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Job Purpose:
A Finance Technician is required to join a leading Life Assurance company on an initial fixed term contract. The successful candidate will support the accounting function in the production of internal & external reporting.
Key Responsibilities:
Carry out the month end accounting processes in line with agreed time scales and in line with regulatory requirements.
Monitor, reconcile and clear control accounts & specified balance sheet reconciliation's, providing reasons to outstanding items, and ensuring that outstanding items are resolved within agreed time scales.
Assist in providing management information, ensuring that the company operates a controlled accounting environment within a timely accurate framework.
Skills & Experience:
Working towards CAT/AAT (or similar qualification).
Confident using accountancy packages & a variety of computer programs.
Experience within a similar role beneficial.
Hours & Benefits:
Full time core business hours, maternity cover contract, salary dependent on experience & skill set.
A Finance Technician is required to join a leading Life Assurance company on an initial fixed term contract. The successful candidate will support the accounting function in the production of internal & external reporting.
Key Responsibilities:
Carry out the month end accounting processes in line with agreed time scales and in line with regulatory requirements.
Monitor, reconcile and clear control accounts & specified balance sheet reconciliation's, providing reasons to outstanding items, and ensuring that outstanding items are resolved within agreed time scales.
Assist in providing management information, ensuring that the company operates a controlled accounting environment within a timely accurate framework.
Skills & Experience:
Working towards CAT/AAT (or similar qualification).
Confident using accountancy packages & a variety of computer programs.
Experience within a similar role beneficial.
Hours & Benefits:
Full time core business hours, maternity cover contract, salary dependent on experience & skill set.
Job Purpose:
An experienced Office Assistant is sought by a large Insurance and Wealth Management Group based in central Douglas. Joining in a permanent capacity, the successful applicant will provide professional and efficient support to a range of stakeholders covering a variety of administrative tasks.
Key Responsibilities:
Provide effective communication and support to the Operations Team, assisting with the management of databases and correspondence.
Assist with the organisation of travel, diaries, events, and other appointments.
Run errands such as deliveries, attending the bank, registry, etc on request.
Greet clients and guests attending the office.
Assist with HR matters impacting the business.
Provide support and cover to the Executive Assistant and required and during their absence.
Scanning and filing client documentation.
Assist with the receipt and processing of incoming and outgoing mail.
Skills & Experience:
Minimum 5 GCSEs at grade C or above (inc. English & Maths).
Previous experience in a similar role is highly preferred - ideally within the insurance and pensions sector.
Experience in dealing with senior staff and stakeholders.
Previous experience within a PA role or as an Executive Assistant would be advantageous.
Excellent communication skills, both written and verbal.
A professional and personable approach.
Ability to multitask and deal with various stakeholders' needs.
Strong IT skills and working knowledge of MS Office systems.
Hours & Benefits:
Full time business hours; Competitive salary; Full company benefits package.
An experienced Office Assistant is sought by a large Insurance and Wealth Management Group based in central Douglas. Joining in a permanent capacity, the successful applicant will provide professional and efficient support to a range of stakeholders covering a variety of administrative tasks.
Key Responsibilities:
Provide effective communication and support to the Operations Team, assisting with the management of databases and correspondence.
Assist with the organisation of travel, diaries, events, and other appointments.
Run errands such as deliveries, attending the bank, registry, etc on request.
Greet clients and guests attending the office.
Assist with HR matters impacting the business.
Provide support and cover to the Executive Assistant and required and during their absence.
Scanning and filing client documentation.
Assist with the receipt and processing of incoming and outgoing mail.
Skills & Experience:
Minimum 5 GCSEs at grade C or above (inc. English & Maths).
Previous experience in a similar role is highly preferred - ideally within the insurance and pensions sector.
Experience in dealing with senior staff and stakeholders.
Previous experience within a PA role or as an Executive Assistant would be advantageous.
Excellent communication skills, both written and verbal.
A professional and personable approach.
Ability to multitask and deal with various stakeholders' needs.
Strong IT skills and working knowledge of MS Office systems.
Hours & Benefits:
Full time business hours; Competitive salary; Full company benefits package.
Job Purpose:
Qualified (ACA/ ACCA / CIMA or similar) and experienced Head of Finance sought to manage a small team and manage the full finance function for a Financial Services Group. The role requires management of a small team, so previous experience training, developing and managing staff is required. Previous experience within Life Assurance would be advantageous.
