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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:
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:
An experienced Investment Administrator is sought by a large Financial Services group based in central Douglas. The successful applicant will support the wider Investment team by the full provision of clerical and investment administration duties.

Key Responsibilities:
Cash management processes.
Fund pricing (internal and external).
Asset trading.
Corporate actions.
Portfolio valuations.

Skills & Experience:
Ideally 2 years previous experience within an Investment area.
Working knowledge of MS Office applications, specifically Excel.
Excellent communication and interpersonal skills (written and verbal).

Hours & Benefits:
Full time business hours (35 hour working week); competitive salary and full 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:
A Pensions Administrator is sought by a Financial Services group based in central Douglas in a permanent capacity. The role holder will be responsible for delivering an accurate and timely service to clients and IFAs by processing all service requests within service standards.

Key Responsibilities:
Receiving, validating, and correctly updating amendments to client pensions records.
Receiving, validating, and correctly inputting payments of tax free cash, income drawdown, and remnant payments.
Assisting with New Business processes including transfer in payments and applications.
Assisting with calculating income drawdown illustrations and death claims.

Skills & Experience:
Excellent administration and organisational skills.
Previous customer service experience in a Financial Services business.
Ability to work under pressure.

Hours & Benefits:
Part time - c20 hours per week, with flexibility on how these are worked; Pro rated salary commensurate with skills and experience; Full company benefits package.

Job Purpose:
Experienced and qualified Tax Manager (CTA or similar), is required by an established Trust & Corporate Service Provider to fulfil broad tax compliance responsibilities, Additionally, the role holder will be responsible for FATCA and CRS classification and reporting requirements for clients of the Isle of Man office.

Key Responsibilities:
Providing input and guidance in relation to the tax compliance of client structures, including issues such as relevant income & stockpiled gains, IHT 10 year charges & exit charges, ATED, NRLS, CGT and residential property.
Managing periodic file reviews and ensuring compliance with advice from third parties, considering current tax issues.
Responsibility for FATCA and CRS classification and reporting requirements for clients of the Isle of Man office.
Working with the Directors and Business Development Managers to review and consider tax risk aspects of new business proposals.

Skills & Experience:
Experienced and qualified Tax Manager (CTA or similar), with strong UK and IOM tax understanding gained from working in a tax role within Fiduciary Services.
Exposure and understanding of FATCA and CRS classification needs and reporting requirements.
Excellent level of organisational skills, self motivated and able to work on own initiative, used to meeting deadlines whilst working under pressure.

Hours & Benefits:
Full time hours plus a comprehensive benefits package, including car parking.

Job Purpose:
Funds & Regulatory Manager required to join an international life company on a permanent basis in the Isle of Man. Reporting into the Head of Risk & Compliance you will provide effective oversight of the operational and financial risks within the funds and investments teams.

Key Responsibilities:
Provide on-going advice to the business relating to any investment regulations
Identify ongoing and emerging risks.
Design and implement an effective plan to monitor compliance, conduct, financial crime, regulatory and operational risk.
Establish and maintain risk management and internal control systems.
Identification and management of potential market abuse.

Skills & Experience:
Significant experience of Fund Controls Oversight within an investment environment
Expert knowledge of the operation and regulation of financial markets, investments, alternative securities, private equity, international stock markets.
Experience dealing with operational Risk and Compliance, including counterparty risk
Strong technical knowledge and understanding of all areas of the International Fund and Investment area.

Hours & Benefits:
Market rate salary and comprehensive benefits.

Job Purpose:
Investment Fund Administrator required for a Life Assurance organisation, reporting to the Fund Admin Manager, this position is primarily responsible for asset servicing and portfolio valuations and to provide customer focused service to internal and external customers.

Key Responsibilities:
Assets to be set up accurately and correctly within agreed service standards.
Source data from Fund Managers, IFAs, Bloomberg, custodians and websites.
Undertake initial review of documentation to ascertain if the asset meets the acceptability criteria.
Identify UK PPB tax offensive assets.
Review custodian records and collate necessary information to process Corporate Actions and Dividends.
Collating and inputting external asset prices for PPB and Internal Fund valuations.
Processing PPB and Internal Fund valuations, first review of system output, identification and escalation where appropriate, of exceptions.
Processing policy holder movement in Internal Funds and to deal out exposure created from those movements.
Assisting the team Senior and Manager with checking other team members output.

Skills & Experience:
Excellent knowledge of financial instruments, bonds, equities, collectives, fixed deposits, structured products.
Demonstrate a good understanding of pricing and valuations.
Experience of navigating financial websites on the Internet.
Demonstrate a core knowledge of MS Excel.

Hours & Benefits:
Full Time permanent hours.
Salary based on experience.

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.

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