Asset Review Technician, Permanent, Isle of Man
An Asset Review Technician required to join a globally renowned Life and Pensions provider on a permanent basis.
To provide technical support across the Company to champion effective risk and governance practices, complex query resolution, coaching and mentoring staff and development of industry initiatives.
Reviewing new assets for the Personalised Portfolio Bonds and collating the required information for new assets in order that investment instructions can be processed.
Dealing with a broad range of queries from IFA?£?s, Clients specific to both Utmost International products and external funds
Regular liaison with Company International Sales Consultants and the Regional Offices in relation to fund and technical queries.
To provide regular and adhoc information in a timely manner for Asset Review stats
Ensure the maintenance of up to date procedures
Preparation of AML documentation
Process non standard dealing / investment related queries from internal and external customers
Ensure instructions are dealt with promptly and accurately
Control of functional mailbox
Previous experience in an investment related role
5 GCSEs Grade C or above to include Maths and English and/or NVQ Level 1 ?£" or equivalent
Good analytical skills
CISI qualification desirable
Market rate salary with a full benefits package
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