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Job Purpose:
A Compliance specialist is sought by a leading Douglas-based Payroll and Contractor Services company. The role holder will become Deputy MLRO for the organisation and be responsible for the day-to-day compliance administration for a number of group companies, working closely with and providing assistance to the Compliance Manager/MLRO.

Key Responsibilities:
Day to day compliance Administration including assistance with AML/CFT administration.
Reviewing of Customer Due Diligence & Enhanced Due Diligence.
Signing off new applications, undertaking ongoing monitoring and preparing monthly reports.
Assisting with delivery of AML/CFT training.
Providing cover for the Compliance Manager/MLRO during their absence.

Skills & Experience:
A number of years Compliance experience.
Ideally the holder of a professional Compliance qualification, or working towards this, but significant experience in a similar work will also be considered.
Good understanding of current AML/CFT legislation and regulation.
Excellent verbal and written communication skills and a positive approach.
Experienced in working to tight deadlines and working as part of a team.

Hours & Benefits:
Salary dependent on relevant skills and experience; company benefits; full-time business hours based on a 37.5 hour working week.

Job Purpose:
An Administrator is required to join the Pensions division of an established International Financial Services Group based in the South of the Island, in a permanent capacity. The role holder will assist on all day-to-day administrative tasks within the Pensions team.

Key Responsibilities:
Review new pension application packs and process account opening forms.
Draft minutes for trustee approval.
Deal with a variety of client enquiries, liaising with scheme providers where necessary.
Bookkeeping of receipts and payments using Viewpoint.

Skills & Experience:
Minimum 2 years previous experience within an administrative role.
Able to deliver excellent client communication, both verbal and written.
Working knowledge of MS Office packages, inc. Word, Excel, and Outlook.
Good understanding of Risk Awareness, particularly regarding trustee fiduciary responsibilities, KYC, and Due Diligence.

Hours & Benefits:
Full time business hours; competitive salary and attractive benefits package.

Job Purpose:
Compliance professional required to join a growing Fiduciary Group in a permanent position as the Assistant Compliance Manager. The role is to support the Compliance Manager and team in all areas of compliance and governance.

Key Responsibilities:
To be responsible for the day to day management of the team and effective management of workloads.
Provide guidance and mentoring of other team members.
Attendance at internal committee meeting - in house/client structures.
Keep Compliance Manager informed of all matters of significance so that they can continue to keep Group informed of material issues affecting the Isle Of Man compliance function.
Provide and promote a positive and professional compliance service to all staff within the Company.

Skills & Experience:
Minimum of 5 years experience in a similar Compliance or technical role and/or experience in professional services industry (preferably fiduciary).
Hold or working towards a relevant compliance/risk related qualification.
Have a good understanding of the exposures to risk within a financial services organisation.
Excellent organisational, communication and interpersonal skills along with a commitment to working as part of a global team.
Deliver exceptional services and produce work to a high quality within expected timeframe and service level.
Supports/implements strategy, maximize internal/external relationships, maintain external profile.

Hours & Benefits:
Market rate salary and comprehensive benefits.

Job Purpose:
Experienced Project Manager required to lead a team of project management professionals in the delivery of our portfolio of projects. The Portfolio Manager is the first point of contact for the overall project portfolio. They provide partnership services to senior management teams and teams of people engaged in the delivery of projects, ensuring common understanding of portfolio parameters and expectations.

Key Responsibilities:
Leads the team of PMOs, project managers and change managers, setting objectives and reviewing performance to ensure that people have the necessary capability and understanding to deliver their individual and the teams objectives.
Ensure the continued adoption of clear, transparent and effective methods of project delivery and portfolio governance in line with methodologies.
Lead the annual planning process, working alongside stakeholders to identify demand and balance against priority and capacity.
Acts as gatekeeper of the portfolio plan, protecting key projects and ensuring transparency of demand. Provides regular retrospective 'status against plan' assessment of facts and communicates key messages to senior stakeholders and decision makers, including delivery performance, and resource load to ensure appropriate project oversight.
Participates in reviews of priority projects to assure delivery, reflect senior support, leadership and sharing of key learning.

Skills & Experience:
10 + years in a project related profession.
An APMG, or OGC project professional accreditation is desirable, such as p3o (Portfolio Programme or Project Offices) or MoP (Management of Portfolios) .
Ability to work with colleagues in both technical I.S. and business focused role
Comfortable to work with colleagues across all levels of seniority
Ability to maintain calm under pressure and persevere during set-backs
Effective negotiation skills as required to engage with peers and team colleagues to ensure provision of excellent service.
Competent user of MS Office suite of products

Hours & Benefits:
Competitive pay rate, parking on site, full time- business hours.

Job Purpose:
Multiple Administrators required to join an established Financial Services group on a permanent basis. The role holder will be responsible for operating as a member of the Life and Pensions Operations Team to provide support to introducers and Policyholders in order to develop and offer superior levels of service across all Life and Pensions products. To understand the needs of, and to develop positive relationships with Life and Pension clients and their financial advisers.

