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Experienced Wealth Client Executive required to join an International Bank on an initial 6 month temporary contract.

Key Responsibilities:
Delivering an expert, quality-driven service to clients.
Providing a first-class experience for all our customers, demonstrating ownership of all queries and acting as the first point of contact for all their day-to-day banking requirements using various communication methods.
Proactively educating clients on the features and benefits of the international proposition, and managing clients throughout the proposition tiers.
Acting on client prompts to capture data and making changes to accounts in line with agreed procedures across the Service Centre.

Skills and Experience:
Experience of providing excellent customer service either within the financial services industry or a similar customer centric industry.
Adaptability in your approach and attitude.
Confidence in your ability to talk to clients in detail about products, services and channels.
A strong level of computer literacy and proficient keyboard skills.
A minimum of 5 GCSE's including English and Maths at Grade C or above.

Hours & Benefits:
Hours operate on a shift pattern basis between 7am-8pm Monday- Friday, you may also be required to cover certain weekends.
Excellent professional training provided.
Based in Central Douglas.

Job Purpose:
Compliance Assistant required to join an established Fiduciary Organisation on an initial contract basis to work alongside other members of the Compliance & Risk Team to administer key elements of the compliance management.

Key Responsibilities:
Risk Cycle File Reviews.
FATCA and CRS screening.
PEP screening and enhanced DD activities.
Assisting with process and procedure drafting.
Assisting with internal audit and monitoring activities.
Assisting with New Business Screening.
Promote a positive governance and compliance culture at all levels throughout the business.

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

Hours & Benefits:
Market competitive rates of pay, core business working hours.


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.

Client Service Analysts
Experienced Client Service Analysts required to join an International Bank on an initial 6 month temporary contract.

Key Responsibilities:
Delivering an expert, quality-driven service to clients.
Providing a first-class experience for all our customers, demonstrating ownership of all queries and acting as the first point of contact for all their day-to-day banking requirements using various communication methods.
Proactively educating clients on the features and benefits of the international proposition, and managing clients throughout the proposition tiers.
Acting on client prompts to capture data and making changes to accounts in line with agreed procedures across the Service Centre.

Skills and Experience:
Experience of providing excellent customer service either within the financial services industry or a similar customer centric industry.
Adaptability in your approach and attitude..
Confidence in your ability to talk to clients in detail about products, services and channels.
A strong level of computer literacy and proficient keyboard skills.
A minimum of 5 GCSE's including English and Maths at Grade C or above.

Hours & Benefits:
Hours operate on a shift pattern basis between 7am-8pm Monday- Friday, you may also be required to cover certain weekends.
Excellent professional training provided.
Based in Central Douglas.


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:
Project Manager required for an initial 12 month contract to manage the client implementation of a range of mobile and digital projects across our client's business.

Key Responsibilities:
Manage the definition and delivery through full project lifecycle ensuring delivery within budget, timeframes and to agreed quality standards.
Ensure that deliverables meet expectations and deliver the business the expected benefits.
Identify and manage risks and issues to ensure project delivery and take appropriate actions to mitigate and resolve.
To manage and motivate all project team members, to accept their individual responsibility and accountability, for delivery.
Develop, monitor and manage project plans with transparent progress reporting to Sponsors and key Stakeholders.

Skills & Experience:
Candidates should have a minimum of 5 years project management experience.
PMP/Prince 2 or equivalent.

Hours & Benefits:
Based in central Douglas, market competitive pay rate, structured working pattern- core business hours.

Job Purpose:
Qualified (ACA/ACCA/CIMA) Accountant with significant PQE (c10 years) and a minimum of 5 years experience in Financial / Regulatory Reporting, is sought by a leading International Life Assurance company for a 12 month contract

Key Responsibilities:
Group and statutory financial reporting for the International group of companies, including regulatory reports
Ensuring the integrity of group and statutory financial reporting
Being the primary point of contact for external audit, also ensuring a robust audit trail for all companies is prepared for half-year and year-end audits
Preparation of Board and International Audit Committee reporting, as needed
Driving improvements in financial reporting, enhancing controls and improving processes as required
Leading projects

Skills & Experience:
Qualified (ACCA, ACA, CIMA) Accountant with significant PQE (c10 years)
A minimum of 5 years experience in Financial/ Regulatory Reporting
Strong communication and organisational skills, used to working with key stakeholders and managing diverse responsibilities, including projects
Previous experience within Life Assurance would be an advantage

Hours & Benefits:
Full time, highly competitive salary

Job Purpose:
Operations Analyst required for 6 month contract within leading International Bank. The role holder will conduct due diligence checks as required and in accordance with Policies.

Key Responsibilities:
Processing client data ensuring the highest level of accuracy.

Conducting checks utilising a variety of systems.

Investigating issues and resolving with the client.

Skills & Experience:
Previous experience within Financial Services.

Understanding of KYC and CDD requirements.

5 GCSE s grade A-C.

Hours & Benefits:
Excellent hourly rate, working business hours, based in central Douglas.

Job Purpose:
An experienced contract Project Manager is required to manage a range of business change and IT projects for an established private wealth group.

Key Responsibilities:
Manage the delivery of number of projects through full project lifecycle ensuring delivery within budget, timeframes and to agreed quality standards.
Ensure project deliverables meet expectations and deliver the business the expected benefits.
Direct and manage, where applicable, 3rd party suppliers to ensure delivery to contract.
Identify, obtain and direct required resources to complete projects.
Identify and manage risks and issues to ensure project delivery and take appropriate actions to mitigate and resolve.
Manage and motivate all project team members, to accept their individual responsibility and accountability, for delivery.

Skills & Experience:
Candidates should have a minimum of 5 years project management experience, preferably within the Financial Services/Banking sector.
Excellent communication skills, including the ability to explain and justify the benefits of data related projects to senior executives and line staff who must change working methods.
Experienced in the effective use and tailoring of different project methodologies.
PMP/Prince 2 or equivalent is desirable.
Competent in Microsoft product suite.

Hours & Benefits:
Structured working pattern- core business hours, competitive rates of pay, Douglas based.

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