At Atla Group, we are more than just a company—we are a community deeply rooted in the Isle of Man, blending a rich heritage with forward-thinking. Proudly owner-managed, we are committed to fostering a workplace culture that is inclusive, inspiring, and driven by shared values.
Our team thrives in an environment where personal accountability meets collective success. We encourage you to own your role, take initiative, and contribute meaningfully, knowing that your work directly supports our mission and impacts the lives of our clients and community. From team milestones to individual wins, we take the time to acknowledge and enjoy our successes, building a workplace where fun and camaraderie are as important as the results we deliver.
As a growing business, we are on an exciting journey, and we need a team of people who share our passion and are eager to join us for the ride. With our open communication ethos and dedication to transparency, you’ll always feel empowered and supported as we navigate new opportunities and challenges together.
Atla champions flexibility and growth, offering opportunities to innovate and improve continuously, both personally and professionally. We believe in consistent gains—small, meaningful improvements that build towards significant achievements.
We are passionate about community stewardship, making a difference not only for our people and our clients but also in the wider Isle of Man and beyond. By joining Atla, you become part of a team that values diversity and collaboration, ensuring a positive and lasting impact on everything we do.
If you’re looking for a workplace where you can be part of something greater, where your individuality is celebrated, and where your contributions drive real success, Atla Group is the place for you.
Job Summary
As a Portfolio Manager, an exciting opportunity to take on a dynamic role where your responsibilities as part of the team will include but are not limited to the following:
- Assisting senior management in overseeing the administration of the client services team to ensure clients receive a high level of service
- Liaising directly and building relationships with clients and intermediaries
- Maintaining a varied portfolio of trust and company clients
- Overseeing various company and trust administration tasks
- Acting as the key contact for the team and clients
- Facilitating staff development and training
- Coordinating the overall workflow and schedule for the team
- Supervising and supporting administration staff as required
- Managing client relationships by taking direct responsibility for a complex portfolio of trusts, companies, and other wealth structures, ensuring excellent service levels to maintain long-term relationships. This includes reviewing WIP, ensuring prompt collection of fees, and exploring other revenue opportunities
- Developing and implementing client strategies by working closely with clients to align with their goals and objectives
- Serving as the primary point of contact for clients, intermediaries; and collaborating with other teams within the business to meet client and business goals
- Ensuring compliance with local regulatory requirements, supporting a positive relationship with the local regulator through strong governance, and staying up-to-date with industry legislation and proposed changes
- Driving appropriate behaviours and acting to meet agreed business targets
- Collaborating with and providing technical assistance to the team, offering guidance and support to team members as needed
Reporting To
Client Services Manager
Qualifications Required
- 5 GCSEs or equivalent at grade C or above
- Hold or be studying towards a relevant professional qualification. Once qualified you will be expected to maintain the relevant continued professional development (CPD) hours in line with your relevant qualification and/or the business’s set requirements
Experience
- Extensive TCSP administration experience in managing a client portfolio
- Microsoft Office
- CCH, Viewpoint and Laserfiche would be an advantage but not essential
Training
External and internal training will be provided and encouraged
Skills
- Accountability
- Continuous Improvement
- Collaborative Engagement
- Transparent Communication
- Adaptability
- Leadership
Characteristics
- Empathy
- Innovation
- Inclusivity
- Proactive Communication
- Resilience
Hours
Full time (Part time hours will be considered)
Benefits
- Medicash health plan
- Flexible hours and working opportunities
- Contributory pension scheme
- Study support
- Personal development and growth programmes
- Ongoing CPD support
- Discounted gym membership
- Access to Atla Academy
Closing date – Friday 3 January 2025
