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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.

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.

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.

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:
Business Analyst required to join an expanding Life Company. This is a key role in the methodical investigation, analysis, review and documentation of all or part of the business in terms of business functions and processes.

Key Responsibilities:
Investigates operational requirements, problems, and opportunities, seeking effective business solutions through improvements in automated and non-automated components of new or changed processes.
Assists in the analysis of stakeholder objectives, and the underlying issues arising from investigations into business requirements and problems, and identifies options for consideration.
Facilitates scoping and business priority-setting for change initiatives of medium size and complexity.
Discover and analyse requirements for fitness for purpose as well as adherence to business objectives and consistency, challenging positively as appropriate.
Support programme or project control boards, project assurance teams and quality review meetings.
Provides basic guidance on individual project proposals
Define, documents and carries out small projects or sub-projects. Alone or with a small team, actively participating in all phases. Identifies, assesses and manages risks to the success of the project.

Skills & Experience:
Minimum of 3 years' experience as a Business Analyst within financial services
Excellent problem solving skills.
In-depth knowledge of Microsoft Office Applications (i.e. Word, Outlook, Excel and PowerPoint).
Testing/Analytical skills - Thinking Interprets quantitative and qualitative information to achieve a business-related objective. Produces effective solutions to complex problems. Identifies underlying trends and issues and does not always stop at initial answer. Systematic and logical.
Basic SQL Skills.
Experience of formal system analysis and design methodologies.
Ability to work under pressure.
Ability to achieve tight deadlines.
Excellent communication skills (written & verbal).
Business Analysis or Testing Qualifications, e.g. ISEB or IIBA.

Hours & Benefits:
Market rate salary and comprehensive benefits.

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.

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.

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.

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.

Job Purpose:
A Systems Infrastructure Engineer is required to join an established Private Wealth Management Organisation on an initial 3-6 month contract basis. The role holder will primarily be responsible for the development and maintenance of the Enterprise Wide Infrastructure.

Key Responsibilities:
Involved in project work and will provide support to the Senior Systems Infrastructure Engineer.
To provide third party support to the other IT Systems departments as well as maintaining and building relationships with other departments and third party service providers.

Skills & Experience:
Highly motivated with a minimum of three years in a Systems Infrastructure role.
Experience in managing/maintaining complex and Business Critical infrastructure systems:
Enterprise Level Storage Systems
Enterprise Wide Network Switching and Routing
Enterprise Level Anti-Virus
Enterprise Telephony Solutions
Enterprise Security Gateways/Appliances
Extensive knowledge of technical and operational procedures and processes that are in place within the Systems Department.
Good knowledge of industry standards and frameworks

Hours & Benefits:
Structured working pattern- core business hours.
Competitive pay rates.
Based in central Douglas.

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