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Job Purpose:
Product & Investment Marketing Manager to join an international life company, in a permanent capacity on the Isle of Man in the marketing department. It's a unique opportunity to join the business at a senior level and be an integral part shaping the future propositions.

Key Responsibilities:
Reporting to the Group Marketing Director, the successful candidate will be responsible for leading the Product and Investment Marketing Team to deliver and manage product development, fund ranges and support online service developments for Company brands.
Have a complete understanding of our proposition and ensure that all products and fund ranges meet regulatory requirements in each of the jurisdiction in which we operate.
Be able to develop a detailed understanding of our customers, markets and competitors and ensure this is used in proposition planning across insurance brands.
Promote our proposition USP's effectively for each of our product, fund range and service (online and offline) supporting the Sales and account Managers.

Skills & Experience:
A broad knowledge of the offshore financial services industry and regulatory frameworks across multiple geographies.
A minimum of 5 years' experience in offshore product proposition; understands insurance product pricing.
Experience in the creation of product specifications, business requirement documents, business cases.
Understanding of key competitors, their products, services and proposition positives and negatives.
Familiarity with and understanding of illustration system design and build; online service design and build across web and mobile platforms with an appreciation for front and backend development challenges.
The ability to critically analyse large amounts of data succinctly, for consideration by executive team decision making.
The ability to work independently, and to engage where necessary with key stakeholders within the business.
Clearly communicate product decisions and the rationale behind them.
Comfortable making decisions without consensus.
Helps others make decisions by being persuasive.
Managed product owners across different products.
Ability to manage multiple work streams at the same time in a fast-paced environment
Both creative and analytical, switching between both and using all available data to drive product decisions.
Supplier / stakeholder / customer relationship management skills, including the ability to negotiate, agree and manage the scope of activities.
Proven ability to influence design decisions where required.

Hours & Benefits:
Competitive salary and comprehensive benefits.

Job Purpose:
12 month contract opportunity available within the PPM team of an International Life Assurance organisation to provide Finance change and support to the wider change portfolio. The role holder will be responsible for working closely with finance teams to review and where appropriate re-engineer processes using LEAN methodologies.

Key Responsibilities:
Work closely with colleagues to develop well controlled processes to deliver change across Finance in line with group, audit and professional standards.
Support the development and maintenance of key Finance systems, data warehouses and interfaces to meet the needs of Finance to support the operation and growth of the business.
Develop and support End User Computing solutions across Finance.
Configure and maintain data feeds through the Xceptor Data Hub and Reconciliation tools into SAP, adhering to documented standards.

Skills & Experience:
Proven experience in life insurance & financial services.
Experience of process and system design and development disciplines, ideally including change management.
Systems, control and process acumen.
Understanding of LEAN principles.
Excellent PC skills, particularly MS Access and MS Excel.
Excellent analytical skills.
Able to anticipate customer needs.
Confidence in communicating with colleagues at all levels.

Hours & Benefits:
Excellent rates of pay- market competitive, structured working pattern- core business hours and also potential for agile working pattern, Douglas based, parking on site.

Job Purpose:
Advisor Services Administrator required to join a leading International Life Assurance Organisation for an initial 6 month temporary contract. The role will be responsible for undertaking administrative duties and also communicating effectively with clients, third parties and colleagues to resolve various queries.

Key Responsibilities:
Responsible for the completion of administrative tasks in line with group values, service standards, procedures, compliance guidelines, industry regulations and within cost and efficiency parameters.
Liaise with relevant parties via telephone, letter or email and provide information as requested internally and externally.
Administration of commission and Adviser related queries, including updates and general enquiries from Advisers.
Support any business projects and initiatives as required.

Skills & Experience:
Minimum 5 GCSE's Grade C or above including Maths and English.
Previous experience within a similar role within the Financial Services Industry and with good Anti-Money Laundering knowledge is desirable.
Strong communication skills and ability to work well both within a team and using your own initiative.

Hours & Benefits:
Full time business hours, initial 6 month temporary contract, competitive salary.


