Senior Officer, Private Wealth

2 weeks ago


Isle Of Man, United Kingdom IQ-EQ Full time

Company Description

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

**Job Description**:
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.

**Tasks (what does the role do on a day-to-day basis)**
- Proactively contribute to the team objectives of achieving both individual and team debtor targets on a daily basis with high performance against key performance indicators achieving objectives
- Attend and record meetings with clients
- Deputise for your Assistant Manager / Manager when they are out of the office or when you are asked to do so
- A good understanding of the principles of taxation affecting Trust and Corporate Structures
- Knowledge of other related Jurisdictions laws in relation to ‘Trust Company Business’
- Good understanding of industry best practice in relation to Trust and Company administration
- Work proactively and collaboratively with all Trust Administration Team Members on all client administration tasks
- Provide technical support to other members of the team
- Continue and maintain relevant technical knowledge, ensuring CPD requirements are met.

**Key behaviours we expect to see**

In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following:

- Reliable
- Ability to influence and use initiative
- Enthusiastic Team player
- Methodical and flexible in approach
- Professional
- Self-motivated

**Required Experience**
- ICSA or STEP Diploma qualified or other relevant professional qualification
- Member of a relevant Professional Institute
- Knowledge of the Finance Industry in Isle of Man
- Minimum of 5 years’ Trust experience
- Ability to be flexible and work effectively as part of a Team
- Ability to prioritise and multi-task
- Able work under pressure and within tight deadlines to meet the Team’s, Service line’s and clients’ expectations
- Good analytical and numerical skills
- Excellent Trust administration skills
- Good written and oral communication skills
- Good understanding of the duties and responsibilities of a Fiduciary

**Qualifications**:

- ICSA or STEP Diploma qualified or other relevant professional qualification
- Member of a relevant Professional Institute
- Knowledge of the Finance Industry in Isle of Man
- Minimum of 5 years’ Trust experience
- Ability to be flexible and work effectively as part of a Team
- Ability to prioritise and multi-task
- Able work under pressure and within tight deadlines to meet the Team’s, Service line’s and clients’ expectations
- Good analytical and numerical skills
- Excellent Trust administration skills
- Good written and oral communication skills
- Good understanding of the duties and responsibilities of a Fiduciary

Additional Information

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.


  • Graduate Scheme

    6 days ago


    Isle of Man, United Kingdom Nedbank Private Wealth Full time

    **Graduate Scheme - Technology**: **Take your future in your own hands.** Discover a career path which suits you and start to shape your future in our Technology Graduate Scheme. Some programmes ask you to make choices about your specialism from day one; we believe you find out more about yourself as you learn and grow. Our scheme offers the opportunity to...

  • Graduate Scheme

    6 days ago


    Isle of Man, United Kingdom Nedbank Private Wealth Full time

    **Graduate Scheme - Banking and Business**: **Take your future in your own hands** Stretch your mind, explore new avenues and discover your passion as you grow. Some programmes ask you to make choices about your specialism from day one; we believe you find out more about yourself as you learn. In our opinion, you don’t have to know you career path from...

  • Private Wealth Partner

    Found in: beBee S GB - 3 weeks ago


    London (City of), United Kingdom G2 Legal Limited Full time

    A rare opportunity has arisen at a top tier practice in the City. The firm is keen to add a Partner, or experienced senior associate that has developed an established following of contacts within the private wealth sector.The firm has an established strength within the private wealth sector and service a range of International and domestic clients of HNW and...

  • Head of Private Wealth

    Found in: beBee jobs GB - 3 weeks ago


    London (City of), United Kingdom EJ Legal Full time

    EJ Legal are delighted to be working exclusively with a top 20 UK law firm in their search for a Private Wealth Partner to join their expanding London office as Head of Private Wealth. The role is suitable for an established partner, with a track record of leading a successful team. The firm will work with you to build a clear business plan, provide a...

  • Private Wealth Partner

    Found in: Adzuna UK C2 - 3 days ago


    London (City of), London (Greater), UK, United Kingdom G2 Legal Limited Full time

    A rare opportunity has arisen at a top tier practice in the City. The firm is keen to add a Partner, or experienced senior associate that has developed an established following of contacts within the private wealth sector.The firm has an established strength within the private wealth sector and service a range of International and domestic clients of HNW and...

