Job Description
Our client is currently seeking a Dealing Technician to join their Portfolio Bond Dealing Team; contributing to the placement of over 100,000 trades per year totaling over £3bn, ensuring all work is done within our service level agreement and to an exceptional degree of accuracy.
Role Responsibilities
– Process high value/risk dealing instructions across all asset types for our personalised portfolio bonds, in line with service standards and to an exceptional degree of accuracy.
– Investigate and analyse cause of dealing errors suggesting applicable changes to process or controls.
– Handle any complex/technical enquiries received.
– Provide training to new members of the team using the training and accreditation process becoming a mentor throughout their development.
– Accurate and timely authorisation of trades up to a value of £500k.
– SME with all investment related tasks providing guidance for colleagues where required, including internal and external audit. This would include any projects/development/testing as and when required.
– Management & maintenance of system controls/regional dealing rules to ensure regulatory compliance.
– Production of MI as required, used for various senior management committees.
Skills & Experience Required
– Minimum of 3 years’ experience in a dealing or investments based role, ideally within the life assurance industry
– A significant understanding of investments
– 5 GCSE’s grades A-C or equivalent, including English and Maths
– High level of accuracy
– Good communication skills
– Proven ability to work to deadlines in a high pressurised environment
– Hold or working towards the CISI Introduction to Securities & Investments; or IOC qualification
Salary & Benefits
The salary for this role is negotiable, dependent upon qualifications & experience so please get in touch with our team for further information.
This client also offers the following benefits package:
– 36 days annual leave, inclusive of Public Holidays
– Generous discretionary bonus scheme
– Voluntary “double matching” pension scheme
– Income Protection
– Life Assurance
– Private Medical Insurance (after qualification period)
– Free car parking
– On site gym
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