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Job Purpose:
A permanent role has arisen within the Projects Department of a large Life Assurance organisation based in Douglas. Reporting to the Data Quality Team Manager, this role will be responsible for supporting the business with the management and remediation of data held within the core administration systems

Key Responsibilities:
Support the business with all aspects of data rectification
Remediate data issues in a structured and timely manner
Support the Data Quality Team with the review and monitoring of outstanding audit actions relating to data quality and integrity

Skills & Experience:
Previous experience of working in the Life Assurance industry within a similar role
A good working knowledge of MS Excel
A good understanding of KYC principles
Good organisational skills

Hours & Benefits:
Full time business hours (35 hours p/w); Salary commensurate with relevant skills and experience; Attractive company benefits package

Job Purpose:
An international Wealth Management organisation based in central Douglas are seeking a Customer Support Administrator on a permanent basis. The successful applicant will deliver excellent customer service to clients and IFAs by processing all telephone calls and email requests within specified servicing times

Key Responsibilities:
Deal with internal and external customers professionally, concisely and accurately via telephone, fax and e-mail
Identify problem areas and offer various solutions wherever possible
Fully support and participate in any campaigns including the generation of new business leads

Skills & Experience:
Previous experience within Financial Services is essential, ideally within Life Assurance
Experience within a customer-facing administration role
Good telephone manner and excellent communication skills

Hours & Benefits:
Full time business hours (37.5 hours p/w); Salary commensurate with relevant skills and experience; Full company benefits package

Job Purpose:
Senior Administrator required to join the quality & control team of an international life assurance company on a permanent basis. The successful applicant will handle complex queries, providing a high quality of service that is accurate and within stated timescales.

Key Responsibilities:
Investigate and resolve complex complaints, deal with telephone queries and fully document how they are resolved
Undertake quality sampling for customer journey tasks ensuring that processes are fit for purpose, adhered to and meet the required standards.
Review and improve the department's processes and procedures to ensure service levels are maintained
Maintain a high level of technical and specialist skills, experience and knowledge, enabling high quality complaint resolution and root cause analysis to ensure improved customer experiences

Skills & Experience:
Minimum of 5 GCSEs grade C or above including English & Mathematics
Already attained, or committed to attaining the award in financial administration is desirable
Previous Experience in a customer journey processing team
Intermediate knowledge and experience within MS office
Excellent customer service skills

Hours & Benefits:
Full time, core business hours - salary in line with experience.

Job Purpose:
A Client Portfolio Manager is required for a Global Fiduciary and Corporate Services Provider, to lead and manage a team, reporting to the Client Services Manager.

Key Responsibilities:
Administration of a selective portfolio of complex client companies and trusts
Act as primary point of contact for clients and develop and manage new and ongoing business opportunities and relationships
Attend client meetings and ensure accurate records are kept
First line management of a team from a quality control and technical accuracy perspective, as well as identifying training, development & coaching needs for team
Manage and balance workload, whilst promoting a culture of high quality client care
Responsible for monitoring billing and time charges, managing debtors and keeping to budget

Skills & Experience:
Able to attain key staff status with the Financial Services Authority
Excellent communication and staff management skills
Experience of planning and scheduling workloads and acting as liaison with Business Development and Compliance Departments
Confident in conducting team member annual performance reviews

Hours & Benefits:
Full time hours, competitive salary & comprehensive benefits package

Job Purpose:
An international Life Assurance organisation are currently looking for an Administrator to work 5 mornings per week, on a permanent basis, within their Investments Department.

Key Responsibilities:
Assist the Senior Corporate Actions Officer in execution of all Corporate Actions
Asset Reconciliations, Asset Set Up and maintenance, Run daily valuations for our personalised clients, Pricing of Personalised and Pooled Funds, and dealing with general Client/IFA queries

Skills & Experience:
Previous experience within the Life Assurance industry or Investment/Fund industry is absolutely essential
Direct experience of, or an interest in, learning Corporate Action processing would be highly advantageous
Good working knowledge of Investments and dealing with Custodians
Good numeracy skills
Familiar with Microsoft Office in particular Excel

Hours & Benefits:
Part time hours (flexible, though must be morning only); Competitive salary; Full company benefits package

Job Purpose:
A leading Life Assurance provider currently has a vacancy within their Customer Services Contact Centre. This role requires the applicant to deliver superior customer service to future and existing customers and brokers who contact the business

Key Responsibilities:
Handling high volumes of incoming and outgoing telephone calls
Acting as the first point of contact, first touch resolution, dealing professionally and effectively with requests, answering queries and taking responsibility for processing each enquiry through to a satisfactory conclusion
Providing customers and brokers with product and servicing information both verbally and written, with high attention to detail and accuracy

Skills & Experience:
Previous experience within Financial Services (ideally within Insurance/Trust) is essential
Call centre experience would be advantageous
Excellent verbal and written communication skills
Professional telephone etiquette
Can do attitude and enjoy dealing with customer queries and complaints.

