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Job Purpose:
A leading Life Assurance organisation has a full time, permanent vacancy for a Settlements Administrator within their Finance Department. This position is responsible for the inputting and settlement of all investment related transactions across client policies in a timely manner.

Key Responsibilities:
Timely and accurate processing of all contract notes relating to investment transactions
Investigating and chasing outstanding settlements and contract notes
Processing and monitoring of Fixed Deposits
Clearing of outstanding reconciliation items

Skills & Experience:
Previous experience in a similar role is essential
Knowledge of stockbroking and custodian working practices
A good understanding of the different types of investments of a single premium policy
Good working knowledge of MS Excel & Word

Hours & Benefits:
Full time business hours (35 hours p/w); Market-rate salary; Comprehensive benefits package

Job Purpose:
Qualified Compliance professional with experience in Fiduciary Services, is sought to join a small Trust & Corporate Service Provider in a reduced hours capacity (hours can be discussed), to act as Head of Compliance. The role requires overseeing the company's compliance with regulatory requirements and will involve reporting directly to the Board.

Key Responsibilities:
Ensuring that the day to day operations of the business are in line with the operational and compliance procedures for the firm
Ensuring that all corporate governance policies, manuals and procedures are fully documented
Establish and action internal compliance monitoring plans

Skills & Experience:
Holder of a recognised compliance qualification or working towards one
Experience in a compliance role within T/CSP, to include in depth knowledge of FSA regulations for a Class 4 and 5 licence holder (some class 3 knowledge would be an advantage)
Ability to instil a strong compliance culture within the Company, having the strength of character to influence the Board

Hours & Benefits:
Reduced hours (details to be discussed) with salary commensurate with experience and qualifications

Job Purpose:
Senior Reconciliations Administrator required to join a Life Assurance Company on a permanent basis to assist in accurate management and processing of bank, stock and control account reconciliations and custody checking in line with agreed parameters and timescales.

Key Responsibilities:
Control and create reports within the reconciliations function to improve efficiency around the business
Report details of any ongoing complex outstanding queries to the Team Leader or Team Manager, as appropriate
Liaise with other departments, banks, custodians or fund managers as appropriate on any complex reconciliation differences to find a resolution and clear outstanding items
Ensure that all trades are accurately custody checked within agreed service standards
Assist others within the Finance Team to ensure deadlines are achieved and Service Standards are met

Skills & Experience:
2 years' experience within a similar role
Life Assurance Background
Ability to communicate effectively within a team
Accuracy and attention to detail

Hours & Benefits:
Full time core business hours (35 hrs/week), comprehensive benefits package, salary dependent upon experience

Job Purpose:
Marketing Proposition Manager required to join an International Life Assurance provider based in the South of the Island on a permanent basis.

Key Responsibilities:
Focus on end to end proposition for business regeneration and customer retention activities
Produce customer journey campaigns that resonate with target audiences, building strong loyalty with existing policy holders
Take initiatives in customer satisfaction via process improvement plans and efficient reporting and flow of information
Proactively gather, analyse, and interpret market data and information from a number of sources
Lead a small team of retention specialists

Skills & Experience:
Proven experience in marketing propositions, demonstrating expertise in retention activities
Marketing degree or qualification such as CIM Diploma/Certificate
Clear and effective communicator, with a high standard of written English & attention to detail

Hours & Benefits:
Full time core business hours, permanent role. Market rate salary

Job Purpose:
An international Life Assurance organisation are seeking a Customer Services Administrator to join in a permanent capacity. The role requires the successful applicant to deliver superior customer service to future and existing customers and brokers who contact the company contact centre

Key Responsibilities:
Handling incoming and outgoing telephone calls
Acting as the first point of contact, first touch resolution, dealing professionally and effectively with requests, answering queries and taking responsibility for processing each enquiry through to a satisfactory conclusion
Providing customers and brokers with product and servicing information both verbally and written, with high attention to detail and accuracy

Skills & Experience:
A minimum of 6 months experience within a financial service or customer service environment
Good educational background with a minimum of 5 GCSE's grade A-C
Excellent verbal and written communication skills with a professional telephone etiquette
Have a can do attitude and enjoy dealing with customer queries

Hours & Benefits:
Full time business hours (35 hours p/w); Salary commensurate with skills and experience; Comprehensive benefits package

Job Purpose:
An experienced Assistant Client Accountant/Accounting Technician required to join a Trust Company on as permanent basis.

