Senior Customer Services Administrator, New Business

Our client is seeking a Senior Administrator to join the New Business Team within the Customer Services Department on a permanent, full-time basis. The role focuses on reviewing new business applications to ensure they meet internal quality standards and comply with Anti-Money Laundering (AML) and Counter-Terrorism Financing (CTF) regulations. The ideal candidate will have a strong background in customer due diligence and experience with trust and corporate administration.

Job Duties:

• Review new business applications to ensure compliance with AML/CTF regulatory standards
• Ensure applications are accepted and processed in accordance with internal procedures
• Liaise with Financial Advisers and clients to obtain outstanding documentation or information
• Review trust and corporate documentation as part of the application approval process

Job Requirements:

• Minimum of 4 years' experience in life assurance, ideally within new business or trust and corporate administration
• Strong understanding of the Isle of Man Financial Services Authority’s Guidance Notes on AML and CTF

What You’ll Love:

Our client is committed to maintaining the highest standards of customer service and regulatory compliance. With a collaborative and supportive team culture, this role offers the opportunity to work in a dynamic environment where professional growth and contribution to operational excellence are both valued and encouraged.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here