Orchard Recruitment Ltd

Our Client is a leading international Accounting & Consulting firm based in Douglas and are seeking a Tax Assistant Manager to join their expanding advisory team. As Tax Assistant Manager you will play a key role within the Tax practice, offering the opportunity to work closely with senior leadership, contribute to strategic client relationships, and help shape the future of the company's Tax offering on the Isle of Man. Here you will: Lead and manage a diverse tax compliance portfolio, including Isle of Man corporate tax returns, personal tax returns, payroll, and VAT, ensuring accuracy and efficiency Review and enhance compliance processes, while mentoring and guiding junior team members to help them grow and succeed Be a technical expert, providing clear guidance and serving as a trusted resource for IOM and UK tax issues for junior colleagues and clients Collaborate effectively across the team, building strong relationships and earning trust from colleagues at all levels Support senior leadership on consultancy projects, with a focus on Economic Substance, restructuring strategies, and personal tax planning for individuals relocating to the Isle of Man or managing inheritance tax Produce high-quality documentation and deliverables for senior colleagues, ensuring accuracy, clarity, and compliance with professional standards Develop strong client relationships, gaining a deep understanding of their businesses and delivering tailored solutions that exceed expectations Manage billing and work-in-progress efficiently, ensuring timely invoicing and meeting recoverability targets Deliver creative, proactive solutions to complex tax challenges, adding real value to clients and the firm Maintain rigorous adherence to risk management processes, safeguarding compliance and quality standards Contribute to business growth, by understanding the firm's full range of services and participating development initiatives The ideal candidate for the role of Tax Assistant Manager will be: ATT/ACA/ACCA or CTA qualified Have a minimum of 3 years' post qualification experience of working in a tax department of a larger firm Strong technical knowledge of both IOM and UK tax and proven ability to identify opportunities for clients Self-motivated and capable of working independently while collaborating effectively within a team Skilled in building trusted client relationships and managing compliance processes Demonstrate leadership and people development skills to support junior staff growth Managerial skills with the ability to manage compliance process and compliance staff Excellent interpersonal and communication skills, with a focus on client service Collaborative team player who thrives in supporting colleagues and achieving shared goals Adaptable and resilient, able to manage multiple priorities in a fast-paced environment and embrace change with a positive, solutions-focused approach Ambitious and committed to building a long-term career in practice

Our Douglas-based client is a long established financial advisory group. Owing to growth within the business and in order to manage the high levels of referrals, they require an additional Mortgage Advisor. Reporting to the Mortgage Manager, you will join an established and experienced team of Mortgage Advisors with duties including: Providing Mortgage advice to clients both face to face, via e-mail and by telephone Processing and submitting Mortgage applications Liaising with other team members and providing support and assistance where required Providing advice on life assurance, critical illness cover and health protection products Processing and submitting insurance applications Contribute to team discussions regarding business development, new processes, company updates, charity/social events etc Providing clients with a high level of customer service in all communications Using computer applications such as Word, Excel, Access and on-line quoting systems The ideal candidate for the role of Mortgage Advisor will have: Previous mortgage experience and be qualified to CeMAP level or equivalent Be friendly and personable, with the ability to work closely with an established and highly experienced team as well as having the ability to work by yourself Be well organised, great at customer service and happy to meet and advise clients on a regular basis both face to face and over the phone Desirable: Ideally have worked with one of the local lenders and gained experience which would be useful but not essential as full training will be given on the whole range of mortgage products available from all lenders

Our leading Douglas-based Finance Sector Client is undergoing a time of significant growth and transformation as they pursue a technology-led roadmap to stay ahead in a crowded market. As the Actuarial team grows, they now require a Graduate Actuarial Trainee. The role would suit a highly numerate graduate with a degree in a mathematical or related subject. As part of a small team, but with an ability to work independently, the applicant is expected to undertake tasks across a variety of areas including pricing and product development, regulatory/internal reporting and actuarial liability modelling, as well as having the opportunity to contribute to the growth and development of the company through involvement in project work. The main responsibilities of the role are: Supporting external reporting by assisting in the production of valuations to appropriate standards and within agreed timescales Supporting internal financial reporting, including experience investigations to appropriate standards and in line with agreed methodologies Assisting with the development and maintenance of actuarial liability models, checking data extract routines, and maintaining appropriate documentation Taking an active role in maintaining and developing illustration systems Providing actuarial support to product development and pricing exercises Providing actuarial support to project work as and when required The ideal candidate for the Graduate Actuarial Trainee will have: Be educated to honours degree level (at least 2:1) in a mathematical (or related) subject with a proven track record of strong exam performance in mathematical subjects Meet the requirements needed to join the Institute and Faculty of Actuaries as a student member (or equivalent body), or already be a member of such an organisation Experience of Excel, including the use of VBA, would be beneficial Very strong analytical skills and an attention to technical detail Excellent interpersonal skills and an ability to communicate with people at all levels of the company in an effective manner A proven self-starter with an ability to show initiative whilst asking for support where appropriate An ability to write reports to a high standard

