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Job Purpose:
Multiple permanent opportunities to join the customer service team of a leading International Life Assurance Organisation, as first point of contact you will be accountable for dealing with initial enquiries from clients and manage them according to the companies service standards.

Key Responsibilities:
First point of contact for customers and financial advisers over the telephone and email.
Assist in resolving client queries.
Build key relationships within the business.

Skills & Experience:
Experience in a Customer Service environment from any sector.
Excellent communication and listening skills.
Resilience to working under pressure and to tight deadlines.
Good computer skills.

Hours & Benefits:
Monday - Friday, shifts between the hours of 8.00 to 17.30.
Salary dependent on experience.

Job Purpose:
An onboarding and compliance administrator is required to join the team of a growing Trust & Corporate Service Provider. The role requires a working knowledge of AML/ CFT regulations, ideally from within working in Trust and Corporate Services, although experience within other Financial Services industries work may also be considered. General Trust & Company Administration work will also be required.

Key Responsibilities:
New business onboarding and compliance matters.
Trust & Company Administration work with, and in support of, a team.
Assisting Directors of the company, as required, including work with eGaming clients.

Skills & Experience:
Around 2 years experience within AML/ CFT work in financial services, ideally Trust and Corporate Services.
Excellent written and verbal communication skills, used to liaising with clients.
Comfortable working in a small team environment, supporting colleagues and Directors as required and undertaking varied role responsibilities.
Strong organisational skills with a positive and enthusiastic approach.
Previous experience within Trust & Corporate Services would be advantageous.

Hours & Benefits:
9am - 5.30pm, salary in line with experience and plus company benefits.

Job Purpose:
A Payments Administrator is required to join the Banking Department of an established Financial Services group based in central Douglas. The successful applicant will deliver quality service to the existing banking client base, including the fiduciary area of the business as well as external stakeholders.

Key Responsibilities:
Payment and transaction processing.
Assisting with account administration, including the ordering and administration of credit cards as and when required.
Ensure timely and accurate delivery of banking services and processing of banking entries.
Deal directly with external banking clients, ensuring a quality and responsive service in respect of all of their banking requirements.
Deal directly with internal banking clients from the fiduciary area of the business.

Skills & Experience:
Minimum of 5 GCSEs at grade C or above.
At least 2 years previous banking experience
Good working knowledge of banking payments processing and back office banking procedures.
Numerate, accurate, able to work to deadlines and prioritise work as appropriate.

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

Job Purpose:
Pensions Administrator required to join a Trust Organisation based in Douglas.

Key Responsibilities:
Day to day administration of pensions including new business.
Preparing manual and computer generated benefit calculations.
Processing and checking client pensioner payrolls.
Preparing annual benefit statements.

Skills and Experience:
Previous experience in domestic and international pensions.
Experience in liaising with Members, HMRC, IFA's, Ceding Schemes, Investment Houses, IOMFSA and ITD would be advantageous.
Knowledge in relation to tax, drawdown and reporting both on Island and the UK would be beneficial.

Hours & Benefits:
Business hours - 9am -5pm , Salary commensurate with experience.


Job Purpose:
Technical Assistant required to join the Advisor Services team of a Global Life organisation to act as a key support to the team, Customer Service Centre, Relationship Management, Regional Offices and Sales Consultants.

Key Responsibilities:
Guide others through the management of complex queries through imparting knowledge.
Act as a buffer to ensure that non-value adding requests are not cascaded into the team.
Responsible for the definition of current business processes through the use of User Guides, Process Guides, Control documentation and any other supporting documents ensuring their accuracy. You may be required to audit against these documents.
Carry out Root Cause Analysis and Problem Solving as required and highlighted by quality data from a variety of sources such as the Quality Tool, Error Log, and Complaints etc.
Conduct technical skills coaching with team members as required in partnership with the Work Place Coaches.
Use in-depth technical knowledge to develop 'first line of defence' mechanisms to support risk framework or Financial Control Initiative (FCI).
Support any business projects and initiatives as required.
Responsible for the accurate and efficient completion of administrative tasks in the relevant area. This may, from time to time, include the allocation of work to colleagues.
Handle any process or system related referrals. Completion of problem solving activities, and making key decisions and recommendations where required.
Complete checking, authorisation and random sampling as required ensuring all customer, regulatory and internal control requirements are met, providing constructive feedback to individuals on errors and provide support to reduce errors.
Ensure that opportunities for process and service improvements are captured and progressed.

