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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:
Experienced Administrator with previous Financial Services experience is required to join an International Life Assurance Organisation on an initial contract basis. As a PB Servicing Administrator, the role holder will be dedicated to the delivery of high quality experience for Customers and Financial Advisers. Working as part of a high performing team, the team member will be responsible for the administration of products, from New Business applications through to the payment of the final surrender value.

Key Responsibilities:
Liaise with relevant parties via telephone, letter or email and provide information as requested internally and externally.
Take responsibility for the work allocated to you, ensuring that you take ownership as far as possible for the client outcome.
Ensure that opportunities for process and service improvements are raised with the Team Technician and/or Team Leader.
Escalate system issues and defects in the appropriate manner.
Support any business projects and initiatives as required.
Administration of initial policy set up.
Administration of additional single and regular premiums.
Administration of new business and related policy queries, including updates and general enquiries from Advisers and clients.
Interaction with regional offices.

Skills & Experience:
Previous administrative experience within Financial Services.
Knowledge and experience within a Life Company is highly desirable.
Anti-Money Laundering knowledge/experience.
Experienced in using Life Administration systems such as AS400.
Hold industry related qualification-desirable.

Hours & Benefits:
Good rates of pay - market competitive, structured working pattern-core business hours, car parking on site.


Job Purpose:
Regulatory Analyst required to join an International Life organisation on an initial contract basis to work alongside other members of the Compliance & Risk Team to administer key elements of the Group's risk management.

Key Responsibilities:
To undertake a programme of comprehensive compliance monitoring on a regular basis to ensure the adequacy and efficiency of measures and procedures which are in place to manage compliance with regulatory requirements.
Independently raise awareness to the Group Compliance & Risk Manager, on any deficiencies in the group's regulated entities' compliance with their regulatory obligations and ensure appropriate action is taken to address issues raised.
Plan and organise the AML & CFT monitoring plan and financial crime training programme for both new and existing staff as required.
On direction from the Group Compliance & Risk Manager co-ordinate compliance matters and enquiries from external advisors or regulators.

Skills & Experience:
A proven track record in a similar role within a Life Company.
Up to date working knowledge of the Isle of Man FSA Rule Book 2013.
Systematic approach to work and attention to detail.

Hours & Benefits:
Marketing competitive rates of pay, core business working hours, on site parking.


Job Purpose:
GDPR Specialist to take up the role as Data Guardian Specialist for a global wealth management business, to deliver the Data Protection strategy as define by the central and local Data Protection Officer.

Key Responsibilities:
Be the focal point for all enquires relating to GDPR and be the business ambassador for Data Protection excellence within the Business Unit.
Promote a strong and positive culture across the International Business that values individuals' privacy.
Undertake activities as defined by the Data Protection Officer to embed GDPR compliance into the business as usual activities.
Remain up to date on any GDPR or data related change that may affect the business.
Manage any direct reports that are required to deliver the International business Data Protection strategy as defined by the Accountable Executive for the business.
Inform and advise employees of their obligations under GDPR and ensure customer centricity when handling data subjects personal data.
Support the execution of Subject Access Requests (SARs) with working closely with the central and local Data Protection Officer in line with defined business processes and timescales set out by the Regulations.
To provide support the local Data Protection Officer with regulatory inspections and reporting in relation to GDPR and local regulations.
Execute Data Protection Impact Assessments (DPIA) on behalf of the DPO as defined by the regulations ensuring these are completed as part of project management processes, third party tender processes, and due diligence exercises on suppliers.
Maintain Comprehensive records of all data processing activities being conducted and ensure these reflect any changes to business processes over the course of time.

Skills & Experience:
Wealth of experience within compliance and risk within financial services.
At least three years in a privacy/data protection role (preferred).
Good understanding of the EU General Data Protection Regulation and Isle of Man Data Protection Act 2002.
Knowledge of privacy standards within Financial Services.
Experience of working with senior stakeholders.

Hours & Benefits:
Market salary with comprehensive benefits.

Job Purpose:
Product Lead Specialist with extensive experience of the cross border life insurance market to take up a new role for a global wealth management company on the island. You will be responsible for contributing to regional product strategies, ensuring products satisfy the needs of clients, regulation and growth ambitions.

