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Job Purpose:
Temporary Investment Administrator required to join the Settlements team at an established Private Wealth Management Organisation.

Key Responsibilities:
Processing multicurrency dividends and other income payments, processing and reviewing consolidated tax reports.
Applying withholding tax accurately across all income payments.
Update procedures when system updates and changes in regulations and the industry occur.
Ensuring customer queries are dealt with in a professional and effective manner whilst liaising with clients on a regular basis.
Provide support to the Investment Administration Executive and other team members.


Skills & Experience:
A minimum of two years in an investment administration role is essential.
To have a thorough knowledge of investment administration activities, both technical and operational, with the ability to detect possible problems and provide solutions.
Previous experience in a dealing role would be advantageous but not necessary.


Hours & Benefits:
12 Month Fixed Term Contract.
Full time hours.
Market rate salary.

Job Purpose:
Administrator required to join a Wealth Management Organisation on an initial contract basis.

Key Responsibilities:
The role holder will be responsible for the ongoing administration of externally managed accounts, ensuring that the company's records are accurate and up to date.
Arrange payment to, or request money from, external managers as required
Assist with reconciliations and data cleansing activities.
Completion of all processes necessary to ensure the completion of the quarterly EMC valuation process with any set service standard/timetable.

Skills & Experience:
Minimum of 2 years experience within an administrative role preferably Financial Services.
Previous Investments knowledge is highly desirable.
Minimum of 5 GCSE's A*-C.
Excellent communication skills, both written and verbal.

Hours & Benefits:
Market competitive pay rate, structured working pattern- core business hours.

Job Purpose:
Temporary Investment Administrator required to join the Asset Servicing team at an established Private Wealth Management Organisation.

Key Responsibilities:
Processing multicurrency dividends and other income payments.
Applying withholding tax accurately across all income payments.
Preparing consolidated tax reports.
Providing cover for other areas within the department where training has been received and other duties as required.

Skills & Experience:
Educated to A Level or equivalent.
Previous experience in an investment administration role would be advantageous but not necessary.

Hours & Benefits:
12 Month Fixed Term Contract.
Full time hours.
Market rate salary.

  • Dependent on Experience
Job Purpose:
Shared Services Delivery Specialist required for a banking organisation, responsible for ensuring the delivery of core HC transactional / administrative and consulting service. The role includes building effective relationships with key customer stakeholders, supporting and driving the WIN HC service offering, ensuring efficient and quality service delivery.

Key Responsibilities:
Build and foster internal stakeholder relationships in order to ensure appropriate buy-in and client engagement at all times.
Ensure WIN HC service deliverables are met, ensuring procedure and compliance controls are followed.
Drive continuous improvement initiatives around WINCHCSS or WINHCSS service delivery - initiating, implementing and tracking continuous improvement initiatives through to delivery and until they become "business as usual".
Provide day-to-day delivery and management of processes, data, systems, administration and support.
Highlight the quality and risk regarding service processes and events, ensuring that agreed control procedures are implemented and followed.
Provide accurate turnover reports for the Win business, including overall turnover and regretted turnover analysis by maximising use of the data held within the system.
Ensure adherence to local legal requirements, company policy and industry practice as it relates to payroll, for example with regards to tax payments, social contributions and statutory reporting requirements that need to be met.
Support the SA Payroll Finance team on the reconciliation of all payroll related third party payments and ensure that third parties are accurately paid on time.

Skills & Experience:
Previous experience in a similar role with specific experience in SAP.
3-4 Years Experience End to End understanding of Reconciliations and Financial aspects of Payroll Administration.
Knowledge of HR Policies & Procedures.
Knowledge of Country legislation pertaining to the Payroll.

Hours & Benefits:
Business hours.
Salary dependant on experience.

Job Purpose:
Test Analyst, responsible for the preparation and execution of the testing of delivered IT solutions, sought by international Life Assurance company.

Key Responsibilities:
Supporting the full test phase of delivery for business IT solutions.
Ensuring the successful deployment of changes to business production systems and processes.
Ensuring that all testing is carried out within agreed company standards.

Skills & Experience:
Currently working, or willing to work, towards obtaining ISEB / ISTQB Testing Foundation certificate.
2 years' experience in a similar testing role, preferably within Life Assurance.
Ability to work independently & flexibly to meet strict deadlines.
Good understanding of test tools (inc. Quality Centre) and effective testing techniques.

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

Job Purpose:
Multiple long term contract opportunities within the Customer Service Team of an International Life Assurance Organisation

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 office administration experience ideally including telephony duties.
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, parking on site.

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 Administrator, required to monitor the governance of the company's Investment Operations to ensure adherence to the investment practices set out in the investment Governance Regulations, sought by international Life Assurance company on temporary contract basis.

Key Responsibilities:
To carry out asset reviews in line with the authorisation matrix and maintain a centralised departmental monitoring framework in respect of permitted assets.
Update and maintain the accuracy of asset security including security set-up, warnings, reporting flags, Cofunds data, GWL trading restrictions and asset review data.
To review every externally managed account for non-permissible assets and to carry out reviews of any new or updated Corporate Actions.
To produce, review and co-ordinate the despatch of daily Control Reports.

Skills & Experience:
Previous experience within a similar role within Life Assurance.
Strong analytical, reasoning, and communication skills.
Self-motivated - ability to work independently or as part of a team.

Hours & Benefits:
Market rate salary in line with skills & experience, full time business hours.

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