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Job Purpose:

Business Change Consultant required to support the delivery of projects and work orders across Operations by providing input at conceptualisation, development and testing of business agreed projects for an international life organisation.



Key Responsibilities:

Quality input to projects to ensure BRD's are accurate and achievable.



To support Small Enhancements and System Maintenance Changes.



Accurately apply knowledge of systems/products/processes.



Skills & Experience:

Business related qualification or minimum of 2 years relevant experience.



Minimum 5 GCSE's or equivalent, including Maths and English.



Good organisational and time management skills with an emphasis on quality and the ability to work to deadlines.



Hours & Benefits:

Business hours, salary and benefits to be discussed at interview.



Job Purpose:
New Business Administrator required on a permanent basis, to effectively deliver a direct service to clients, both internal and external by the processing of New Business applications within specified servicing times.

Key Responsibilities:
Vetting, setting up and processing of all applications for new business.
Adhering to regulatory legislation and ensuring compliance requirements are met.
Dealing with clients, both internal and external via telephone, fax and e-mail.

Skills and Experience:
Minimum of 1 years experience in a customer service role within financial services.
GCSE or equivalent grade C or above.

Hours & Benefits:
Competitive rates of pay, excellent benefits package, Douglas based employer.


Job Purpose:
Adviser Liaison Consultant required for an international Life organisation to maximise top-up business opportunities and manage the back book of business.

Key Responsibilities:
To act as the principal point of contact for IFAs in the UK
Identify and exploit top-up sales opportunities from both reactive and pro-active contact
Production of top-up and increment illustrations ensuring we are proactively chasing to maximise business
Provide relationship management service to distributors in the UK and other sales regions in order to help drive the delivery of financial metrics from the largest segment of the FPI back book of business (UK and ROW).

Skills & Experience:
1-2 years experience within financial services, preferably in a sales support capacity
Business focus and customer awareness
Highly motivated and enthusiastic

Hours & Benefits:
Business hours
Salary - Experience dependent

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

Key Responsibilities:
Reviewing new business applications to ensure they are in line with certain guidelines.
Liaising with 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:
Minimum of 2 years financial services experience ideally in a new business or compliance role within Life Assurance.
A good understanding of the IPA's Insurance (Anti-Money Laundering) Regulations 2008 is desirable.
Strong communication skills in both English and Spanish languages.
Ability to deliver against deadlines and excellent organisational skills.

Hours & Benefits:
Market rate salary and competitive benefits package.
Full time business hours.

Job Purpose:
Administrator required to join the Investments Department in a established Fiduciary organisation on an initial contract basis. The role holder will be responsible for assisting the team in their day to day Investment administration.

Key Responsibilities:
Responsible for reconciliation and investment of incoming monies.
Reconciliation of contract notes from deals placed to Viewpoint Client Accounting.
Reconciliation of Members investment wrappers & Platform accounts to Viewpoint Client Accounting.
Processing of account opening forms in relation to external managed and custodians.
Payment of IFA fees.
Payment of Lump Sum and Drawdown payments.
Valuation of assets on a quarterly basis.
Investment Reviews for preparation of asset managers report.

Skills & Experience:
Previous experience in an Investment administration role.
The ability to deliver excellent client service communication skills both verbal and written.
High levels of accuracy and attention to detail with commitment to learning in a fast paced environment.
A working knowledge of the following systems: Word, Excel, and Outlook.
Excellent organisational skills and the ability to prioritise workload effectively with minimal supervision.

Hours & Benefits:
Competitive rates of pay, structured working pattern.

Job Purpose:
Finance Administrator required to join a leading Life Assurance Company.

Key Responsibilities:
Production and investigation of account reconciliations.
Preparation of information and reports used in the preparation of periodic management information.
Liaising with other internal and external teams to ensure that any queries are resolved.
Supporting Senior Finance Administrator and provide cover during busy periods and absences.

Skills & Experience:
Minimum 2 years experience working within a similar role.
Previous Life Assurance industry experience would be advantageous.
Good working knowledge of Microsoft Office Applications.

Hours & Benefits:
Full time business hours.
Comprehensive salary and benefits package.

Job Purpose:
Experienced Business Analyst required to join an International Life Organisation on an initial contract basis to undertake a business change project.

Key Responsibilities:
Analysis of business requirements.
Translation into solution specifications.
Implementation through the lifecycle of projects.

Skills & Experience:
Previous experience working within a similar role within financial services.

Hours & Benefits:
Excellent daily rate.



Job Purpose:
Dealing Administrator required to join an established Life Assurance Company in Douglas.

Key Responsibilities:
Creating and placing deals with stockbrokers and fund houses.
Ensuring effective resolution of dealing and reconciliation queries.
Supporting Dealing Supervisor through mentoring junior team members.

Skills & Experience:
Minimum 2 years Investments experience within Financial Services.
Previous Life Assurance industry experience would be advantageous.
Good working knowledge of Microsoft Office Applications.

Hours & Benefits:
Standard working hours and comprehensive benefits package.

Job Purpose:
Experienced professional required to join an established Insurance Organisation on an initial temporary basis. The role holder will be required to work as part of a team providing a quality service to ensure effective day to day servicing of existing clients account. To ensure that all activities comply with regulatory and market standards and to understand and adopt relevant Company Policy and Procedures to ensure suitable records are held and maintained to our audit standards.

Key Responsibilities:
To prepare documentation for existing customers in relation to renewals and mid term adjustments in a timely manner.
To prepare documentation for new customers in relation to their insurance requirements in a timely manner.
To deal with customer queries relating to existing policies and liaise with insurers regarding potential changes and new terms for policies.
To obtain renewal terms for customers and identify potential alternative quotations where appropriate.
Handling Commercial claim on behalf of the client including insurer notification, negotiation with insurer/loss adjuster/client and appropriate diary to ensure acceptable outcome for client.
To ensure all customer details are recorded accurately and entered onto system in a timely fashion.
Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required.
Deal with account queries and credit control matters highlighting any concerns to Account Executive or Managing Director in a timely manner.

Skills & Experience:
Previous experience in a similar role within general insurance is essential.
Excellent interpersonal communication skills.
Proficient user of all Microsoft Office programs.

Hours & Benefits:
Structured working pattern- core business hours, competitive rates of pay, central Douglas based.
 

Job Purpose:
Investment Finance Administrator required to join leading financial services group.

Key Responsibilities:
Daily and monthly bank reconciliations.
Process dealing commission for trades executed on the platform.
Ensure the timely and accurate calculation and payment of fees for both clients and financial adviser's.
To monitor and apply client money to the platform in accordance with rules & regulations.

Skills & Experience:
Minimum of 2 years investment services experience.
Good working knowledge of Microsoft, on-line banking and securities and reconciliation systems.

Hours & Benefits:
Competitive Salary, Business Hours.


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