Job Purpose:
Settlements Administrator required to join the Investments Department an International Life Assurance Organisation on a permanent basis.

Key Responsibilities:
Daily processing, investigating and reconciling of investment transactions.
Liaising with internal and external parties to resolve any settlement issues.
Assistance and resolution of queries.

Skills & Experience:
Previous administrative experience within Financial Services is desirable, preferably within a Life Company.
Minimum of 2 year experience in Financial Services.
5 x GCSE (or equivalent) grade C or above English and Maths.

Hours & Benefits:
Market rate salary, competitive benefits, full time business hours, Douglas based employer.

Job Purpose:
Cash Processing Technician required to join an international Life organisation, the role holder will Ensure the smooth processing of money in and money out of the companies bank accounts with a focus on controls to ensure entries are posted accurately, efficiently and in a timely manner without exposing the company to financial loss and answering any related queries.

Key Responsibilities:
Ensuring ASL and timelines within International Finance Operations are met.
Ensure Robust procedures are in place and regularly monitored.
Maintain an up-to date knowledge of payment industry developments and standards, in order to ensure that the company are taking full advantage of all available opportunities, for all premium and payment related matters
To provide review to pro-actively identify issues and support any process or systems developments needed to fix problems before they become issues.
Monitor and challenge where necessary, any costs associated with the administration of our bank accounts and processing services.
Act as a point of contact with banks and third party service providers relating to cash processes.
Skills & Experience:
2+ years experience within a reconciliations or similar environment.
Life Office or relevant Financial Services experience in a Finance team.
A working knowledge of the major international banking systems.
Minimum of Intermediate standard in using Excel, Access, Outlook, Work flow and policyholder systems.

Hours & Benefits:
Standard working hours 9am -5pm
Salary and benefits to be discussed ay interview.

Job Purpose:
3rd Party Reconciliation Administrator required to join an International Life Assurance Company, to be responsible for the efficient front office client new business and servicing duties for 3rd party relationships.

Key Responsibilities:
New Business Application Processing (will include vetting of Applicants).
Processing Client instructions, including handling Premiums, Withdrawals, Surrenders and general servicing duties.
Dealing with queries and requests from third party providers.
Contribute towards the production and improvement of processes within a newly structured and the development of new relationships commence.

Skills and Experience:
Requires 2 - 3 years financial services experience, ideally Life Assurance within New Business and/or Servicing Administration.
Proven customer service background.
Good problem solving skills.
Good team player with a strong communication skills and also the ability to work on their own initiative.
Ability to plan and organise work to meet deadlines.

Hours & Benefits:
Working hours: 9am - 5pm.
Benefits; Pension, Private Healthcare, Death in Service, Parking & Discretionary Bonus.

Job Purpose:
Investment Administrator required to join an International Life Assurance organisation on an initial 6 month contract basis, to work as part of the Investment Operations team, responsible for trade placement, settlement and servicing of assets on behalf of Portfolio Bond Customers. The role holder will be required to accurately and efficiently support a number of key investment operation activities, contributing to the departments adherence of policy and reporting obligations.

Key Responsibilities:
To support the stock reconciliation process for both Custodian and Fund Manager positions.
Accurately maintain the securities universe with external data vendors and on internal systems.
To perform daily reviews of price movements to ensure asset valuation accuracy.
To process daily new and amended Corporate Action events.
To assist the various Investment functions with allocation of cash payments and receipts as required.
Regular input of asset positions held within Discretionary Fund Manager portfolios, to provide a full look-through of external account holdings.
Handling of investment related queries raised by customers, brokers, stockbrokers, custodian and fund managers.

Skills & Experience:
Basic understanding of Investments.
Fully competent with Microsoft packages and experience using Rhymesight preferable.
Bloomberg and Citibank knowledge advantageous.
High degree of accuracy and attention to detail.
Ability to work under pressure to meet strict deadlines.
Highly analytical/numerate with strong problem solving skills.
Excellent written and verbal communication skills.
Ability to prioritise and manage time effectively.
Ability to work effectively as part of a team.

