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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:
The experienced Senior Trust & Company Administrator will be part of a team based in the South of the island, delivering effective and efficient trust and corporate administration services to a diverse client base.

Key Responsibilities:
Responsible for a diverse and complex portfolio of trusts, companies and partnerships including:
Undertaking all day to day administration, bookkeeping and minutes Liaison with clients and intermediaries, attending client meetings as required.
Conducting investment and annual reviews.
Reviewing Bookkeeping records and preparing accounts files to allow for preparation of year-end accounts.
Responsibility for client billing and debt collection.

Skills & Experience:
A minimum of 5 years experience within a Fiduciary Services. Administration Applicants are expected to be working towards or holding a relevant professional qualification such as ICSA or STEP. Strong communication and organisational skills, experienced in building and maintaining positive working relationships with clients and intermediaries.
Positive approach, should be used to working both independently as well as part of a team.

Hours & Benefits:
Full time hours, competitive salary and benefits.

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:
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.

Job Purpose:
Experienced Fund Accountant, ideally recently ACCA qualified or currently part-qualified and looking to complete their studies, is sought for a new role within the Finance team of an International Life Assurance Company. Primarily the candidate will oversee and produce annual Fund Accounts for over 100 funds. Advanced Excel and Access skills are expected, having an ability to mine and extract data sets. Previous people management responsibilities will be useful, to coach and mentor one direct report.

Key Responsibilities:
Overseeing and producing Fund Accounts annually for over 100 funds.
Monitoring transactions within the funds, ensuring the accurate reflection of these in accounting records.
Responding to and answering Auditor queries raised in relation to funds accounts.

Skills & Experience:
Recently qualified ACCA candidate, or a candidate experienced in Fund Accounting who is part-qualified and looking to complete their studies.
Advanced Excel skills and an experienced user of Access, with an ability to mine and extract data sets.
Strong analytical skills and a proactive approach, used to working in a timely and accurate manner to meet deadlines.
Experienced in coaching and mentoring a small team - this role will have responsibility for one direct report.

Hours & Benefits:
Full time, salary competitive in line with experience and level of qualification.

Job Purpose:
Pensions Manager required to join an expanding International Life company in a permanent capacity on the Isle of Man as the Pensions Technical Manager. This is a new position to head up the newly formed IOM based Pension Administration Team, which is preparing to launch a new range of employee benefits solutions to the IOM market.
The Technical Manager role is an expansive and varied role, responsible for the delivery of effective and timely business processing of employee benefits administration, communication & reporting to Treasury & FSA. In addition you will provide technical guidance to the business on areas such as client care, operational efficiencies & improvements, the tax & regulatory environment as well as customer support.

Key Responsibilities:
Ensure that regulatory & tax checks are completed & deadlines for reporting are met.
Keep up to date with regulatory, tax & market developments; develop a process to ensure that regulatory/tax/market analysis is complete and changes implemented.
Research & develop solutions to new or unknown issues making recommendations.
Provide basic learning and development material/ create learning opportunities.
Development & Maintenance of the Employee Benefit Training & Competence scheme.
Accountable for own personal development.
Be a point of reference on technical issues and non-standard cases, personally taking on more advanced calculations and complex schemes where required as well providing feedback on errors made to explain and prevent reoccurrence.
Challenge procedures to identify process improvements and pass on recommendations to Service Delivery teams.
Work within the business to improve operational efficiency e.g. automation, full use of standard products.
Coach client services administrators taking an active role in mentoring and identifying technical training needs & proposing solutions where appropriate.

Skills & Experience:
A relevant financial qualification or progress towards (CII Certificate in Financial Services CF1/R01 + FA1 &FA2, CII Diploma in Financial Services).
5 years+ relevant work experience in a Senior Pensions Administration role or a Technical role within a Life Insurance company knowledge.
A good understanding of the Life & Pensions industry on the Isle of Man or UK.
A good technical understanding of the operations within a Life Insurance company.
Proven on going maintenance and development of own knowledge skills.
Methodical & logical thinker with the ability to grasp concepts quickly and turn requirements into end results.
Excellent attention to detail with ability to work effectively under pressure and to tight deadlines.
Able to communicate complex technical matters at a level appropriate to the recipient, exercising tact & diplomacy where necessary.
Flexible reliable and adaptable able to apply interpretive and creative thinking to work situations.

Hours & Benefits:
Highly competitive salary and comprehensive benefits.

Job Purpose:
Strong technical pensions knowledge is required for a role to work as part of a dedicated pensions team within a Financial Services Group. Applicants are likely to have around 3 years + pensions experience and sound knowledge of current pension legislation, local pensions and experience in managing scheme member expectations. The role will support the delivery of effective service to pension scheme members, but primarily provide technical support in relation to products, pension regulation and appropriate taxation.

Key Responsibilities:
Technical support in relation to products, pension regulation and appropriate taxation
Supporting the pensions team in the delivery of effective customer service to pension scheme members.
Technical support in the development of new products.
Supporting scheme trustees with a sound knowledge of current pension legislation, the local pensions environment and scheme member expectations.
Working in a 'hands on' manner with all aspects of the pensions division, supporting and developing training with internal teams as needed.

Skills & Experience:
Detailed knowledge of pensions, ideally upwards of 3 years although different levels of experience may also be considered for an alternative level of role within the team
Sound technical knowledge of current pension legislation, including IOM and UK pension regulations and experience in managing scheme member expectations.
Potentially holding a relevant professional qualification.
Excellent communication and customer service skills, with a commercial approach.
Used to managing a diverse workload and meeting challenging deadlines.

Hours & Benefits:
Full time, highly competitive salary dependent upon experience, plus benefits.

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