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Job Purpose:
A permanent position for a Spanish speaking Help point consultant to join the Latin American team of an international life organisation.

Key Responsibilities:
Handle telephone calls and written queries from customers and distributors in both English & Spanish, focusing in line with the service level agreements.
Handle complaint resolution within defined regulatory requirements and contribute to the identification of trends and preventative measures needed, through root cause analysis.
Achieve targets to maintain productivity quality and service standards.
Contribute to a positive and supportive team culture.
Promote positive customer/distributor perceptions continuously developing relationships aligned to Company Values.
Maintain appropriate level of functional and technical expertise, including knowledge of products procedures, service, system and frameworks.
Ensures that all technical knowledge and skills are recorded, accessible and accurately maintained.

Skills & Experience:
Fluent in Spanish.
Excellent soft skills to build a rapport and create a positive customer experience.
Passionate about customer service and the need to treat customers fairly.

Hours & Benefits:
Business hours.
Salary Negotiable.

Job Purpose:
Permanent position as Policy Servicing Administrator, sought by international Life Assurance company, responsible for processing all client and IFA servicing requests.

Key Responsibilities:
Dealing directly with external client and IFA policy servicing enquiries.
Vetting & processing policy assignments, Trust requests, and Notices of Interest.
Checking and applying complex work items, from premium payments to policy withdrawals.

Skills & Experience:
Minimum 2 years previous experience within Life Assurance, ideally within a similar position.
Considerable experience in a customer facing administration role.
Good working knowledge of AML/KYC regulatory frameworks.
Excellent verbal and written communicator.
A minimum of 5 GCSE's at grade C or above, including English and Maths.

Hours & Benefits:
Competitive rates of pay and good company benefits, 35 hour working week, based in Douglas.

Job Purpose:
Permanent Consultant required to join the sales team of Payroll services organisation based in Douglas.

Key Responsibilities:
Work with Managing Consultant in the development and retention of the book.
Support the Managing Consultant in delivering defined sales targets and offer ideas for sales campaigns.
Complete client documentation and record accordingly ensuring all KYC documents are complaint and stored correctly.
Manage prospective employees through a structured on boarding process. Ensure that all necessary documentation and KYC is received for each client.

Skills & Experience:
Educated to a minimum of 5 GCSE's (or equivalent) including English Language and Mathematics.
Demonstrate a high degree of customer service in all interactions with employees.
Previous sales experience is desired
Ability to use industry standard software tools such as Outlook and MS Office.

Hours & Benefits:
Standard office hours.
Competitive salary.

Job Purpose:
Permanent position for a Managing consultant to join a payroll Group and grow the book of business.

Key Responsibilities:
Manage, maintain and grow client book in line with sales and retention targets.
Work with Sales Manager to develop ideas for sales campaigns.
Deliver and exceed defined sales targets and support retention initiatives.
Support and develop consultants throughout the sales and on boarding and retention process.
Feed into sales and on boarding reports for their pod including application, on boarding, billing, retention and attrition rates.
Deal with telephone enquiries from contractors in the UK - effectively selling the benefits of the Company and Employed payment solutions

Skills & Experience:
2 years proven Sales background.
Demonstrate a proven sale track record and ability to manage your own targets.
Prior management experience or demonstrated willingness and ability to learn management basics.
Proven leadership and people management skills.

Hours & Benefits:
Business hours.
Salary dependent on experience.

Job Purpose:
Experienced Investment Dealer required to join the Investments Department of an established Private Bank on a permanent basis. The successful candidate will be responsible for handling high value transactions for sophisticated investors along with tasks such as authorisation of transactions, representing the department accordingly.

Key Responsibilities:
To receive and interpret investment instructions accurately.
To execute investment instructions for securities traded on all major markets including international equities, bonds and mutual funds within stipulated deadlines.
Ensure that procedures are followed in line with policies and practices of the business.
Respond to a diverse range of ad hoc queries.
Undertake project work and/or ad hoc tasks as directed by the Investment Administration Executive or Investment Administration Manager.
Propose changes to improving existing processes and systems.

