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Job Purpose:
An international Life Assurance organisation are currently looking for an Administrator to work 5 mornings per week, on a permanent basis, within their Investments Department.

Key Responsibilities:
Assist the Senior Corporate Actions Officer in execution of all Corporate Actions
Asset Reconciliations, Asset Set Up and maintenance, Run daily valuations for our personalised clients, Pricing of Personalised and Pooled Funds, and dealing with general Client/IFA queries

Skills & Experience:
Previous experience within the Life Assurance industry or Investment/Fund industry is absolutely essential
Direct experience of, or an interest in, learning Corporate Action processing would be highly advantageous
Good working knowledge of Investments and dealing with Custodians
Good numeracy skills
Familiar with Microsoft Office in particular Excel

Hours & Benefits:
Part time hours (flexible, though must be morning only); Competitive salary; Full company benefits package

Job Purpose:
A leading Life Assurance provider currently has a vacancy within their Customer Services Contact Centre. This role requires the applicant to deliver superior customer service to future and existing customers and brokers who contact the business

Key Responsibilities:
Handling high volumes of 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:
Previous experience within Financial Services (ideally within Insurance/Trust) is essential
Call centre experience would be advantageous
Excellent verbal and written communication skills
Professional telephone etiquette
Can do attitude and enjoy dealing with customer queries and complaints.

Hours & Benefits:
Full time business hours (either 09:00-17:00 or 10:00-18:00); Salary commensurate with relevant skills and experience; Full company benefits package

Job Purpose:
A Fund Administrator is required for a busy and expanding team within the Funds Department of an independent and multi-jurisdictional corporate services provider.

Key Responsibilities:
Liaise with clients and service providers on a variety of administration queries, providing an excellent service
Compile & collate investor application information
Review & reconciliation of client monies
Process shareholder efficiently and in a professional manner
Preparation of income distribution schedules & settlement of same;
Issue contract notes, assist with completion of compliance checklists

Skills & Experience:
Background in Fund Administration would be an advantage but not essential
Strong customer service and administration skills
Ability to work independently and with minimal supervision

Hours & Benefits:
Full time business hours, salary commensurate with relevant skills and experience

Job Purpose:
A Servicing Associate is required to join the regional team, you will be expected to take rotational responsibility for process management where you will be responsible for the accurate and efficient completion of administrative tasks

Key Responsibilities:
Accurate and efficient completion of administrative tasks in the relevant areas
Continuous improvement, self-management and team membership
Assisting in developing, implementing and sharing best practices to contribute to the development of team strategy and objectives

Skills & Experience:
Previous office administration experience is required , preferably Life Assurance experience
Decisive and adaptable individual who has the skills and experiences of good communication, team working and someone who is able to work to tight deadlines.
LCS Lean 1b qualifications are desirable
A minimum of 4 GCSE's Grade C to include Maths and English and/or NVQ Level 1 - or equivalent

Hours & Benefits:
Full Time Permanent hours
Competitive total reward package

Job Purpose:
Compliance Administrator required to join the Compliance Department of a Chartered Accountants to oversee the firm's compliance with regulatory requirements.

Key Responsibilities:
Assist in the preparation of the set-up of new clients, ensuring acceptable client due diligence (CDD) has been provided
Prepare annual returns for the firm's in-house companies and other company secretarial submissions
Assist with project work assigned to the Compliance department and lead own projects as required
Review marketing materials prior to public release
Help co-ordinate board meetings, including agenda and initial board pack preparation

Skills & Experience:
Previous experience within an office environment with a basic understanding of compliance and its function
Ability to produce accurate work in a fast paced environment;
P Outlook, Viewpoint, Excel, Word and Powerpoint.

Hours & Benefits:
Salary is commensurate with experience
Full Time permanent hours - 9.00am to 5.15pm Monday to Friday.


Job Purpose:
Administrator required to support tax reporting of an international life assurance company. The successful applicant will communicate with clients and advisers to ensure customer accounts are up to date.

