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Job Purpose:
Investment System Analyst sought after by an International Life Assurance Organisation on a 12 Month contract. Reporting into the Technical Support Manager you will be the SME for the unit pricing system, assisting all areas of investment services where required.

Key Responsibilities:
Responsible for the fund launch and closure processes on the unit pricing system.
Blended funds system maintenance - including changes in strategic asset allocations and fund switches.
Planning investment services requirements for asset on boarding, working closely with key stakeholders including treasury and ZICs.
Assisting with remediation calculations and methodologies.
Day to day trouble shooting of any system queries within Investment Services.
Assisting with technical queries around dealing and pricing including price sources and price release information.
Month end reporting.

Skills & Experience:
Proven track record in a similar role is essential.
Strong understanding of unit linked investments and pricing principles.
Sound knowledge of fundamental processes including reconciliations, corporate actions and price testing.

Hours & Benefits:
Competitive salary, 12 month contract, full time business hours.

Job Purpose:
Administrator required to join an established Financial Services Group as part of the Complaint Handling Team in a part time permanent capacity. The role holder will be responsible for dealing effectively with customer complaints as the first point of contact and handling any issues in an effective and timely manner.

Key Responsibilities:
Bring customer complaints to a swift, efficient and cost-effective conclusion ensuring a fair customer outcome whilst following Company and regulatory policies and procedures.
Analyse complaints and negotiate the best outcome in every situation considering the available information.
Maintain the Company's complaints register and complaints records.
Provide management information as requested in an accurate and timely manner.
Assist with the ongoing monitoring of complaints and undertake root cause analysis.
Undertake any other reasonable tasks as requested by the compliance function.

Skills & Experience:
Experience in customer service and complaints management.
3 years' + office experience.
Excellent communication skills.
A good understanding of fund and investment management, life and general insurance and pension legislation- desirable but not essential.
A good understanding of investment services and their practical applications- desirable but not essential.

Hours & Benefits:
Part time working pattern (flexible)-potential for this to increase to full time hours if desired, competitive rates of pay, based in Central Douglas.

Job Purpose:
A leading Life Assurance and Wealth Management organisation is seeking to fill a number of different Administrative positions within the company. Joining on either a permanent or fixed term contract basis, role holders will act as first point of contact for clients, whether processing initial applications, servicing policies from other providers, or making payments.

Key Responsibilities:
Provide vital administrative support to one of the key business areas.
Respond to all queries promptly and professionally.
Ensure client requests are processed accurately and efficiently.
Present information in an easy to understand way.

Skills & Experience:
Minimum of 5 GCSEs at grade C or above (inc. Maths and English).
Previous experience in a customer service or administrative role.
An understanding of the Financial Services industry is preferred.
Knowledge/experience of AML, KYC, payments/bank transfers is highly desirable.
Confident user of MS Office (inc. Word, Excel, and Outlook).

Hours & Benefits:
Full time business hours based on a 35 hour working week; Salary entirely commensurate with relevant skills and experience; attractive company benefits package.

Job Purpose:
Administrator, sought by International Life Assurance company to join their Settlements Team on an initial 6 month contract basis, The role holder will be responsible for ensuring the timely trade settlement of all investment transactions and to accurately administer external custodian accounts.

Key Responsibilities:
Process full trade settlement of all corporate actions and investment transactions.
Accurately administer external custodian accounts and custody records.
Correctly input corporate actions and dividends received into company databases and systems.
Assist in the collection of quarterly DFM and platform prices.

Skills & Experience:
Minimum 5 GCSEs including English and Maths.
1 years previous experience within an office environment, preferably within Life Assurance.
Excellent communication skills.

Hours & Benefits:
Market rate salary, full time business hours, parking on site.

Job Purpose:
Finance Administrator, required to assist in the accurate and timely processing of all daily Treasury procedures, sought by an international Life Assurance company on an initial 6 month contract basis.

Key Responsibilities:
To perform and oversee the daily payment processes ensuring adherence to documented procedures.
Assist in managing external banking relationships for companies, controlling the bank accounts and escalating any appropriate concerns.
Assist in queries and resolution of payments, treasury and reconciliation items both internally and externally.
Maintain accurate records of Payments & Receipts and assist other finance functions in ensure data retention is in accordance with internal service standards.

Skills & Experience:
Previous experience within an office environment.
A minimum of 5 GCSE's grades A*-C including English and Maths.
Ability to work independently or as part of a team.
Self-motivated, with a positive and flexible attitude.
Excellent analytical, reasoning, and communication skills.

Hours & Benefits:
Market rate salary commensurate with experience; full time business hours.

Job Purpose:
Operations Analyst is required to join the Offshore Banking Expert Services Team of a global Banking corporation, in an initial contract capacity. Based in central Douglas, the role holder will provide specialised support for the Offshore Operations business for Isle of Man, Jersey, and Guernsey-based customers.

