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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:
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:
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:
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.

Job Purpose:
Temporary Project Support Administrator required for a temporary contract until end of December 2017 to support all activities identifying and contacting high value and new clients.

Key Responsibilities:
Support the completion of client file reviews.
Written communications to clients using templated emails and letters.
Responding to client queries either through or referred on from the HelpPoint team.

Skills & Experience:
Minimum of 2 years relevant office based experience is preferred.
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:
Competitive hourly rate.

Job Purpose:
Experienced project focused professional required to join an International Life Assurance Organisation as a Document Control Analyst on an initial contract basis. The role holder will be responsible for analysing and documenting end-to-end processes in various departments, producing process maps, procedures and checklists to support streamlined processing of customer requests. The successful candidate will also identify control points, and make recommendations on improvements to processes.

Key Responsibilities:
Improve the overall end-to-end timescale for customers.
Improve the control environment and reduce hand-offs.
Streamline workflow management within the team.
Encourage case ownership and culture of right first time in responding to customer requests.

Skills & Experience:
Essential Qualifications: 5 GCSE's Grade C or above or equivalent, including Maths and English.
Educated to degree level, or equivalent work experience.
Previous financial services experience.
Experience in business or operational analysis, including process mapping, procedure documentation and checklist development.
Experience of MS Office essential, particularly Visio, Excel, and PowerPoint. OneNote and Sharepoint experience highly desirable.
Understanding and previous application of LEAN methodology.

Hours & Benefits:
Structured working pattern- core business hours, excellent rates of pay, on site parking, Douglas based area.

Job Purpose:
Cash Control Administrator required to join an International Life Assurance Organisation on a long term contract basis. The role holder will be responsible for processing incoming and outgoing monies for the unit linked book of business.

Key Responsibilities:
Ensuring that all client monies are allocated to our internal systems.
Accurately key client and company payments to the online banking systems to strict deadlines.
To take responsibility for your personal development.
Work professionally at all times to ensure customers' needs are met.
Develop and maintain relationships with colleagues and internal customers.

Skills & Experience:
A minimum of 4 GCSE's or above including Maths and English.
A minimum one years experience working in a Life Assurance/Banking environment.
Be able to work well under pressure, both within a team, and independently.

Hours & Benefits:
Excellent rates of pay, access to certain benefits, parking on site and around the area.

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