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Job Purpose:
Entitlements Administrator, sought by international Life Assurance company to ensure the timely trade settlement of all investment transactions and to accurately administer external custodian accounts.

Key Responsibilities:
Process full trade settlement of all corporate actions and investment transactions.
Accurately administer external custodian accounts and custody records.
Correctly input corporate actions and dividends received into company databases and systems.
Assist in the collection of quarterly DFM and platform prices.

Skills & Experience:
Minimum 5 GCSEs including English and Maths.
1 years previous experience within an office environment, preferably within Life Assurance.
Excellent communication skills.

Hours & Benefits:
Market rate salary, full time business hours, full company benefits.

Job Purpose:
Senior Customer Service Advisor required to join an international banking organisation to deal with a wide range of service requests from customers worldwide.

Key Responsibilities:
Provide a high level of service to customers and colleagues by undertaking a variety of tasks whilst aiming to answer queries at first touch.
Support the implementation of operational changes and coach individuals as required.
Using your experience, you will be able to help increase individual's knowledge to enhance the services provided to customers.
Deliver a risk framework that meets Customer Treatment Standards and delivers the right outcomes to comply with Cross Borders regulations, FCA rules and principles.
Take ownership of your own development to enhance your skills and knowledge to provide the best service possible whilst also enabling you to take responsibility for further actions and tasks.

Skills & Experience:
A Minimum of 2 years customer service experience within financial services.
Experience of complaint handling.
Familiar with banking practices and regulations.

Hours & Benefits:
Full time hours , flexible working pattern.
Competitive salary.

Job Purpose:
Account Onboarding Advisor required to join an international banking organisation.

Key Responsibilities:
Proactively provide customers with guidance and extensive information to help them successfully choose a new International product, ensuring you provide clear instructions on what documentation is required to adhere to risk policies & procedures.
Take ownership of your own development to enhance your skills & knowledge.
Ability to deal with complex matters, using your customer service experience to efficiently manage customer relationships.

Skills & Experience:
Previous customer service experience is essential.
Knowledge of customer On boarding processes, procedures and experience of applying Customer Due Diligence would be an advantage.

Hours & Benefits:
Business hours with occasional Saturday morning working is required on a rota basis.
Salary dependant on experience.

  • Dependent on Experience
Job Purpose:
Trust Administrator, responsible for providing and maintaining full service to advisors, settlors, and beneficiaries of company trusts, sought by International Life Assurance company.

Key Responsibilities:
Dealing with clients, IFAs, and Sales Team members via telephone and email.
Processing and pre-vetting new business applications.
Process and check annual reviews, highlighting issues and handling any amendments to trust or client information.
Process assignments, beneficiary distributions, and requests for payments.

Skills & Experience:
Minimum 2 years experience within Financial Services.
Knowledge of AML/KYC regulatory framework.
Considerable experience within customer facing administration roles.
Minimum 5 GCSEs (inc. English & Maths) at grade C or above.

Hours & Benefits:
Salary commensurate with experience, full company benefits, full time business hours.

Job Purpose:
Investment Administrator required to join the pensions team of an offshore fiduciary provider based in the South of the Island.

Key Responsibilities:
Book keeping of receipts and payments into VP.
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.

Skills & Experience:
Minimum 3 years' 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:
Business hours.
Salary dependant on experience.

Job Purpose:
Account Servicing Analyst, responsible for client onboarding & account servicing, sought by global banking corporation.

Key Responsibilities:
Account opening and closing, all static data amendments, quality assurance, and systems controls.
Ensuring all policy and procedure standards are applied in all aspects of static data activity.
Maintaining full accuracy and completeness of all customer data encountered.

Skills & Experience:
Previous experience in an account servicing role within banking or life assurance.
Excellent written and verbal communication skills.
Minimum of 5 GCSEs, including Maths and English.
Strong computer literacy skills, proficient with MS Office products.

Hours & Benefits:
Full time business hours, competitive salary and excellent training and company benefits.

Job Purpose:
Senior New Business Administrator, within Customer Services team, sought by international Life Assurance company.

Key Responsibilities:
Processing all new business applications in line with internal company guidelines and procedures.
Reviewing new business applications for quality control.
Contacting Financial Advisors and customers for outstanding information.
Providing constructive feedback and support to colleagues in both IoM and other regional offices.

Skills & Experience:
Minimum 3 years experience within a new business role within Life Assurance.
In-depth understanding of customer due diligence, new business acceptance and IoM regulatory requirements.
Strong knowledge of Insurance (AML) Regulations 2008.

Hours & Benefits:
Full time business hours, market rate salary and company benefits.

Job Purpose:
Experienced Sales Executive, sought by established Payroll Services Group based in Douglas.

Key Responsibilities:
Selling to warm leads, and creating own leads in order to exceed targets.
Managing own workflow, lead pipeline, and priorities through to sale.
Managing own aftersales relationships, ensuring ongoing relationship building and cross selling/referral opportunities.
Support clients throughout entire sales process, from application to payment.

Skills & Experience:
2 years previous experience within a sales role, preferably within payroll industry.
Proven track record in meeting and exceeding sales targets.
Excellent telephone negotiation and closing skills.

Hours & Benefits:
Highly competitive salary and commission structure, full time business hours.

Job Purpose:
Customer Relations Advisor required to join an International Bank on an initial 6 month contract.

Key Responsibilities:
Acting as the first point of contact providing a first-class experience for all customers.
Demonstrating ownership of all queries and acting as the first point of contact for customers' day-to-day banking requirements, using various communication methods.
Proactively educating customers on the features and benefits of the international proposition, and managing customers throughout the process.

Skills & Experience:
Experience in providing excellent customer service, preferably within the financial services industry.
Adaptability in approach and attitude, with the ability to work calmly and constructively under pressure.
A commitment to providing a world-class service and driving our dedication to the client experience, with the ability to build strong and trusted relationships.
An understanding of the importance of meeting and exceeding client expectations.
Knowledge and experience working with KYC and CCD requirements.
Excellent communication skills, both written and verbal.

Hours & Benefits:
Competitive pay rate, full time working pattern- core business hours, based in central Douglas.

Job Purpose:
Account Manager/Director required to an expanding telecoms company for a permanent position based in Douglas, Isle of Man. You will be responsible to manage and develop a portfolio of small and medium businesses and act as their key point of contact.

Key Responsibilities:
Key point of contact for all allocated new and existing small to medium business customers to ensure the business can maximise on the sales opportunities with these customers.
Always put the customer first and provide excellent customer service to ensure that long term relationships are fostered and maintained with our business customers.
Attain a good understanding of the products and services sold by the Business Sales team.
Communicate service delivery/customer service issues back to the relevant teams to enable the business to refine products, processes and procedures.
Own the bid process and proposal creation in conjunction with the relevant wider business functions and the Bid Manager and in line with the businesses governance.
Ensure that any solutions sold, fit with our pricing structures or go through the bid review process.

Skills & Experience:
Ideally suited to a sales professional currently within an IT/Telecoms environment.
Have or acquire an excellent knowledge of the uses and application of modern communication equipment & technologies.
Good verbal and written communication skills.
Current, clean driving licence.
Be capable of accepting continual, rapid changes in services and technology.

Hours & Benefits:
Competitive salary and bonus structure with comprehensive benefits.

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