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Job Purpose:
A Unit Linked Fund Services Analyst is sought by a leading Life Assurance organisation based in the south of the island. The role holder will deliver the technical content, systems changes, and impact analysis for the ongoing operation of company investment funds.

Key Responsibilities:
Deliver the fund events process according to approved guidelines
Support the business in delivery of new fund launches, changes, and closures
Deliver targeted impact assessments and change requirements to appropriate business units
Liaise with outsourced vendors, custodians, and contractors to ensure regular fund information is correctly reflected and updated

Skills & Experience:
Previous experience in a similar role within Life Assurance is highly preferred
An investment management qualification (CISI) would be advantageous
Knowledge of investment markets and regularity regimes

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

Job Purpose:
Rebate Manager to join the Fund and Investment Team of an International Life organisation to provide and implement a robust control environment to ensure the Company receives the rebates that it is owed from both its Unit Linked mirror fund range, as well as its direct holdings.

Key Responsibilities:
Paying rebates, in order to calculate the rebates owed to the Company
Building and maintaining a control to monitor and track the levels of rebates that should be received from each fund and fund manager
Reconciling the level of rebates received into the company bank accounts against those expected
Identifying levels of rebates which are not as expected and taking responsibility to contact the fund managers directly by phone to discuss the levels of rebates received to resolve any gaps
Regular production of Rebates Management Information (MI) statistics in order to display to senior management the positive progress being made

Skills & Experience:
A minimum of 3 years in a similar Funds/ Investments position
Technical knowledge and understanding of all areas of fund ranges and asset types with an understanding of the risks faced within an investment environment
Excellent communication skills, with the ability to communicate complex issues in an easily understood manner
An Investment Management qualification is desirable

Hours & Benefits:
Standard working hours 9am -5pm -35 hour work week
Competitive Salary and benefits package with onsite car parking

Job Purpose:
An Investment Analyst is sought by a leading Life Assurance organisation based in the south of the island. The successful applicant will support the Investment Manager in executing the company investment strategy relating to their Unit Linked, Open Architecture, and Shareholder assets

Key Responsibilities:
Review the performance of unit linked funds through a combination of qualitative and quantitative methodologies
Support investment related projects
Ensure that assets held within the company's products continue to comply with local regulatory and tax requirements
Reply professionally to enquiries from distributors regarding technical aspects of investment funds

Skills & Experience:
Previous experience in technical investment role, ideally within offshore Life Assurance, is essential
An investment management qualification (CISI) would be advantageous
Experience of the international investment market, particularly in relation to alternative investments, private equity, and international stock markets

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

Job Purpose:
Investment Manager required to support the Oversight & Controls Manager in an International Life company, you will be required to execute the investment strategy and policy relating to the companies Unit Linked, Open Architecture and Shareholder assets and manage the development of the unit linked fund range with key business stakeholders

Key Responsibilities:
Develop and maintain the Investments Governance Framework and ensure compliance with the framework in line with company Policies and Standards
Conduct a quantitative and qualitative governance program to assess ongoing performance of a range of mirror funds
Lead investment related projects and act as subject matter expert to support company initiatives and regulatory compliance
Maintain legal agreements and investment mandates governing relationships with fund houses for a range of unit linked funds
Draft, submit and present reports, management information, review papers, analysis papers, and commercial and governance proposal papers to the Friends Provident Investments Committee for approval or noting
Act as key interface with the Investment Team (Finance) and Investment Experts (Products) in delivering a proposition that meets target customer segments and distribution requirements

Skills & Experience:
3-5 years in an offshore life insurance company, investment or finance related environment (sales, investment proposition, product development, consultant liaison, portfolio management
Strong influencing, negotiation, communication & relationship skills ensuring gravitas to engage key clients and the ability articulate sophisticated funds management concepts at all levels
Ability to interpret legislation and identify opportunities and risks arising from legislative changes
Marketing skills at both written and oral level, with a proven ability to convey complex investment concepts to different audience groups, from experienced investment professionals to laypersons
Investment quantitative and qualitative analytical skills to assess fund performance to facilitate fund closure/ fund launch decision making

Hours & Benefits:
Full Time Permanent hours -35 hours per week
Market rate salary

Job Purpose:
An Insurance Technician is sought on an initial 6 month contract basis by a well-known, central Douglas-based Insurance company. The role holder will declare, close, and debit Additional Premiums; alongside assisting the wider team with efficient administration to keep the department running smoothly.

Key Responsibilities:
Declare all Additional Premiums on BoWoS and confirm to members that cover is in place
Extend cover to members
Debiting and emailing all AP documents, and closing APs
Deal with AP member queries

Skills & Experience:
A very strong graduate would be considered, though insurance experience is highly preferred
Exceptional attention to detail
Confident communicator, comfortable dealing with clients and customers

Hours & Benefits:
Full time business hours; Salary in line with relevant skills and experience

Job Purpose:
An Insurance Technician is sought by a leading Captive Insurance organisation based in central Douglas, on a permanent basis. The role holder will assist Senior Account Managers and Accountants with the management and administration of their clients, along with ad-hoc duties that may arise from time to time. This is a highly progressive role, with the long term objective of increasing participation in client service and ultimately client ownership.

Key Responsibilities:
Provide support, bordereaux reviews, payments (preparing bank instructions) and updating reports for various clients
Preparation and formatting of board meeting packs and arranging their timely distribution
Board meeting arrangements
Ad-hoc support of various internal projects

Skills & Experience:
Highly organised with strong administrative qualities and high standards of accuracy
Excellent MS Excel & Word skills
An insurance background is highly preferable
Numerate, flexible, with strong inter-personal and team-working skills
Confident in working with external clients

Hours & Benefits:
Full time business hours (35 hours p/w, though working hours may be flexible to accommodate client needs); Competitive salary and benefits package


Job Purpose:
Senior Administrator required to join a Life organisation to actively engage in the CanPay processes whilst positively delivering the best possible customer experience.

Key Responsibilities:
Administration duties relating to the withdrawal process stages for both the IOM and Dublin office
Proactively identify enhancements to processes and contribute towards their implementation
Ensure compliance with Company policies, regulatory, professional & legal requirements

Skills & Experience:
A minimum of 1 to 2 years' experience within a similar financial services environment would be an advantage
Logical and organised approach to problem solving
Desire to develop a career within a customer centric environment
Strong attention to detail and enjoys delivering quality outcomes

Hours & Benefits:
Full Time - Permanent hours
Salary dependant on previous experience


Job Purpose:
A leading life assurance organisation are looking for a Project Accountant on an 18 month contract who can provide technical accounting input into a wide range of business projects including implementation of IFRS17

Key Responsibilities:
Reporting to the FAR Controller, the duties are analytical, evaluative, interpretive and dynamic in nature. The role involves working day-to-day alongside colleagues both inside and outside Finance, and will involving both supporting/coaching and performing tasks independently
Business process mappings and re-engineering
Defining accounting rules
System configuration; user acceptance testing
Preparation of data for migration
Implementation support

Skills & Experience:
Qualified accountant (ACA or ACCA), with 3 years PQE
Technically up to date with accounting standards, in particular IFRS, with the ability to investigate technical accounting issues
Experience gained from working for or auditing of Life insurance companies would be particularly beneficial
Excellent communication skills both written and verbal

Hours & Benefits:
Business hours, competitive remuneration, Douglas based, parking on site

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:
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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