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Job Purpose:
Finance Administrator, required to assist in the accurate and timely processing of all daily Treasury procedures, sought by an international Life Assurance company on a fixed-term maternity cover basis.

Key Responsibilities:
To perform and oversee the daily payment processes ensuring adherence to documented procedures.
Assist in managing external banking relationships for companies, controlling the bank accounts and escalating any appropriate concerns.
Assist in queries and resolution of payments, treasury and reconciliation items both internally and externally.
Maintain accurate records of Payments & Receipts and assist other finance functions in ensure data retention is in accordance with internal service standards.

Skills & Experience:
Previous experience within a similar financial function, preferably within Life Assurance.
Ability to work independently or as part of a team.
Self-motivated, with a positive and flexible attitude.
Excellent analytical, reasoning, and communication skills.

Hours & Benefits:
Market rate salary commensurate with experience; full time business hours.

Job Purpose:
Technical Support Technician required to join the investment team of an international Life organisation.

Key Responsibilities:
Reviewing new assets for the Personalised Portfolio Bonds and collating the required information for new assets in order that investment instructions can be processed.
Dealing with a broad range of queries from IFA's / Clients specific to both Old Mutual International products and external funds.
Dealing with complex and technical related investment queries.
Regular liaison with Old Mutual Sales Consultants and the Regional Offices in relation to fund and technical queries.
To provide regular and ad-hoc information in a timely manner for Asset Review stats.
Ensure the maintenance of up to date procedures.
Preparation of AML documentation.
Process non-standard dealing / investment related queries from internal and external customers.
Data validation to be completed in line with agreed procedures and service standards.
Monitoring of controls and execution of daily tasks as performed by the teams.
Liaising and building relationships with key stakeholders including attending quality partnerships.

Skills & Experience:
3- 5 years Investments experience.
Awareness of industry best practise and forthcoming industry developments.
CISI IAQ qualification desirable.

Hours & Benefits
Business hours.
Salary dependant on experience.

Job Purpose:
Experienced Administrator with previous Financial Services experience is required to join an International Life Assurance Organisation on an initial contract basis. As a PB Servicing Administrator, the role holder will be dedicated to the delivery of high quality experience for Customers and Financial Advisers. Working as part of a high performing team, the team member will be responsible for the administration of products, from New Business applications through to the payment of the final surrender value.

Key Responsibilities:
Liaise with relevant parties via telephone, letter or email and provide information as requested internally and externally.
Take responsibility for the work allocated to you, ensuring that you take ownership as far as possible for the client outcome.
Ensure that opportunities for process and service improvements are raised with the Team Technician and/or Team Leader.
Escalate system issues and defects in the appropriate manner.
Support any business projects and initiatives as required.
Administration of initial policy set up.
Administration of additional single and regular premiums.
Administration of new business and related policy queries, including updates and general enquiries from Advisers and clients.
Interaction with regional offices.

Skills & Experience:
Previous administrative experience within Financial Services.
Knowledge and experience within a Life Company is highly desirable.
Anti-Money Laundering knowledge/experience.
Experienced in using Life Administration systems such as AS400.
Hold industry related qualification-desirable.

Hours & Benefits:
Good rates of pay - market competitive, structured working pattern-core business hours, car parking on site.


Job Purpose:
Relationship Support Officer, responsible for all aspects of product administration and relationship management, sought by International Life Assurance company on a long term contract basis.

Key Responsibilities:
Actively contribute to the successful delivery of the departmental objectives along with your own personal business objectives.
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, as necessary.

Skills & Experience:
A good understanding of the regulatory environment of Life Assurance.
Ability to demonstrate a professional, positive and customer focused attitude at all times.
Experience in handling external telephone calls with both clients and independent financial advisors.
Ability to manage and prioritise own workload in a fast paced environment.
Key attention to detail and passion for delivering excellent customer service.
Competent in MS Office products, including Word, Outlook, Sharepoint, and Excel.

Hours & Benefits:
Full time business hours, very competitive salary commensurate with experience.

Job Purpose:
Relationship Support Officer, responsible for all aspects of product administration and relationship management, sought by International Life Assurance company.

Key Responsibilities:
Actively contribute to the successful delivery of the departmental objectives along with your own personal business objectives.
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, as necessary.

