About the Role

We are seeking a proactive and detail-oriented New Business Administrator to join our small and dynamic team based in Douglas. This role is key to ensuring a smooth and efficient client onboarding process while maintaining high standards of compliance and client service.

Key Responsibilities

• Manage the end-to-end client onboarding process, which includes the collection, verification, and review of documentation.

• Ensure adherence to internal compliance procedures and regulatory requirements, particularly regarding KYC (Know Your Customer), AML (Anti-Money Laundering), and CDD (Customer Due Diligence).

• Liaise directly with clients to guide them through the onboarding process, respond to queries, and ensure a seamless experience.

• Maintain accurate and up-to-date records in accordance with data protection and financial regulations.

• Collaborate with internal stakeholders (Compliance, Operations, Dealing Team, and Investment Managers) to efficiently resolve onboarding issues.

• Assist with periodic reviews and updates of existing client files as needed.

Requirements

• 1–2 years of experience in a similar onboarding or client administration role within the financial services sector.

• A solid understanding of KYC and customer due diligence requirements.

• Excellent communication and interpersonal skills, with a strong client-oriented approach.

• Strong attention to detail and a methodical approach to work.

• Ability to manage multiple priorities and work under pressure in a small team environment.

• Familiarity with relevant regulatory frameworks in the Isle of Man.

Desirable Qualifications

Previous experience in the financial services sector or similar.

A relevant compliance or financial services qualification (e.g., ICA Certificate) is advantageous but not essential.