Ardan: Customer Services Quality and Technical Specialist

We currently have a permanent position available within the Customer Services Team in Ardan.

We are looking for an experienced team member to join the Customer Services team. Reporting to the Customer Services Manager, this role would suit a high performing new business/ customer service expert, with an in-depth understanding of customer due diligence, new business acceptance and regulatory requirements.

The purpose of the role is to provide a point of contact for regulatory, technical administration assistance and general relationship management to our brokers and the Ardan sales force, as well as the ongoing assessment of administration quality standards. The individual will also deputise for the Customer Services Manager.

The main duties for the role holder will include:

  • Ensuring that new business applications have been accepted and processed in line with regulatory requirements and Ardan’s internal guidelines & procedures
  • Provision of technical support and responding to detailed portfolio queries from internal and external clients
  • Delivery of training to the team to ensure knowledge of product range is in line with customer demand and new procedures and any changes are communicated and understood
  • Investigating and responding to any complaints, conducting root cause analysis
  • Establishing and maintaining strong relationships with brokers, sales and regional offices.

Typical Knowledge, Key Competencies and Experience

To ensure that this role is carried out to the desired level, the successful candidate will need the following skills and experience:

  • A minimum of 5 years’ financial services experience ideally in new business
  • Relevant professional qualifications (e.g. the ICA Certificate of Advanced Certificate in AML) would be advantageous
  • Detailed knowledge of the IOM FSA’s AML/CFT Requirements and Guidance for new business, ideally for regulated investment business
  • Excellent planning and organisational skills
  • Strong communication skills
  • Ability to deliver accuracy and quality performance
  • Able to listen, communicate and challenge effectively at all levels of business
  • Ability to mentor individuals.

If you, or someone you know, is interested in applying for this position, please forward a current CV with a covering letter to 

We encourage and welcome applications from people with diverse backgrounds because we embrace diversity and inclusivity within our business.


Castletown, Isle of Man


Ardan Customer Services

Closing date:

24 March 2023

Apply now

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