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Overview

Our Douglas-based client are general insurers who deliver custom insurance solutions within most sectors of the market and are currently seeking an experienced Fiduciary Manager to join the team.

As Fiduciary Manager here you will be managing the Fiduciary team, including:

• Monitoring actions and activities generated by or for the team
• Direct supervision of junior staff
• Applying standards introduced by board & recommending & organising ongoing training (including adherence to policies / procedures)
• Monitoring and guidance to the application of regulatory requirements (TCSP, AML/CFT etc.) & ensuring awareness and adherence by team Introducing processes / procedures to assist in productive management of client portfolios
• Managing productivity of team, including the billing process - input & guidance of team to ensure appropriate billing targets are maintained, including efficient debtor management, cash collection and settlement of sales invoices
• Monitoring time management of team (weekly/monthly/quarterly reporting)
• Lead to small client portfolio
• Act in capacity as a director to client entities and as a Director to the group's corporate trustee companies, nominee shareholders & corporate secretary
• Member of signing committee
• Attending training and development of relevant knowledge, competencies, and skills to support the development of the business
• Assisting with various external reporting requirements, such as CRS/FATCA, AML, banking
• Assisting with submission of client IOM VAT & Tax returns
• Annual appraisals / monitoring
• Assistance with management & development of IT systems (cosec, office, document management, intranet etc. guidance and ensuring accuracy of records

The ideal candidate for the role of Fiduciary Manager will be:

• STEP or CGI (ICSA) qualified or near qualified
• Previous Approved key staff status
• 3 or more years' experience in the TCSP industry at senior level
• Accounting knowledge
• Excellent team skills with strong numerical, oral, and written skills
• Personable and good communicator, commercially minded, flexible and supportive of change, progress, and self-development
• Self-organisation and appropriate time management skills
• Proficient with IT systems and applications