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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:
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.

Job Purpose:
Excellent long term contract opportunity within an International Life Assurance Organisation. Our client is seeking two experienced financial service professionals ideally a qualified Accountant/qualified by experience with a proven track record of the delivery of control improvements and improving efficiency within a finance department.

Key Responsibilities:
To support delivery of control improvements, increased efficiency and specific requirements across Finance.
Deliver work packages as part of the Finance improvement programme.
Work across Finance to ensure that control and process improvements are delivered. For specific issues perform analysis to understand the requirements and potential issues, propose the way forward and after approval take forward the requisite actions.
Skills & Experience:
Qualified accountant or alternatively able to demonstrate several years' experience in a similar role.
Experience of successfully delivering change within Finance for a financial services business.
Knowledge of JDE GL would be advantageous.
Previous experience of working in a business with overseas branches and multiple regulators is highly desirable.

Hours & Benefits:
Competitive rates of pay, structured working pattern- core business hours, parking on site.

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:
Bank Reconciliations Administrator required to join the Finance Team of an International Life Assurance Company.

Key Responsibilities:
Reconciliation of bank accounts and internal control accounts.
Investigation and clearance of outstanding items.

Skills & Experience:
The successful candidate will have 2 years' experience of bank reconciliations ideally within the Life Assurance Industry.

Hours & Benefits:
Business hours, salary dependent on experience.

Job Purpose:
Junior Accountant required to join a small Accounting team of a privately owned International Financial Services Group, with the role holder having responsibility for bookkeeping and depending upon experience, the preparation of accounts for a variety of company and trust structures.

Key Responsibilities:
Working as part of the Client Accounting team, with support and training provided as required.
Undertaking bookkeeping and client accounting services for a portfolio of clients.
Working closely with administration teams within the business.
Assist in ensuring that client files are organised and complete.

Skills & Experience:
Previous Bookkeeping / Accounting experience.
Educated to A level/ degree level and either already studying or be willing to study towards a professional accounting qualification, with support.
Proactive approach with strong communication and organisation skills.
It would be advantageous but not essential, to have had experience preparing accounts for trusts and companies.

Hours & Benefits:
Full time, salary commensurate with experience and qualifications and plus benefits.

Job Purpose:
Customer Relations Manager required to join a leading International Life Assurance Organisation on a permanent basis. The role holder will be responsible for efficiently monitoring complaints, ensuring that they are dealt with in the most appropriate and efficient manner, whilst adhering to relevant legislation and procedures, the role holder will also be responsible for managing the work flow of other team members.

Key Responsibilities:
First line contact and support for all complaints received. To communicate effectively to ensure all complaints are acknowledged in a timely manner and customers are kept informed throughout the complaint process.
To ensure complaints are investigated and resolved in a timely manner either verbally and or through written communication in line with business and regulatory guidelines and requirements.
Communicating clearly, effectively and appropriately, using different communication methods e.g. phone, letter, and e-mail.
Ensure that departmental procedures and Compliance regulations are met.
Turnaround and response times are achieved and / or exceeded.
Complaint records are correctly maintained and all necessary information is recorded, providing a clear and concise audit trail with all correspondence included.
To liaise with colleagues ensuring that clients / brokers are kept fully informed of progress at all times.
To conduct root cause analysis on a regular basis to prevent reoccurrence and to use as a learning opportunity for teams across the business.
To liaise/report to Management on a weekly basis and report on the level of customer complaint resolutions.
To provide complaint trends and communicate lessons learnt to the manager, so service levels can be improved.
Identification of patterns or trends by way of quality assurance checks.
Preparation of quarterly reports for the Operations Committee and Risk & Compliance Committee.

Skills & Experience:
Broad knowledge of the compliance and legislative framework surrounding Life Insurance with a particular focus on the regulation surrounding the handling of complaints.
Awareness of strategic and corporate issues to enable effective communication.
Good market and commercial awareness.
Strong planning and organisational skills.
Strong communication skills both verbal and written.
Strong influencing skills.
Ability to maintain composure in pressurised, stressful and uncertain situations.
Ability to listen, communicate and challenge effectively at all levels of business.
Ability to think from customer's perspective.
Good interpersonal skills.
Ability to use root cause analysis to drive improvements.
Strong report writing skills.
A minimum of 5 years' experience of working in the Life Assurance industry preferably in a Complaints orientated background.
5 GCSE's including Maths and English at Grade A-C.

Hours & Benefits:
Structured working pattern- core business hours, excellent rates of pay and comprehensive benefits package, parking on site.

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