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Job Purpose:
Temporary Investment Administrator required to join the Settlements team at an established Private Wealth Management Organisation.

Key Responsibilities:
Processing multicurrency dividends and other income payments, processing and reviewing consolidated tax reports.
Applying withholding tax accurately across all income payments.
Update procedures when system updates and changes in regulations and the industry occur.
Ensuring customer queries are dealt with in a professional and effective manner whilst liaising with clients on a regular basis.
Provide support to the Investment Administration Executive and other team members.


Skills & Experience:
A minimum of two years in an investment administration role is essential.
To have a thorough knowledge of investment administration activities, both technical and operational, with the ability to detect possible problems and provide solutions.
Previous experience in a dealing role would be advantageous but not necessary.


Hours & Benefits:
12 Month Fixed Term Contract.
Full time hours.
Market rate salary.
Job Purpose:
Administrator required to join a Wealth Management Organisation on an initial contract basis.

Key Responsibilities:
The role holder will be responsible for the ongoing administration of externally managed accounts, ensuring that the company's records are accurate and up to date.
Arrange payment to, or request money from, external managers as required
Assist with reconciliations and data cleansing activities.
Completion of all processes necessary to ensure the completion of the quarterly EMC valuation process with any set service standard/timetable.

Skills & Experience:
Minimum of 2 years experience within an administrative role preferably Financial Services.
Previous Investments knowledge is highly desirable.
Minimum of 5 GCSE's A*-C.
Excellent communication skills, both written and verbal.

Hours & Benefits:
Market competitive pay rate, structured working pattern- core business hours.

Job Purpose:
Temporary Investment Administrator required to join the Asset Servicing team at an established Private Wealth Management Organisation.

Key Responsibilities:
Processing multicurrency dividends and other income payments.
Applying withholding tax accurately across all income payments.
Preparing consolidated tax reports.
Providing cover for other areas within the department where training has been received and other duties as required.

Skills & Experience:
Educated to A Level or equivalent.
Previous experience in an investment administration role would be advantageous but not necessary.

Hours & Benefits:
12 Month Fixed Term Contract.
Full time hours.
Market rate salary.
Job Purpose:
Multiple long term contract opportunities within the Customer Service Team of an International Life Assurance Organisation

Key Responsibilities:
Provide an accurate service in a knowledgeable and professional manner, ensuring customer satisfaction at all times.
Act as a Customer Service Role Model, taking every opportunity to build beneficial relationships.
Confidently support peers in dealing with all customer requests.
Support a culture that encourages innovation and continuous improvement to the benefit of the customer.
Uses knowledge to assist peers to effectively deal with customer queries and identify improvements to departmental procedures.

Skills & Experience:
Previous office administration experience ideally including telephony duties.
Excellent communication skills, both written and verbal.
Able to work within a team environment and contribute at all levels.

Hours & Benefits:
Full time business hours, salary commensurate with skills and experience, parking on site.
Job Purpose:
Customer Consultant, responsible for managing all customer requests in a confident and proactive manner, sought by international Life Assurance business. Permanent job.

Key Responsibilities:
Provide an accurate service in a knowledgeable and professional manner, ensuring customer satisfaction at all times.
Act as a Customer Service Role Model, taking every opportunity to build beneficial relationships.
Confidently support peers in dealing with all customer requests.
Support a culture that encourages innovation and continuous improvement to the benefit of the customer.
Uses knowledge to assist peers to effectively deal with customer queries and identify improvements to departmental procedures.

Skills & Experience:
Previous experience in Life Assurance industry.
Knowledge of life assurance products.
Excellent communication skills, both written and verbal.
Able to work within a team environment and contribute at all levels.

Hours & Benefits:
Full time business hours, salary commensurate with skills and experience, full company benefits.
Job Purpose:
Unit Linked Fund Analyst required to deliver the technical content, systems changes and impact analysis for the ongoing operation of the Unit Linked Investment funds for an international Life Organisation.

Key Responsibilities:
Deliver the fund events process according to approved guidelines in the impact assessment of externally driven changes.
Support the business in delivery of new fund launches, changes and closures according to internal procedures.
Deliver targeted impact assessments and change requirements to appropriate business units to enable regulatory requirements to be met and customer expectations to be maintained.
Maintain and follow procedures in line with business and regulatory requirements ensuring no regulatory breaches.
Ensure customer facing documentation and fund database contain accurate information.

