Vacancy Description:

Our client is looking for a Junior Dealer/ Dealer. The successful candidate will have ideally worked in an investment environment with at least two of the following asset classes; fixed income, equity, unit trust or money markets.

Person Specification:

·         Previous investment experience

·         Knowledge of back office and settlements systems would be advantageous but not essential

·         Candidates should be prepared to study starting with the IAQ and progressing to Dealing exams

Key Information:

Our client is an investments organisation.

Vacancy Description:

Our client is looking for an Investment Manager to work in conjunction with designated introducers, providing a comprehensive financial planning service to clients.

Person Specification:

The right candidate will have experience within the financial services industry and must have qualifications in Financial Planning by achieving full CEFA, IFA, CFP or a recognised industry equivalent qualification. The role holder will preferably show willingness to study towards further professional qualifications.

Key Information:

Our client is a leading global wealth manager.

Vacancy Description:

Our client is looking for an Investment Dealer to process all stock and currency deals in respect of all personal portfolio bond clients. This role will involve answering technical investment enquiries, auctioning regular dealing instructions and undertaking ad hoc project, task or functions within the dealing team.  

Person Specification:

·         A minimum of 2 years previous experience in a similar environment

·         A working knowledge of life insurance products

·         Have knowledge of international and UK stock markets and fund management

·         Keyboard/ software application knowledge

·         Excellent communication skills

Key Information:

Our client is an international Life Assurance Company

Vacancy Description:

The successful candidate will be responsible for completing deal input, indexing documents, answering the phone, and requesting information from clients as well as coordinating documents to make up the deal packs and providing system driven valuations to clients. There will be other ad hoc requests as required including solving the simpler queries - training will be provided.

Person Specification:

Training will be provided on dealing systems but the candidate must have:

·             Deal input experience

·             Be able to operate in a high pressure environment

·             Have a high work rate and a can do and positive attitude

·             Have a low error rate and good attention to detail

·             Good communication skills and telephone manner

Key Information:

Our client is a Fund Management company.

Vacancy Description:

Our client is looking for an International Investments Dealer to work as part of the International Dealing team, who are responsible for placing high value deals on behalf of customers.

Person Specification:

·         IAQ qualified or part qualified  within 2 years of starting role

·         GCSE  Mathematics and English at grade C or above

·         2-3 years experience of working in the offshore life assurance and investments industry

Key Information:

Our client is an international Life Assurance Company

Vacancy Description:

Our client is recruiting an International Investments  Dealer to work as part of the International Dealing team and to accurately/ efficiently action investment instructions and place trades on behalf of International clients and business partners.

Person Specification:

The successful candidate will have prior experience within the financial services sector, ideally in Investments or Dealing, a good knowledge of investment products and knowledge of the regulatory environment (AML, KYC). You should also have a high degree of computer literacy (e.g. Microsoft Office package); a minimum of 5 GCSE's grade C or above (inc. maths and English) and being IAQ qualified or part qualified would be an advantage.

Key Information:

Our client is a leading international insurance company