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Job Purpose:
An Administrator is required to join the Pensions division of an established International Financial Services Group based in the South of the Island, in a permanent capacity. The role holder will assist on all day-to-day administrative tasks within the Pensions team.

Key Responsibilities:
Review new pension application packs and process account opening forms.
Draft minutes for trustee approval.
Deal with a variety of client enquiries, liaising with scheme providers where necessary.
Bookkeeping of receipts and payments using Viewpoint.

Skills & Experience:
Minimum 2 years previous experience within an administrative role.
Able to deliver excellent client communication, both verbal and written.
Working knowledge of MS Office packages, inc. Word, Excel, and Outlook.
Good understanding of Risk Awareness, particularly regarding trustee fiduciary responsibilities, KYC, and Due Diligence.

Hours & Benefits:
Full time business hours; competitive salary and attractive benefits package.

Job Purpose:
Experienced Project Manager required to lead a team of project management professionals in the delivery of our portfolio of projects. The Portfolio Manager is the first point of contact for the overall project portfolio. They provide partnership services to senior management teams and teams of people engaged in the delivery of projects, ensuring common understanding of portfolio parameters and expectations.

Key Responsibilities:
Leads the team of PMOs, project managers and change managers, setting objectives and reviewing performance to ensure that people have the necessary capability and understanding to deliver their individual and the teams objectives.
Ensure the continued adoption of clear, transparent and effective methods of project delivery and portfolio governance in line with methodologies.
Lead the annual planning process, working alongside stakeholders to identify demand and balance against priority and capacity.
Acts as gatekeeper of the portfolio plan, protecting key projects and ensuring transparency of demand. Provides regular retrospective 'status against plan' assessment of facts and communicates key messages to senior stakeholders and decision makers, including delivery performance, and resource load to ensure appropriate project oversight.
Participates in reviews of priority projects to assure delivery, reflect senior support, leadership and sharing of key learning.

Skills & Experience:
10 + years in a project related profession.
An APMG, or OGC project professional accreditation is desirable, such as p3o (Portfolio Programme or Project Offices) or MoP (Management of Portfolios) .
Ability to work with colleagues in both technical I.S. and business focused role
Comfortable to work with colleagues across all levels of seniority
Ability to maintain calm under pressure and persevere during set-backs
Effective negotiation skills as required to engage with peers and team colleagues to ensure provision of excellent service.
Competent user of MS Office suite of products

Hours & Benefits:
Competitive pay rate, parking on site, full time- business hours.
Job Purpose:
Multiple Administrators required to join an established Financial Services group on a permanent basis. The role holder will be responsible for operating as a member of the Life and Pensions Operations Team to provide support to introducers and Policyholders in order to develop and offer superior levels of service across all Life and Pensions products. To understand the needs of, and to develop positive relationships with Life and Pension clients and their financial advisers.

Key Responsibilities:
Provide administrative services to internal departments and sales team.
Provide a superior level of customer support when dealing with client and intermediary queries.
Deal with new business and policy servicing enquiries in line with existing procedures and checklists.
Have involvement in departmental projects.
Process investment dealing instructions and corporate actions in a timely manner.

Skills & Experience:
Previous experience New Business and/or Claims administrative experience.
Working knowledge of administrative systems is essential.
Excellent communication and customer service skills.
Knowledge of international finance sector, in particular life assurance and pensions, is desired.
Competent in using Microsoft applications.

Hours & Benefits:
Competitive salary.
Full time, business hours.
Job Purpose:
An Investment Control Administrator is sought by an international Life Assurance company based in central Douglas, on a permanent basis. The role holder will source, verify, investigate, and calculate fund prices, and process corporate actions.

Key Responsibilities:
Completion of the daily pricing and corporate actions processes, and associated reporting.
Manage 3rd party relationships with fund managers, custodians, and data vendors.
Assist with reconciliations and data cleansing activities.
Accurately calculate prices manually when required.

Skills & Experience:
Minimum of 2 years previous experience in Financial Services, ideally within Life Assurance.
Experience working within an Investment Operations-related role.
Proven experience of dealing with external parties such as fund managers and custodians.
Detailed knowledge of MS Office applications, including Word, Excel, and Outlook.

Hours & Benefits:
Competitive salary and good company benefits package; full time business hours based on a 35 hour working week.
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:
Permanent opportunity for a Complaints Investigator to join an international life organisation based in Douglas, the successful candidate will Co-ordinate the Complaint, Pre-Litigation and Litigation process from outset to completion.

Key Responsibilities:
Manage and co-ordinate the delivery of effective and accurate processing of significant complaints in a timely manner.
Ensure significant complaints are managed in accordance with the Complaints Handling Manual.
Report breaches of the significant complaint process in a timely manner.
Maintain a close working relationship with HASL Operations.
Collate high level and important documents into each Significant Complaint folder such as policy terms and conditions and valuation statements, etc.
Prepare a file note (full file history).
Run daily check reports to ensure that Group Legal is aware of the current position with a Significant Complaint, i.e., monitor all incoming and outgoing correspondence for each Significant Complaint and actions undertaken by HASL on each Significant Complaint to ensure no inconsistencies.

Skills & Experience:
A minimum of 3 years unit linked life assurance experience.
Working with senior management, internal & external customers.
Project management skills.
Uses own initiative.
Good level of competence with Microsoft Office including, Word, Excel, PowerPoint and Outlook together with good use of Internet for research purposes.

