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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

Job Purpose:
A permanent position has arisen within the Actuarial department of a leading Life Assurance organisation for a nearly/newly qualified Actuary. The ideal applicant will have a proven track record of undertaking reporting work, and the role will also involve exposure to pricing and product development and actuarial liability modelling, as well as having the opportunity to contribute to the growth and development of the company

Key Responsibilities:
Taking an active role in external reporting by leading in the production of valuations to appropriate standards and within agreed timescales
Taking an active role in delivering internal financial reporting, including experience investigations
Assisting with the development and maintenance of actuarial liability models, checking data extract routines, and maintaining appropriate documentation
Assisting with the maintenance and development of illustration systems both for the production of bespoke quotations as well as ensuring ongoing adherence to the actuarial calculation specifications

Skills & Experience:
Previous experience of working for a life insurance company, ideally on the Isle of Man, although applicants from other jurisdictions will be considered
Very strong analytical skills and a proven track record of attention to technical detail
Knowledge of the Isle of Man Risk-Based Capital regime with knowledge of reporting regimes in other territories being beneficial
A proven track record of delivering internal and external financial reporting across multiple jurisdictions and within prescribed timelines would be an advantage
Be a qualified member of the Institute and Faculty of Actuaries (or equivalent body), or be close to completing the examinations necessary to be qualified

Hours & Benefits:
Full time business hours (35 hours p/w); Competitive salary and full company benefits package

Job Purpose:
An international Life Assurance organisation based in Douglas are seeking a Graduate Actuarial Trainee to join on a permanent basis. The applicant is expected to undertake tasks across a variety of areas including pricing and product development, regulatory reporting, and actuarial liability modelling

Key Responsibilities:
Supporting external reporting by assisting in the production of valuations to appropriate standards and within agreed timescales
Supporting internal financial reporting, including investigations to appropriate standards and in line with agreed methodologies
Assisting with the development and maintenance of actuarial liability models, checking data extract routines, and maintaining appropriate documentation
Taking an active role in maintaining and developing illustration systems

Skills & Experience:
Be educated to honours degree level (at least second class division 1) in a mathematical (or related) subject with a proven track record of strong exam performance in mathematical subjects
Meet the requirements needed to join the Institute and Faculty of Actuaries as a student member (or equivalent body)
Experience of Excel, including the use of VBA, would be beneficial
Very strong analytical skills and an attention to technical detail

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

Job Purpose:
3rd Party Client Services Administrator required to join an International Life Assurance Company, to be responsible for a range of client servicing duties for 3rd party relationships

Key Responsibilities:
New Business processing (reviewing and vetting) client instructions, including handling premiums, withdrawals and surrenders
General servicing duties, including assignments, change of address, change of agent, change of name etc
Dealing with Trusts, including policies transferring into a trust etc
Dealing with queries and various requests from outside parties

Skills and Experience:
Proven financial services experience, ideally Life Assurance within New Business and/or Servicing Administration
Proven customer service background
Good problem solving skills
Good knowledge of Microsoft Office
Good team player with a strong communication skills and also the ability to work on their own initiative
Ability to plan and organise work to meet deadlines

Hours & Benefits:
Permanent Full Time hours
Market rate salary with a competitive benefits package

Job Purpose:
Junior/Assistant Legal & Data Protection Officer required to join the risk function of an international group. The role will provide support across the team, who ensure the group is compliant with all applicable data protection laws and regulations.

Key Responsibilities:
Provide support where required to interpret regulations and ensuring that the business complies with data protection legal, ethical and regulatory requirements in the jurisdictions of operation
Proactive monitoring of changes in relevant legislation and the regulatory environment
Implementing the systems that ensure that the company complies with all applicable codes, in addition to its legal and statutory requirements
Contact point for the ICO and leading the Group's response to any regulatory investigation or request for information
Provide support with drafting and maintaining appropriate Data Protection policies and procedures
Supporting the Group's data incident response teams
Processing and co-ordination and response to all subject access requests
Support with legal investigations as required
Support to update and roll-out of training to all staff to raise awareness of Data Protection and foster a data privacy culture within the Group
To maintain suitable legal records and management information
Assist with preparation and filing the statutory forms in a timely manner in each jurisdiction
Assist with updating of the company registers and maintaining the corporate files

Skills & Experience:
Legal degree level qualifications (exceptional new graduate will also be considered)
Some knowledge of Data Protection legislation, in particular the GDPR
Excellent communication skills (both written and oral)
Commercial experience with experience in the financial services sector, particular the life and investment sectors
Experience of working in a business going through continuous upgrading, change and growth
Understanding of market knowledge and regulations/legislation within industry, ideally from the financial services sector

Hours & Benefits:
Competitive salary and comprehensive benefits

Job Purpose:
Customer Relations/Complaints Manager required to join an expanding international life company, working within the customer services department. Primary role is the responsibility for the management and resolution of all complaints, ensuring they are dealt with in the most appropriate and efficient manner, adhering to relevant legislation and procedures

Key Responsibilities:
First line contact and support for all complaints received To be an effective ommunicator and ensure all complaints are acknowledged in a timely manner and customers are kept informed Complaints are investigated and resolved in a timely manner
Ensure that departmental procedures and Compliance regulations are met
Complaint records are correctly maintained and all necessary information is recorded, providing a clear and concise audit trail with all correspondence included
Provide support and guidance to both internal and external parties in order to offer a resolution to potentially “complaint” focused queries
To monitor all potential complaints ensuring minimal financial impact to client / broker and the company
To liaise/report to Management on a weekly basis and report on the level of customer complaint resolutions
To provide complaint trends and communicate lessons learnt to the manager, so service levels can be improved
Identification of patterns or trends by way of quality assurance checks
Preparation of quarterly reports for the specific committees across the business
Liaise with Legal & Compliance to assist in the resolution of Isle of Man Financial Services Ombudsman Scheme complaints
Ensure Complaint procedures are regularly reviewed and are fit for purpose both in content and format as per department standards
To participate in training programmes (as appropriate) to ensure that staff area are aware and confident of the procedure process.

Skills & Experience:
Extensive knowledge of international life products and procedures
Broad knowledge of the compliance and legislative framework surrounding Life Insurance with a particular focus on the regulation surrounding the handling of complaints
Awareness of strategic and corporate issues to enable effective communication
Good market and commercial awareness
Strong planning and organisational skills
Strong communication skills both verbal and written
Ability to use root cause analysis to drive improvements
Strong report writing skills

Hours & Benefits:
Competitive salary and comprehensive benefits

Job Purpose:
A leading Gaming brand are recruiting a Project Coordinator on a 3 month fixed term contract. The successful applicant will coordinate tasks and projects from concept through to execution and completion

Key Responsibilities:
Participate in initial project discussions, write notes & create the project conceptual draft
Handle multiple projects across various operational areas
Facilitate the planning process, schedule meetings, create charts, milestones, timelines etc.
Use different project management methods to follow up and monitor project progress, as well as administering JIRA
Work closely with software developers and testers to gather information on project velocity
Create project risk analysis and risk mitigation plans

Skills & Experience:
Proven experience within a similar role is desirable
Basic knowledge and experience of project management tools and processes with IT project management experience as advantageous
Degree level educated
Experience with costings, finance and deadlines

Hours & Benefits:
Full time (8.30am - 5pm) core business hours. 3 Month fixed term contract. Central Douglas

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