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Job Purpose:
An experience Claims Administrator is sought by a leading Wealth Management organisation on a permanent basis. The role holder will be expected to deliver a direct service to clients and IFAs by the processing of claims and withdrawals requests within specified servicing times.
Key Responsibilities:
Receiving, understanding, validating, and correctly processing a wide variety of different workflow items:
Client record amendments.
Regular and single withdrawals.
Full and segment surrender payments.
Open surrenders (holding illiquid funds).
Death Claims.
Calculating and providing Chargeable Gain information where applicable for regular withdrawals, single withdrawals, and surrender requests.
Providing relevant information to the Finance Department relating to any reconciliation queries.
Skills & Experience:
Previous experience within the Life Assurance industry, ideally with experience in a Claims/Withdrawals role.
Knowledge of AML/KYC requirements.
Computer literate and comfortable using a wide variety of systems.
Excellent communication skills (written and verbal) with a good telephone manner.
Hours & Benefits:
Full time business hours (35 hour working week); Salary in line with skills and experience; Attractive company benefits package.
An experience Claims Administrator is sought by a leading Wealth Management organisation on a permanent basis. The role holder will be expected to deliver a direct service to clients and IFAs by the processing of claims and withdrawals requests within specified servicing times.
Key Responsibilities:
Receiving, understanding, validating, and correctly processing a wide variety of different workflow items:
Client record amendments.
Regular and single withdrawals.
Full and segment surrender payments.
Open surrenders (holding illiquid funds).
Death Claims.
Calculating and providing Chargeable Gain information where applicable for regular withdrawals, single withdrawals, and surrender requests.
Providing relevant information to the Finance Department relating to any reconciliation queries.
Skills & Experience:
Previous experience within the Life Assurance industry, ideally with experience in a Claims/Withdrawals role.
Knowledge of AML/KYC requirements.
Computer literate and comfortable using a wide variety of systems.
Excellent communication skills (written and verbal) with a good telephone manner.
Hours & Benefits:
Full time business hours (35 hour working week); Salary in line with skills and experience; Attractive company benefits package.
Job Purpose:
Investment Control Administrator required for 3 month contract to join international wealth management business.
Key Responsibilities:
Completion of the daily pricing and corporate actions processes, and associated reporting.
Manage 3rd party relationships with fund managers, custodians, and data vendors.
Assist with reconciliations and data cleansing activities.
Accurately calculate prices manually when required.
Skills & Experience:
Minimum of 2 years previous experience in Financial Services, ideally within Life Assurance.
Experience working within an Investment Operations-related role.
Proven experience of dealing with external parties such as fund managers and custodians.
Detailed knowledge of MS Office applications, including Word, Excel, and Outlook.
Hours & Benefits:
Excellent rate of pay, centrally based.
Investment Control Administrator required for 3 month contract to join international wealth management business.
Key Responsibilities:
Completion of the daily pricing and corporate actions processes, and associated reporting.
Manage 3rd party relationships with fund managers, custodians, and data vendors.
Assist with reconciliations and data cleansing activities.
Accurately calculate prices manually when required.
Skills & Experience:
Minimum of 2 years previous experience in Financial Services, ideally within Life Assurance.
Experience working within an Investment Operations-related role.
Proven experience of dealing with external parties such as fund managers and custodians.
Detailed knowledge of MS Office applications, including Word, Excel, and Outlook.
Hours & Benefits:
Excellent rate of pay, centrally based.
Job Purpose:
Experienced Customer Services Manager required to join leading Wealth Management business, to lead a fast paced centre of service excellence driving performance and standards across the function.
Key Responsibilities:
Drive continuous improvement and quality standards.
People management and performance improvement across a multi functional team.
Control and mitigation of risk and a strong understanding of risk management practices.
Work with a variety of stakeholders in order to design and deliver strategy.
Skills & Experience:
Management experience gained in a financial services environment, preferably life assurance.
Proven record of identifying and implementing process improvement, previous LEAN experience would be advantageous.
Excellent people management and leadership skills, preferably across multi functional teams.
A good working knowledge of the appropriate regulatory environment including chargeable event reporting requirements would be beneficial.
Hours & Benefits:
Competitive salary & benefits package, structured working pattern, centrally based.
Experienced Customer Services Manager required to join leading Wealth Management business, to lead a fast paced centre of service excellence driving performance and standards across the function.
Key Responsibilities:
Drive continuous improvement and quality standards.
People management and performance improvement across a multi functional team.
Control and mitigation of risk and a strong understanding of risk management practices.
Work with a variety of stakeholders in order to design and deliver strategy.