A leading Douglas-based firm of Chartered Accountants are experiencing continued growth and are now recruiting for a Student Trainee Accountant to join their expanding team. As Student Trainee Accountant you will study toward a formal accounting qualification under the mentorship of the Associate Director. Duties will include: Assist with daily accounting operations, including data entry, accounts payable, and accounts receivable Support the preparation and analysis of financial statements and reports Help maintain accurate financial records and documentation Assist in the reconciliation of bank statements and general ledger accounts Support the preparation of budgets and forecasts Assist with audits and compliance checks Collaborate with the accounting team on various projects and tasks The ideal candidate for the role of Student Trainee Accountant will be: Excellent A level grades of A or B in Mathematics and English Proficiency in Word, Excel and Outlook Knowledge of how to manage sensitive and confidential information Effective communication and interpersonal skills Strong attention to detail Excellent organisational and time management skills Be versatile and adaptable In return, the company offer an excellent study support package, as well as a competitive salary and benefits package

Our Douglas-based client is a well-established and growing Legal Practice with an extensive client base and a strong reputation in the areas of Family, Property, Commercial, Private Client and Litigation, operating successfully from 4 offices that serve the local community. An opportunity has arisen for a Head of Property Lawyer to join their team. As the Head of Property Lawyer here you will lead a thriving Property Department. This role comes with the exciting opportunity to shape and develop a key department within a respected firm. Responsibilities will include: Leading and managing the Property Department, ensuring high standards and operational efficiency Oversee recruitment, induction, and training of newly appointed conveyancers Strategically allocate work across the team to optimise performance Drive business development initiatives to promote the firm's property services The ideal candidate for the Head of Property Lawyer role will: Be a qualified Manx Advocate, or would consider a UK qualified Solicitor willing to qualify under Manx Law Experience in and a strong knowledge of property law Strong interpersonal and mentoring skills A proactive approach to business growth and client engagement Passion for delivering outstanding legal service

Our leading Douglas-based Financial Services Client is continuing a high growth trajectory and are now seeking an experienced Project Manager to join their expanding Team, to work for and support the Business Change & PMO Teams. As Project Manager here you will have: Ownership and accountability for delivery of cross-functional solutions that enable the company to deliver business benefits on time, within budget and to agreed quality standards. This will include (but is not limited to) new products/markets, regulatory and mandatory projects and operational efficiency improvements Project governance including planning, issue and risk management and project budget oversight Coordinate and/or oversee analysis of requirements ensuring business gets value for money Implementing high quality solutions through management of robust testing activity and ensuring delivery against agreed scope Accurate and timely communication with stakeholders to ensure they are informed Ensure business and operational readiness for delivery of solution The ideal candidate for the role of Project Manager will be: A proficient Project Manager - a minimum 3 years' experience , ideally within the Financial Services sector Excellent project management skills including - planning, issue/risk management and project budget oversight Proven experience of managing large projects and more than one concurrently Facilitation, presentation, and report writing skills Working knowledge and experience of PRINCE2, Agile or equivalent project management methodologies Be prepared to travel where the project requires it - including overseas should the need arise Able to embrace change and support the project team and recipients of the change, through the process Excellent written and communication skills including report writing and presentations to all areas and levels of the business Ability to build and maintain relationships at all levels of the organisational internally and with third parties externally

Our Client's Business Change team are in the process of expanding their roadmap as they continue to grow. To support this they now require an additional experienced Business Analyst to join them. In this role you will play an important part in delivering business improvements and efficiencies for the company. NOTE: candidates must be based on the island to apply. As Business Analyst here you will perform: Defining compelling business cases that deliver tangible benefits Documentation of as-is and to-be process flows Eliciting and documenting clear, actionable business requirements and user stories Conducting data analysis to uncover opportunities and inform decisions Gap analyses impact and assessment Business analysis support for software development, testing, data migration and upgrades Collaboration with 3rd parties, project managers, product owners and IT teams Supporting UAT planning, planning, testing and validation to ensure business readiness Mentoring junior members of the team and contributing to best practice within the change team The ideal candidate for the role of Business Analyst will have: A minimum of 4 years' significant experience as a business analyst within the life assurance or insurance sector Hold or studying towards a related professional qualification, BCS International Diploma in Business Analysis Excellent analytical skills - sharp problem-solving mindset, value identification, critical thinking and decision support A proven track record of delivering business improvement, efficiencies and digital transformation projects Strong understanding of regulatory and compliance frameworks, including financial reporting and risk management Experience with data modelling and data mapping in financial systems Understanding of API integrations and file transfer processes Excellent written and verbal communication skills Ability to build and maintain business relationships at all levels within the company Proven experience of delivering business improvements and efficiencies Good facilitation, presentation, and report writing skills

