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Job Purpose:
A Senior Administrator is required to join the Advisor Support team of an international Life Assurance company on a permanent basis. Based at the IoM Business Park, the role holder will act as the primary point of contact for both IFA and customer enquiries.

Key Responsibilities:
Handle 50-80 calls and enquiries on average per day whilst meeting all client expectations.
Take ownership of following all enquiries through to resolution.
Achieve a minimum pass rate of 90% in monthly call monitoring.
Recognise any complaints received within the area and refer appropriately within required timescales.

Skills & Experience:
3 years previous experience within Financial Services, ideally in a senior role within Life Assurance.
Previous experience in a similar customer or client contact role.
Excellent communication skills, comfortable dealing with company stakeholders and customers at all levels.

Hours & Benefits:
Full-time business hours; salary commensurate with relevant skills and experience; full company benefits.

Job Purpose:
Experienced office manager/ PA required by a niche advisory practice in the North of the Island, to facilitate the efficient running of the office and provide administrative support to the MD and team.

Key Responsibilities:
All aspects of office management.
PA support to the MD, including travel arrangements and diary management.
Answering telephones and liaison with clients, including client correspondence and obtaining KYC.
Providing Administrative support for the team, requiring database management and preparation of fee proposals.
Preparation of presentations.
Coordination of the company's marketing plan.

Skills & Experience:
Previous experience in a professional services firm undertaking office management and secretarial/ PA support.
Proactive approach, able to work both autonomously as well as part of a small team, undertaking diverse role responsibilities.

Hours & Benefits:
Part time hours, competitive salary.

Job Purpose:
Onboarding Executive required by a leading Contractor Services organisation, to liaise effectively with clients and professional advisers and ensure that KYC and other onboarding requirements for new clients are processed professionally and efficiently.

Key Responsibilities:
Responsible for onboarding of new clients, ensuring all necessary KYC documentation and other paperwork is received.
Processing applications efficiently, ensuring that required information is followed up with contacts on a regular basis.
Dealing promptly with telephone and email queries from clients or intermediaries
Working as part of a team to ensure that statutory and regulatory deadlines are met.

Skills & Experience:
Positive and enthusiastic approach, with good communication skills.
Able to work with accuracy and attention to detail, ensuring that client expectations are met.
Strong organisational and IT skills, to include Microsoft Word and Excel.
Capable of working independently as well as part of a team.

Hours & Benefits:
Full time hours, salary in line with relevant experience.

Job Purpose:
The Payroll and Invoicing Administrator will work within the payments team of an established Contractor Services Company. The role involves inputting timesheets, raising invoices, identifying funds received and liaison with colleagues and external contacts, as needed.

Key Responsibilities:
Processing data accurately and efficiently for timesheets, invoicing and employment paperwork (P45 & Tax code changes).
Identification of funds received and ensuring necessary formalities are completed
Liaison with internal and external contacts, as required

Skills & Experience:
Ability to manage a high volume of work with strong attention to detail and within set deadlines.
Competency with Microsoft Word and Excel.
Good communication skills, to liaise effectively with colleagues and external contacts
Previous experience in the Contractor Services industry, ideally within Invoicing or timesheet work, would be advantageous (but not essential).

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

Job Purpose:
Heritage Administrator required to join an international Life Organisation , to work closely with the various international branches, offering first class customer service.

Key Responsibilities:
Liaise with relevant parties to via telephone, letter or email and provide information as requested internally and externally.
To assist and enable effective service to customers.
Proactive, solutions based approach to understanding issues which arise, and then able to implement actions according to administrative policies and procedures.
Accurate and efficient completion of administrative tasks within the payments team, which may include full surrenders, income set ups, adhoc withdrawals and loan payments.

Skills and Experience:
4 GCSE's Grade C to include Maths and English or equivalent.
Previous Financial Services Industry experience preferred.

Hours & Benefits:
Business hours, competitive salary.

Job Purpose:
Risk Manager required to join an expanding international Financial Services Group, to provide support and direct the business in carrying out the Group Risk & Control Framework. Reporting into the Head of Compliance & Risk and working with the Risk Analyst this is a relatively new positon that can provide an opportunity for future growth.

Key Responsibilities:
Develop, coordinate and maintain policies and procedures to monitor and support the Group Risk and Control Framework providing relevant advice, training and guidance where required.
Embed and promote the Group Risk & Control Framework to drive an open and honest risk culture and provide support in developing SMART key risk indicators.
Provide technical assistance in relation to the delivery of the Group Risk & Control Framework and related regulation, legislation, and the collation, analyses and reporting of key risk MI.
Maintain the Group Risk Register and support the business in identifying, assessing and describing risks and controls.
Conduct independent research to contribute to the proactive detection of emerging risk themes and share relevant industry news with the management teams.
Prepare and deliver adequate risk reporting for the Group Board on any issues or significant risks that require attention.
Challenge, oversee and advise on the effectiveness of operational risk decisions and practices.