Skills & Experience:
Previous experience in Senior administration position within financial services, preferably Life Assurance.
Ability to ensure that opportunities for process and service improvements are encouraged and implemented and best practice is shared.
Good communication skills to liaise with relevant parties via telephone, letter or email and provide information as requested internally and externally.

Hours & Benefits:
35 hour working week 9am -5pm, Market rate salary with competitive benefits, Car Parking provided.

Job Purpose:
Senior Administrator required to join the operations team of an international life company ,primarily accountable for all existing business email correspondence , ensuring it is managed in accordance with; client requirements, internal procedures and internal service level agreements.

Key Responsibilities:
Ensure all emails received are reviewed and correctly distributed within the agreed service standards and that all systems are updated accordingly whilst ensuring all allocated correspondence is completed within the agreed SLAs.
Dealing with queries, ensuring these are referred via email to the correct department.
Recognise any complaints received within the area and refer appropriately within the required timescales. Where possible to begin the investigation and ascertain which business area the complaint lies with. Ensure less than 2 exceptions recorded per month.
Monitor the agent adviser system and provide phone cover as appropriate to ensure departmental SLAs are maintained and a positive customer experience.
Ensure that all calls and email enquiries are handled in a professional manner, taking ownership of recording and following these through to resolution. Expectations must be managed at all times.
Provide support to front office teams as appropriate to reduce referrals that may otherwise impact on daily processing.

Skills & Experience:
A minimum of 2 years experience within Financial services, preferably Life Assurance.
Excellent customer service skills with the ability to investigate complex queries / complaints.
FA1 & CF1 qualifications or working towards would be advantageous.

Hours & Benefits:
Structured working pattern with competitive salary and benefits with onsite car parking.

Job Purpose:
A Funds & Shareholder Services Administrator is sought by the Fund Division of a large Financial Services Group, based in central Douglas. Joining in a permanent capacity, the role holder will undertake fund processing, checking, valuation and payment services.

Key Responsibilities:
Accurate and timely production of valuations in accordance with accounting standards and legislation.
Liaising with financial institutions where assets are invested on a daily basis.
Input and release of subscriptions and redemptions via online banking systems.
Reconciliation of fund and client accounts.
Ensuring fund-related fees (management, custodian, audit, etc) are settled in a timely manner.
Mail merges and distributions for funds.
Provide accurate & informed responses to customer/audit enquiries.

Skills & Experience:
Previous experience working within Financial Services is essential.
Good working knowledge of CHAPS, BACS, and SWIFT systems, alongside currency cheque collections and negotiations.
Good understanding of financial markets with an ability to place FX deals and instruct on fixed deposits.
An understanding of Compliance and the Regulatory Environment.

Hours & Benefits:
Full time business hours; Attractive salary and company benefits package.

Job Purpose:
Bank Reconciliations Administrator required to join the Finance Team of an International Life Assurance Company.

Key Responsibilities:
Reconciliation of bank accounts and internal control accounts.
Investigation and clearance of outstanding items.

Skills & Experience:
The successful candidate will have 2 years' experience of bank reconciliations ideally within the Life Assurance Industry.

Hours & Benefits:
Business hours, salary dependent on experience.

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:
Experienced Client Accountant required to join a privately owned International Financial Services Group and be responsible for bookkeeping and the preparation of accounts for a variety of company and trust structures.

Key Responsibilities:
Provide client accounting services to a portfolio of clients, from bookkeeping through to the preparation of accounts.
Work closely with accounting and administration teams within the business.
Assist in ensuring that client files are organised and complete.

Skills & Experience:
Ideally have 2+ years experience preparing accounts for trusts and companies.
Proactive approach with strong communication and organisation skills.
Educated to A level/ degree level and either already studying or be willing to study towards a professional accounting qualification.
Experience of IFRS would be advantageous.

Hours & Benefits:
Full time, salary commensurate with experience and qualifications and plus benefits.

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