Play a key role in ensuring the smooth and compliant onboarding of new clients within a dynamic and supportive team.
The Role
Deliver accuracy and compliance at the forefront of new business processing.
About You
Bring your diligence and industry knowledge to a vital client-facing function.
The Reward
The Role
Deliver accuracy and compliance at the forefront of new business processing.
- Review new business applications to ensure regulatory and Anti-Money Laundering requirements are met
- Verify that all new business is processed in accordance with internal procedures
- Liaise with Financial Advisers and Customers to gather outstanding documentation
- Assess trust and corporate documentation as part of the application process
About You
Bring your diligence and industry knowledge to a vital client-facing function.
- Previous experience in Life Assurance, ideally within new business or trust and corporate administration
- Strong understanding of the Isle of Man Financial Services Authority Guidance Notes on Anti-Money Laundering and Counter Terrorism Financing
The Reward
- A permanent position within a respected international life company
- The opportunity to be part of a collaborative and highly professional team
- Ongoing development and training opportunities
- Car parking available