Skills & Experience:
A good understanding of the regulatory environment of Life Assurance.
Ability to demonstrate a professional, positive and customer focused attitude at all times.
Experience in handling external telephone calls with both clients and independent financial advisors.
Ability to manage and prioritise own workload in a fast paced environment.
Key attention to detail and passion for delivering excellent customer service.
Competent in MS Office products, including Word, Outlook, Sharepoint, and Excel.

Hours & Benefits:
Full time business hours, very competitive salary commensurate with experience.

Job Purpose:
Experienced Senior Administrator required to join the Operations department of an International Life Assurance Organisation on an initial contract basis.

Key Responsibilities:
To ensure that all post is sorted and logged to the administration system on a daily basis.
To ensure that all anti-money laundering and third party payment guidelines are adhered to.
To ensure that Callbox allocated are processed daily.
To carry out complex and detailed Client and IFA enquiries to full resolution in a timely fashion.
To monitor and complete controls within the team on a basis.

Skills & Experience:
Previous experience in a similar role is essential.
Knowledge and experience within a life organisation is highly desirable.
Recognised industry related qualification- highly desirable.

Hours & Benefits:
Structured working pattern- core business hours, competitive rates of pay, parking on site.

Job Purpose:
Multiple contract opportunities at various levels within the Investments Operations Department of an established Financial Services Group. Successful candidates will work closely with the Accounts, Compliance and Relationship Management teams to ensure all business is processed in a co-ordinated fashion.

Key Responsibilities:
Advise the Client Services Supervisor of any delicate issues arising and work together to find resolutions.
Liaise with relevant staff to maintain and update procedures and checklists to ensure continuous improvements to all processes.
Involvement in the training and mentoring of new staff.
Advise the Client Services Supervisor of any personal development needs.
Assist the Client Services Supervisor with ad hoc tasks/projects as and when required.
Assist in the co-ordination of the quarterly operational processes relating to the Client Services Team.

Skills & Experience:
Previous experience working in a Life Assurance environment preferably within Investments Operations.
Knowledge of the International Financial Sector & Life Assurance
Knowledge of the UK inheritance tax market.
Knowledge and understanding of internal compliance requirements in particular with respect to Anti Money Laundering Requirements.
Intermediary relationships including requirements for terms of business and commission.

Hours & Benefits:
Structured working pattern- core working hours, excellent rates of pay- market competitive, based in Central Douglas.


Job Purpose:
Business Technician required for an international life organisation to co-ordinate and case manage 'High Net Worth' and technical new business enquiries, proposals and applications within the HNW and Client Services control frameworks.

Key Responsibilities:
Responsible for first line acquisition of new business with particular emphasis on complex, high value cases, including those with esoteric assets or structures.
Review high value and technical cases and advise Sales, Sales Support and Client Services of any specific requirements resulting from those reviews.
Conduct enhanced due diligence reviews in line with the EDDIE process and make recommendations for business approval/rejection to senior management.
Provide technical advice and guidance to the business on technical and high value cases and transactions across all product companies to ensure they are vetted in line with all regulatory and business requirements.
Assist the HNW Specialist in continual development and improvement of the framework for high value and technical cases, taking into account case experience and customer and adviser feedback.
Development of knowledge in relation to specific commercial expectations in the various regions to support HNW and technical business.

Skills & Experience:
3-5 Years experience in New Business within financial services.
Customer focussed.
Ability to work to tight deadlines.

Hours & Benefits:
35 hours per week, salary dependant on experience.

Job Purpose:
Pensions Administrator required to join an expanding pensions team of a Chartered Accountants /Business Consultants.

Key Responsibilities:
Deal with a range of administration tasks in respect of group occupational pension schemes, Small Self Administered Pension Schemes (SSAS) and Self Invested Personal Pensions (SIPP), including Qualifying Recognised Overseas Pension Schemes (QROPS).
Benefit calculations.
Contribution processing.
Unit price calculations.
Scheme valuations.
Production of annual benefit statements.

Skills & Experience:
1-2 years previous experience within a local pension company.
Experience in dealing with domestic and international pension schemes.

Hours & Benefits:
Office Hours.
Salary dependant on experience.

Job Purpose:
Welcome team Administrator to join a leading wealth management company.

Key Responsibilities:
To deliver an exceptional customer experience to potential clients looking to place business with the company.
Provision of accurate and timely information where requested.
Completion of new business application forms.

Skills & Experience:
Previous customer service experience is essential.
1 years' experience in Financial Services would be advantageous.
An excellent team player who has a good working knowledge of systems including Microsoft.

Hours & Benefits:
Market rate salary.
Full time business hours.

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