Key Responsibilities:
Ensuring the general bookkeeping and accounting of all group companies to current accounting standards, including regulatory reporting and VAT returns.
Overseeing a small team, ensuring the accurate and efficient processing of purchase invoices, management of cash balance and all controls and processes.
Production and delivery of MI reports for Board Meetings.
Liaison with group auditors as needed.
Financial input to ad hoc projects.
Skills & Experience:
Qualified Accountant (ACA/ACCA/ CIMA or similar) with up to date knowledge of accounting standards and a number of years experience in a Senior Finance role.
Able to fulfil Key person requirements, being used to regulatory reporting and ideally having previous experience within Life Assurance.
Experienced staff manager, used to supervising and developing staff.
Hours & Benefits:
Full time hours, competitive salary and benefits package to include car parking.
Qualified (ACA/ ACCA / CIMA or similar) and experienced Head of Finance sought to manage a small team and manage the full finance function for a Financial Services Group. The role requires management of a small team, so previous experience training, developing and managing staff is required. Previous experience within Life Assurance would be advantageous.
Key Responsibilities:
Ensuring the general bookkeeping and accounting of all group companies to current accounting standards, including regulatory reporting and VAT returns.
Overseeing a small team, ensuring the accurate and efficient processing of purchase invoices, management of cash balance and all controls and processes.
Production and delivery of MI reports for Board Meetings.
Liaison with group auditors as needed.
Financial input to ad hoc projects.
Skills & Experience:
Qualified Accountant (ACA/ACCA/ CIMA or similar) with up to date knowledge of accounting standards and a number of years experience in a Senior Finance role.
Able to fulfil Key person requirements, being used to regulatory reporting and ideally having previous experience within Life Assurance.
Experienced staff manager, used to supervising and developing staff.
Hours & Benefits:
Full time hours, competitive salary and benefits package to include car parking.
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.
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:
Head of Legal required to join a Wealth Management business as their Group Legal Counsel, reporting into the MD and primarily responsible for the creation and management of a robust legal framework.
Key Responsibilities:
Commercial negotiations with our customers and suppliers.
Drafting of new, and review of existing agreements as required.
Implementation and management of 3rd party platform agreements.
Assisting in the creation of new products and enhancing of existing products.
Maintaining a strong relationship with regulatory authorities and assisting the Group in implementing the changing regulatory policies.
Work with Compliance on projects as required.
Ensuring the boards of directors of the Group regulated entities are complying with their Articles of Association.
Overall responsibility for the smooth operation of all Group legal business.
Creation of a legal budget in conjunction with the finance team.
Providing guidance to Group management on any legal or regulatory issues and instructing external counsel on issues where appropriate.
Preparation of Board papers on ad-hoc issues.
Act as the Group Data Protection Officer (until a suitable replacement is found).
Act as Company Secretary to all Group Companies.
Skills & Experience:
Qualified Advocate with significant post qualified experience operating in a similar In-House Legal position.
Solid understanding of insurance and investments products.
Excellent inter-personal and communication skills.
Ability to translate and explain legal issues and their implications in a clear and concise manner.
Strong organisational skills.
Beneficial to have experience of undertaking a Company Secretary role.
Previous experience of people management.
Hours & Benefits:
Market rate salary and benefits package.
Head of Legal required to join a Wealth Management business as their Group Legal Counsel, reporting into the MD and primarily responsible for the creation and management of a robust legal framework.
Key Responsibilities:
Commercial negotiations with our customers and suppliers.
Drafting of new, and review of existing agreements as required.
Implementation and management of 3rd party platform agreements.
Assisting in the creation of new products and enhancing of existing products.
Maintaining a strong relationship with regulatory authorities and assisting the Group in implementing the changing regulatory policies.
Work with Compliance on projects as required.
Ensuring the boards of directors of the Group regulated entities are complying with their Articles of Association.
Overall responsibility for the smooth operation of all Group legal business.
Creation of a legal budget in conjunction with the finance team.
Providing guidance to Group management on any legal or regulatory issues and instructing external counsel on issues where appropriate.
Preparation of Board papers on ad-hoc issues.
Act as the Group Data Protection Officer (until a suitable replacement is found).
Act as Company Secretary to all Group Companies.
Skills & Experience:
Qualified Advocate with significant post qualified experience operating in a similar In-House Legal position.
Solid understanding of insurance and investments products.
Excellent inter-personal and communication skills.
Ability to translate and explain legal issues and their implications in a clear and concise manner.
Strong organisational skills.