Our Douglas-based client is a well-established and growing Legal Practice with an extensive client base and a strong reputation in the areas of Family, Property, Commercial, Private Client and Litigation, operating successfully from 4 offices that serve the local community. An opportunity has arisen for a Legal Secretary to join their team. As Legal Secretary here you will be responsible for providing efficient and effective secretarial support to Senior members of the company. You'll ensure the smooth flow of client documents and correspondence and maintenance of client files. Additionally, you will be: Dealing accurately and effectively with queries from members in respect of legal cases, with due consideration of the need for confidentiality Preparation of written correspondence to include audio and copy typing Maintenance and management of case files Maintenance of the organisation's digital and physical records system, to include archiving, ensuring agreed procedures are adhered to Minute taking for meetings as directed Preparing court statements and forms Transcribing and proofreading legal documents Supporting legal research and communicating with Clients, experts, Lawyers, opposing counsel and other staff The ideal candidate for the role of Legal Secretary will have: A minimum of 1 years' experience as a legal secretary or similar role (legal admin/support) Strong organisational skills, with the ability to multitask and prioritise workload Excellent written and verbal communication skills Attention to detail and accuracy in document preparation Ability to maintain confidentiality and exercise discretion Experience of providing administrative or secretarial support to include diary management, minute taking and audio typing Experience in maintaining a records or case management system Desirable: Experience with Microsoft Office Suite, to include, Word, PowerPoint, Teams and Excel Working knowledge of Proclaim system

Our Client is a long-established boutique Corporate Service Provider based in Douglas. Owing to internal reorganisation to manage growth, they are seeking an experienced Business Development Manager to join their established, friendly team. As Business Development Manager here you will: Handle new business enquiries, from enquiry, through compliance review to onboarding stage Assist with the management of the new business pipeline Develop new and existing intermediary relationships Research the environment to identify and act on new business opportunities and opportunities for the expansion of service offering Support the Board in strategic reporting and decision making relevant to business development Represent the Isle of Man office in developing opportunities overseas in different jurisdictions, undertaking in-person BD travel Develop and pursue a structured pipeline of leads The ideal candidate for the Business Development Manager role will have: A minimum of 5 years' financial services experience, preferably in Trust & Corporate Services Strong interpersonal skills. It is essential that you are a good communicator who is articulate and comfortable speaking with HNW and UHNW individuals and their representatives Great work ethic and a go-getter, able to work on your own initiative A good legal, tax and regulatory awareness, or good comprehension and a willingness to learn and develop Desirable, but not essential: Holds a relevant professional qualifications or a willingness to work toward these

We are a boutique, multi-unit recruitment operation, headquartered on the Isle of Man, with offices in the UK, serving the Finance and Accounting, and Telecoms and Technology sectors, with a predominant focus on the local market, with reach farther afield to attract talent where local skills gaps present. In order to consolidate, pursue continued growth, and in keeping with a broader succession plan, we are seeking a Senior Recruitment Consultant with a proven background in the local private sector recruitment market. Our ethos is low volume, high quality recruitment, which enables us to consistently secure high CV-to-interview-to-placement ratios, where all new client vacancies and candidate registrations gain immediate focus and attention. The ideal candidate for the role of Senior Recruitment Consultant will have: Minimum of 5 years' experience in a candidate-focused Recruitment role Demonstrable experience in resourcing candidates from job boards, LinkedIn, trade journals, among others Familiar and comfortable with registering candidates, the candidate onboarding process, and maintaining regular contact with candidates for updates and delivery of a professional candidate experience Able to review and qualify candidates for specific roles based on qualifications, experience, and people-fit Enjoy and maintain regular dialogue with your Candidate base A confident, articulate communicator, able to converse with a range of stakeholders at all levels Comfortable liaising with and presenting suitable candidate CVs to clients Experienced in preparing candidates for interview with tips, hints, and approach A confident, articulate communicator, able to converse with stakeholders at all levels Desirable: Experienced with a recruitment CRM package, though training provided with our application

