Latest Jobs
Job Purpose:
A leading Payroll & Contractor Services organisation are looking for an experienced Agency Sales Business Development Manager, who will generate new business relationships with Agency consultants, owners, and introducers. This is a permanent position based in central Douglas.
Key Responsibilities:
Face to face meetings with existing relationships in the UK (some travel required)
Manage your own lead pipeline, workflow, and priorities through to sale
Manage your aftersales relationships for cross-selling/referral opportunities
Manage your clients from application through to payment
Create your own leads, adding to the warm leads provided to you
Skills & Experience:
Knowledge of, or previous experience in, UK Contractor/Agency Sectors
Knowledge of, or previous experience in, Tax, Umbrella, CIS and Limited Company Structures
Excellent prospecting, negotiation, and closing skills
Strong motivation for sales
Hours & Benefits:
Full time business hours (37.5 hours p/w); Salary commensurate with relevant skills and experience: Full company benefits package
Job Purpose:
Experienced Project Manager required to join life assurance organisation for 12 month contract, to plan, oversea and implement a range of projects.
Key Responsibilities:
Agree and maintain project scope, objectives and timelines for delivery
Create and maintain comprehensive project documentation
Provide appropriate progress and management reports
Co-ordinate internal resources to support the delivery of the project
Perform appropriate risk management to identify project risks and mitigating actions
Skills & Experience:
Previous experience managing a full project lifecycle using various Project Management methodologies
Experience of business process management and/or organisational change
Degree and/or equivalent professional qualification advantageous
Hours & Benefits:
Full time core business hours, competitive salary
Job Purpose:
Customer Service Officer required to join the Customer Contact Centre Department of an International Bank on an initial contract basis, likely to be made permanent.
Key Responsibilities:
Act as the first point inward contact for all telephony based customer queries
Manage and deal with a wide range of service requests from customers worldwide
Build rapport with customers by gaining a full understanding of their needs in order to provide exceptional customer service
Skills & Experience:
Previous customer service experience is essential
Previous office experience ideally with in Financial Services is highly desirable, but not essential
A minimum of 5 GCSE's grades A*-C including Maths and English is essential
Hours & Benefits:
Structured working pattern, shift work - core business hours 6am to 12am, competitive rates of pay - based on experience, Central Douglas based
Full training provided
Job Purpose:
Senior Administrator required within the operations team of an international life organisation to be actively engaged in the Information process for customers. The expectation is this individual will demonstrate a proactive and positive desire to deliver the best possible customer experience for customers throughout their journey.
Key Responsibilities:
Ensure that all calls and email enquiries are handled in a professional manner, taking ownership of recording and following these through to resolution
Monitor the agent adviser system and ensure sufficient departmental phone cover/email cover is consistently in place and raise any resource problems with the Team Leader
Recognise any complaints received within the area and refer appropriately within the required timescales
Provide support to front office teams as appropriate to reduce referrals that may otherwise impact on daily processing within the back office teams
Skills & Experience:
Previous experience within a customer service role in Financial services
FA1 & CF1 is desirable but not mandatory
Articulate and possess excellent communication skills
Logical and organised approach to problem solving
Hours & Benefits:
Full Time Permanent hours
Market rate salary
Job Purpose:
An experienced senior team member is required to join the Finance & Investments team of an international wealth platform company. The position is primarily responsible for reviewing and vetting assets in line with current criteria to provide a proactive, customer focused service to internal and external customers.
Key Responsibilities:
Support and manage the team in the absence of the Team Manager
Support the Investments Manager with the accurate management and processing of trades, settlements, dividends, corporate actions, reconciliations, stock transfers, payments, and fee billing
Perform asset reviews to determine acceptability for the platform
Skills & Experience:
Previous experience within an investments technical role or dealing environment is essential
Should have CISI qualifications or be willing to work towards
Strong communication and organisational skills
Relationship and stakeholder management skills
Demonstrable knowledge of financial instruments, funds, bonds, equities, collectives, fixed & structured deposits
Hours & Benefits:
Full time business hours (37.5 hours p/w); Salary commensurate with relevant skills and experience; Full company benefits package
Job Purpose:
An experienced senior team member is required to join the Customer Services team of an international wealth management company. The role holder will review New Business applications for quality and regulatory AML & CFT control purposes.
Key Responsibilities:
Ensure that new business applications have been accepted and processed in line with internal guidelines and procedures
Contact IFAs and customers to requests outstanding information
Client set up on Customer Relations Management System and Wealth Platform
Data capture and recording management information data
Skills & Experience:
Previous experience within a New Business role within Investments or Life Assurance is essential
Strong communication and organisational skills
Relationship and stakeholder management skills
Strong knowledge of CDD requirements in line with the IOM Financial Services Authority
Hours & Benefits:
Full time business hours (37.5 hours p/w); Salary commensurate with relevant skills and experience; Full company benefits package
Job Purpose:
Customer Services Administrator required to join an established Funds and Investments Organisation, on a permanent basis. The role the role would suit a high performing individual who has worked or looking for a career in Customer Services. The role will include, on-boarding new clients, customer due diligence, new business acceptance and regulatory requirements and client correspondence.
Key Responsibilities:
Reviewing new business applications to ensure they are in line with the Isle of Man Financial Services Authority's (FSA's) Guidance Notes on AML
Ensuring that new business applications have been accepted in line with company internal guidelines
Skills & Experience:
Previous financial services experience (ideally in a new business or a customer service role within Life Assurance/Investments)
A good understanding of the FSA's Insurance (Anti-Money Laundering) Regulations 2008
A detailed knowledge of the new business requirements under the FSA's Guidance Notes- desirable
Hours & Benefits:
Full time business hours (35 hour working week); Competitive salary; Full company benefits package
Job Purpose:
A Senior Administrator is sought by the New Business department of an international Life Assurance organisation, on a permanent basis. The role would suit a high-performing Financial Services professional, with a strong understanding of Anti-Money Laundering and Fighting Financial Crime in the finance industry.
Key Responsibilities:
Reviewing new business applications to ensure they are in line with the Isle of Man Financial Services Authority's (FSA's) Guidance Notes on AML
Ensuring that new business applications have been accepted in line with company internal guidelines
Skills & Experience:
Previous financial services experience (ideally in a new business or compliance role within Life Assurance) is essential
A good understanding of the FSA's Insurance (Anti-Money Laundering) Regulations 2008
A detailed knowledge of the new business requirements under the FSA's Guidance Notes
Hours & Benefits:
Full time business hours (35 hour working week); Competitive salary; Full company benefits package