Skills & Experience:
A minimum of 5 years' experience working in a risk or compliance role within the finance sector.
Completed or working towards relevant qualification such as International Diploma in Enterprise Risk Management, ICA Diploma in Governance, Risk and Compliance
Strong knowledge of the finance sector and associated risks.
Good communication skills, ability to influence and negotiate and confidence to challenge.

Hours & Benefits:
Market rate salary and comprehensive benefits.

Job Purpose:
Contracts Administrator required to join a Contractor Services Organisation to ensure that all contracts are managed accurately and efficiently.

Key Responsibilities:
To develop and maintain a high degree of knowledge and case law in relation to Tax and Contract Law to ensure reduced risk to Gateway Limited, full training will be given.
Ensure that all contracts are managed accurately and in a timely manner.
Ensuring that all contracts due to end are chased on a weekly basis and the in-house database updated accordingly.
Assisting, reviewing and implementing Contract negotiation procedures to maximise efficiency and effectiveness.
Provide support to the New Business department when necessary.

Skills & Experience:
Minimum of 1 year experience in Financial Services.
5 x GCSE (or equivalent) grade C or above English and Maths.
Excellent organisational skills and attention to detail.

Hours & Benefits:
Competitive Salary, Douglas based employer.

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

Key Responsibilities:
Reviewing new business applications to ensure they are in line with the Isle of Man financial services authority guidance Notes on Anti-Money Laundering and Preventing the Financing of Terrorism.
Ensuring that new business applications have been accepted in line with the company's internal guidelines.
Contacting 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:
A minimum of 2 years financial services experience ideally in a new business or compliance role within Life Assurance.
Strong communication in both English and Spanish languages.
Excellent organisational skills and attention to detail.

Hours & Benefits:
Competitive salary and benefits package, Douglas based employer.

Job Purpose:
Marketing Assistant required for a Private Wealth organisation based in Douglas to assist the team in producing literature, website updates, internal communications, and promotional items.

Key Responsibilities:
Act as administrator and co-ordinator for weekly updates to website.
Liaise with internal departments (including Jersey and Guernsey Trust companies), agencies and other 3rd party suppliers (where applicable) in relation to new requirements and amendments to stationery and product literature obtaining appropriate sign-off in accordance with procedures.
Update client documentation using InDesign, following CI guidelines, as required.
Liaise with CSC to ensure that literature stock is kept up to date and regional offices have sufficient supply of printed literature
Review and update all website and directory listings for NPW on an annual basis.
Assist with corporate events throughout the organisation, including providing e-invitations, branding, handouts etc. Maintain the departmental event log.
Order business cards and manage stationery artwork updates, liaising with agency and print house as required.

Skills & Experience:
Ideally working towards professional qualification such as the CIM Professional Certificate or similar would be an advantage.
At least a year's experience in a similar role.
Good level of analytical and problem solving skills.
Good interpersonal skills.
High level of organisational and prioritisation skills.

Hours & Benefits:
Working hours 9am -5pm, Competitive salary and benefits package.

Job Purpose:
Permanent opportunity for a Complaints Investigator to join an international life organisation based in Douglas, the successful candidate will Co-ordinate the Complaint, Pre-Litigation and Litigation process from outset to completion.

Key Responsibilities:
Manage and co-ordinate the delivery of effective and accurate processing of significant complaints in a timely manner.
Ensure significant complaints are managed in accordance with the Complaints Handling Manual.
Report breaches of the significant complaint process in a timely manner.
Maintain a close working relationship with HASL Operations.
Collate high level and important documents into each Significant Complaint folder such as policy terms and conditions and valuation statements, etc.
Prepare a file note (full file history).
Run daily check reports to ensure that Group Legal is aware of the current position with a Significant Complaint, i.e., monitor all incoming and outgoing correspondence for each Significant Complaint and actions undertaken by HASL on each Significant Complaint to ensure no inconsistencies.

Skills & Experience:
A minimum of 3 years unit linked life assurance experience.
Working with senior management, internal & external customers.
Project management skills.
Uses own initiative.
Good level of competence with Microsoft Office including, Word, Excel, PowerPoint and Outlook together with good use of Internet for research purposes.

Hours & Benefits:
Office hours and competitive salary and benefits package.

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