Beneficial to have experience of undertaking a Company Secretary role.
Previous experience of people management.
Hours & Benefits:
Market rate salary and benefits package.
Job Purpose:
Compliance Officer required to join an international Life organisation to assist the Compliance Manager in the analysis of local and international regulatory developments ensuring that useful and informative analyses are delivered to business colleagues on a timely basis.
Key Responsibilities:
Input into the continued development and implementation of corporate strategies and policies, as they relate to the organisational agenda generally and specifically in relation to: -Risk management and internal control, Continuous compliance with obligations and quality assurance of performance, Corporate governance and probity , Policy framework and Assurance testing.
Actively contribute to the day-to-day activities of the Compliance Team, in line with the overarching objectives of the GRC Department.
Assist and maintain an effective and fit for purpose compliance framework, which guides and defines organisational behaviours, provides a clear context for business decision-making and positively influences the performance of functional and operational activities across the Group.
Provide active support to the Compliance Manager to ensure that the Life Companies of the Group and their service providers and employees remain cognisant of and compliant with their respective regulatory obligations and proactively maintain adequate, effective and auditable policies, procedures, reporting mechanisms and training materials.
Assist and deliver a customer centric compliance programme, with the support of the wider Compliance Team, which together with business colleagues, helps to ensure positive customer outcomes by analysing processes, behaviours and procedures and proposing and implementing effective change.
Observe and be a champion for the stated core values of the Group in respect of both performance and behaviours.
Participate in new business projects and strategy.
Skills & Experience:
A highly competent and appropriately qualified professional (or currently studying) with a minimum of 3 years' experience in a compliance role preferably within the Life Assurance sector.
Good knowledge and understanding of the legal and regulatory frameworks governing the Group and its subsidiary companies with the ability to understand, assess and effectively communicate the impact of changes and developments in the local and international environment.
Excellent working knowledge and understanding of the regulatory regimes applicable to the Group.
Good working knowledge and understanding of risk management, internal control and corporate governance principles and practices.
Keen to develop and exploit effective working relationships and advocates the work of the GRC Department to other business areas.
Communicates effectively - both orally and in writing to a wide range of audiences.
Ability to manage own workload and performance effectively in a busy and challenging environment.
Hours & Benefits:
Salary Negotiable
Full Time permanent hours 37.5 hours/week.
Compliance Officer required to join an international Life organisation to assist the Compliance Manager in the analysis of local and international regulatory developments ensuring that useful and informative analyses are delivered to business colleagues on a timely basis.
Key Responsibilities:
Input into the continued development and implementation of corporate strategies and policies, as they relate to the organisational agenda generally and specifically in relation to: -Risk management and internal control, Continuous compliance with obligations and quality assurance of performance, Corporate governance and probity , Policy framework and Assurance testing.
Actively contribute to the day-to-day activities of the Compliance Team, in line with the overarching objectives of the GRC Department.
Assist and maintain an effective and fit for purpose compliance framework, which guides and defines organisational behaviours, provides a clear context for business decision-making and positively influences the performance of functional and operational activities across the Group.
Provide active support to the Compliance Manager to ensure that the Life Companies of the Group and their service providers and employees remain cognisant of and compliant with their respective regulatory obligations and proactively maintain adequate, effective and auditable policies, procedures, reporting mechanisms and training materials.
Assist and deliver a customer centric compliance programme, with the support of the wider Compliance Team, which together with business colleagues, helps to ensure positive customer outcomes by analysing processes, behaviours and procedures and proposing and implementing effective change.
Observe and be a champion for the stated core values of the Group in respect of both performance and behaviours.
Participate in new business projects and strategy.
Skills & Experience:
A highly competent and appropriately qualified professional (or currently studying) with a minimum of 3 years' experience in a compliance role preferably within the Life Assurance sector.
Good knowledge and understanding of the legal and regulatory frameworks governing the Group and its subsidiary companies with the ability to understand, assess and effectively communicate the impact of changes and developments in the local and international environment.
Excellent working knowledge and understanding of the regulatory regimes applicable to the Group.
Good working knowledge and understanding of risk management, internal control and corporate governance principles and practices.
Keen to develop and exploit effective working relationships and advocates the work of the GRC Department to other business areas.
Communicates effectively - both orally and in writing to a wide range of audiences.
Ability to manage own workload and performance effectively in a busy and challenging environment.
Hours & Benefits:
Salary Negotiable
Full Time permanent hours 37.5 hours/week.
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.
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