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Job Purpose:
Experienced Investment Dealer required to join the Investments Department of an established Private Bank on a permanent basis. The successful candidate will be responsible for handling high value transactions for sophisticated investors along with tasks such as authorisation of transactions, representing the department accordingly.

Key Responsibilities:
To receive and interpret investment instructions accurately.
To execute investment instructions for securities traded on all major markets including international equities, bonds and mutual funds within stipulated deadlines.
Ensure that procedures are followed in line with policies and practices of the business.
Respond to a diverse range of ad hoc queries.
Undertake project work and/or ad hoc tasks as directed by the Investment Administration Executive or Investment Administration Manager.
Propose changes to improving existing processes and systems.

Skills & Experience:
Previous experience within an Investments Administration experience is essential.
Previous experience within a Dealing Administrative role is highly advantageous.
A minimum of 5 GCSE's grades A*-C including English and Maths.
To have passed, or be studying towards, a suitable investment administration qualification at level 3 or above such as the Investment Operations Certificate (IOC), or an equivalent related qualification is highly desirable.

Hours & Benefits:
Excellent rates of pay, structured working pattern- core business hours, based in central Douglas.

Job Purpose:
Senior Dealing Administrator required for a international life organisation to accurately record and execute dealing instructions on behalf of policyholders in line with Company service standards and the Investment Governance Regulations.

Key Responsibilities:
Accurately record and place all dealing instructions and external trades according to appropriate market guidelines and timeframes.
Process timely transfer of assets between the business to its appropriate counterparties.
Assist Team Leader in delivery of cross training within team and wider business.

Skills & Experience:
3 years previous experience within Life Assurance, ideally in Dealing and Investment Operations.
Study towards attainment of IOC is desirable.
Confident written and verbal communicator.

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

Job Purpose:
Customer Support Administrator required to join an established Life Assurance Organisation.

Key Responsibilities:
Liaising with clients to identify problem areas and offer various solutions wherever possible.
Adhering to regulatory legislation and ensuring compliance requirements are met.
Responsible for processing documents such as internal and external valuations, policy documents, premium quotations and others when required.
Liaising with colleagues and intermediaries to resolve queries by telephone, fax or email.

Skills & Experience:
Minimum of 1 years experience in Financial Services is required, ideally within Life Assurance.
Must have excellent communication skills both written and verbal.
Understanding of AML/KYC requirements is desirable.
Essential to have good planning and organisational skills.

Hours & Benefits:
Competitive salary and benefits package.
Part time capacity.

Job Purpose:
Customer Support Administrator required to join an established Life Assurance Organisation.

Key Responsibilities:
Liaising with clients to identify problem areas and offer various solutions wherever possible.
Adhering to regulatory legislation and ensuring compliance requirements are met.
Responsible for processing documents such as internal and external valuations, policy documents, premium quotations and others when required.
Liaising with colleagues and intermediaries to resolve queries by telephone, fax or email.

Skills & Experience:
Minimum of 1 years experience in Financial Services is required, ideally within Life Assurance.
Must have excellent communication skills both written and verbal.
Understanding of AML/KYC requirements is desirable.
Essential to have good planning and organisational skills.

Hours & Benefits:
Competitive salary and benefits package.
Full time position.

Job Purpose:
Technical Support Technician required to join the investment team of an international Life organisation.

Key Responsibilities:
Reviewing new assets for the Personalised Portfolio Bonds and collating the required information for new assets in order that investment instructions can be processed.
Dealing with a broad range of queries from IFA's / Clients specific to both Old Mutual International products and external funds.
Dealing with complex and technical related investment queries.
Regular liaison with Old Mutual Sales Consultants and the Regional Offices in relation to fund and technical queries.
To provide regular and ad-hoc information in a timely manner for Asset Review stats.
Ensure the maintenance of up to date procedures.
Preparation of AML documentation.
Process non-standard dealing / investment related queries from internal and external customers.
Data validation to be completed in line with agreed procedures and service standards.
Monitoring of controls and execution of daily tasks as performed by the teams.
Liaising and building relationships with key stakeholders including attending quality partnerships.

Skills & Experience:
3- 5 years Investments experience.
Awareness of industry best practise and forthcoming industry developments.
CISI IAQ qualification desirable.

Hours & Benefits
Business hours.
Salary dependant on experience.

Job Purpose:
Welcome team Administrator to join a leading wealth management company.

Key Responsibilities:
To deliver an exceptional customer experience to potential clients looking to place business with the company.
Provision of accurate and timely information where requested.
Completion of new business application forms.

Skills & Experience:
Previous customer service experience is essential.
1 years' experience in Financial Services would be advantageous.
An excellent team player who has a good working knowledge of systems including Microsoft.

Hours & Benefits:
Market rate salary.
Full time business hours.

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