Our leading Financial Services Sector Client is continuing a high growth trajectory, coupled with an ambitious transformation programme and are now seeking a Senior AML Administrator to join their expanding team. As Senior AML Administrator here you will be: Responsible for the accurate and efficient completion of administrative tasks provided to you Supporting the approach to full ownership you will be expected to work on case management and customer and adviser queries from receipt until the customer's expectations have been satisfied Proactive and reactive contact with customers and advisers, plus any other relevant parties via telephone, letter or email to ensure work is processed efficiently and correctly Ensure pended work is reviewed, chased and closed within expected timescales Proactive, solutions-based approach to understanding issues which arise, and then able to implement actions according to administrative policies and procedures Timely and professional contact with stakeholders should be maintained at all times Contact will be proactive when you require further information (by telephone and email) and reactive when a stakeholder contacts us Assist in developing, implementing and sharing best practices Contribute to the development of team strategy and objectives Within your team you will be expected to work with your colleagues to manage the daily work and measure your team's performance in relation to good customer outcomes The ideal candidate for the role of Senior AML Administrator will have: A minimum of 3 years' previous Life office experience is desirable Minimum of 1 years' experience within an AML-focused role PC literate, in particular MS Office Products 4 GCSE's Grade C to include Maths and English and/or NVQ Level 1 - or equivalent Good attention to detail Good communication and interpersonal skills Ability to work well individually and as part of a team Ability to work to tight deadlines

We are currently seeking a Senior Manager for our Douglas-based Client, a leader in fiduciary services, fund administration, and management and investment advice compliance. The Senior Manager (Enhanced Supervision) will contribute to the organisation's mandate of ensuring that effective controls and processes and supervisory activity are in place for the efficient supervision of regulated entities across all regulated sectors (other than Banks and Insurers) that are subject to enhanced supervision, and executing a defined engagement model. The Ideal candidate for the role of Senior Manager will: Hold a professional qualification relevant to the financial services industry Extensive relevant finance sector industry experience in an operational, compliance, assurance, risk or audit role Working experience in fund services and investment business Proven experience in a leadership/ management role with the ability to work in a collaborative style Extensive working knowledge of the financial services sector and associated legislation, including compliance and risk management, along with an understanding of trends and developments Strong people management, coaching and leadership skills providing support that inspires and motivates all team members to reach their full potential Strong analytical skills, a flexible attitude and the ability to quickly and accurately assimilate information, to consider any associated risks and to summarise the information effectively Subject matter expertise in relation to risk and risk frameworks, including the ability to identify, evaluate, rate, manage and mitigate risks and the ongoing monitoring and review of risks Demonstrates strategic thinking, the ability to plan, work and make decisions accordingly Evidence of continuing professional development (CPD) Desirable: Hold an accounting qualification

Our Client, a large Finance Sector firm, are seeking an experienced Treasury Manager to join a friendly, well-established team for a 6-12 month fixed term assignment. Reporting to the Finance Operations Manager, the Treasury Manager will be responsible for: Ensure the accurate and timely processing of all treasury movements between internal accounts and to/from external parties, ensuring errors are kept to a minimum Oversee the management of shareholder and policyholder cash allowing for the appropriate level of security, liquidity and yield. This includes adherence to the Group Treasury Policy Act as the primary escalation point between internal departments, and external banking partners to ensure seamless integration and resolution of any treasury related cash movements Manage relationships with deposit and money market fund providers Continuous evaluation and improvement to treasury systems, workflows, and technologies to improve efficiency, reduce costs, and support projects to enhance straight through processing and treasury automation Maintain strict adherence to financial regulations, anti-money laundering standards, and internal controls Identify and mitigate risks related to sanctions, fraud, errors and payment failures Timely reporting of risk incidents Lead, mentor, and develop the Treasury administrator team by setting clear goals, monitoring performance, and fostering a culture of accountability and continuous improvement Generate and analyse management information and be responsible for creating further management information when necessary Promote high levels of customer service both internally and externally The ideal candidate for the role of Treasury Manager will have: Have at least five years' experience within a Treasury role At least 2 years people management or team leadership experience would be preferential A good working knowledge of the major international banking systems and payment platforms Detailed understanding of cash based instruments used in treasury management Highly numerate and analytical - able to swiftly understand, evaluate and comment on various sources of financial data Have a high level of attention to detail, particularly working with figures Strong communication skills, both written and oral Ability to establish and maintain good working relationships with colleagues and external stakeholders Good organisational and problem solving skills and the ability to work to tight deadlines