Skills & Experience:
Management experience gained in a financial services environment, preferably life assurance.
Proven record of identifying and implementing process improvement, previous LEAN experience would be advantageous.
Excellent people management and leadership skills, preferably across multi functional teams.
A good working knowledge of the appropriate regulatory environment including chargeable event reporting requirements would be beneficial.
Hours & Benefits:
Competitive salary & benefits package, structured working pattern, centrally based.
Job Purpose:
Corporate AML Specialist required to join an International Bank for 9-12 month contract. Primary responsibility is to review, assess and update high risk files ensuring they are compliant with business policies and procedures.
Key Responsibilities:
Periodically reviewing, assessing and updating high risk files.
Making sure that high risk files are compliant with policy and business appetite standards
Sourcing information using a variety of external and internal sources, including public information.
Liaising with both intermediary and direct customers in writing and verbally to gather information required to undertake reviews which ensure that all risk factors have been considered.
Making sound judgements about the risk of each review, making recommendations and taking decisions in respect of the maintenance or establishment of a client relationship.
Skills & Experience:
Experience working in AML, ideally dealing with high risk reviews.
Excellent knowledge of complex corporate structures.
Excellent report writing skills.
Strong interpersonal skills, working effectively within the team and with key stakeholders on complex and sensitive issues.
Excellent organisation skills and the ability to work to tight deadlines and within agreed targets and service standards.
Confidence to challenge processes, procedures and operational issues where clarity is needed or simplification is required.
Ideally hold a relevant professional qualification, such as an advanced ICA or equivalent (not essential).
Hours & Benefits:
Excellent rate of pay, on site parking.
Corporate AML Specialist required to join an International Bank for 9-12 month contract. Primary responsibility is to review, assess and update high risk files ensuring they are compliant with business policies and procedures.
Key Responsibilities:
Periodically reviewing, assessing and updating high risk files.
Making sure that high risk files are compliant with policy and business appetite standards
Sourcing information using a variety of external and internal sources, including public information.
Liaising with both intermediary and direct customers in writing and verbally to gather information required to undertake reviews which ensure that all risk factors have been considered.
Making sound judgements about the risk of each review, making recommendations and taking decisions in respect of the maintenance or establishment of a client relationship.
Skills & Experience:
Experience working in AML, ideally dealing with high risk reviews.
Excellent knowledge of complex corporate structures.
Excellent report writing skills.
Strong interpersonal skills, working effectively within the team and with key stakeholders on complex and sensitive issues.
Excellent organisation skills and the ability to work to tight deadlines and within agreed targets and service standards.
Confidence to challenge processes, procedures and operational issues where clarity is needed or simplification is required.
Ideally hold a relevant professional qualification, such as an advanced ICA or equivalent (not essential).
Hours & Benefits:
Excellent rate of pay, on site parking.
Job Purpose:
Corporate AML Specialist required to join an International Bank on a permanent basis. Primary responsibility is to review, assess and update high risk files ensuring they are compliant with business pocies and procedures.
Key Responsibilities:
Periodically reviewing, assessing and updating high risk files, including when new relationships are being established and where a 'trigger' based event occurs.
Making sure that high risk files are compliant with policy and business appetite standards
Sourcing information using a variety of external and internal sources, including public information, in order to produce a report that demonstrates that the business fully knows their customer and associated business.
Liaising with both intermediary and direct customers in writing and verbally to gather information required to undertake reviews which ensure that all risk factors have been considered.
Making sound judgements about the risk of each review, making recommendations and taking decisions in respect of the maintenance or establishment of a client relationship.
Ensuring high levels of service and fair outcomes are delivered for all customers.
Skills & Experience:
Experience working in AML, ideally dealing with high risk reviews.
Excellent knowledge of complex corporate structures.
The ability to make sound and reasoned decisions and recommendations which are clearly articulated.
The ability assess risk and consider the materiality of any absence information.
Excellent report writing skills.
Strong interpersonal skills, working effectively within the team and with key stakeholders on complex and sensitive issues.
The ability to communicate clearly and persuasively.
Excellent organisation skills and the ability to work to tight deadlines and within agreed targets and service standards.
Confidence to challenge processes, procedures and operational issues where clarity is needed or simplification is required.
Ideally hold a relevant professional qualification, such as an advanced ICA or equivalent (not essential).
Hours & Benefits:
Competitive salary and comprehensive benefits.
Corporate AML Specialist required to join an International Bank on a permanent basis. Primary responsibility is to review, assess and update high risk files ensuring they are compliant with business pocies and procedures.
