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Job Purpose:
Investment Reporting & Controls Analyst required to join a leading Life Assurance Organisation on a 12 Month contract. The role is responsible primarily for the production of the Monthly Investment Accounting and Monthly Performance Reporting Data, along with other duties within the Investment Services Teams.

Key Responsibilities:
To produce Monthly Investment Accounting data.
To produce Monthly Performance reporting.
To monitor compliance with SOX, CSA controls.
To support internal, external and SOX audits by being main point of contact for Investment Services team.
To support the Control Exception reporting process.
To support the fund launch and fund closure processes through systems set up and update.

Skills & Experience:
Minimum of 3 years experience working within the investment industry.
Accounting knowledge is desirable.
Strong analytical and organisational skills.

Hours & Benefits:
Competitive salary, 12 month contract, full time business hours.

Job Purpose:
Investment System Analyst sought after by an International Life Assurance Organisation on a 12 Month contract. Reporting into the Technical Support Manager you will be the SME for the unit pricing system, assisting all areas of investment services where required.

Key Responsibilities:
Responsible for the fund launch and closure processes on the unit pricing system.
Blended funds system maintenance - including changes in strategic asset allocations and fund switches.
Planning investment services requirements for asset on boarding, working closely with key stakeholders including treasury and ZICs.
Assisting with remediation calculations and methodologies.
Day to day trouble shooting of any system queries within Investment Services.
Assisting with technical queries around dealing and pricing including price sources and price release information.
Month end reporting.

Skills & Experience:
Proven track record in a similar role is essential.
Strong understanding of unit linked investments and pricing principles.
Sound knowledge of fundamental processes including reconciliations, corporate actions and price testing.

Hours & Benefits:
Competitive salary, 12 month contract, full time business hours.

Job Purpose:
Multiple permanent opportunities to join the customer service team of a leading International Life Assurance Organisation, as first point of contact you will be accountable for dealing with initial enquiries from clients and manage them according to the companies service standards.

Key Responsibilities:
First point of contact for customers and financial advisers over the telephone and email.
Assist in resolving client queries.
Build key relationships within the business.

Skills & Experience:
Experience in a Customer Service environment from any sector.
Excellent communication and listening skills.
Resilience to working under pressure and to tight deadlines.
Good computer skills.

Hours & Benefits:
Monday - Friday, shifts between the hours of 8.00 to 17.30.
Salary dependent on experience.
Job Purpose:
Multiple opportunities for experienced Financial Services Administrators to join a leading International Bank as part of a Remediation Project Team. The Team will be responsible for providing support to the Overseas Services business area, specifically in relation to Know Your Client (KYC) policies.

Key Responsibilities:
Responsible for providing guidance on the correct documentation required from clients who have been issued a letter as part of the KYC Project.
Accountable for gathering the clients certified documents, facilitating the delivery to relevant departments whilst adhering to internal processes.
The successful candidate must take personal responsibility to support the team working ethos and ensure they have a development plan in place at all times.
Work closely with the Client Due Diligence team to identify training gaps and implement and maintain training and development plans on the back of this.
Provide focussed coaching to Clients, Front Office and Operations colleagues.
First point of contact for all new account queries and ensure that all interaction with clients is a positive experience and that client expectations are managed and met at all times.
Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Policies and Policy Standards.

Skills & Experience:
Previous banking/financial services experience is essential.
Familiar with the concept of Intermediary & Trust company clients, and ideally with knowledge of the core product set used by the organisation.
A strong understanding of Microsoft standard packages, such as Word and Excel.

Hours & Benefits:
Structured working pattern, excellent rate of pay- market competitive, based in central Douglas.
Job Purpose:
An onboarding and compliance administrator is required to join the team of a growing Trust & Corporate Service Provider. The role requires a working knowledge of AML/ CFT regulations, ideally from within working in Trust and Corporate Services, although experience within other Financial Services industries work may also be considered. General Trust & Company Administration work will also be required.

Key Responsibilities:
New business onboarding and compliance matters.
Trust & Company Administration work with, and in support of, a team.
Assisting Directors of the company, as required, including work with eGaming clients.

