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Job Purpose:
Client Data Administrator required to join a Private Wealth Organisation on an initial contract basis.

Key Responsibilities:
The role holder will be required to carry out a systematic review of client and account data in order to ensure that regulatory requirements are met across a multi-jurisdictional client base.
The role holder will work closely with a small core project team but also in contact with all areas across the business to systematically review client data, including, sourcing, populating and correcting as necessary in order to meet the data quality and integrity requirements.
Analysing and organising high volumes of client and financial data.
Preparing datasets for client mailings import/export etc.
Systematic review of specific areas of client database.

Skills & Experience:
Experience working in the financial services industry.
Substantial experience working with client / account systems, preferably Rhymesight.
Detailed understanding of KYC compliance requirements and practice.
Excellent attention to detail with a high degree of accuracy.
Experienced in using Microsoft Excel.

Hours & Benefits:
Structured working pattern- core business hours, central Douglas based, competitive rates of pay.

Job Purpose:
Spanish speaking Administrator required to join Customer Service New Business Team at leading Life Assurance Organisation.

Key Responsibilities:
Reviewing new business applications to ensure they are in line with certain guidelines.
Liaising with Financial Advisers and Customers to request outstanding information in both English and Spanish.
Processing new business applications and translating documentation in Spanish into English.

Skills & Experience:
Minimum of 2 years financial services experience ideally in a new business or compliance role within Life Assurance.
A good understanding of the IPA's Insurance (Anti-Money Laundering) Regulations 2008 is desirable.
Strong communication skills in both English and Spanish languages.
Ability to deliver against deadlines and excellent organisational skills.

Hours & Benefits:
Market rate salary and competitive benefits package.
Full time business hours.

Job Purpose:
Overseeing and assisting with the timely and accurate review of self assessment tax returns for a large volume of UK based contractors.

Key Responsibilities:
Undertaking a compliance led portfolio for a broad range of contractors.
Managing a team of four.
Review of a large volume of UK self-assessment tax returns.
Review of income statements for issue to Accountants and Contractors preparing their own tax returns.
Communication with clients, intermediaries and HMRC, including arranging tax payments
Providing training on technical issues.

Skills and Experience:
Experienced in dealing with the UK self assessment regime, ideally for a number of years.
Used to managing a volume workload, being used to working under pressure and to strict regulatory deadlines.
Excellent communication and team management skills.
Ideally ATT or CTA qualified, or interested in completing this.

Hours and Benefits:
Full time hours, competitive salary & benefits package.

Job Purpose:

Corporate Actions Administrator required for an international life company to ensure the timely trade settlement of all investment transactions.

Key Responsibilities:

To assist with the preparation of a corporate action log for referral to Investment Governance.

To help gather the appropriate data to assist with the notification of corporate actions to Policyholders and their advisers and to subsequently assist with the co-ordination of their responses and onward instruction to the market.

To correctly input Corporate Actions (all associated investment transactions) to the Investment Administration System within agreed time scales ensuring that Policyholder's records are correct at all times by adhering to the agreed checking procedures.

To help gather the appropriate information to assist with the production of the Suspended and Liquidating Assets Report.

Skills & Experience:

Previous experience in customer service, preferably within financial services.

Ability to problem solve and recommend improvements.

Take responsibility and work to strict guidelines.

Hours & Benefits:

Business hours, competitive salary and car parking.

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