients but also in the wider Isle of Man and beyond. By joining Atla, you become part of a team that values diversity and collaboration, ensuring a positive and lasting impact on everything we do.

    If you’re looking for a workplace where you can be part of something greater, where your individuality is celebrated, and where your contributions drive real success, Atla Group is the place for you.



    Job Summary

    In this dynamic role the responsibilities, as part of the team, will include but are not limited to the following:

    Administration of master trust pension schemes and international group schemes, with an opportunity to assist with the administration of personal pension schemes
    Administration of benefit payments, investments and pension transfers
    Bookkeeping of pension scheme assets
    New client take-on process
    Liaising directly with clients
    Various administration tasks
    Reporting To

    Pensions Manager

    Qualifications Required

    5 GCSEs or equivalent at grade C or above

    Experience

    Ideally 1 year in an administration environment and experience of client portfolio administration would be an advantage but is not essential as full training will be provided
    Microsoft Office – particularly Excel and Word
    VT, CCH and Laserfiche would be an advantage but not essential
    Training

    External and internal training will be provided and encouraged

    Skills

    Accountability
    Continuous Improvement
    Collaborative Engagement
    Transparent Communication
    Adaptability
    Characteristics

    Empathy
    Innovation
    Inclusivity
    Proactive Communication
    Resilience
    Hours

    Full time (Part time hours will be considered)

    Benefits

    Medicash health plan
    Flexible hours and working opportunities
    Contributory pension scheme
    Study support
    Personal development and growth programmes
    Ongoing CPD support
    Discounted gym membership
    Access to Atla Academy

  • Paragon Recruitment - Head Coach - Women's Senior Squad

    Are you passionate about elite sport, driven by results, and ready to inspire the next generation of high-performance athletes? Isle of Man Netball is seeking a dynamic and experienced Head Coach to lead the Women's Senior Squad ('Rams') to success on the international stage.

    About Us
    Isle of Man Netball (IOMN) is a thriving voluntary organisation dedicated to delivering netball opportunities for all ages, genders, and abilities. With approximately 700 members, we are committed to enriching lives through sport, empowering participants to achieve their highest potential.

    The Rams represent the pinnacle of our Performance Programme, showcasing talent on the international stage and inspiring the Isle of Man netball community.

    The Role
    As Head Coach, you will be at the heart of a high-performance environment, responsible for preparing the Rams to compete in international competitions and test events. Reporting to the Director of Performance, you will set the technical and tactical direction of the team, ensuring a winning culture and a structured development programme for players and staff alike.

    This is an exciting opportunity to lead a talented squad and shape the future of netball in the Isle of Man.

    What You'll Do

    Build a Winning Culture: foster a high-performance environment that inspires excellence, accountability, and teamwork.

    Lead the Team: design and implement training programmes, game plans, and strategies that maximise individual and team performance.

    Develop Players: set and monitor individual goals for athletes, providing constructive feedback and tailored coaching to support their development.

    Collaborate with Staff: work closely with support staff to optimise training schedules, manage athlete welfare, and address injury rehabilitation.

    Deliver on Game Day: provide tactical leadership and use data analytics to make informed decisions and evaluate team performance.

    Contribute to the Programme: support the Director of Performance and other coaches in developing a consistent and effective Performance Programme across all levels.



    About You

    We're looking for a motivated, proactive leader who thrives in high-pressure environments and has a proven track record of coaching success at a performance level.

    Essential Requirements:

    Strong understanding of high-performance coaching principles and the international netball environment.

    A minimum of 3 years' coaching experience with athletes competing successfully at a high-performance level.

    Exceptional relationship management and communication skills, with the ability to inspire and lead a team.

    A knowledge of netball and its structure, nationally and internationally

    Ability to commit to irregular hours, including training camps and competitions.

    Based in the Isle of Man or UK, with no restrictions on travel to the Isle of Man.



    Desirable:

    An internationally recognised coaching qualification (e.g., Level 3), or working towards.

    Experience in athlete recruitment, safeguarding, and utilising high-performance support services.




    Why Join Us?

    Be part of a passionate and dedicated netball community.

    Shape the future of elite netball in the Isle of Man.

    Work with talented athletes and staff in a supportive and collaborative environment.


