Fiduciary Manager

Itchyfeet Recruitment Agency; Isle of Man; On-site; GBP 50,000 - 70,000; Full time

Job summary

A reputable recruitment agency is seeking an experienced Fiduciary Manager for a full-time position in the Isle of Man. Responsibilities include managing a fiduciary team, ensuring regulatory compliance, and client portfolio oversight. Ideal candidates will have STEP or CGI qualifications and at least three years of senior-level experience in the TCSP industry. The role offers competitive salary and benefits including medical insurance and pension scheme.

Benefits

Competitive salary

Private medical insurance

Company pension scheme

Dedicated parking space

Generous annual leave

Qualifications

• Strong understanding of Isle of Man Trusts, Companies, Partnerships, and Foundations.
• Minimum of three years’ senior-level experience in the TCSP industry.
• Knowledge of AML/CFT regulations and relevant regulatory codes.

Responsibilities

• Manage the fiduciary team and ensure team performance.
• Oversee the billing process and manage cash collection.
• Act as a director on client structures and corporate vehicles.

Skills

Leadership

Regulatory compliance knowledge

Communication skills

Time management

Organisational skills

Commercial acumen

Proactive approach

Education

STEP or CGI (ICSA) qualified

Job description

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.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists byclicking here