Key Responsibilities:
Provide active support to the management team, ensuring all service levels, policies, procedures, risk, and governance are adhered to.
Review of sensitive Deceased Client cases, prior to execution of payments to executors, along with the subsequent release of payments.
Deal with all telephone and email referrals in relation to client payments (inward, outward, and online).

Skills & Experience:
12 months previous experience within Banking, preferably in an Operations capacity.
A minimum of 5 GCSEs at Grade C or above, including English and Mathematics.
Flexible and professional under pressure, with strong interpersonal skills.

Hours & Benefits:
Full time core business hours; competitive salary, Douglas based.

Job Purpose:
Senior Administrator required within the business Control department of a financial services provider, primarily to supervise and be responsible for regulatory and Wealth International requirements in managing and controlling risk exposure arising within Banking.

Key Responsibilities:
Accurately monitor Risk & Compliance following the banks policies and procedures Assist with the administration of Operational and Anti-Money Laundering Risks within the business to ensure that the bank is not exposed to unacceptable levels of risk and report any significant issues to management.
Undertake client reviews, (CBB, IPB and IWI), as per the schedule and in line with WIN Client take on and maintenance manual, ensuring that clients are correctly classified as per the WIN Compliance Guidance Note on Client classification and updating the schedule accordingly Undertake trigger reviews, where applicable, in line with procedure Conduct ongoing monitoring of client transactions and source of funds as required, including the monitoring and review of daily alerts from various information sources.
Conduct retrospective monitoring of Static Data Changes focussing on address changes which increase the possible level of client risk to the Ban Act as a point of contact within the business in respect of account queries such as Source of Funds documentation.
Assist with the releasing of payments over accounts that are subject to internal posting restrictions.
Assist in the review of payments that have been flagged by our sanction monitoring software Assist in the review of payments that have been queried by our correspondent bank Assist with managing of deceased account processes.
Assist in the review of account holders that have been flagged by our sanction / PEP monitoring software Assist with cases involving fraud/attempted fraud.
Assist with Operational and Anti-Money Laundering Risk monitoring for the bank.
Willing to learn other BCU duties undertaken by colleagues and be a team player.
Maintain an awareness and comply with all Anti Money Laundering laws, regulations, policies and procedures relevant to the bank.

Skills & Experience:
Ideally, a minimum of 3 years financial services experience, preferably in a Risk, AML or Compliance department, with a thorough understanding of Anti-Money Laundering and Operational Risk matters.
Has a controlling impact on end results.

Hours & Benefits:
Full time hours and competitive salary.

Job Purpose:
A leading international Life Assurance provider is recruiting for a number of Administrators to join a variety of teams on a fixed term contract basis. Overall your role will be to administer all aspects of work for the relevant business area, to a high standard and in line with procedures and service standards. This will range from simple queries through to more complex and non-standard cases.

Key Responsibilities:
The teams deal with a variety of responsibilities from answering queries from clients and advisers and being the first point of contact; processing initial applications to transferring policies from other providers and making payments to customers. Each individual opportunity is responsible for ensuring high quality delivery to customers and financial advisers, from New Business applications through to the payment of the final surrender value.

Skills & Experience:
5 GCSEs Grade C or above (inc. Maths & English).
Good basic computer skills and experience using MS Office applications.
Confident telephone manner (inc. making & answering internal & external calls).

Hours & Benefits:
Full time business hours (35 hour working week); competitive salary.

Job Purpose:
Multiple opportunities for experienced Financial Services Administrators to join leading International Life Assurance Organisation in a contract capacity.

Key Responsibilities:
Deal with clients and IFAs via telephone, fax, and email.
Set up and process payments from both regular and single withdrawals.
Processing and payment of full and segment surrenders, and open surrenders.
Process death claims.
Calculate and provide Chargeable Gain information where applicable for regular withdrawals, single withdrawals, and surrender requests.
Update amendments to client records on AIA, including address and banking details.

Skills & Experience:
Minimum of 5 GCSEs at grade C or above, including English and Maths.
2 year's previous experience within the finance or Life Assurance industry.
Good knowledge of MS Office applications, including Word, Excel, and Outlook.
Excellent written and verbal communication skills, with a good telephone manner.
Good planning and organisational skills.

Hours & Benefits:
Full time business hours (35 hour working week); competitive salary.

Job Purpose:
KYC Remediation Analyst required to join the Operations Team of a leading International Bank on an initial contract basis.

Key Responsibilities:
Client on boarding and account servicing processes such as account opening, closing, data amendments and other banking activities.
On boarding clients onto online banking platform, distribution of new client advices, completing various data analysis on complaints and queries from internal clients.
Ensure all account servicing documents are completed in an accurate and consistent manner and policies are adhered to.
Build and maintain professional relationships with colleagues and liaise in other areas of the business.

Skills & Experience:
Previous financial services experience is essential.
Knowledge and experience working with KYC and CCD requirements.
Excellent communication skills, both written and verbal.

Hours & Benefits:
Competitive rates of pay, full time working pattern, based in central Douglas.
Full time, business hours.

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