Key Responsibilities:
Collate and coordinate customer responses ensuring that tax information is successfully updated on systems
Ensure that all work is undertaken in a timely way in compliance with service standards and customer expectations
Investigate and resolve errors within the team
Manage communication process and ensure accurate record keeping is maintained on communication

Skills & Experience:
5 GCSEs grade C or above
Investment knowledge would be advantageous
A financial services background is essential
Highly accurate with strong attention to detail
Good communication skills; comfortable verbally and in writing
Able to work at a fast pace and within challenging timelines

Hours & Benefits:
3 month contract, core business hours - salary in line with experience

Job Purpose:
Business Development Officer required to join a private bank to assist in building a portfolio of clients through the on boarding of new clients received via direct sales channels, ensuring exceptional levels of customer service at all times while supporting achievement of commercial targets

Key Responsibilities:
Engage with clients through multiple channels including online applications, direct phone, refer a friend scheme or other campaign initiatives and walk ins, communicate the benefits and features of the bank's products and services so that they are aware of the Bank market offering
Sell assigned products to the target customers in a professional manner and document and record all the sales activities on daily basis to ensure the seniors are aware of the sales opportunities and conversion
Demonstrate good knowledge of the bank products and continuously learn and update own knowledge, in order to enable effective selling of products. Maintaining a general awareness of competitor products and services so that the discriminating features of the bank offerings can be communicated to customers
Maintain record keeping within the CRM system by conducting updates of assigned databases and records (including closing and migration of accounts) in accurate manner to facilitate ease of data retrieval to ensure that the integrity of all data can be relied on.

Skills & Experience:
Previous experience in a Sales/ client servicing environment in roles such as tele sales or contact centre, preferably within banking
The ability to analyse customer needs by engaging with them, analysing their personal financial
Knowledge and understanding of the features, benefits and pricing of the products and services on offer to personal banking customers across multiple customer segments.

Hours & Benefits:
Full Time Permanent hours
Market rate salary


Job Purpose:
To provide administrative support across the Business Control Unit and the Transaction Management Unit within this international bank

Key Responsibilities:
The support provided includes various administrative tasks and updating of customer information
Respond to client requirements, queries and complaints and log order entries into relevant company system
Completing internal training programmes, attending learning sessions and pro-actively gain an understanding of the end to end processes across all operations processing functions

Skills and Experience:
5 GCSEs with minimum grade C in both Maths and English Language
Office Administration or previous banking experience would be beneficial
Experience of following client instructions in an accurate and professional manner
Excellent team working abilities

Hours & Benefits:
12 Month Contract, Full Time hours, 8am - 4pm Monday to Friday

Job Purpose:
Account Executive required to join leading international bank assisting a team of relationship directors, by providing excellent service across a diverse portfolio of clients.

Key Responsibilities:
Providing excellent customer service to a range of clients and internal stakeholders
Identifying and managing risks, including managing problem loans, data quality and portfolio reporting, and escalating concerns promptly
Building relationships and trust to identify, understand and support clients with the right business solutions to meet their financial needs

Skills & Experience:
Previous experience working within a customer orientated role within Banking or wider financial services
Interpersonal, negotiation and networking skills
Ability to analyses complex financial information and recommend appropriate solutions to

Hours & Benefits:
Full time core business hours, competitive salary

Job Purpose:
An international Life Assurance organisation are looking to recruit a Senior Administrator within their Customer Services (New Business) team in a permanent capacity. The role would suit a high performing new business expert, with an in-depth understanding of customer due diligence, new business acceptance and regulatory requirements with strong attention to detail skills

Key Responsibilities:
Reviewing new business applications
Providing constructive feedback and support to colleague in IOM & Regional offices
Ensuring that new business applications have been accepted and processed in line with RL360's internal guidelines & procedures
Contacting Financial Advisers and Customers to request outstanding information

Skills & Experience:
Previous experience in Life Assurance is essential, ideally within new business
A good understanding of the Isle of Man Financial Services Authority's (FSA's) Guidance Notes on Anti-Money Laundering and Preventing the Financing of Terrorism
Ability to deliver accuracy and quality performance

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

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