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Job Purpose:
Permanent position as Policy Servicing Administrator, sought by international Life Assurance company, responsible for processing all client and IFA servicing requests.

Key Responsibilities:
Dealing directly with external client and IFA policy servicing enquiries.
Vetting & processing policy assignments, Trust requests, and Notices of Interest.
Checking and applying complex work items, from premium payments to policy withdrawals.

Skills & Experience:
Minimum 2 years previous experience within Life Assurance, ideally within a similar position.
Considerable experience in a customer facing administration role.
Good working knowledge of AML/KYC regulatory frameworks.
Excellent verbal and written communicator.
A minimum of 5 GCSE's at grade C or above, including English and Maths.

Hours & Benefits:
Competitive rates of pay and good company benefits, 35 hour working week, based in Douglas.

Job Purpose:
Experienced Investment Dealer required to join the Investments Department of an established Private Bank on a permanent basis. The successful candidate will be responsible for handling high value transactions for sophisticated investors along with tasks such as authorisation of transactions, representing the department accordingly.

Key Responsibilities:
To receive and interpret investment instructions accurately.
To execute investment instructions for securities traded on all major markets including international equities, bonds and mutual funds within stipulated deadlines.
Ensure that procedures are followed in line with policies and practices of the business.
Respond to a diverse range of ad hoc queries.
Undertake project work and/or ad hoc tasks as directed by the Investment Administration Executive or Investment Administration Manager.
Propose changes to improving existing processes and systems.

Skills & Experience:
Previous experience within an Investments Administration experience is essential.
Previous experience within a Dealing Administrative role is highly advantageous.
A minimum of 5 GCSE's grades A*-C including English and Maths.
To have passed, or be studying towards, a suitable investment administration qualification at level 3 or above such as the Investment Operations Certificate (IOC), or an equivalent related qualification is highly desirable.

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

Job Purpose:
Investment Technician required to deliver the technical content, systems changes and impact analysis for the ongoing operation of the Unit Linked Investment funds for an international Life Organisation on a long term contract basis.

Key Responsibilities:
Deliver the fund events process according to approved guidelines in the impact assessment of externally driven changes.
Support the business in delivery of new fund launches, changes and closures according to internal procedures.
Deliver targeted impact assessments and change requirements to appropriate business units to enable regulatory requirements to be met and customer expectations to be maintained.
Maintain and follow procedures in line with business and regulatory requirements ensuring no regulatory breaches.
Ensure customer facing documentation and fund database contain accurate information.

Skills & Experience:
Breadth of experience within business - a minimum of 3 years experience of working in an investment related function.
Microsoft office skills, high level of attention to detail and problem solving skills, good inter personal skills, ability to work under pressure and regulatory deadlines.

Hours & Benefits:
Office hours.
Salary dependent on experience.

Job Purpose:
Finance Reconciliations Analyst, sought by international Life Assurance company to supervise and administer multi-currency bank accounts.

Key Responsibilities:
Processing a wide range of financial transactions, including regular withdrawals, IFA commissions, and premiums received.
Investigation and clearance of all outstanding reconciliation items to minimise financial and regulatory risk to the company.
Overseeing a high-volume of international currency accounts with c£500m in funds.

Skills & Experience:
Minimum of 4 years experience within Life Assurance or Banking, preferably within financial control.
Knowledge of compliance, legal regulations & procedures relating to offshore Life Assurance.
Intermediate or advanced skills in MS Office applications.
Familiarity with Banking software systems (ideally GLADIS, WFI, E5, or BaNCS).

Hours & Benefits:
Salary commensurate with experience, comprehensive benefits package including car parking, full time business hours.

Job Purpose:
Senior Dealing Administrator required for a international life organisation to accurately record and execute dealing instructions on behalf of policyholders in line with Company service standards and the Investment Governance Regulations.

Key Responsibilities:
Accurately record and place all dealing instructions and external trades according to appropriate market guidelines and timeframes.
Process timely transfer of assets between the business to its appropriate counterparties.
Assist Team Leader in delivery of cross training within team and wider business.

Skills & Experience:
3 years previous experience within Life Assurance, ideally in Dealing and Investment Operations.
Study towards attainment of IOC is desirable.
Confident written and verbal communicator.

Hours & Benefits:
Salary commensurate with experience, full time business hours, full company benefits.

Job Purpose:
Entitlements Administrator, sought by international Life Assurance company to ensure the timely trade settlement of all investment transactions and to accurately administer external custodian accounts.

Key Responsibilities:
Process full trade settlement of all corporate actions and investment transactions.
Accurately administer external custodian accounts and custody records.
Correctly input corporate actions and dividends received into company databases and systems.
Assist in the collection of quarterly DFM and platform prices.

Skills & Experience:
Minimum 5 GCSEs including English and Maths.
1 years previous experience within an office environment, preferably within Life Assurance.
Excellent communication skills.

Hours & Benefits:
Market rate salary, full time business hours, full company benefits.

Job Purpose:
Investment Administrator required to join the pensions team of an offshore fiduciary provider based in the South of the Island.

Key Responsibilities:
Book keeping of receipts and payments into VP.
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.

Skills & Experience:
Minimum 3 years' 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:
Business hours.
Salary dependant on experience.

Job Purpose:
Senior New Business Administrator, within Customer Services team, sought by international Life Assurance company.

Key Responsibilities:
Processing all new business applications in line with internal company guidelines and procedures.
Reviewing new business applications for quality control.
Contacting Financial Advisors and customers for outstanding information.
Providing constructive feedback and support to colleagues in both IoM and other regional offices.

Skills & Experience:
Minimum 3 years experience within a new business role within Life Assurance.
In-depth understanding of customer due diligence, new business acceptance and IoM regulatory requirements.
Strong knowledge of Insurance (AML) Regulations 2008.

Hours & Benefits:
Full time business hours, market rate salary and company benefits.

Job Purpose:
Settlements Administrator, sought by international Life Assurance company, responsible for the timely trade settlement of all investment transactions.

Key Responsibilities:
Ensuring all deal confirmations, contract notes, and investment related transactions are input within agreed timescales and procedures.
Accurately administer external custodian accounts and custody records.
Assist in collection of quarterly DFM and platform prices.
Sort and allocate daily post and file all settlement documentation.

Skills & Experience:
Study towards attainment of IOC is desirable but not mandatory.
Excellent communication skills.
1 year previous experience in an office environment, preferably within Life Assurance.

Hours & Benefits:
Negotiable salary in line with experience, company benefits, full time business hours.

Job Purpose:
Customer Support Administrator required to join an established Life Assurance Organisation on a long term contract basis.

Key Responsibilities:
Liaising with clients to identify problem areas and offer various solutions wherever possible.
Adhering to regulatory legislation and ensuring compliance requirements are met.
Responsible for processing documents such as internal and external valuations, policy documents, premium quotations and others when required.
Liaising with colleagues and intermediaries to resolve queries by telephone, fax or email.

Skills & Experience:
Minimum of 1-2 years experience in Financial Services is required, ideally within Life Assurance.
Must have excellent communication skills both written and verbal.
Understanding of AML/KYC requirements is desirable.
Essential to have good planning and organisational skills.

Hours & Benefits:
Competitive salary, structured working pattern- core business hours, onsite facilities and parking.

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