  • Private wealth partner

    Found in: beBee jobs GB - 3 weeks ago


    London (City of), United Kingdom Bloom Legal Full time

    This well-known and very profitable London law firm has an excellent client base including HNW and UHNW individuals and families. It includes some of the wealthiest UK families and many family offices.As well as inheritance tax, trusts and estate planning for it's domestic and international client base, it has all the other teams a strong private client...


  • Isle of Man, United Kingdom JTC Group Full time

    **Join Team JTC where your contribution will be valued.**: **Purpose of Job**: The role holder will report to a Manager within the administration team and will be based in Isle of Man. There are currently two administration teams in the Isle of Man office who provide private client services including trust and company administration. **Main Responsibilities...


  • Isle Of Man, United Kingdom IQ-EQ Full time

    Company Description IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. **Job Description**: We have a great opportunity for a Officer to join the Company Secretarial Team within our...


  • Isle Of Man, United Kingdom IQ-EQ Full time

    Company Description IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. **Job Description**: We have a great opportunity for a Trainee Officer to join the Company Secretarial Team...


  • Isle of Man, United Kingdom UTMOST WEALTH SOLUTIONS Full time

    **Job Title **Chief Information Security Officer (CISO) **Reports to **Chief Technology Officer **Operating Group **Information Security **Location **Isle of Man, Guernsey, Ireland (Dublin / Navan), UK (Southampton), home based **Job Purpose** The Chief Information Security Officer (CISO) is responsible for the long-term strategic management...


  • City of London, Greater London, United Kingdom Ambition Full time

    I'm working on a role with a leading international law firm in their search for a Business Development Executive for their Private Wealth team. This role will be working with one of the core strategic clients which the firm is a leading within. The role will work across the team covering private wealth initiatives in areas such as M&A, reputation...

  • Senior Paraplanner

    3 days ago


    City of London, United Kingdom Westminster Wealth Management Full time

    **Are you a senior paraplanner wanting to take the next step into financial advising?** Would you like to build on your paraplanning experience in a role offering variety, responsibility, support and training to move into financial advising? We have a rare opportunity to carve out an exceptional career as a financial planner and take over a high-net-worth...


  • Isle Of Man, United Kingdom IQ-EQ Full time

    Company Description IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. **Job Description**: **Responsibilities** - Perform a wide variety of Trust administration tasks accurately...


  • Isle of Man, United Kingdom AP Executive Full time

    New - Location: Isle of Man - Salary: Negotiable per annum - Job Type:Remote Posted about 1 hour ago AP Executive is a leading international executive search company with offices in Europe, Asia, Middle East, Caribbean the UK and the Channel Islands. We specialise in global recruitment, for family office, trust and fiduciary, asset management, funds,...


  • City of London, Greater London, United Kingdom Taylor James Resourcing Limited Full time

    A Wealth and Asset Management company based in the City of London, are looking for an experienced Senior Client Services Administrator to work with Investment Managers in the Private Client team to deliver high quality client service to clients as well as suggesting improvements to working practices of the wider Client Administration department. It's a...


  • Isle of Man, United Kingdom IQI Recruit Limited Full time

    **Senior Security Analyst** £40k - £65k (depending on experience) + Private Healthcare + Pension Scheme Isle of Man **The Company** It is a leading established investment firm with significant growth over the last 2 decades which is continuing to go from strength to strength in the Isle of Man by providing financial solutions to professionals and private...


  • Isle Of Man, United Kingdom IQ-EQ Full time

    Company Description IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. **Job Description**: Perform a wide variety of Trust administration tasks accurately and in a timely manner to...

  • Senior Risk

    1 week ago


    Isle Of Man, United Kingdom IQ-EQ Full time

    Company Description IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. **Job Description**: **N.B. This is a contract role for 6 months, and can be located from any of the following...


  • Isle of Man, United Kingdom Sable Group Full time

    **Are you energetic, ambitious and looking to develop your career? Our UK Business Immigration department is looking to add a Consultant to their team. We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it.**: **You’re perfect for this position if you**: - Have an OISC (Level 1 or 2 General...


  • Isle of Man, United Kingdom Atlantis Medical Full time

    Our client on the Isle of Man is looking for a Senior Neonatal Staff Nurse with Neonatal QUIS and current Neonatal Experience. This is to start asap and is until at least April 2023. Atlantis Medical is an established multi framework approved Healthcare Agency supplying Nursing and Theatre Staff to both the NHS and Private sector clients.