Skills & Experience:
Around 2 years experience within AML/ CFT work in financial services, ideally Trust and Corporate Services.
Excellent written and verbal communication skills, used to liaising with clients.
Comfortable working in a small team environment, supporting colleagues and Directors as required and undertaking varied role responsibilities.
Strong organisational skills with a positive and enthusiastic approach.
Previous experience within Trust & Corporate Services would be advantageous.

Hours & Benefits:
9am - 5.30pm, salary in line with experience and plus company benefits.
Job Purpose:
A Payments Administrator is required to join the Banking Department of an established Financial Services group based in central Douglas. The successful applicant will deliver quality service to the existing banking client base, including the fiduciary area of the business as well as external stakeholders.

Key Responsibilities:
Payment and transaction processing.
Assisting with account administration, including the ordering and administration of credit cards as and when required.
Ensure timely and accurate delivery of banking services and processing of banking entries.
Deal directly with external banking clients, ensuring a quality and responsive service in respect of all of their banking requirements.
Deal directly with internal banking clients from the fiduciary area of the business.

Skills & Experience:
Minimum of 5 GCSEs at grade C or above.
At least 2 years previous banking experience
Good working knowledge of banking payments processing and back office banking procedures.
Numerate, accurate, able to work to deadlines and prioritise work as appropriate.

Hours & Benefits:
Full time business hours; salary commensurate with relevant skills and experience; full company benefits package.
Job Purpose:
Pensions Administrator required to join a Trust Organisation based in Douglas.

Key Responsibilities:
Day to day administration of pensions including new business.
Preparing manual and computer generated benefit calculations.
Processing and checking client pensioner payrolls.
Preparing annual benefit statements.

Skills and Experience:
Previous experience in domestic and international pensions.
Experience in liaising with Members, HMRC, IFA's, Ceding Schemes, Investment Houses, IOMFSA and ITD would be advantageous.
Knowledge in relation to tax, drawdown and reporting both on Island and the UK would be beneficial.

Hours & Benefits:
Business hours - 9am -5pm , Salary commensurate with experience.


Job Purpose:
Marketing Coordinator sought after by a leading Accountancy Practice. The primary objective of the role is to be responsible for marketing matters for including advertising press, social media and managing relationships with influential groups associated with the firm's marketing activities.

Key Responsibilities:
Manage digital marketing, social media, co-ordinate events and shows and assist in implementing new marketing campaigns and sponsorship opportunities.
Liaise with the Marketing Consultant on editorial pieces.
Manage the production and monthly inventory of company merchandise.
Manage the marketing job boat and marketing tickets.
Develop and maintain relationships with press, external designers, advertisers and printers.
Generate monthly reports including competitor analysis and maintenance updates.

Skills & Experience:
2 years experience within the marketing industry, ideally within financial services.
High attention to detail with excellent proof-reading skills and communication skills.
Working knowledge of Microsoft Dynamics CRM 2015 or similar programs is desirable.
Have project management, organisational and time management skills.

Hours & Benefits:
Attractive salary and benefits package, full time business hours.
Job Purpose:
Risk and Review Administrator required to join a Private Wealth Organisation for an initial 6 month contract. The position will be responsible for assisting the compliance team to monitor the regulatory environment against money laundering by performing a range of risk and compliance related tasks.

Key Responsibilities:
The review and assessment of Client CDD to remove or mitigate areas of risk to the Bank with regard to Anti-Money Laundering, Countering Terrorist Financing, Bribery & Corruption or Bank Operation.
Review of existing account information and documentation to ensure that meets all applicable legal, regulatory, procedural and process requirements.
Transaction Analysis, by review of financials, to ensure AML procedures have been effectively carried out or set remediation points where relevant.
Use of 3rd party software to check against Sanctions or Persons who are the subject of a warning issued by a competent authority.
Make capable and effective decisions and escalate problems within reporting lines.
Communicate with Relationship Managers, Intermediaries and any other relevant internal/external parties.
Assist in ad hoc operational project work as assigned, to support and promote future business development.