Key Responsibilities:
Periodically reviewing, assessing and updating high risk files, including when new relationships are being established and where a 'trigger' based event occurs.
Making sure that high risk files are compliant with policy and business appetite standards
Sourcing information using a variety of external and internal sources, including public information, in order to produce a report that demonstrates that the business fully knows their customer and associated business.
Liaising with both intermediary and direct customers in writing and verbally to gather information required to undertake reviews which ensure that all risk factors have been considered.
Making sound judgements about the risk of each review, making recommendations and taking decisions in respect of the maintenance or establishment of a client relationship.
Ensuring high levels of service and fair outcomes are delivered for all customers.
Skills & Experience:
Experience working in AML, ideally dealing with high risk reviews.
Excellent knowledge of complex corporate structures.
The ability to make sound and reasoned decisions and recommendations which are clearly articulated.
The ability assess risk and consider the materiality of any absence information.
Excellent report writing skills.
Strong interpersonal skills, working effectively within the team and with key stakeholders on complex and sensitive issues.
The ability to communicate clearly and persuasively.
Excellent organisation skills and the ability to work to tight deadlines and within agreed targets and service standards.
Confidence to challenge processes, procedures and operational issues where clarity is needed or simplification is required.
Ideally hold a relevant professional qualification, such as an advanced ICA or equivalent (not essential).
Hours & Benefits:
Competitive salary and comprehensive benefits.
Job Purpose:
A Corporate AML Analyst is sought by an international Bank on a permanent basis. The successful applicant will carry out all administrative tasks for periodic High Risk reviews.
Key Responsibilities:
Work within well-defined guidelines to prepare the reviews and to maintain the quality of the files.
Administer both periodic and event driven reviews.
Update core data and process non-personal exits and reclaims.
Ensure compliance with relevant Group policies and adhere to Standard Operating Processes.
Prioritise your own workloads in line with business needs.
Interact with customers and/or internal business partners where required.
Skills & Experience:
Previous experience within Banking is highly preferred, ideally with an AML focus
Excellent time management skills.
Excellent attention to detail and a high level of accuracy.
Able to build relationships with colleagues to ensure customer service is of the highest standard.
Hours & Benefits:
Full time business hours (35 hour working week); Competitive salary; Attractive company benefits package.
A Corporate AML Analyst is sought by an international Bank on a permanent basis. The successful applicant will carry out all administrative tasks for periodic High Risk reviews.
Key Responsibilities:
Work within well-defined guidelines to prepare the reviews and to maintain the quality of the files.
Administer both periodic and event driven reviews.
Update core data and process non-personal exits and reclaims.
Ensure compliance with relevant Group policies and adhere to Standard Operating Processes.
Prioritise your own workloads in line with business needs.
Interact with customers and/or internal business partners where required.
Skills & Experience:
Previous experience within Banking is highly preferred, ideally with an AML focus
Excellent time management skills.
Excellent attention to detail and a high level of accuracy.
Able to build relationships with colleagues to ensure customer service is of the highest standard.
Hours & Benefits:
Full time business hours (35 hour working week); Competitive salary; Attractive company benefits package.
Job Purpose:
Multiple Payments Processors required to join International Bank for long term contract to start immediately.
Key Responsibilities:
Process a wide range of customer payment requests using multiple systems.
Contacting customers directly to discuss and solve their payment issues.
Working to strict accuracy and deadline targets.
Skills & Experience:
Previous experience in payments processing role within Banking would be advantageous
Ability to work accurately under pressure.
Hours & Benefits:
Full time, core business hours, ongoing temporary contract, excellent rates of pay.
Multiple Payments Processors required to join International Bank for long term contract to start immediately.
Key Responsibilities:
Process a wide range of customer payment requests using multiple systems.
Contacting customers directly to discuss and solve their payment issues.
Working to strict accuracy and deadline targets.
Skills & Experience:
Previous experience in payments processing role within Banking would be advantageous
Ability to work accurately under pressure.
Hours & Benefits:
Full time, core business hours, ongoing temporary contract, excellent rates of pay.
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.
Job Purpose:
Business Analyst Team Manager required to join an expanding international life company, in a permanent capacity on the Isle of Man. Primary focus will be to lead a team of Business Analysts identifying, documenting and implementing process improvements.
Key Responsibilities:
Leader in the exponent of change, managing a team of Business Analyst, identifying, documenting and implementing process improvements.
Providing support for larger projects.
Coaching, reviewing and encouraging growth in the team.
Defining best practices for the team ensuring that process reviews, business requirements and user acceptance plans are completed in a consistent manner.
Planning and resource allocation to make sure that projects have the right level of support from the Business Analyst team.