Key Responsibilities:
Provide administrative services to internal departments and sales team.
Provide a superior level of customer support when dealing with client and intermediary queries.
Deal with new business and policy servicing enquiries in line with existing procedures and checklists.
Have involvement in departmental projects.
Process investment dealing instructions and corporate actions in a timely manner.

Skills & Experience:
Previous experience New Business and/or Claims administrative experience.
Working knowledge of administrative systems is essential.
Excellent communication and customer service skills.
Knowledge of international finance sector, in particular life assurance and pensions, is desired.
Competent in using Microsoft applications.

Hours & Benefits:
Competitive salary.
Full time, business hours.

Job Purpose:
An Investment Control Administrator is sought by an international Life Assurance company based in central Douglas, on a permanent basis. The role holder will source, verify, investigate, and calculate fund prices, and process corporate actions.

Key Responsibilities:
Completion of the daily pricing and corporate actions processes, and associated reporting.
Manage 3rd party relationships with fund managers, custodians, and data vendors.
Assist with reconciliations and data cleansing activities.
Accurately calculate prices manually when required.

Skills & Experience:
Minimum of 2 years previous experience in Financial Services, ideally within Life Assurance.
Experience working within an Investment Operations-related role.
Proven experience of dealing with external parties such as fund managers and custodians.
Detailed knowledge of MS Office applications, including Word, Excel, and Outlook.

Hours & Benefits:
Competitive salary and good company benefits package; full time business hours based on a 35 hour working week.

Job Purpose:
Bank Reconciliations Administrator required to join the Finance Team of an International Life Assurance Company.

Key Responsibilities:
Reconciliation of bank accounts and internal control accounts.
Investigation and clearance of outstanding items.

Skills & Experience:
The successful candidate will have 2 years' experience of bank reconciliations ideally within the Life Assurance Industry.

Hours & Benefits:
Business hours, salary dependent on experience.

Job Purpose:
Permanent opportunity for a Complaints Investigator to join an international life organisation based in Douglas, the successful candidate will Co-ordinate the Complaint, Pre-Litigation and Litigation process from outset to completion.

Key Responsibilities:
Manage and co-ordinate the delivery of effective and accurate processing of significant complaints in a timely manner.
Ensure significant complaints are managed in accordance with the Complaints Handling Manual.
Report breaches of the significant complaint process in a timely manner.
Maintain a close working relationship with HASL Operations.
Collate high level and important documents into each Significant Complaint folder such as policy terms and conditions and valuation statements, etc.
Prepare a file note (full file history).
Run daily check reports to ensure that Group Legal is aware of the current position with a Significant Complaint, i.e., monitor all incoming and outgoing correspondence for each Significant Complaint and actions undertaken by HASL on each Significant Complaint to ensure no inconsistencies.

Skills & Experience:
A minimum of 3 years unit linked life assurance experience.
Working with senior management, internal & external customers.
Project management skills.
Uses own initiative.
Good level of competence with Microsoft Office including, Word, Excel, PowerPoint and Outlook together with good use of Internet for research purposes.

Hours & Benefits:
Office hours and competitive salary and benefits package.

Job Purpose:
3rd Party Client Services Administrator required to join an International Life Assurance Company, to be responsible for the efficient front office client new business and servicing duties for 3rd party relationships.

Key Responsibilities:
New Business Application Processing (will include vetting of Applicants)
Processing Client instructions, including handling Premiums, Withdrawals, Surrenders and general servicing duties
Dealing with queries and requests from third party providers
Contribute towards the production and improvement of processes within a newly structured and the development of new relationships commence

Skills and Experience:
Requires 2 - 3 years financial services experience, ideally Life Assurance within New Business and/or Servicing Administration
Proven customer service background
Good problem solving skills
Good team player with a strong communication skills and also the ability to work on their own initiative
Ability to plan and organise work to meet deadlines

Hours & Benefits:
Working hours: 9am - 5pm
Benefits; Pension, Private Healthcare, Death in Service, Parking & Discretionary Bonus
6 Month Contract


Job Purpose:
Experienced Investment professional required to join an International Bank on an initial contract basis. The role holder will be responsible for managing the investment control process.

Key Responsibilities:
Provide support to the Investment Division on completing reports; input data to relevant databases and notify 3rd parties and liaise with Group Risk and Compliance where relevant; chase outstanding reports and action updates.
Undertake ad hoc investigatory work into incidents, breaches and complaints, as required.
Prepare reports, collate papers, collate KRIs, prepare and undertake routine analysis of risk data for Investment Division and Risk meetings.
Record minutes of Investment Division investment committee and management meetings.
Undertake periodic testing of Investment Division controls.
Undertake periodic client suitability reviews and investment mandate monitoring, such as approved list and variance investigation and reporting.
Support the business in the establishment and maintenance of a robust controls environment.
Maintain the central policies and procedures manual, and facilitate periodic review of teams' procedures, review draft policies and procedures, and advise on procedural control improvements.
Deliver relevant risk process training.

Skills & Experience:
A proven track record within a similar investment focussed role is essential.
Previous experience within Banking is highly desirable.
Hold or be studying towards a relevant professional Investment qualification.

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

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