Skills & Experience:
Previous experience within an Investments Administration experience is essential.
Previous experience within a Dealing Administrative role is highly advantageous.
A minimum of 5 GCSE's grades A*-C including English and Maths.
To have passed, or be studying towards, a suitable investment administration qualification at level 3 or above such as the Investment Operations Certificate (IOC), or an equivalent related qualification is highly desirable.

Hours & Benefits:
Excellent rates of pay, structured working pattern- core business hours, based in central Douglas.

Job Purpose:
Permanent position as a Client Services Administrator, dealing with new client enquiries and correspondence, sought by Douglas-based Payroll company.

Key Responsibilities:
Dealing with new client enquiries, handling telephone/email queries and letter correspondence.
Ensuring all enquiries are dealt with quickly and efficiently.
Other office administrative duties as required.

Skills & Experience:
1-2 yrs Previous experience in a customer service capacity.
Confident communicator, with strong interpersonal skills.
Excellent IT skills, comfortable with all MS Office products.
Aptitude to work without direct supervision.

Hours & Benefits:
Competitive salary with full company benefits, 37.5 hour working week.

Job Purpose:
Investment Technician required to deliver the technical content, systems changes and impact analysis for the ongoing operation of the Unit Linked Investment funds for an international Life Organisation on a long term contract basis.

Key Responsibilities:
Deliver the fund events process according to approved guidelines in the impact assessment of externally driven changes.
Support the business in delivery of new fund launches, changes and closures according to internal procedures.
Deliver targeted impact assessments and change requirements to appropriate business units to enable regulatory requirements to be met and customer expectations to be maintained.
Maintain and follow procedures in line with business and regulatory requirements ensuring no regulatory breaches.
Ensure customer facing documentation and fund database contain accurate information.

Skills & Experience:
Breadth of experience within business - a minimum of 3 years experience of working in an investment related function.
Microsoft office skills, high level of attention to detail and problem solving skills, good inter personal skills, ability to work under pressure and regulatory deadlines.

Hours & Benefits:
Office hours.
Salary dependent on experience.

Job Purpose:
Finance Reconciliations Analyst, sought by international Life Assurance company to supervise and administer multi-currency bank accounts.

Key Responsibilities:
Processing a wide range of financial transactions, including regular withdrawals, IFA commissions, and premiums received.
Investigation and clearance of all outstanding reconciliation items to minimise financial and regulatory risk to the company.
Overseeing a high-volume of international currency accounts with c£500m in funds.

Skills & Experience:
Minimum of 4 years experience within Life Assurance or Banking, preferably within financial control.
Knowledge of compliance, legal regulations & procedures relating to offshore Life Assurance.
Intermediate or advanced skills in MS Office applications.
Familiarity with Banking software systems (ideally GLADIS, WFI, E5, or BaNCS).

Hours & Benefits:
Salary commensurate with experience, comprehensive benefits package including car parking, full time business hours.

Job Purpose:
Senior Dealing Administrator required for a international life organisation to accurately record and execute dealing instructions on behalf of policyholders in line with Company service standards and the Investment Governance Regulations.

Key Responsibilities:
Accurately record and place all dealing instructions and external trades according to appropriate market guidelines and timeframes.
Process timely transfer of assets between the business to its appropriate counterparties.
Assist Team Leader in delivery of cross training within team and wider business.

Skills & Experience:
3 years previous experience within Life Assurance, ideally in Dealing and Investment Operations.
Study towards attainment of IOC is desirable.
Confident written and verbal communicator.

Hours & Benefits:
Salary commensurate with experience, full time business hours, full company benefits.

Job Purpose:
Entitlements Administrator, sought by international Life Assurance company to ensure the timely trade settlement of all investment transactions and to accurately administer external custodian accounts.

Key Responsibilities:
Process full trade settlement of all corporate actions and investment transactions.
Accurately administer external custodian accounts and custody records.
Correctly input corporate actions and dividends received into company databases and systems.
Assist in the collection of quarterly DFM and platform prices.

Skills & Experience:
Minimum 5 GCSEs including English and Maths.
1 years previous experience within an office environment, preferably within Life Assurance.
Excellent communication skills.

Hours & Benefits:
Market rate salary, full time business hours, full company benefits.

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