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Job Purpose:
Multiple opportunities for experienced Financial Services Administrators to join leading International Life Assurance Organisation in both a permanent and contract capacity.

Key Responsibilities:
Deal with clients and IFAs via telephone, fax, and email.
Set up and process payments from both regular and single withdrawals.
Processing and payment of full and segment surrenders, and open surrenders.
Process death claims.
Calculate and provide Chargeable Gain information where applicable for regular withdrawals, single withdrawals, and surrender requests.
Update amendments to client records on AIA, including address and banking details.

Skills & Experience:
Minimum of 5 GCSEs at grade C or above, including English and Maths.
2 year's previous experience within the finance or Life Assurance industry.
Good knowledge of MS Office applications, including Word, Excel, and Outlook.
Excellent written and verbal communication skills, with a good telephone manner.
Good planning and organisational skills.

Hours & Benefits:
Full time business hours (35 hour working week); competitive salary; full company benefits package (permanent hires).

Job Purpose:
An Administrator is required to join the Dealing team of an international Life Assurance provider based in Douglas. Joining in a permanent capacity, the role holder will ensure all deals are acknowledged and faxed within agreed service standards.

Key Responsibilities:
Assist with collection of quarterly DFM and platform prices.
Prepare each dealing instruction for the Dealers to raise from.
Assist the Dealers in preparing/sending all required documentation to Fund Managers.
Daily scanning of dealing instructions.

Skills & Experience:
Minimum 5 GCSEs at Grade C or above (inc. English and Maths).
Strong communications skills with ability to articulate thoughts in clear and confident manner.
Ability to approach new challenges with a confident 'can-do' attitude.

Hours & Benefits:
Full time business hours (35 hour working week); market rate salary and benefits package.

Job Purpose:
Financial Reporting Accountant required to join a leading International Life Assurance Organisation. The role holder will be responsible for contributing towards the preparation of the management accounts, statutory accounts and regulatory returns. In addition, the successful individual will gain business wide knowledge participating as project support to other areas of finance and business projects as needed.

Key Responsibilities:
Support the preparation of the monthly and quarterly management accounts for a number of Group Companies.
Preparation of annual statutory accounts as well as quarterly Group IFRS submissions.
Provide technical Accounting guidance to team members and other areas of the business in order to ensure work is carried out efficiently and effectively.
Project work to include providing accounting and financial reporting support as well as analysis of incoming IFRS.
Provide support to management in maintaining robust control environment in accordance with internal SOX framework.

Skills & Experience:
Qualified accountant (ACA or ACCA), with at least 1 year PQE.
Experience working within a financial reporting role is required.
Experience preparing multi-currency consolidated accounts is desirable, but not essential.
Experience working for or auditing life assurance companies is desirable, but not essential.
Must have excellent communication skills and the ability to meet tight deadlines.

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

Job Purpose:
Senior Payments Officer required to join a banking organisation to provide an exceptional level of service to clients and stakeholders within the business. The role holder will verify, manage, signoff and send international payments and manage payment and transaction queues.

Key Responsibilities:
Provide value through delivering an exceptional level of service to various stakeholders including external and internal customers.
Strengthens and expands relationships with stakeholders by intimately understanding the customer and servicing the customer needs appropriately.
Validate, authorise, process and release outward payments.
Manage inward / outward payment queues effectively.
Book and process foreign exchange transactions.
Encourages and promotes business changes positively in the team, involved in the change and innovation process, drives and promotes change ideas.
Maintains an understanding of projects impacting on the Operations teams, and provide support to the Operations Change function.
Provides insight in terms of the end to end processes and helps the Operations Change function to formalise the change impact assessment for the teams.
Involved in live testing across all operations areas to support the Operations Change function.
Considers impact on processes, procedures and service levels, and provides support in the adaptation and communication of these as appropriate Promotes the benefits of the project to drive engagement with the team and ensures a positive adoption of the project output

Skills & Experience:
A minimum of 2 years' experience in a similar banking/financial/payroll/payments role.
Knowledge of SWIFT, BACS, CHAPS, Faster Payments, AML and CFT Legislation and Fraud Prevention.

Hours & Benefits:
Hours of Work Monday - Friday 9am -5pm.
Competitive salary and benefits package.

Job Purpose:
Client Engagement Manager required to join an international banking organisation to act as a primary contact for clients and lead them through the end to end on-boarding journey, ensuring all aspects of the process are a positive experience and expectations are managed and met at all times.

Key Responsibilities:
End to end delivery of complex & new on-boarding for clients efficiently and timely, liaising with clients to ensure the data/information provided to open and set up accounts is accurate.
Aid in the bank's On-boarding processes and procedures.
Accountability for ensuring the quality of the client on-boarding is robust and provides exceptional client satisfaction.
Responsible for the Electronic Banking System (EBS) development and delivery of client and colleagues training and upskilling to maximize usage and sustainability.
Maintain and enhance partnerships with the company Corporate & Markets, Services and Services function by proactively monitoring and reviewing on an ongoing basis customer standards of delivery and service quality through right first time sessions.
Comply with all company Policies, and deliver against regulatory and legal obligations.

Skills & Experience:
3- 5 years experience in a similar position within banking.
Knowledge of CDD/AML requirements for non personal on-boarding, with particular emphasis on funds business.
Experience of building and maintaining strong relationships with key stakeholders, both internal and external.
Experience in identifying and resolving problems through root cause analysis.
Strong verbal and written communication and influencing skills.
Knowledge of relevant legal policies, regulations and risk.
Display behaviors in line with company Standards.
Excellent time-management, self-planning and organisational skills, as well as strong presentation and interpersonal skills.
Strong understanding of the banks Electronic banking offering.