Hours & Benefits:
Office hours and competitive salary and benefits package.
Job Purpose:
3rd Party Client Services Administrator required to join an International Life Assurance Company, to be responsible for the efficient front office client new business and servicing duties for 3rd party relationships.

Key Responsibilities:
New Business Application Processing (will include vetting of Applicants)
Processing Client instructions, including handling Premiums, Withdrawals, Surrenders and general servicing duties
Dealing with queries and requests from third party providers
Contribute towards the production and improvement of processes within a newly structured and the development of new relationships commence

Skills and Experience:
Requires 2 - 3 years financial services experience, ideally Life Assurance within New Business and/or Servicing Administration
Proven customer service background
Good problem solving skills
Good team player with a strong communication skills and also the ability to work on their own initiative
Ability to plan and organise work to meet deadlines

Hours & Benefits:
Working hours: 9am - 5pm
Benefits; Pension, Private Healthcare, Death in Service, Parking & Discretionary Bonus
6 Month Contract


Job Purpose:
Experienced Investment professional required to join an International Bank on an initial contract basis. The role holder will be responsible for managing the investment control process.

Key Responsibilities:
Provide support to the Investment Division on completing reports; input data to relevant databases and notify 3rd parties and liaise with Group Risk and Compliance where relevant; chase outstanding reports and action updates.
Undertake ad hoc investigatory work into incidents, breaches and complaints, as required.
Prepare reports, collate papers, collate KRIs, prepare and undertake routine analysis of risk data for Investment Division and Risk meetings.
Record minutes of Investment Division investment committee and management meetings.
Undertake periodic testing of Investment Division controls.
Undertake periodic client suitability reviews and investment mandate monitoring, such as approved list and variance investigation and reporting.
Support the business in the establishment and maintenance of a robust controls environment.
Maintain the central policies and procedures manual, and facilitate periodic review of teams' procedures, review draft policies and procedures, and advise on procedural control improvements.
Deliver relevant risk process training.

Skills & Experience:
A proven track record within a similar investment focussed role is essential.
Previous experience within Banking is highly desirable.
Hold or be studying towards a relevant professional Investment qualification.

Hours & Benefits:
Structured working pattern- core business hours, excellent rate of pay- market competitive, based in central Douglas.
Job Purpose:
Permanent opportunity for an Investment Administrator Senior Executive to join a private wealth organisation based in Douglas. Reporting to the Head of Investment Administration the role holder will support the Head of Investment Administration in controlling and overseeing the activities within Dealing , Settlements and Asset Servicing.

Key Responsibilities:
Deputise for the Head of Investment Administration.
Provide technical support to all teams within the Investment Administration department.
Provide operational support to the Investment Administration Executives within the department - covering dealing, settlement and asset servicing, as and when required.
Authorisation of asset reviews and asset standing data, utilising a strong knowledge of asset types and how NPW systems store and use asset standing data fields.
Prepare and evaluate monthly Management Information for the Investment Administration department.
Authorisation of error correction work within the department, in the absence of the Head of Investment Administration and Investment Administration Executive (Dealing) and the analysis of errors in order to reduce the number of errors by identifying root causes and/or trends.
Oversee Business Continuity for the Investment Administration department, ensuring Procedures, the Business Continuity document, the Business Impact Analysis document and the Disaster Recovery document all remain current.
Act as a contact point on the assigned projects for IT with regards to software installation, training and testing. This includes co-ordinating User Acceptance Testing for the team, as required.
Work with the Head of Investment Administration to contribute towards the annual business plan for the department, as required.
Authorisation of all transactions types throughout the department, as required.
Authorisation of higher value deals, as per the limits set within the department (dependent on previous experience)
Assist with identifying training requirements for department members and liaise with their line manager in order to review progress towards objectives on a regular basis.

Skills & Experience:
A minimum of 3-5 years investment experience with ideally 2 years experience working in a management role.
Strong project management skills with the ability to analyse business processes and procedures suggesting and implementing improvements.
Extensive knowledge, both technical and operational, of the procedures and processes within the Investment Administration Department.
Conversant with current regulation pertaining to investment administration and able to identify and react to changes that may impact on the investment administration team.
Ability to ensure errors and/or losses are kept to a minimum by the implementation of robust systems and procedures.
Sound and timely decisions with the information available and respond quickly to business opportunities presented.

Hours & Benefits:
Business hours and Competitive salary.
Job Purpose:
Permanent position as Policy Servicing Administrator, sought by international Life Assurance company, responsible for processing all client and IFA servicing requests.

Key Responsibilities:
Dealing directly with external client and IFA policy servicing enquiries.
Vetting & processing policy assignments, Trust requests, and Notices of Interest.
Checking and applying complex work items, from premium payments to policy withdrawals.

Skills & Experience:
Minimum 2 years previous experience within Life Assurance, ideally within a similar position.
Considerable experience in a customer facing administration role.
Good working knowledge of AML/KYC regulatory frameworks.
Excellent verbal and written communicator.
A minimum of 5 GCSE's at grade C or above, including English and Maths.

Hours & Benefits:
Competitive rates of pay and good company benefits, 35 hour working week, based in Douglas.
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.
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