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Customer Services Administrator - Ardan
- To be advised
- Permanent, Full Time
- Closing in 9 days
- IFGL International House, Cooil Road, Douglas, Isle of Man, IM2 2SP
We have a permanent position available within the Ardan Customer Services Team.
We are looking for someone with experience in financial services, ideally with an understanding of customer due diligence, AML requirements and portfolio servicing; however we are a supportive team who will provide full training and guidance.
Reporting to the Investment Services Manager, this role will be the point of contact for support and administration assistance to our Brokers, Ardan sales force and regional offices.
Key responsibilities will include:
• Client portfolio maintenance and ongoing servicing on the CRM system and the Ardan Investment platform, including web support.
• Process withdrawals/surrenders while ensuring a high level of accuracy and attention to detail.
• Provide support to Sales force, Brokers on our processes and operational procedures in a professional, confident and timely manner.
• Manage customer servicing requests accurately, proactively and in accordance with procedures, priorities and service standards.
• Develop and maintain knowledge of Ardan products, systems and processes to support both routine and more complex customer enquiries.
• Ensure all activities are completed in accordance with regulatory requirements, internal controls and company standards.
• Identify and escalate risks, issues or concerns appropriately to help protect customers and the business.
• Capture, maintain, and accurately record management information (MI) data, ensuring data integrity, completeness, and compliance with organisational standards.
To be successful in this role, candidates should possess the following skills and experience:
• Ideally 2 years’ financial services experience
• Customer service experience within financial services or a similar professional environment.
• Strong organisational and time management skills.
• Ability to prioritise competing workloads and adapt to changing priorities.
• Excellent communication and interpersonal skills.
• Strong attention to detail and commitment to quality.
• Proficiency in Microsoft Office applications.
• Knowledge of customer due diligence, AML requirements or financial services products would be advantageous, but is not essential as full training will be provided.
• Positive person who adds to the team culture by sharing knowledge and supporting continuous improvement initiatives
Our Values
We are looking for individuals who demonstrate our values of:
• CARE – putting customers and colleagues first.
• COMMERCIALITY – delivering value and effective solutions.
• EMPOWERMENT – taking ownership and making a positive difference.
• ONE TEAM – working together to achieve shared success.
If you are interested in applying for this position, please forward a current CV with a covering letter to careers@ifg-ltd.com
Closing date for this vacancy will be 21 August 2026.
