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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:
Regulatory Analyst required to join an International Life organisation on an initial contract basis to work alongside other members of the Compliance & Risk Team to administer key elements of the Group's risk management.

Key Responsibilities:
To undertake a programme of comprehensive compliance monitoring on a regular basis to ensure the adequacy and efficiency of measures and procedures which are in place to manage compliance with regulatory requirements.
Independently raise awareness to the Group Compliance & Risk Manager, on any deficiencies in the group's regulated entities' compliance with their regulatory obligations and ensure appropriate action is taken to address issues raised.
Plan and organise the AML & CFT monitoring plan and financial crime training programme for both new and existing staff as required.
On direction from the Group Compliance & Risk Manager co-ordinate compliance matters and enquiries from external advisors or regulators.

Skills & Experience:
A proven track record in a similar role within a Life Company.
Up to date working knowledge of the Isle of Man FSA Rule Book 2013.
Systematic approach to work and attention to detail.

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


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:
Experienced professional with proven Investments Operations Experience required to join an International Wealth Management Organisation on an initial contract basis.

Key Responsibilities:
To follow internal processes and controls, and provide support to the whole department.
Responsibilities include; reviewing and second checking data and acting as mentor for the team as and when required.
Providing support to the Head of Partnerships & Investments including work scheduling and complex queries.

Skills & Experience:
Minimum of 3 years experience in Financial Services.
Minimum of 2 years experience in an Investment Operations area.
Experience of delivering for customers in a busy Investment Operations area.
Have achieved a professional qualification e.g. IAQ (or be studying towards this)

Hours & Benefits:
Structured working pattern- core business hours, excellent rate of pay- market competitive.

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:
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:
Investments Review Consultant to join the Service Innovation and Change Team at a leading International Wealth Management Business.

Key Responsibilities:
To work along side the functional teams and various team leaders to overall improve the control environment within the Investment Services Department.
To undertake independent review of the Investment Services function and to highlight opportunities for innovative service improvements.
Review the risk and control environment of the Dealing Team to determine any weaknesses and provide potential changes to eliminate/reduce these errors.
Review internal processes that lead to new custodial arrangements being set up and recommend changes that could be implemented to improve the overall process.
Undertake review of all funds that have NAV of 20-3-% lower now than at the point of Investment and define recommendations to reduce risk in these areas.

Skills & Experience
Experience in an Investment Services environment is essential.
Experience in Dealing and Custodial Management is desirable.
Excellent communication skills to collaborate with peers across the organisation.
Strong analytical and report writing skills with sharp attention to detail.
Ability to work independently, lead by example and strive for continuous improvement.

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

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