Key Responsibilities:
Carry out bookkeeping, bank and asset reconciliation's
Maintain electronic financial ledgers for a portfolio of trusts and companies
Assist with all aspects of accounts production
Support the team with ad hoc financial projects

Skills & Experience:
Experience within fiduciary services on Island
Part qualified accountant desirable
Able to communicate effectively with clients, intermediaries and other professionals

Hours & Benefits:
Full time, permanent position - Competitive salary

Job Purpose:
Client Accountant required to join a Trust Company on a permanent basis to manage client accounting assignments across a portfolio of client trusts.

Key Responsibilities:
Responsible for specialist analysis and financial reporting for complex family structures
Direct liaison with clients, intermediaries and professionals within the group
Responsible for client accounting assignments across multiple portfolios
Ensure attention to detail at all times
Oversee and manage Assistant Accountants effectively

Skills & Experience:
Accounting experience within a finance sector environment
ACA or ACCA qualified
Excellent communication skills
Attention to detail

Hours & benefits:
Full time, core business hours. Market Rate Salary

Job Purpose:
Qualified Chartered Secretary (ACIS), with extensive Company Secretarial experience in a professional, regulated environment and proven project management experience, is sought by a leading Life Assurance Provider to provide key support to Boards, Directors and Management Committees and undertake Statutory, Legal and Regulatory compliance.

Key Responsibilities:
Company Secretary to key Board and Board Committees, working closely with Senior Stakeholders
Providing company secretarial services to the International Board subsidiaries
Working with Regulatory Compliance
Managing Group entity statutory records, ensuring compliance with legal, statutory and regulatory requirements
Reviewing and improving Company Secretarial policies and procedures, as necessary
Overseeing the execution of corporate documentation

Skills & Experience:
Qualified Chartered Secretary (ACIS)
Extensive Company Secretarial experience in a professional, regulated financial services environment, including knowledge of governance requirements in the Isle of Man
It would be an advantage to also have awareness of the Irish Corporate Governance Code
Proven project management experience
Strong influencing skills, used to working closely with senior stakeholders

Hours & Benefits:
Full time, highly competitive salary and benefits package

Job Purpose:
Welcome Team Administrator required to deliver an exceptional customer service experience to financial advisers looking to place business within an international life organisation.

Key Responsibilities:
Deal with financial advisers and sales branches via telephone, fax and e-mail
Identify potential problem areas and offer solutions or alternatives wherever possible
Produce new business and additional single premium quotations across all products

Skills & Experience:
Minimum of 1 years' experience in Financial Services, within a customer facing administration role
Good understanding of AML / KYC requirements
knowledge of Microsoft Office Applications (Word, Excel, Outlook)
Ability to draft thorough and comprehensive letters / fax

Hours & Benefits:
Business hours.
Salary dependent on experience.

Job Purpose:
Trust & Company Administrator with around 2 years recent experience in the administration of trusts and international companies, is sought by an established team of a professional T/CSP Provider.

Key Responsibilities:
Undertaking the formation of trusts and incorporation of companies as well as managing ongoing administration requirements
Associated liaison with clients, professional advisors and contacts
Maintenance of records, ensuring due diligence
Following policies and procedures and ensuring compliance with AML/ TF/ KYC/ KYT principals

Skills & Experience:
Upwards of 2 years recent experience in the administration of Trusts and Companies
Strong organisational and communication skills
Used to prioritising work and working with a proactive approach
Experienced in working both independently, but also as part of, and with the support of, a team
Ideally, already studying or be willing to study STEP or ICSA, (with support provided)

Hours & Benefits:
Full time, Salary - competitive market rate, depending upon experience and qualifications, plus benefits

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