Skills & Experience:
Breadth of experience within business - a minimum of 3 years experience of working in an investment related function.
Microsoft office skills, high level of attention to detail and problem solving skills, good inter personal skills, ability to work under pressure and regulatory deadlines.

Hours & Benefits:
Office hours.
Salary dependent on experience.

Job Purpose:
International Investment Dealer required to work as part of the International Dealing team of an international life company, responsible for placing high value deals on behalf of Portfolio Bond customers.

Key Responsibilities:
To accurately and effectively place and authorise multi currency deals on behalf of International clients including; equity trades, collective investments, fixed deposits, structured products & foreign exchange.
To place all trades within the published Dealing service level agreement of 48 hours.
Understanding and management of investment related queries raised by customers, brokers, stockbrokers, custodian and fund managers.
Regular review of dealing procedures guides, process risk and control logs, and introduction of improvements within regulatory guidelines and company policy.
Key deliverables are met through a full understanding of all controls in place, the risks associated, and the P&L correction and reporting process, all to ensure we comply with financial and regulatory requirements.

Skills & Experience:
CISI Investment Operations Certificate.
Understanding of Investment operations, specifically trade placement & settlement.
Fully competent with Microsoft packages and experience using Rhymesight, Bloomberg and Citibank advantageous.
High degree of accuracy and attention to detail.
Ability to work under pressure to meet strict deadlines.

Hours & Benefits:
Business hours.
Salary negotiable.

Job Purpose:
Senior Administrator, required to monitor the governance of the company's Investment Operations to ensure adherence to the investment practices set out in the investment Governance Regulations, sought by international Life Assurance company on temporary contract basis.

Key Responsibilities:
To carry out asset reviews in line with the authorisation matrix and maintain a centralised departmental monitoring framework in respect of permitted assets.
Update and maintain the accuracy of asset security including security set-up, warnings, reporting flags, Cofunds data, GWL trading restrictions and asset review data.
To review every externally managed account for non-permissible assets and to carry out reviews of any new or updated Corporate Actions.
To produce, review and co-ordinate the despatch of daily Control Reports.

Skills & Experience:
Previous experience within a similar role within Life Assurance.
Strong analytical, reasoning, and communication skills.
Self-motivated - ability to work independently or as part of a team.

Hours & Benefits:
Market rate salary in line with skills & experience, full time business hours.
Job Purpose:
Senior Business/Test Analyst, responsible for capturing and evaluating business objectives and the planning and execution of test phases of the delivery, sought by international life assurance company (on a fixed-term 12 month contract basis).

Key Responsibilities:
Define and document detailed business requirements, and contribute to the development of business cases.
Ensure proposed software developments meet business requirements and ensure IS solutions will meet business and system needs.
Plan and develop the test strategy, risk analysis and test plan.
Support the user acceptance test, ensuring the functional and business requirements are met.
Provide training and post implementation support to all affected areas.
Deal with queries and support system users during a warranty phase.

Skills & Experience:
Formal Business Analysis qualifications, ideally ISEB.
Experience of working under a formal delivery methodology.
Strong analytical, reasoning, and communication skills.
Ability to work to strict project deadlines.
Experience within the Life Assurance industry.
Experience of Agile would be advantageous.

Hours & Benefits:
Very competitive salary in line with skills and experience, full time business hours.
Job Purpose:
Senior Business/Test Analyst, responsible for capturing and evaluating business objectives and the planning and execution of test phases of the delivery, sought by international life assurance company.

Key Responsibilities:
Define and document detailed business requirements, and contribute to the development of business cases.
Ensure proposed software developments meet business requirements and ensure IS solutions will meet business and system needs.
Plan and develop the test strategy, risk analysis and test plan.
Support the user acceptance test, ensuring the functional and business requirements are met.
Provide training and post implementation support to all affected areas.
Deal with queries and support system users during a warranty phase.

Skills & Experience:
Formal Business Analysis qualifications, ideally ISEB.
Experience of working under a formal delivery methodology.
Strong analytical, reasoning, and communication skills.
Ability to work to strict project deadlines.
Experience within the Life Assurance industry.
Experience of Agile would be advantageous.

Hours & Benefits:
Very competitive salary in line with skills and experience, full time business hours.
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.


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