On boarding and training of new team members.
Assist with business and market research in terms of existing and new developments.
Where required act as Business Analyst lead on projects.
Manage smaller projects.
Skills & Experience:
Wealth of experience within an analyst role preferably within financial services.
Experience of managing a team of at least four staff.
Excellent written and oral communication skills.
Ability to build and maintain business relationships.
Proven experience of delivering business improvements and efficiencies.
Good facilitation, presentation, and report writing skills.
Experience of systems methodologies e.g. Waterfall and/or Agile.
Hours & Benefits:
Competitive salary and benefits.
Business Analyst Team Manager required to join an expanding international life company, in a permanent capacity on the Isle of Man. Primary focus will be to lead a team of Business Analysts identifying, documenting and implementing process improvements.
Key Responsibilities:
Leader in the exponent of change, managing a team of Business Analyst, identifying, documenting and implementing process improvements.
Providing support for larger projects.
Coaching, reviewing and encouraging growth in the team.
Defining best practices for the team ensuring that process reviews, business requirements and user acceptance plans are completed in a consistent manner.
Planning and resource allocation to make sure that projects have the right level of support from the Business Analyst team.
On boarding and training of new team members.
Assist with business and market research in terms of existing and new developments.
Where required act as Business Analyst lead on projects.
Manage smaller projects.
Skills & Experience:
Wealth of experience within an analyst role preferably within financial services.
Experience of managing a team of at least four staff.
Excellent written and oral communication skills.
Ability to build and maintain business relationships.
Proven experience of delivering business improvements and efficiencies.
Good facilitation, presentation, and report writing skills.
Experience of systems methodologies e.g. Waterfall and/or Agile.
Hours & Benefits:
Competitive salary and benefits.
Job Purpose:
Experienced and ideally qualified, Compliance Manager sought to join an established Fiduciary Services Provider. Applicants will have gained previous experience in similar work within Trust and Corporate Services, having strong regulatory understanding and being able to meet Key Person requirements. The successful applicant will ensure that all compliance matters and risk initiatives are delivered in accordance with statutory regulations and internal policies.
Key Responsibilities:
Act as MLRO and DPO, being the in house expert on areas including the FSA Rulebook, AML/ CFT handbook, Data Protection and FATCA/CRS
Manage the Compliance function, keeping and maintaining registers, maintaining up to date Policies and Procedure and ensuring compliance with GDPR
Working as part of the senior management team including maintaining a positive ongoing working relationship with the FSA
Undertaking annual business risk and client/entity assessments, ensuring adequate AML/CFT staff training and assisting with completion of the Annual Regulatory Return
Ensuring that CDD requirements for new business are met and that all FATCA/ CRS responsibilities are undertaken
Skills & Experience:
Compliance Manager with previous experience within Fiduciary Services, who will meet Key Person requirements to fulfil roles of MLRO and DPO
Extensive experience of Compliance, Risk, Data Protection & FATCA/ CRS, within Trust and Corporate Services
Experienced in working independently, under pressure to meet deadlines with a high degree of accuracy
Positive and professional approach, with a high level of organisational and communication skills
Hours & Benefits:
9am - 5pm plus comprehensive company benefits
Experienced and ideally qualified, Compliance Manager sought to join an established Fiduciary Services Provider. Applicants will have gained previous experience in similar work within Trust and Corporate Services, having strong regulatory understanding and being able to meet Key Person requirements. The successful applicant will ensure that all compliance matters and risk initiatives are delivered in accordance with statutory regulations and internal policies.
Key Responsibilities:
Act as MLRO and DPO, being the in house expert on areas including the FSA Rulebook, AML/ CFT handbook, Data Protection and FATCA/CRS
Manage the Compliance function, keeping and maintaining registers, maintaining up to date Policies and Procedure and ensuring compliance with GDPR
Working as part of the senior management team including maintaining a positive ongoing working relationship with the FSA
Undertaking annual business risk and client/entity assessments, ensuring adequate AML/CFT staff training and assisting with completion of the Annual Regulatory Return
Ensuring that CDD requirements for new business are met and that all FATCA/ CRS responsibilities are undertaken
Skills & Experience:
Compliance Manager with previous experience within Fiduciary Services, who will meet Key Person requirements to fulfil roles of MLRO and DPO
Extensive experience of Compliance, Risk, Data Protection & FATCA/ CRS, within Trust and Corporate Services
Experienced in working independently, under pressure to meet deadlines with a high degree of accuracy
Positive and professional approach, with a high level of organisational and communication skills
Hours & Benefits:
9am - 5pm plus comprehensive company benefits
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