Senior Client Administrator

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 Senior Client Administrator, your duties will include but are not limited to:

• Manage Client Relationships: Direct responsibility for a complex portfolio of trusts, companies and other wealth structures ensuring that excellent service levels are provided to clients to ensure longevity of relationships. Understand and act upon the profitability of the allocated client portfolio by reviewing and collecting WIP, ensuring prompt collection of fees and investigating other revenue opportunities
• Developing and implementing Client Strategies: Work closely with clients to develop strategies that align with their goals and objectives
• Communication: Primary point of contact for clients and intermediaries. Working with other teams within the business to ensure client and business goals are met
• Risk: Help to ensure the company is compliant with local regulatory requirements, supporting a positive relationship with the local regulator through strong governance. Keeping up-to-date with industry legislation and proposed changes
• Business: Drive appropriate behaviors and take action to ensure agreed business targets are met
• Training and Support: Collaborating with and providing technical assistance to the team, offering guidance and support to team members as needed

Reporting To

Management – Client Services

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

• At least 3 years in a TCSP administration environment 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

Characteristics

• Empathy
• Innovation
• Inclusivity
• Proactive Communication
• Resilience

Hours

Full time

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