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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:
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:
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:
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:
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:
An international bank is seeking a Client On-Boarding Officer in a permanent capacity. The successful applicant will work closely with the Relationship Management Team to obtain documentation that enables the opening of new accounts, and amendments to existing accounts.

Key Responsibilities:
Ensure that all information, documentation, and Client Due Diligence meets all operational and regulatory requirements.
Process new account applications and amendments in a timely and professional manner.
Create and maintain accurate customer records on company systems.

Skills & Experience:
Previous experience in a similar role within Banking, ideally with a KYC/CDD focus.
Exceptional attention to detail and a high level of risk awareness.
Excellent communication skills and good customer service experience.

Hours & Benefits:
Full time business hours; competitive salary and 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:
The experienced Senior Trust & Company Administrator will be part of a team based in the South of the island, delivering effective and efficient trust and corporate administration services to a diverse client base.

Key Responsibilities:
Responsible for a diverse and complex portfolio of trusts, companies and partnerships including:
Undertaking all day to day administration, bookkeeping and minutes Liaison with clients and intermediaries, attending client meetings as required.
Conducting investment and annual reviews.
Reviewing Bookkeeping records and preparing accounts files to allow for preparation of year-end accounts.
Responsibility for client billing and debt collection.

Skills & Experience:
A minimum of 5 years experience within a Fiduciary Services. Administration Applicants are expected to be working towards or holding a relevant professional qualification such as ICSA or STEP. Strong communication and organisational skills, experienced in building and maintaining positive working relationships with clients and intermediaries.
Positive approach, should be used to working both independently as well as part of a team.

Hours & Benefits:
Full time hours, competitive salary and benefits.

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