Hours & Benefits:
Full time business hours (either 09:00-17:00 or 10:00-18:00); Salary commensurate with relevant skills and experience; Full company benefits package

Job Purpose:
A Fund Administrator is required for a busy and expanding team within the Funds Department of an independent and multi-jurisdictional corporate services provider.

Key Responsibilities:
Liaise with clients and service providers on a variety of administration queries, providing an excellent service
Compile & collate investor application information
Review & reconciliation of client monies
Process shareholder efficiently and in a professional manner
Preparation of income distribution schedules & settlement of same;
Issue contract notes, assist with completion of compliance checklists

Skills & Experience:
Background in Fund Administration would be an advantage but not essential
Strong customer service and administration skills
Ability to work independently and with minimal supervision

Hours & Benefits:
Full time business hours, salary commensurate with relevant skills and experience

Job Purpose:
Exciting opportunity for an experienced Investment Manager to join an international wealth management group. The successful applicant will provide a high quality service to existing clients through prudent and efficient management of portfolios of assets. The role entails management of portfolios to meet client expectations and maintain compliance.

Key Responsibilities:
Perform attribution analysis on key portfolios
Maintain database of existing and potential investee funds & their performance
Preparation of macroeconomic data for use by Investment Committee
Provide research to construct lists of recommended investments in key asset classes
Contribute to the asset allocation process
Produce written reports, supported by data in graphical or tabular format, for clients to retain current business, assist in securing new business and assisting investment team

Key Skills & Experience:
Proven industry experience
Demonstrable track record of delivery
Strong analytical and problem-solving skills
Minimum qualifications of Level 4 RDR/Level 1 CFA or equivalent


Hours & Benefits:
Full time, core business hours - salary in line with experience

Job Purpose:
Training & Competency Manager (RDR Level 4 qualified) required to join an expanding IFA business on the Isle of Man in a permanent capacity, to lead the IFA team and ensure the highest level of advice is provided to clients. The role holder will work closely with and undertake technical direction from the Managing Director to ensure smooth application of the Training & Competency regime to high level standards

Key Responsibilities:
Supervise advisers within your span of control
Lead a successful, motivated, compliant regulated team by setting defined objectives and conduct appraisals to measure achievement
Provide suitability of advice oversight and supervise team according to experience. Work closely with Compliance to resolve regulated complaints in a timely manner
Identify knowledge or skills gaps and apply coherent plans to close any gaps identified
Support adviser Induction Training, to assist in the development of new entrants' knowledge of compliant behaviours towards competent status by 'close supervision' monitoring
Support IFAs in developing their business goals & objectives. Demonstrate and share knowledge and understanding
Maintain accurate records relating to T&C and related matters
Support the firm's Compliance function, to coordinate, oversee and support complaint cases
To provide oversight of pre review cases prior to final sign-off by the Managing Director
To supervise and monitor business risks in accordance with regulatory requirements and internal procedures. Complete tasks in accordance with the Training and Competence scheme
Control and, as necessary, input into the production, maintenance and quality of the content of Financial Planning Reports
Provide coaching to both IFAs and Client Managers in order to drive up excellence throughout the Company
Conduct appraisals
To demonstrate and apply technical skills, market and product knowledge to a level that will support business development
Keep abreast of regulatory and legislative requirements and be prompt to act on relevant changes

Skills & Experience:
Proven experience gained at a senior level within an IFA, banking or regulatory environment with a highly developed understanding and knowledge of all areas of financial planning
Experience in training, coaching and constructive feedback
Well-developed written communication skills, able to construct logical, clear and concise documentation appropriate to given audience
Understand current regulations and how they apply to clients
Qualified to RDR level 4 or above

Hours & Benefits:
Market rate salary and comprehensive benefits

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