    Interested?
    If you're excited by the opportunity to lead the Rams and contribute to the Isle of Man Netball Performance Programme, we want to hear from you!
    In the first instance, please contact Debbie Scrimshaw, Director, Paragon Recruitment for a full job description - debbie@paragon.co.im

    Ready to Apply?
    Please send your CV and a cover letter outlining your experience, suitability and motivation in applying for the role to: Debbie Scrimshaw, Director, Paragon Recruitment - debbie@paragon.co.im

  • Paragon Recruitment - Operations Director

    Are you a dynamic leader with a passion for operational excellence? Our client, a respected independent fiduciary services provider, is seeking an Operations Director to drive their vision and lead high-performing teams on the Isle of Man

    The Role

    Lead the charge in shaping the future of our client's business and delivering unparalleled service


    Oversee operational teams, ensuring efficient service delivery and compliance

    Lead client administration, accounts, and compliance teams

    Drive process improvements and maintain exceptional client service

    Ensure regulatory compliance and manage risk effectively

    Develop accurate financial and tax reporting across jurisdictions

    Collaborate with senior leadership to execute strategic goals

    Foster a culture of continuous improvement and innovation



    About You

    Bring your expertise and leadership skills to this pivotal role


    University degree, with a Master's or professional qualifications (ACCA, STEP, ICSA) highly desirable

    Strong experience in a senior leadership role, ideally in fiduciary services

    Solid knowledge of Isle of Man regulations and fiduciary structures

    Exceptional strategic thinking, organisational, and decision-making abilities

    Proven experience in team development and client engagement

    IT proficiency with a focus on digital transformation

    Visionary and results-driven, with integrity and professionalism at your core



    The Reward

    Competitive salary and benefits package

    Leadership development and career advancement opportunities

    Supportive and collaborative work environment

    The chance to work with a forward-thinking and highly respected organisation

  • ATLA Group - Portfolio Manager

    Atla Fiduciaries Limited
    Job Title Portfolio Manager
    Job Summary
    and
    Responsibilities

    As a Portfolio Manager, an exciting opportunity to take on a dynamic role
    where your responsibilities as part of the team will include but are not
    limited to the following:
     Assisting senior management in overseeing the administration of
    the client services team to ensure clients receive a high level of
    service.
     Liaising directly and building relationships with clients and
    intermediaries
     Maintaining a varied portfolio of trust and company clients
     Overseeing various company and trust administration tasks
     Acting as the key contact for the team and clients
     Facilitating staff development and training
     Coordinating the overall workflow and schedule for the team
     Supervising and supporting administration staff as required
     Managing client relationships by taking direct responsibility for a
    complex portfolio of trusts, companies, and other wealth structures,
    ensuring excellent service levels to maintain long-term
    relationships. This includes reviewing WIP, ensuring prompt
    collection of fees, and exploring other revenue opportunities
     Developing and implementing client strategies by working closely
    with clients to align with their goals and objectives
     Serving as the primary point of contact for clients, intermediaries;
    and collaborating with other teams within the business to meet
    client and business goals
     Ensuring compliance with local regulatory requirements, supporting
    a positive relationship with the local regulator through strong
    governance, and staying up-to-date with industry legislation and
    proposed changes
     Driving appropriate behaviours and acting to meet agreed business
    targets
     Collaborating with and providing technical assistance to the team,
    offering guidance and support to team members as needed

    Reporting To Client Services Manager
    Qualifications
    Required

     5 GCSEs or equivalent at grade C or above
     Hold or be studying towards a relevant professional qualification.
    Once qualified you will be expected to maintain the relevant
    continued professional development (CPD) hours in line with your
    relevant qualification and/or the business’s set requirements

    JOB DESCRIPTION - PORTFOLIO MANAGER

    Experience and
    knowledge

     Extensive TCSP administration experience in managing a client
    portfolio
     Microsoft Office
     CCH, Viewpoint and Laserfiche would be an advantage but not
    essential

    Training External and internal training will be provided and encouraged
    Skills  Accountability

     Continuous Improvement
     Collaborative Engagement
     Transparent Communication
     Adaptability
     Leadership
    Characteristics  Empathy
     Innovation
     Inclusivity
     Proactive Communication
     Resilience

    Hours Full time (Part time hours will be considered)
    Salary Salary commensurate with experience and qualifications
    Benefits  Medicash health plan

     Flexible hours and working opportunities
     Study support
     Personal development and growth programmes
     Ongoing CPD support
     Discounted gym membership
     Death in service
     Contributory pension scheme
     Access to the Atla Academy

  • Search and Select - Director IOM Markets

    Are you the master of the Corporate Client Relationship ideally within the Banking arena? Can you provide second to none service and would you are the Best Corporate Relationship Director on the block? If so, we want to hear from you. Our Client has an opportunity to continue to build on their success. You will be responsible for your own portfolio of HNW clients and also the financial performance of a team of 5 experienced members of staff. This position comes with the opportunity for career progression and an excellent £package. Want to know more, speak to us today or send your CV via our website: www.searchandselect.com

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