Key Responsibilities:
You will be responsible for assisting with the creation of the group product governance regime and then ongoing adherence to that regime.
The role will include the completion of product reviews (in line with internal governance procedures and regulatory requirements).
The role will include investigative work (e.g. exploring the needs of new potential target markets, creating business cases etc.) and working collaboratively with colleagues in technical, marketing and distribution functions.
You will be responsible for providing the required assistance for the design, launch and maintenance of products/product functionality/tools, working with colleagues in Pricing, Illustrations, Distribution, Technical, SD&IT and Marketing.
The scope of role will include the drafting of product specifications, product approval documents and business readiness plans.
It is paramount that you maintain excellent working relationships with your colleagues in Product, Operations, SD&IT, Distribution, Marketing, Technical and Compliance.
As a member of the Product team you will be responsible for carrying out product-related tasks required to support the needs of colleagues in Distribution, Marketing, Compliance, Finance etc. (e.g. assistance with the use and understanding products and Wealth Interactive tools)


Skills & Experience:
Proficient in the design and development of insurance-based products in the cross-border life market (e.g. portfolio bonds).
Extensive knowledge of cross border life insurance market, including the competitive landscape, key distribution channels and the needs of distributors.
Must have a good understanding of the financial planning needs of expats and locals and how products/product applications may meet those needs.

Hours & Benefits:
Comprehensive benefits and competitive salary.


Job Purpose:
International Product Specialist required to join an international wealth management group. This is a strategic role contributing to the regional product strategies ensuring products continue to satisfy clients, regulation and the growth of the business.

Key Responsibilities:
Responsible for assisting with the creation of product governance regime and then ongoing adherence to that regime. Your role will include the completion of product reviews (in line with internal governance procedures and regulatory requirements).
Scope of your role will include investigative work (e.g. exploring the needs of new potential target markets, creating business cases etc.) and working collaboratively with colleagues in technical, marketing and distribution functions.
You will be responsible for providing the required assistance for the design, launch and maintenance of products/product functionality/tools, working with colleagues in Pricing, Illustrations, Distribution, Technical, SD&IT and Marketing.
The role will include the drafting of product specifications, product approval documents and business readiness plans.
It is paramount that you maintain excellent working relationships with colleagues in Product, Operations, SD&IT, Distribution, Marketing, Technical and Compliance.
As a member of the Product team you will be responsible for carrying out product-related tasks required to support the needs of colleagues in Distribution, Marketing, Compliance, Finance etc. (e.g. assistance with the use and understanding products and Wealth Interactive tools)


Skills & Experience:
Must be proficient in the design and development of insurance-based products in the cross-border life market (e.g. portfolio bonds).
Good understanding of the financial planning needs of expats and locals and how products/product applications may meet those needs.
Good knowledge of cross border life insurance market, including the competitive landscape, key distribution channels and the needs of distributors.

Hours & Benefits:
Excellent benefits package and competitive salary.

Job Purpose:
Pensions Administrator required to join an expanding pensions team of a Chartered Accountants /Business Consultants.

Key Responsibilities:
Deal with a range of administration tasks in respect of group occupational pension schemes, Small Self Administered Pension Schemes (SSAS) and Self Invested Personal Pensions (SIPP), including Qualifying Recognised Overseas Pension Schemes (QROPS).
Benefit calculations.
Contribution processing.
Unit price calculations.
Scheme valuations.
Production of annual benefit statements.

Skills & Experience:
1-2 years previous experience within a local pension company.
Experience in dealing with domestic and international pension schemes.

Hours & Benefits:
Office 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.

Job Purpose:
Investments Review Consultant to join the Service Innovation and Change Team at a leading International Wealth Management Business.

Key Responsibilities:
To work along side the functional teams and various team leaders to overall improve the control environment within the Investment Services Department.
To undertake independent review of the Investment Services function and to highlight opportunities for innovative service improvements.
Review the risk and control environment of the Dealing Team to determine any weaknesses and provide potential changes to eliminate/reduce these errors.
Review internal processes that lead to new custodial arrangements being set up and recommend changes that could be implemented to improve the overall process.
Undertake review of all funds that have NAV of 20-3-% lower now than at the point of Investment and define recommendations to reduce risk in these areas.

Skills & Experience
Experience in an Investment Services environment is essential.
Experience in Dealing and Custodial Management is desirable.
Excellent communication skills to collaborate with peers across the organisation.
Strong analytical and report writing skills with sharp attention to detail.
Ability to work independently, lead by example and strive for continuous improvement.

Hours & Benefits:
Attractive salary and benefits package.
Full time, business hours.

Job Purpose:
IT Systems Analyst required to undertake the analysis, testing, support and documentation of software upgrades to the systems of an international life organisation.

Key Responsibilities:
Provide Analysis and produce clear documentation including technical specifications and test documentation.
Plan and develop comprehensive test plans including risk analysis and test approach.
Identify and manage test related issues throughout the development lifecycle.
Take ownership for delivering accurate estimates of time and resource required for assigned test phases, including dependencies, risks and assumptions made.
Communicate progress against plan with project managers and supervisor for any work packages assigned.

Skills & Experience:
Previous experience of working as part of Test / Development Team coupled with a proven understanding and extensive hands on use of test methodologies and proven experience with test script preparation & execution.
Ability to produce comprehensive test plans.
Knowledge of Project Methodologies.
ISEB Foundation Certificate in Software Testing or equivalent.

Hours & Benefits:
Business hours and competitive salary.

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