Dealer

We are currently working with a leading Wealth Management firm who are looking to add a Dealer to their team. The ideal candidate will have excellent attention to detail and client facing experience.

Role Duties:

• Executing trades received from various channels (Phone/Post/Email/Secure Comms) and ensuring adherence to Best Execution
  
• Ensuring clients are consistently provided with excellent dealing service
  
• Assist clients with Corporate Actions Stock Set Ups and other queries
  
• Liaising with clients and intermediary brokers dealing promptly and efficiently with queries
  
• Assist in the organisation and running of client events
  
• Being proactive in identifying existing and new execution only clients interested in and/or suitable for referral to other teams within the group
  
  

Requirements

• Degree level in a Businessrelated discipline
  
• APA Savings and Investments qualification essential
  
• A strong client focus to ensure effective service delivery
  
• Demonstrable interest in investment
  
• Proven teamworking skills
  
• Very strong communication and presentation skills; verbal and written
  

Benefits

On offer is a competitive salary and benefits package with the opportunity to join a well established brand.

Please apply through the link provided or get in touch with Leah Deasy via to schedule a confidential phone call.