Hours & Benefits:
Working hours 9am -5pm Monday - Friday. Competitive salary and flexible benefits package offered

Job Purpose:
Business Systems Analyst required for a Fiduciary Group on the isle of Man in a permanent capacity. As a Business Systems Analyst you should have knowledge that's covers accounting, information technology and software. You will be responsible for translating the user's needs into technicalities that can be implemented into improving the company.

Key Responsibilities:
Business As Usual (BAU): Maintain all formal controls, documents and records to auditable levels and in compliance with current company standards. Work with the Global Business Systems team to understand business requirements. Identify service enhancements and help drive service improvement initiatives to deliver programs.
To ensure that the training requirement of the business are met with all applications and other technology.
Review and design key business report detailing relevant growth and risks.
Working with the business to produce MI reports based on the end users specifications.
Follow acquisition, project manage data migrations to the company's core applications.

Skills & Experience:
Qualified candidates must have a minimum of 5 years' experience working in a similar role.
Preferred candidate will be knowledgeable or certified in ITIL or Prince2.
Has experience of working, and managing personnel in multiple jurisdictions.
Analytical and problem solving skills.
Effective communicator with stakeholders at all levels.
Excellent attention to detail.

Hours & Benefits:
Competitive salary and comprehensive benefits.

Job Purpose:
An Administrator is required to join the EMC (Externally Managed Custodian) department of an International Wealth Management organisation based in central Douglas. Joining in a permanent capacity, the successful applicant will manage all necessary processes to ensure the completion of the quarterly EMC valuation process.

Key Responsibilities:
Liaise with external custodians and account managers to set up new external managed accounts.
Accurately calculate payment to, or request money from, external managers.
Assist with reconciliations and data cleansing activities.
Deal with ad-hoc correspondence and queries from EMCs, financial advisers, and sales branches as required.

Skills & Experience:
Minimum of 5 GCSEs at grade C or above, including English and Maths.
1 year's previous experience within the finance or Life Assurance industry.
Good knowledge of MS Office applications, including Word, Excel, and Outlook.
Excellent written and verbal communication skills, with a good telephone manner.
Good planning and organisational skills.

Hours & Benefits:
Full time business hours (35 hour working week); competitive salary; full company benefits package.

Job Purpose:
An Investment Control Administrator is sought by an International Wealth Management organisation based in central Douglas. Joining in a permanent capacity, the successful applicant will source, verify, investigate, and calculate accurate fund prices, and process corporate actions.

Key Responsibilities:
Complete daily pricing and corporate action processing.
Assist with reconciliations and data cleansing activities.
Complete the internal and mirror fund factsheet production process.
Complete reporting such as daily prices file or data analysis.

Skills & Experience:
Minimum of 5 GCSEs at grade C or above, including English and Maths.
1 year's previous experience within the finance or Life Assurance industry.
Competent understanding of securities and investments.
Good knowledge of MS Office applications, including Word, Excel, and Outlook.
Excellent written and verbal communication skills, with a good telephone manner.
Good planning and organisational skills.

Hours & Benefits:
Full time business hours (35 hour working week); competitive salary; full company benefits package.

Job Purpose:
An Administrator is required to join the Claims department of an International Wealth Management organisation based in central Douglas. Joining in a permanent capacity, the successful applicant will deliver a direct service to clients and IFAs by processing claims and withdrawal requests within specified servicing times.

Key Responsibilities:
Deal with clients and IFAs via telephone, fax, and email.
Set up and process payments from both regular and single withdrawals.
Processing and payment of full and segment surrenders, and open surrenders.
Process death claims.
Calculate and provide Chargeable Gain information where applicable for regular withdrawals, single withdrawals, and surrender requests.
Update amendments to client records on AIA, including address and banking details.

Skills & Experience:
Minimum of 5 GCSEs at grade C or above, including English and Maths.
1 year's previous experience within the finance or Life Assurance industry.
Good knowledge of MS Office applications, including Word, Excel, and Outlook.
Excellent written and verbal communication skills, with a good telephone manner.
Good planning and organisational skills.

Hours & Benefits:
Full time business hours (35 hour working week); competitive salary; full company benefits package.

Job Purpose:
Experienced Financial Services Professional who ideally possesses a proven track record working within Life Assurance in a Investment focussed role is required to join a leading Wealth Management Organisation on a permanent basis.

Key Responsibilities:
To fulfil the requirements of the role and all aspects of servicing as well as assisting the Team Manager to fulfil their duties.
Responsibilities include leadership of a team and function with involvement in people management and development, daily work authorisation, and complex query resolution.
Operational efficiency improvement and continual strengthening of the control environment is fundamental to the role, as is helping to shape and progress plans to drive the division's strategy.
Key functions within the area are EMC servicing, valuations and legal agreements.

Skills & Experience:
A minimum of 3 years experience working within a Life Company in a Senior Administrator role or above.
Previous Investment Administrative experience.
Have achieved or be studying towards a professional qualification, e.g. Chartered Institute for Securities & Investment (CISI).
Chartered Institute for Securities & Investment (CISI) - Investment Operations Certificate, desirable but not essential.

Hours & Benefits:
Excellent rate of pay- market competitive, comprehensive benefits package, structured working pattern- core business hours, based in Douglas.

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