Our Client, a large Finance Sector firm, are seeking an experienced Treasury Manager to join a friendly, well-established team for a 6-12 month fixed term assignment. Reporting to the Finance Operations Manager, the Treasury Manager will be responsible for: Ensure the accurate and timely processing of all treasury movements between internal accounts and to/from external parties, ensuring errors are kept to a minimum Oversee the management of shareholder and policyholder cash allowing for the appropriate level of security, liquidity and yield. This includes adherence to the Group Treasury Policy Act as the primary escalation point between internal departments, and external banking partners to ensure seamless integration and resolution of any treasury related cash movements Manage relationships with deposit and money market fund providers Continuous evaluation and improvement to treasury systems, workflows, and technologies to improve efficiency, reduce costs, and support projects to enhance straight through processing and treasury automation Maintain strict adherence to financial regulations, anti-money laundering standards, and internal controls Identify and mitigate risks related to sanctions, fraud, errors and payment failures Timely reporting of risk incidents Lead, mentor, and develop the Treasury administrator team by setting clear goals, monitoring performance, and fostering a culture of accountability and continuous improvement Generate and analyse management information and be responsible for creating further management information when necessary Promote high levels of customer service both internally and externally The ideal candidate for the role of Treasury Manager will have: Have at least five years' experience within a Treasury role At least 2 years people management or team leadership experience would be preferential A good working knowledge of the major international banking systems and payment platforms Detailed understanding of cash based instruments used in treasury management Highly numerate and analytical - able to swiftly understand, evaluate and comment on various sources of financial data Have a high level of attention to detail, particularly working with figures Strong communication skills, both written and oral Ability to establish and maintain good working relationships with colleagues and external stakeholders Good organisational and problem solving skills and the ability to work to tight deadlines

We are currently seeking a Manager (Portfolio Supervision) for our Douglas-based Client, a leader in fiduciary services, fund administration, and management and investment advice compliance. The primary responsibilities of the Manager will be to undertake effective and efficient supervision of regulated and registered entities for which the area is responsible, ensuring they meet the requirements set out in the Financial Services Act 2008 and associated Financial Services Authority Rule Book 2016 and sector specific guidance, the Supervisory Methodology Framework, AML/CFT legislation and guidance, and other relevant legislation Other duties will include: Undertake on-site and desk-based supervision of low impact regulated entities (excluding Banks and Insurers) per the Supervisory Methodology Framework and the aligned thematic supervisory programme of the Portfolio Supervision Division Undertake appropriate preparation in advance of on-site and desk-based thematic inspections and complete work including: the drafting and distribution of thematic questionnaires, preparing scope and planning documents, writing reports, leading the opening and close out meetings with firms, reviewing and monitoring proposed remedial action, and liaising with Enforcement and other Authority divisions where necessary Review technical queries from firms and handle the various regulatory returns, including Annual Regulatory Returns, Statistical Returns and Financial Resource Reports Manage the monitoring, review and analysis of the Division's suite of Business Intelligence Reports (BI reports), to help support the correct supervisory focus for the division, raising observations and highlighting trends in data and thresholds with the other Managers and Senior Manager as required Drive a consistent risk assessment process of all events and interactions with regulated entities and groups Undertake completion of, and contribute to the creation of, the Division's industry outreach programme Support the Senior Manager with the development and ongoing review of the overarching Sectoral Risk Ratings and Assessments (excluding AML/CFT Risk) relevant to the Portfolio regulated entities Conduct business meetings with the Portfolio Division's regulated entities as and when required Develop and maintain effective relationships with relevant industry bodies, government agencies and other Competent Authorities The Ideal candidate for the role of Manager (Portfolio Supervision) will have: Extensive relevant experience in either a financial services, compliance, regulatory, risk or audit role Hold a relevant professional qualification in Compliance and or Governance related subjects A well developed knowledge of Financial Services and associated legislation, regulation and guidance including trends and developments Proven ability to build and maintain working relationships with both internal and external stakeholders at all levels including the ability to influence and negotiate Strong analytical skills, ability to quickly and accurately assimilate information, to consider any associated risks and to summarise the information effectively Ability to work under pressure, manage a workload of varied complexity, to manage competing priorities and to deliver against deadlines Demonstrates effective interpersonal, verbal and written communication skills Ability to work on their own initiative as well as part of a team Good working knowledge of Microsoft Office Suite Ability to build and maintain working relationships with stakeholders at all levels including the ability to contribute to the subject Ability to assist in preparing and conducting meetings with senior stakeholders both internally and externally Desirable: Have Accountancy experience or qualifications