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Job Purpose:
Administrator required to join the Investments Department in a established Fiduciary organisation on an initial contract basis. The role holder will be responsible for assisting the team in their day to day Investment administration.

Key Responsibilities:
Responsible for reconciliation and investment of incoming monies.
Reconciliation of contract notes from deals placed to Viewpoint Client Accounting.
Reconciliation of Members investment wrappers & Platform accounts to Viewpoint Client Accounting.
Processing of account opening forms in relation to external managed and custodians.
Payment of IFA fees.
Payment of Lump Sum and Drawdown payments.
Valuation of assets on a quarterly basis.
Investment Reviews for preparation of asset managers report.

Skills & Experience:
Previous experience in an Investment administration role.
The ability to deliver excellent client service communication skills both verbal and written.
High levels of accuracy and attention to detail with commitment to learning in a fast paced environment.
A working knowledge of the following systems: Word, Excel, and Outlook.
Excellent organisational skills and the ability to prioritise workload effectively with minimal supervision.

Hours & Benefits:
Competitive rates of pay, structured working pattern.

Job Purpose:
Experienced Business Analyst required to join an International Life Organisation on an initial contract basis to undertake a business change project.

Key Responsibilities:
Analysis of business requirements.
Translation into solution specifications.
Implementation through the lifecycle of projects.

Skills & Experience:
Previous experience working within a similar role within financial services.

Hours & Benefits:
Excellent daily rate.



Job Purpose:
Dealing Administrator required to join an established Life Assurance Company in Douglas.

Key Responsibilities:
Creating and placing deals with stockbrokers and fund houses.
Ensuring effective resolution of dealing and reconciliation queries.
Supporting Dealing Supervisor through mentoring junior team members.

Skills & Experience:
Minimum 2 years Investments experience within Financial Services.
Previous Life Assurance industry experience would be advantageous.
Good working knowledge of Microsoft Office Applications.

Hours & Benefits:
Standard working hours and comprehensive benefits package.

Job Purpose:
Experienced professional required to join an established Insurance Organisation on an initial temporary basis. The role holder will be required to work as part of a team providing a quality service to ensure effective day to day servicing of existing clients account. To ensure that all activities comply with regulatory and market standards and to understand and adopt relevant Company Policy and Procedures to ensure suitable records are held and maintained to our audit standards.

Key Responsibilities:
To prepare documentation for existing customers in relation to renewals and mid term adjustments in a timely manner.
To prepare documentation for new customers in relation to their insurance requirements in a timely manner.
To deal with customer queries relating to existing policies and liaise with insurers regarding potential changes and new terms for policies.
To obtain renewal terms for customers and identify potential alternative quotations where appropriate.
Handling Commercial claim on behalf of the client including insurer notification, negotiation with insurer/loss adjuster/client and appropriate diary to ensure acceptable outcome for client.
To ensure all customer details are recorded accurately and entered onto system in a timely fashion.
Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required.
Deal with account queries and credit control matters highlighting any concerns to Account Executive or Managing Director in a timely manner.

Skills & Experience:
Previous experience in a similar role within general insurance is essential.
Excellent interpersonal communication skills.
Proficient user of all Microsoft Office programs.

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

Job Purpose:
Team Manager - Investments Dealing required to join a leading International Private Wealth Company. Individual will be responsible for leading and controlling the Dealing team within the Investment Administration Department, managing and organising all of the tasks undertaken by the team.

Key Responsibilities:
Lead and motivate the team to ensure objectives are successfully achieved.
Monitor performance and progress towards objectives.
Deal with arising personnel matters, including training, appraisals, addressing performance issues and dealing with any grievances.
Authorise transactions and assist with technical or operational queries.

Skills & Experience:
Passed or studying towards Investment Administration qualification Level 3 ie IOC (IAQ) or similar.
A minimum of 3 years in an Investment Administration supervisory role, with a minimum of 2 years Dealing experience.
Extensive technical and operational knowledge or procedures and processes.

Hours & Benefits:
Standard working hours - some flexibility is required and may be offered.
Comprehensive benefits package.

Job Purpose:
Investment Finance Administrator required to join leading financial services group.

Key Responsibilities:
Daily and monthly bank reconciliations.
Process dealing commission for trades executed on the platform.
Ensure the timely and accurate calculation and payment of fees for both clients and financial adviser's.
To monitor and apply client money to the platform in accordance with rules & regulations.

Skills & Experience:
Minimum of 2 years investment services experience.
Good working knowledge of Microsoft, on-line banking and securities and reconciliation systems.

Hours & Benefits:
Competitive Salary, Business Hours.


Job Purpose:
Adviser Services Administrator required to join leading financial services group to assist with new business and servicing & sales support.

Key Responsibilities:
Review new financial adviser terms of business and client applications in accordance with procedures and service standard.
Relationship manage & provide customer service support to financial advisers, trustees and clients.
Deal with client and financial adviser queries in a timely, efficient and accurate manner.

Skills & Experience:
2 years experience within operations preferably gained within Life Assurance.
General understanding of financial adviser and fund management market.
Experience in a similar role is preferred within a customer service or sales support environment.

Hours & Benefits:
Competitive salary and benefits package.


Job Purpose:
Investments Services Administrator required to join leading financial services group responsible for processing client and investment trades.

Key Responsibilities:
Process dealing instructions and share transfers in accordance with procedures and service standards.
Performing cash & asset reconciliations and helping to resolve identified reconciliation breaks.
Ensure all deals & foreign exchanges are input to the system in a timely and accurate manner.
Ensuring timely input of data such as contract notes and asset prices.

Skills & Experience:
2 years investment services experience and preferably within the life assurance industry.

Hours & Benefits:
Competitive salary and benefits package.

Job Purpose:
Multiple opportunities to join leading International Life Assurance Organisation both a permanent and contract capacity. Ideal applicants will have previous experience in Financial Services with a genuine interest to join an expanding international brand. In addition, applicants will be passionate about customer relationships and service delivery across a variety of operations teams.

Key Responsibilities:
Completion of allocated work.
Liaising over the telephone and by email with a variety of customers and business stakeholders.
Identify and recommend improvement opportunities for existing processes.

Skills & Experience:
Previous experience in Financial Services preferably Life Assurance.
Keen to join an expanding international brand.
Passionate about customer and service delivery.

Hours & Benefits:
These positions offer a comprehensive benefits package together with an excellent salary in an organisation that actively encourages personal development.

If you are looking for your next role and would like to discuss these opportunities in more detail, please contact us - pop into the office, call 665115, email hello@paragon.co.im or apply online www.paragon.co.im .

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.

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