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Job Purpose:
Temporary Investment Administrator required to join the Settlements team at an established Private Wealth Management Organisation on an initial 6 month basis.

Key Responsibilities:
Processing multicurrency dividends and other income payments, processing and reviewing consolidated tax reports.
Applying withholding tax accurately across all income payments.
Update procedures when system updates and changes in regulations and the industry occur.
Ensuring customer queries are dealt with in a professional and effective manner whilst liaising with clients on a regular basis.
Provide support to the Investment Administration Executive and other team members.

Skills & Experience:
A minimum of two years in an investment administration role is essential.
To have a thorough knowledge of investment administration activities, both technical and operational, with the ability to detect possible problems and provide solutions.
Previous experience in a dealing role would be advantageous but not necessary.

Hours & Benefits:
12 Month Fixed Term Contract. Full time hours. Market rate salary.

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:
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:
An experienced Investment Administrator is sought by a large Financial Services group based in central Douglas. The successful applicant will support the wider Investment team by the full provision of clerical and investment administration duties.

Key Responsibilities:
Cash management processes.
Fund pricing (internal and external).
Asset trading.
Corporate actions.
Portfolio valuations.

Skills & Experience:
Ideally 2 years previous experience within an Investment area.
Working knowledge of MS Office applications, specifically Excel.
Excellent communication and interpersonal skills (written and verbal).

Hours & Benefits:
Full time business hours (35 hour working week); competitive salary and full company benefits package.

Job Purpose:
A Pensions Administrator is sought by a Financial Services group based in central Douglas in a permanent capacity. The role holder will be responsible for delivering an accurate and timely service to clients and IFAs by processing all service requests within service standards.

Key Responsibilities:
Receiving, validating, and correctly updating amendments to client pensions records.
Receiving, validating, and correctly inputting payments of tax free cash, income drawdown, and remnant payments.
Assisting with New Business processes including transfer in payments and applications.
Assisting with calculating income drawdown illustrations and death claims.

Skills & Experience:
Excellent administration and organisational skills.
Previous customer service experience in a Financial Services business.
Ability to work under pressure.

Hours & Benefits:
Part time - c20 hours per week, with flexibility on how these are worked; Pro rated salary commensurate with skills and experience; Full company benefits package.

Job Purpose:
Investment Fund Administrator required for a Life Assurance organisation, reporting to the Fund Admin Manager, this position is primarily responsible for asset servicing and portfolio valuations and to provide customer focused service to internal and external customers.

Key Responsibilities:
Assets to be set up accurately and correctly within agreed service standards.
Source data from Fund Managers, IFAs, Bloomberg, custodians and websites.
Undertake initial review of documentation to ascertain if the asset meets the acceptability criteria.
Identify UK PPB tax offensive assets.
Review custodian records and collate necessary information to process Corporate Actions and Dividends.
Collating and inputting external asset prices for PPB and Internal Fund valuations.
Processing PPB and Internal Fund valuations, first review of system output, identification and escalation where appropriate, of exceptions.
Processing policy holder movement in Internal Funds and to deal out exposure created from those movements.
Assisting the team Senior and Manager with checking other team members output.

Skills & Experience:
Excellent knowledge of financial instruments, bonds, equities, collectives, fixed deposits, structured products.
Demonstrate a good understanding of pricing and valuations.
Experience of navigating financial websites on the Internet.
Demonstrate a core knowledge of MS Excel.

Hours & Benefits:
Full Time permanent hours.
Salary based on experience.

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:
A Customer Support Administrator is sought by an international Life Assurance company based in central Douglas. Joining in a permanent capacity, the role holder will deliver a direct service to clients and IFAs by processing telephone calls and email requests within specified servicing times.

Key Responsibilities:
Act as first point of contact for clients, IFAs, and sales branches, answering all queries via telephone, fax, and email.
Produce single premium quotations across all company products.
Input special deal quotes.
Process UK staff and individual policyholder registrations.

Skills & Experience:
Minimum 12 months experience within Financial Services, ideally within Life Assurance.
Good working knowledge of MS Officer products (inc. Word, Excel, and Outlook).
Excellent written and verbal communication skills.
5 GCSEs at grade C or above, including English and Maths.

Hours & Benefits:
Full time business hours, based on a 35 hour working week. Competitive rates of pay and attractive company benefits package.

Job Purpose:
A permanent opportunity has arisen for someone to join a team of highly skilled actuaries, who each play a pivotal role in the success of a global Wealth Management organisation.

Key Responsibilities:
Produce accurate and timely financial data for regulators, local management and other key stakeholders.
Solvency.
Reserving.
Economic capital.
Financial modelling.
Risk management.
Financial Reporting.
Product development and testing the viability of new products.
Continuous improvement ideas to bring efficiency around reporting processes.

Skills & Experience:
A minimum of a 2:1 degree within a numerate subject, coupled with a strong commitment and motivation to completing the Actuarial exams.
Interpersonal skills: the ability to build relationships with a foundation of trust and responsibility.
Numerical skills: the ability to solve financial calculations and have a keen interest in data analytics.
Meticulous attention to detail.
A commitment to self-development & learning.

Hours & Benefits:
Full Time hours -35 / week.
Competitive package with full study support towards a professional qualification with the Institute and Faculty of Actuaries.

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.

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