At a Glance
- Tasks: Own the AEI reporting process and ensure compliance with regulations.
- Company: Join a supportive team at Zurich on the Isle of Man.
- Benefits: Enjoy a collaborative culture, training opportunities, and a focus on wellbeing.
- Other info: Be part of a diverse community committed to continuous improvement and social responsibility.
- Why this job: Make a real impact in regulatory reporting while developing your expertise.
- Qualifications: Experience in regulatory or tax reporting; strong analytical skills required.
The predicted salary is between 49500 - 60500 £ per year.
Location: Douglas, Isle of Man
Closing date for applications: 18th August 2026
About the role:
We’re looking for a Senior Administrator with Regulatory Reporting experience to join our Retail Operations Reporting team, with a focus on Automatic Exchange of Information (AEI) reporting. In this specialist role, you will combine strong technical reporting skills with oversight of delivery, controls, and change. You’ll help us make sure our regulatory reporting is accurate, timely, and compliant, and you’ll support the team as we improve our processes and ways of working.
You don’t need to have spent your whole career in AEI, but you do need to be comfortable working with complex regulations, data, and controls. Experience with AEI (CRS, FATCA) is an advantage, but we’re also keen to hear from people with strong regulatory or tax reporting experience who are willing to build AEI expertise. If you enjoy working in a fast-paced, highly regulated environment and want to make a meaningful impact, this could be a great next step.
What you’ll be doing:
- AEI SME & Reporting Oversight
- Take ownership of the end-to-end AEI reporting process (CRS, FATCA) once up to speed.
- Build and maintain up-to-date knowledge of AEI requirements, supported by on-the-job learning and training.
- Provide guidance and challenge to ensure reporting is accurate, complete, and compliant.
- Support complex cases and escalations, including higher-risk or unusual scenarios.
- Act as a key contact for internal stakeholders, Compliance, and audit queries.
- Control, Quality & Delivery
- Help ensure reports are delivered on time against strict regulatory deadlines.
- Identify risks, dependencies, and issues that could affect reporting quality.
- Review outputs to spot trends and data quality issues, and work with others to resolve them.
- Support the Team Manager with workload planning, prioritisation, and delivery across reporting cycles.
- Change, Impact & Implementation
- Contribute to impact assessments for regulatory, product, or system changes.
- Help translate complex regulatory updates into clear, practical operational processes.
- Support the design of training materials and knowledge sharing within the team.
- Take part in testing and implementation of changes affecting AEI reporting.
- Process Improvement & Innovation
- Identify opportunities to improve efficiency, accuracy, and control in reporting processes.
- Drive or contribute to continuous improvement initiatives.
- Support process simplification and standardisation to improve outcomes for customers and stakeholders.
About you:
You’re comfortable working with regulations, data, and controls, and you enjoy solving complex problems in a structured way. You’re proactive, curious, and confident working with stakeholders.
Skills & Experience:
- Experience in financial services operations, regulatory reporting, tax reporting, or a similar data- and control-heavy environment.
- Knowledge of AEI regimes (CRS, FATCA) or strong experience in a comparable regulatory reporting area, with a willingness to build AEI expertise quickly.
- Good understanding of how data, controls, and reconciliations support high-quality reporting.
- Strong Excel skills and experience working across multiple systems and data sources.
- Proven ability to work to tight deadlines in a high-risk, regulated environment.
- Experience contributing to or leading change activities (e.g. impact analysis, testing, implementation).
- Ability to interpret regulatory or policy requirements and translate them into clear operational steps.
- Confident communicator, able to influence stakeholders and provide constructive challenge.
- Experience mentoring or supporting colleagues as a technical or process escalation point is an advantage.
- A proactive, improvement-focused mindset and alignment with Zurich’s values.
Why Join Us?
This is an excellent opportunity to take on a high-impact specialist role where your expertise will be recognised and valued. You’ll play a key role in shaping AEI reporting, supporting team development, and driving continuous improvement within a collaborative and supportive environment.
Our culture: At Zurich on the Isle of Man, our sense of community is strong and we’re particularly passionate about diversity and inclusion. We want our people to bring their whole selves to the workplace and ensure everybody is made to feel welcome, regardless of their background, race, gender or sexual identity, beliefs, or culture. We are committed to treating all our applicants fairly and with respect, irrespective of their actual or assumed background, disability, or any other protected characteristic. We have an environment that places a real importance on our people’s wellbeing from a physical, mental, social and financial perspective. We work with our wellbeing partners and industry experts to provide the best advice and access to a wealth of lifestyle support. We’re also committed to continuous improvement, and we offer access to a comprehensive range of training and development opportunities. We’re passionate about supporting employees to help others by getting involved in volunteering, charitable and community activity. Our charitable arm, Zurich Community Trust, is one of the longest-established corporate trusts in the UK. In that time, we’ve awarded grants and volunteered time to deserving causes in the UK valued at over 90 million. So, make a difference. Be challenged. Be inspired. Be supported. Love what you do. Work for us.
Operational Regulatory Reporting Analyst in Lanark employer: Zurich Insurance Group
Zurich is an exceptional employer that prioritises employee wellbeing and development, offering a flexible work environment for Engineer Surveyors in Leicester. With a competitive salary package, comprehensive benefits including a generous pension scheme and private medical insurance, and a strong commitment to diversity and inclusion, Zurich fosters a supportive culture where employees can thrive and make a meaningful impact. Join a company that values your contributions and provides opportunities for growth in a dynamic and rewarding field.
StudySmarter Expert Advice🤫
We think this is how you could land Operational Regulatory Reporting Analyst in Lanark
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We think you need these skills to ace Operational Regulatory Reporting Analyst in Lanark
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Zurich Insurance Group.
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How to prepare for a job interview at Zurich Insurance Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Zurich Insurance Group.
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✨Network with Industry Professionals
Before your interview, reach out to current or former Zurich Insurance Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
