Client Relationship Administrator

☞ Ability Plus

View: 110

Update day: 01-06-2024

Location: Douglas North West

Category: Finance / Bank / Stock

Industry:

Job type: Full-time, Permanent

Salary: Up to £30,000 a year

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Job content

One of the leading wealth management businesses on the Island is in an exciting new phase which will see the business grow even further. Engaging with clients and financial institutions by telephone and email, Processing new business applications and related administration. Assisting the IFA’s with the production of the client’s suitability reports and Illustrations and quotations. The ideal candidate will have 2+ years’ experience working within Banking or Insurance.

This role is based on the Isle of Man, initial interviews will take place remotely but a move to the Island will be required by the successful candidate.

About the Isle of Man

The Isle of Man is a leading international business centre renowned for its innovation, professionalism, and long-standing policy of positive engagement with international initiatives and standards. The Isle of Man has its own democratically elected Parliament and judicial system. In addition, the Isle of Man has a stable and diverse economy, with advanced infrastructure, a financially rewarding business environment, and an enviable quality of life.

In the Isle of Man, residents enjoy low taxes; pay 0% Capital Gains Tax, 0% Inheritance Tax, and 0% Stamp Duty.

The successful candidate will be eligible for the Isle of Man National Insurance Holiday Scheme which allows newly employed, relocated, or returning residents to apply for a refund on their National Insurance contributions for their first year of living or returning to the Isle of Man, with refunds capped at £4,000.

Under the new scheme, an individual earning a £30,000 salary will take home £27,450 in their first year of living in the Island – £3,650 more than their UK counterparts. This represents a 15% increase compared with the UK as those earning the same salary would keep £23,800.

Job Types: Full-time, Permanent

Salary: Up to £30,000.00 per year

Benefits:

  • Company pension
  • Private medical insurance
  • Sick pay

Schedule:

  • 8 hour shift
  • Monday to Friday

Supplemental pay types:

  • Bonus scheme

Work Location: One location

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Deadline: 16-07-2024

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