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Job Purpose:
An Investment Administrator is sought by a large Wealth Management company based in central Douglas, in a permanent capacity. You'll undertake a wide range of tasks to support the smooth running of the Investment Operations team.

Key Responsibilities:
Stock reconciliations
Asset pricing
Delivering exceptional customer and client service

Skills & Experience:
Previous experience in an investments role is advantageous
Achieved (or waiting to achieve) results at A Level with grades C or higher at GCSE (inc. Maths & English)
Has ideally passed or is studying towards a relevant investment administration certification

Hours & Benefits:
Full time business hours (35 hour working week); Salary commensurate with skills and experience; Full company benefits package

Job Purpose:
An experienced Personal Lines Manager is sought by a leading island Insurance company, on an initial three month FTC basis
Based in central Douglas, you'll manage your own workload and ensure staff under management are providing quotations, adjustments and handling renewals using standard personal insurance products

Key Responsibilities:
High level involvement in meetings/conference calls relating to Personal Lines insurance
Continue to develop excellent working relationships with clients to promote customer satisfaction
Implement and maintain the highest level of client administration
Ensure related admin work is appropriately and fairly assigned and delegated to the team

Skills & Experience:
Previous experience within Insurance, ideally in Personal Lines, is essential
Knowledge of CDL is advantageous
Experience managing a small team

Hours & Benefits:
Full time business hours; Highly competitive hourly rate

Job Purpose:
An international Life Assurance organisation based in Douglas are seeking a Senior Administrator, to join their Pricing & Rebates team, in a permanent capacity. You'll assist the team leader in managing daily pricing activities, and manage the daily, monthly, and quarterly rebate processes

Key Responsibilities:
Prepare and investigate the daily pricing unit reconciliation
Maintain the accuracy of pricing data within company systems, using Xceptor
Ensure correct invoices are sent for the receipt of rebates
Accrue correctly for expected rebates and apply them to both policyholders and funds

Skills & Experience:
Minimum of 5 GCSEs Grade C or above, including Maths and English
Advanced MS Excel skills
Unit pricing experience is advantageous but not essential
Knowledge of Xceptor is beneficial
An understanding of rebates is required

Hours & Benefits:
35 hour working week (the hours for this position are 10:00-18:00 Monday to Friday); Salary commensurate with skills and experience; Full company benefits package

Job Purpose:
Cash Processing Technician required to join an international Life organisation on a 12 month contract basis, the role holder will Ensure the smooth processing of money in and money out of the companies bank accounts with a focus on controls to ensure entries are posted accurately, efficiently and in a timely manner without exposing the company to financial loss and answering any related queries

Key Responsibilities:
Ensuring ASL and timelines within International Finance Operations are met
Ensure Robust procedures are in place and regularly monitored
Maintain an up-to date knowledge of payment industry developments and standards, in order to ensure that the company are taking full advantage of all available opportunities, for all premium and payment related matters
To provide review to pro-actively identify issues and support any process or systems developments needed to fix problems before they become issues
Monitor and challenge where necessary, any costs associated with the administration of our bank accounts and processing services
Act as a point of contact with banks and third party service providers relating to cash processes

Skills & Experience:
2+ years experience within a reconciliations or similar environment
Life Office or relevant Financial Services experience in a Finance team
A working knowledge of the major international banking systems
Minimum of Intermediate standard in using Excel, Access, Outlook, Work flow and policyholder systems

Hours & Benefits:
Standard working hours 9am -5pm
Competitive rates of pay
Parking on site


Job Purpose:
Experienced Accounts Assistant required to join financial reporting team of leading international wealth management organisation.

