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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:
Experienced professional from a Life Company background required to join a leading International Life Assurance Organisation on a long term contract basis in the role of Customer Journey Manager. The role holder will be part of the organisations management team and will be responsible for creating consistently positive customer experiences from start to finish.

Key Responsibilities:
Discovery of successful solutions to satisfy the customer need through experimentation of prototype and regular voice of the customer feedback channels.
Facilitating product and process improvements that customers want in order for the customer experience to continually improve.
Ensure all people in the customer process are fully engaged in the customer journey, have suitably documented processes which capture the customer impacts and adherence to these procedures is monitored.
Monitor statistics and trends across the organisation both to identify and recommend potential opportunities for process improvement and to ensure that continuous process improvement delivers customer focussed outcomes.

Skills & Experience:
Strong knowledge of the life assurance industry and associated business processes.
Knowledge of and practical experience of continuous process improvement.
Detailed understanding of process improvement methodology.
Experience of managing teams.

Hours & Benefits:
Structured working pattern- core business hours, excellent rates of pay- marketing competitive, Douglas area, parking on site,.

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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