Skills & Experience:
Minimum of 3 years' experience in a financial services environment is essential.
Previous experience in a Risk & Compliance related role and AML/CDD knowledge is required.
A professional qualification such as MICA or similar would be an advantage, but not essential.
Ability to work under pressure and meet deadlines with a high degree of accuracy.
Excellent communication skills, both written and verbal.

Hours & Benefits:
Competitive salary, full time business hours, 6 month temporary contract.

Job Purpose:
Technical Assistant required to join the Advisor Services team of a Global Life organisation to act as a key support to the team, Customer Service Centre, Relationship Management, Regional Offices and Sales Consultants.

Key Responsibilities:
Guide others through the management of complex queries through imparting knowledge.
Act as a buffer to ensure that non-value adding requests are not cascaded into the team.
Responsible for the definition of current business processes through the use of User Guides, Process Guides, Control documentation and any other supporting documents ensuring their accuracy. You may be required to audit against these documents.
Carry out Root Cause Analysis and Problem Solving as required and highlighted by quality data from a variety of sources such as the Quality Tool, Error Log, and Complaints etc.
Conduct technical skills coaching with team members as required in partnership with the Work Place Coaches.
Use in-depth technical knowledge to develop 'first line of defence' mechanisms to support risk framework or Financial Control Initiative (FCI).
Support any business projects and initiatives as required.
Responsible for the accurate and efficient completion of administrative tasks in the relevant area. This may, from time to time, include the allocation of work to colleagues.
Handle any process or system related referrals. Completion of problem solving activities, and making key decisions and recommendations where required.
Complete checking, authorisation and random sampling as required ensuring all customer, regulatory and internal control requirements are met, providing constructive feedback to individuals on errors and provide support to reduce errors.
Ensure that opportunities for process and service improvements are captured and progressed.

Skills & Experience:
Previous experience in Senior administration position within financial services, preferably Life Assurance.
Ability to ensure that opportunities for process and service improvements are encouraged and implemented and best practice is shared.
Good communication skills to liaise with relevant parties via telephone, letter or email and provide information as requested internally and externally.

Hours & Benefits:
35 hour working week 9am -5pm, Market rate salary with competitive benefits, Car Parking provided.
Job Purpose:
Credit Controller required to join an established Financial Group on a long term contract basis. The role holder will be responsible for all aspects of credit control reviewing for the organisation.

Key Responsibilities:
Review of confirmation statements due and maintenance of the Master database.
Ensuring the department is compliant with any changes implemented by companies house.
Ensuring daybook is maintained.
Checking formulae/updating data and ensuring receipts balance .
Monitoring and reviewing internal invoicing.
Monitoring the bank accounts and updating receipts.
Monthly bank reconciliation .
Chasing for the settlement of accountancy fees.
Authorising any return payments and instructing finance/compliance.
Ensuring all clients using the service have been billed accordingly (Involves a quarterly review of clients billing).
Credit control review - Aged Debtors report.
Compiling Bad debt annually for directors review and authorisation.
Monthly compilation of credit note data.
Quotation of accountancy fees.
VAT return workflow review and follow up.
Accounts workflow review and follow up.
Authorising the completion of clients submissions based on extensive investigation.
Organising workflows and prioritising tasks.
Changing the departments focus and strategy dependent on collections.
Developing Procedures for tasks carried out within credit control/operations.

Skills & Experience:
Excellent verbal and written communication skills and ability to communicate with clients in writing and over the phone
Experience of Excel software required. Must be able to use standard formulae including “Vlookups”.
Ability to work under pressure and to deadlines.
Strong organisational skills.
Capable of managing a small team.
Ability to confidently delegate work.
Natural ability to problem solve.
Computer literacy essential.
Flexible and adaptable approach to work .

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


Job Purpose:
Executive Officer required to join a Finance and Administration department within the public sector for an initial 3 month contract.

Key Responsibilities:
Update policies, general administration, ensure all documents are compliant with regulations.
Liaise with colleagues and assist with other duties as required.

Skills & Experience:
3 years previous experience in an administrative or secretarial role is essential.
Must have excellent communication skills and high attention to detail.

Hours & Benefits:
Competitive rate of pay, 3 month temporary contract, full time business hours.
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