Mortgage Life Advisor, Permanent Job, Isle of Man Job | Banking, Funds & Wealth Management

Job Description

We are seeking a dynamic and driven individual to join our client’s team as a Mortgage & Life Advisor. If you're passionate about financial services, thrive in a sales-oriented environment, and excel in client relations, this opportunity is tailor-made for you.

The Role…

Are you ready to take on a role that blends financial expertise with customer-focused service? As a Mortgage & Life Advisor, you will:

Work towards achieving sales and corporate governance targets
Provide expert advice to clients on financial status and repayment methods
Liaise with clients and stakeholders, ensuring a seamless application process
Evaluate and prepare mortgage and life insurance applications in line with Policies and Procedures
Maintain a portfolio, updating daily activity records and ensuring clients' best interests are prioritised
Undertake regular solicitation and issue documentation accurately and timely
Demonstrate a can-do attitude, supporting team members and embodying role model behaviour

About You…

To thrive in this role, you should:

Have proven experience as a Mortgage or Life Advisor
Hold a Certificate in Finance Services (Cert CII) or equivalent
Possess a CeMap or Certificate in Mortgage Advice qualification or equivalent
Exhibit excellent interpersonal skills and the ability to handle enquiries at all levels
Be self-motivated with strong organisational skills, capable of working to tight deadlines
Demonstrate proficiency in ICT skills, including Microsoft Office and various databases

The Reward…

Our client believes in recognising and rewarding talent. As a Mortgage & Life Advisor, you can expect:

Competitive salary and commission structure
Ongoing training and development opportunities
A collaborative and supportive team environment
Career advancement possibilities within a growing organisation

Consultant

Vicki Blackburn

Senior Recruitment Consultant

Contact Recruiter

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Investment Operations Technical Analyst, Permanent, Isle of Man

PP11273

Banking, Funds & Wealth Management

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Are you a dynamic individual seeking a challenging role in a company with global reach? Our client is currently recruiting for the position of Investment Operations Technical Analyst. If you're ready to take on responsibilities that involve first-line compliance monitoring and have a keen eye for detail, this role may be perfect for you.

The Role…

As an Investment Operations Technical Analyst, you'll be at the forefront of our client’s 1st Line Compliance Monitoring Programme. Your primary responsibilities include:

Conducting first-line assurance monitoring, evaluating and reporting results to identify potential risks
Collaborating with project teams to integrate new activities and mitigate impact on business areas
Supporting project work related to FATCA, CRS, and AML CFT submissions
Ensuring data accuracy and integrity through ongoing monitoring, utilising Microsoft CRM as a review and reporting tools

About You…

Are you the perfect fit for this role? To succeed, you'll need:

Working knowledge of FATCA/CRS and IRS reporting requirements
Previous Investment Operations experience within a financial services environment
A strong understanding of AML/KYC requirements
Previous Quality Assurance experience is preferential

The Reward…

In addition to a competitive salary, our client offers

Private health care and life insurance
Flexible working hours
Access to a pension scheme
Volunteering opportunities
Training and development opportunities
Employee product benefits

Offshore Lending Specialist, Permanent Job, Isle of Man

PP11271

Banking, Funds & Wealth Management

Full Time, Permanent

Mid Senior Level

We’re looking for an Offshore Lending Specialist to join our client, an international banking organisation, to make a significant impact by providing efficient and tailored lending offerings to high net worth clients. The successful applicant will collaborate closely with Relationship Managers to ensure a seamless and client-centric experience. Your expertise will contribute to the overall profitability of the business, as you manage the existing debt book and identify opportunities for optimised debt structuring.

The Role…

As a key player within the lending team, you will be responsible for:

Acting as the first line of defence, ensuring stringent quality control and risk management practices
Facilitating resolutions for complex issues involving clients, the credit division, and Relationship Managers. Your focus will be on achieving outcomes that serve the best interests of both the client and the bank
Providing expert advice to clients, guiding them through our suite of lending products and recommending the most suitable options that align with their unique needs. This personalized approach guarantees a high-quality service for our esteemed Wealth clients
Collaborating with the credit division to expedite application processing, in strict adherence to service level agreements. This commitment to efficiency fosters a positive experience for our clients
Identifying opportunities to expand the debt book by conducting comprehensive analyses of existing clients during annual reviews. Your insights will enable you to contribute to the achievement of individual and team lending targets

About You…

To thrive in this role, you should possess:

Degree in Business Commerce or a related field
Extensive experience in general banking, with exposure to various aspects of the retail and corporate banking value chain. This broad understanding positions you as a well-rounded professional in the field
Proven experience and exposure to credit operations, showcasing your expertise in lending value propositions and delivery strategies
A comprehensive understanding of the code of banking practice, ensuring your work aligns with industry standards and best practices

The Reward…

Competitive compensation package, reflecting your valuable contributions
Ample opportunities for professional growth and development, allowing you to reach new heights in your career
Access to cutting-edge banking practices and innovative solutions, empowering you to stay at the forefront of the industry
A collaborative work environment, where teamwork and shared expertise foster success

See all jobs

Consultant

Vicki Blackburn

Senior Recruitment Consultant

Contact Recruiter

More Jobs From Consultant

More jobs like this

Investment Operations Technical Analyst, Permanent, Isle of Man

PP11273

Banking, Funds & Wealth Management

Permanent

Mid Senior Level

Are you a dynamic individual seeking a challenging role in a company with global reach? Our client is currently recruiting for the position of Investment Operations Technical Analyst. If you\'re ready to take on responsibilities that involve first-line compliance monitoring and have a keen eye for detail, this role may be perfect for you.

The Role…

As an Investment Operations Technical Analyst, you\'ll be at the forefront of our client’s 1st Line Compliance Monitoring Programme. Your primary responsibilities include:

Conducting first-line assurance monitoring, evaluating and reporting results to identify potential risks
Collaborating with project teams to integrate new activities and mitigate impact on business areas
Supporting project work related to FATCA, CRS, and AML CFT submissions
Ensuring data accuracy and integrity through ongoing monitoring, utilising Microsoft CRM as a review and reporting tools

About You…

Are you the perfect fit for this role? To succeed, you\'ll need:

Working knowledge of FATCA/CRS and IRS reporting requirements
Previous Investment Operations experience within a financial services environment
A strong understanding of AML/KYC requirements
Previous Quality Assurance experience is preferential

The Reward…

In addition to a competitive salary, our client offers

Private health care and life insurance
Flexible working hours
Access to a pension scheme
Volunteering opportunities
Training and development opportunities
Employee product benefits