Investment Dealing Officer (Douglas)
Description:

Our Client is looking for an Investment Dealing Officer to join their vastly growing company. They are looking for someone with a willingness to learn, be part of a busy team together and the ability to process large volumes of work to a high level of accuracy.

Duties:

  • Process dealing instructions for our personalised and pooled portfolios, in accordance with our set procedures.
  • Ensure all deals are input to the system timely and accurately.
  • Deal with Client/IFA queries relating to the trade placement process within agreed service standards.
  • Should be familiar with Microsoft Office, in particular Excel.

The successful candidate should have a minimum of 2 years’ dealing experience within an Investment environment preferably within the Life Assurance industry.  


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