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Job Purpose:
Customer Consultant, responsible for managing all customer requests in a confident and proactive manner, sought by international Life Assurance business. Permanent job.

Key Responsibilities:
Provide an accurate service in a knowledgeable and professional manner, ensuring customer satisfaction at all times.
Act as a Customer Service Role Model, taking every opportunity to build beneficial relationships.
Confidently support peers in dealing with all customer requests.
Support a culture that encourages innovation and continuous improvement to the benefit of the customer.
Uses knowledge to assist peers to effectively deal with customer queries and identify improvements to departmental procedures.

Skills & Experience:
Previous experience in Life Assurance industry.
Knowledge of life assurance products.
Excellent communication skills, both written and verbal.
Able to work within a team environment and contribute at all levels.

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

Job Purpose:
Unit Linked Fund Analyst 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.

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:
International Investment Dealer required to work as part of the International Dealing team of an international life company, responsible for placing high value deals on behalf of Portfolio Bond customers.

Key Responsibilities:
To accurately and effectively place and authorise multi currency deals on behalf of International clients including; equity trades, collective investments, fixed deposits, structured products & foreign exchange.
To place all trades within the published Dealing service level agreement of 48 hours.
Understanding and management of investment related queries raised by customers, brokers, stockbrokers, custodian and fund managers.
Regular review of dealing procedures guides, process risk and control logs, and introduction of improvements within regulatory guidelines and company policy.
Key deliverables are met through a full understanding of all controls in place, the risks associated, and the P&L correction and reporting process, all to ensure we comply with financial and regulatory requirements.

Skills & Experience:
CISI Investment Operations Certificate.
Understanding of Investment operations, specifically trade placement & settlement.
Fully competent with Microsoft packages and experience using Rhymesight, Bloomberg and Citibank advantageous.
High degree of accuracy and attention to detail.
Ability to work under pressure to meet strict deadlines.

Hours & Benefits:
Business hours.
Salary negotiable.

Job Purpose:
Senior Business/Test Analyst, responsible for capturing and evaluating business objectives and the planning and execution of test phases of the delivery, sought by international life assurance company.

Key Responsibilities:
Define and document detailed business requirements, and contribute to the development of business cases.
Ensure proposed software developments meet business requirements and ensure IS solutions will meet business and system needs.
Plan and develop the test strategy, risk analysis and test plan.
Support the user acceptance test, ensuring the functional and business requirements are met.
Provide training and post implementation support to all affected areas.
Deal with queries and support system users during a warranty phase.

Skills & Experience:
Formal Business Analysis qualifications, ideally ISEB.
Experience of working under a formal delivery methodology.
Strong analytical, reasoning, and communication skills.
Ability to work to strict project deadlines.
Experience within the Life Assurance industry.
Experience of Agile would be advantageous.

Hours & Benefits:
Very competitive salary in line with skills and 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:
GDPR Specialist to take up the role as Data Guardian Specialist for a global wealth management business, to deliver the Data Protection strategy as define by the central and local Data Protection Officer.

Key Responsibilities:
Be the focal point for all enquires relating to GDPR and be the business ambassador for Data Protection excellence within the Business Unit.
Promote a strong and positive culture across the International Business that values individuals' privacy.
Undertake activities as defined by the Data Protection Officer to embed GDPR compliance into the business as usual activities.
Remain up to date on any GDPR or data related change that may affect the business.
Manage any direct reports that are required to deliver the International business Data Protection strategy as defined by the Accountable Executive for the business.
Inform and advise employees of their obligations under GDPR and ensure customer centricity when handling data subjects personal data.
Support the execution of Subject Access Requests (SARs) with working closely with the central and local Data Protection Officer in line with defined business processes and timescales set out by the Regulations.
To provide support the local Data Protection Officer with regulatory inspections and reporting in relation to GDPR and local regulations.
Execute Data Protection Impact Assessments (DPIA) on behalf of the DPO as defined by the regulations ensuring these are completed as part of project management processes, third party tender processes, and due diligence exercises on suppliers.
Maintain Comprehensive records of all data processing activities being conducted and ensure these reflect any changes to business processes over the course of time.

Skills & Experience:
Wealth of experience within compliance and risk within financial services.
At least three years in a privacy/data protection role (preferred).
Good understanding of the EU General Data Protection Regulation and Isle of Man Data Protection Act 2002.
Knowledge of privacy standards within Financial Services.
Experience of working with senior stakeholders.

Hours & Benefits:
Market salary with comprehensive benefits.

Job Purpose:
Product Lead Specialist with extensive experience of the cross border life insurance market to take up a new role for a global wealth management company on the island. You will be responsible for contributing to regional product strategies, ensuring products satisfy the needs of clients, regulation and growth ambitions.

Key Responsibilities:
You will be responsible for assisting with the creation of the group product governance regime and then ongoing adherence to that regime.
The role will include the completion of product reviews (in line with internal governance procedures and regulatory requirements).
The role will include investigative work (e.g. exploring the needs of new potential target markets, creating business cases etc.) and working collaboratively with colleagues in technical, marketing and distribution functions.
You will be responsible for providing the required assistance for the design, launch and maintenance of products/product functionality/tools, working with colleagues in Pricing, Illustrations, Distribution, Technical, SD&IT and Marketing.
The scope of role will include the drafting of product specifications, product approval documents and business readiness plans.
It is paramount that you maintain excellent working relationships with your colleagues in Product, Operations, SD&IT, Distribution, Marketing, Technical and Compliance.
As a member of the Product team you will be responsible for carrying out product-related tasks required to support the needs of colleagues in Distribution, Marketing, Compliance, Finance etc. (e.g. assistance with the use and understanding products and Wealth Interactive tools)


Skills & Experience:
Proficient in the design and development of insurance-based products in the cross-border life market (e.g. portfolio bonds).
Extensive knowledge of cross border life insurance market, including the competitive landscape, key distribution channels and the needs of distributors.
Must have a good understanding of the financial planning needs of expats and locals and how products/product applications may meet those needs.

Hours & Benefits:
Comprehensive benefits and competitive salary.


Job Purpose:
International Product Specialist required to join an international wealth management group. This is a strategic role contributing to the regional product strategies ensuring products continue to satisfy clients, regulation and the growth of the business.

Key Responsibilities:
Responsible for assisting with the creation of product governance regime and then ongoing adherence to that regime. Your role will include the completion of product reviews (in line with internal governance procedures and regulatory requirements).
Scope of your role will include investigative work (e.g. exploring the needs of new potential target markets, creating business cases etc.) and working collaboratively with colleagues in technical, marketing and distribution functions.
You will be responsible for providing the required assistance for the design, launch and maintenance of products/product functionality/tools, working with colleagues in Pricing, Illustrations, Distribution, Technical, SD&IT and Marketing.
The role will include the drafting of product specifications, product approval documents and business readiness plans.
It is paramount that you maintain excellent working relationships with colleagues in Product, Operations, SD&IT, Distribution, Marketing, Technical and Compliance.
As a member of the Product team you will be responsible for carrying out product-related tasks required to support the needs of colleagues in Distribution, Marketing, Compliance, Finance etc. (e.g. assistance with the use and understanding products and Wealth Interactive tools)


Skills & Experience:
Must be proficient in the design and development of insurance-based products in the cross-border life market (e.g. portfolio bonds).
Good understanding of the financial planning needs of expats and locals and how products/product applications may meet those needs.
Good knowledge of cross border life insurance market, including the competitive landscape, key distribution channels and the needs of distributors.

Hours & Benefits:
Excellent benefits package and competitive salary.

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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