go.
Get new jobs for this search by email
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:
Financial Services Professional required to join an established Investment and Fund Management Group on an initial contract basis as part of the Client Broker Services Team.

Key Responsibilities:
Submit instructions to invest, switch and withdraw to from and between funds.
Service requests such as change of name, address and deceased administration.
Making and receiving of payments.

Skills & Experience:
Prior experience of processing financial services transactions.
A background in shareholder services would be highly desirable.
Financial Services background is essential.

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

Job Purpose:
Relationship Support Officer required to join the Customer Service team of a global Life Assurance organisation. The successful candidate will be accountable for all aspects of product administration and relationship management.

Key Responsibilities:
Actively contributing to the successful delivery of the departmental objectives along with your own personal business objectives.
Process our new business applications in a timely and efficient manner.
Administer a varied book of business including Personal Portfolio products.
Carry out and follow through client and IFA requests to a conclusion.
Take ownership of and resolve any queries through to a satisfactory conclusion.
Ad hoc project work.
Contribute to a proactive working culture.
Be part of an innovative culture to problem solving.

Skills & Experience:
A minimum of 2 years previous customer service experience , preferably in life assurance would be beneficial.
New Business experience would be beneficial.
A good understanding of the regulatory environment of Life Assurance.
Ability to demonstrate a professional, positive and customer focused attitude at all times.
Highly self-motivated, active team member willing to participate in improving process.
Experience in handling external telephone calls with both clients and independent financial advisors would be beneficial
Ability to manage and prioritise own workload in a fast paced environment.

Hours & Benefits
Permanent hours - 37.5 hour working week
Competitive salary and benefits package

Job Purpose:
Investment System Analyst sought after by an International Life Assurance Organisation on a 12 Month contract. Reporting into the Technical Support Manager you will be the SME for the unit pricing system, assisting all areas of investment services where required.

Key Responsibilities:
Responsible for the fund launch and closure processes on the unit pricing system.
Blended funds system maintenance - including changes in strategic asset allocations and fund switches.
Planning investment services requirements for asset on boarding, working closely with key stakeholders including treasury and ZICs.
Assisting with remediation calculations and methodologies.
Day to day trouble shooting of any system queries within Investment Services.
Assisting with technical queries around dealing and pricing including price sources and price release information.
Month end reporting.

Skills & Experience:
Proven track record in a similar role is essential.
Strong understanding of unit linked investments and pricing principles.
Sound knowledge of fundamental processes including reconciliations, corporate actions and price testing.

Hours & Benefits:
Competitive salary, 12 month contract, full time business hours.

Get new jobs for this search by email

Choose Job Type