Hours & Benefits:
Excellent rates of pay- market competitive, structured working pattern, parking on site.

Job Purpose:
Settlements Administrator required on a permanent basis to join an International Life Assurance Organisation. The role holder will process the matching to contract notes and physical settlement of investment trades.

Key Responsibilities:
Daily processing, checking and reconciling of subscription and redemption trades.
Daily processing, checking and reconciling of dividend and rebate.
Assist/oversee in the production and issue of quarterly valuations.
Daily cash processing of settlement deals on EQ/Banking systems and processing of custody transactions through external custodian systems.
Production and timely execution of settlement documentation, including preparation of sealing register as required.
Assistance with the execution and confirmation of client deals, as directed.
Assistance and resolution of queries.
Maintenance of good relationships with stockbrokers/fund houses/advisers.
All subscription and redemption trades settled in a timely manner in-keeping Utmost Wealth Solutions and external Fund House deadlines.

Skills & Experience:
Minimum of 2 year experience in Financial Services.
Experience of working within or dealing with an Investment Operations area.
Good knowledge of Microsoft Office Applications (Word, Excel, Outlook.
5 x GCSE (or equivalent) grade C or above English and Maths.

Hours & Benefits:
Competitive Salary, Douglas based employer.

Job Purpose:
Business Analyst required to join an expanding Life Company. This is a key role in the methodical investigation, analysis, review and documentation of all or part of the business in terms of business functions and processes.

Key Responsibilities:
Investigates operational requirements, problems, and opportunities, seeking effective business solutions through improvements in automated and non-automated components of new or changed processes.
Assists in the analysis of stakeholder objectives, and the underlying issues arising from investigations into business requirements and problems, and identifies options for consideration.
Facilitates scoping and business priority-setting for change initiatives of medium size and complexity.
Discover and analyse requirements for fitness for purpose as well as adherence to business objectives and consistency, challenging positively as appropriate.
Support programme or project control boards, project assurance teams and quality review meetings.
Provides basic guidance on individual project proposals.
Define, documents and carries out small projects or sub-projects. Alone or with a small team, actively participating in all phases. Identifies, assesses and manages risks to the success of the project.

Skills & Experience:
Minimum of 3 years' experience as a Business Analyst within financial services.
Excellent problem solving skills.
In-depth knowledge of Microsoft Office Applications (i.e. Word, Outlook, Excel and PowerPoint).
Testing/Analytical skills - Thinking Interprets quantitative and qualitative information to achieve a business-related objective. Produces effective solutions to complex problems. Identifies underlying trends and issues and does not always stop at initial answer. Systematic and logical.
Basic SQL Skills.
Experience of formal system analysis and design methodologies.
Ability to work under pressure.
Ability to achieve tight deadlines.
Excellent communication skills (written & verbal).
Business Analysis or Testing Qualifications, e.g. ISEB or IIBA.

Hours & Benefits:
Market rate salary and comprehensive benefits.

Job Purpose:
Business Analyst required to join an Investment and Fund Management group based in Douglas. This is a newly created position that will involve working closely with front office teams, IT programmers and system suppliers with the objective of optimising efficiency in reporting and client servicing.

Key Responsibilities:
Gather information about the business needs and translate this into solutions for improving processes.
Evaluate controls both, manual and system based - ensuring they are appropriate and effective and devise improvements and efficiencies.
Manage multiple projects - planning, testing & implementing.
Recognise business problems and develop optimal solutions.
Support system development and testing to process improvement and train end users.

Skills & Experience:
Previous experience in a similar position and an understanding of financial services - fund industry experience would be ideal.
A deeply analytical mind with strong problem solving skills.
Excellent computing and analytical skills.
A thorough understanding of Microsoft Excel ideally at advanced level.
Experience of Microsoft Dynamics CRM would be a great advantage.

Hours & Benefits:
Full Time working hours.
Competitive salary and benefits package.

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