Our client is seeking an experienced Fiduciary Manager to oversee the day-to-day operations of their Fiduciary team. This is a full-time, permanent position based in the Isle of Man. The successful candidate will take a leadership role in team supervision, regulatory compliance, and client portfolio management, while supporting the firm’s strategic objectives.
Job Duties:
- Manage the fiduciary team, including monitoring activity, supervising junior staff, and applying board-level standards
- Recommend and coordinate ongoing training and ensure adherence to internal policies and regulatory requirements (TCSP, AML/CFT, etc.)
- Develop and improve internal procedures to support effective portfolio management
- Oversee the billing process and ensure billing targets, cash collection, and debtor management are efficiently managed
- Monitor time recording across the team through regular reporting cycles
- Act as lead contact for a small portfolio of client entities
- Serve as a director on client structures and internal corporate vehicles including corporate trustee companies, nominee shareholders, and company secretary entities
- Participate as a member of the internal and client signing committee
- Attend training sessions and contribute to the development of business knowledge and skills
- Assist with external reporting requirements, including CRS, FATCA, AML, and banking
- Oversee submission of client Isle of Man VAT and tax returns
- Conduct annual appraisals and monitor staff performance
- Support the development and accuracy of internal systems, including company secretarial software, document management tools, and the intranet
- Undertake additional duties as required to support the business
Job Requirements:
- STEP or CGI (ICSA) qualified, or working towards completion
- Previous Approved Key Staff status
- Minimum of three years’ senior-level experience in the TCSP industry
- Strong understanding of Isle of Man Trusts, Companies, Partnerships, and Foundations
- Knowledge of AML/CFT regulations, anti-bribery legislation, and relevant regulatory codes
- Familiarity with accounting principles
- Excellent written and verbal communication skills
- Strong leadership, time management, and organisational skills
- Commercially minded, IT literate, and adaptable to change
- Proactive approach to self-development and team support
- High level of integrity and professionalism
What You’ll Love:
Our client offers a rewarding and varied leadership role within a small but ambitious organisation. The benefits include a competitive salary, private medical insurance, company pension scheme, a dedicated parking space, and generous annual leave which increases with length of service. You’ll join a collaborative environment with opportunities to influence team development, improve client outcomes, and contribute to the growth of the business.
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