Key Responsibilities:
Posting accurate transitions and actively follow up on outstanding reconciling items
Contribute towards the production of monthly financial reports to internal and external bodies
Assisting with monthly management accounts


Skills & Experience:
Hold or working towards an accounting qualification (ACCA/ CAT/ AAT) or qualified through experience
Experience with management accounting and variance analysis
Good experience of accounting and excel packages

Hours & Benefits:
Full time core business hours, onsite car parking , competitive salary

Job Purpose:
Dealing Manager required to join an International Life Assurance provider on a permanent basis. The successful candidate will primarily be responsible for the day to day management of the dealing team providing a proactive customer focused service to internal and external customers

Key Responsibilities:
Ensure prompt and accurate placement of internal and external deals
Resolve trade queries and ensure comprehensive records are maintained
Manage and develop the team effectively
Ensure that team members receive work that is within their capability

Skills & Experience:
A minimum of 5 years Investment background preferably within a Dealing environment
A minimum of at least 2 years management experience
A high level of attention to detail
Strong organisational skills

Hours & Benefits:
Salary dependent on skills & experience, full time, permanent role


Job Purpose:
Dividends officer required to join the investment team of an international Life Assurance organisation. Reporting to the Investments Manager, this position is primarily responsible for the processing of Dividends, in line with current procedures and objectives to provide a pro-active, customer focused service to internal and external customers.

Key Responsibilities:
Processing of all Dividend notifications received on a daily basis, to include contacting our Custodian and dealing with policyholders and IFA's as required
Ensuring reconciliation items are investigated and cleared as required
Covering Corporate Actions during times of holidays/absence
Assisting with the daily pricing of all assets held on our investment platform

Skills & Experience:
A minimum of 3 years experience in an Investment environment working with Dividends and Corporate Actions
Appropriate qualifications (IAQ/SII) or a willingness to work towards completion would be advantageous
Thorough knowledge of financial instruments, familiar with Bloomberg and other industry standard tools
Experienced user of Microsoft Office, in particular Excel

Hours & Benefits:
Full Time permanent hours 9am -5pm
Competitive salary and benefits package

Job Purpose:
Dealing & Settlements Administrator required on a permanent basis to join an International Wealth Management organisation.

Key Responsibilities:
Confirming receipt of all trades placed and updating trade details to the system.
Processing transfer requests.
Investigating outstanding redemption payments.
Custody trade processing on all the custodian systems.

Skills & Experience:
Minimum of 2 year experience in Financial Services.
Experience of working within or dealing with an Investment Operations area.
5 x GCSE (or equivalent) grade C or above English and Maths.

Hours & Benefits:
Competitive Salary, Douglas based employer.
 

Job Purpose:
An experienced Investment Administrator is sought by a large Financial Services group based in central Douglas. The successful applicant will support the wider Investment team by the full provision of clerical and investment administration duties.

Key Responsibilities:
Cash management processes.
Fund pricing (internal and external).
Asset trading.
Corporate actions.
Portfolio valuations.

Skills & Experience:
Ideally 2 years previous experience within an Investment area.
Working knowledge of MS Office applications, specifically Excel.
Excellent communication and interpersonal skills (written and verbal).

Hours & Benefits:
Full time business hours (35 hour working week); competitive salary and full company benefits package.

Job Purpose:
The experienced Senior Trust & Company Administrator will be part of a team based in the South of the island, delivering effective and efficient trust and corporate administration services to a diverse client base.

Key Responsibilities:
Responsible for a diverse and complex portfolio of trusts, companies and partnerships including:
Undertaking all day to day administration, bookkeeping and minutes Liaison with clients and intermediaries, attending client meetings as required.
Conducting investment and annual reviews.
Reviewing Bookkeeping records and preparing accounts files to allow for preparation of year-end accounts.
Responsibility for client billing and debt collection.

Skills & Experience:
A minimum of 5 years experience within a Fiduciary Services. Administration Applicants are expected to be working towards or holding a relevant professional qualification such as ICSA or STEP. Strong communication and organisational skills, experienced in building and maintaining positive working relationships with clients and intermediaries.
Positive approach, should be used to working both independently as well as part of a team.

Hours & Benefits:
Full time hours, competitive salary and benefits.

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