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.
1-3 years financial services experience essential Excellent customer service skills High level of attention to detail Ability to prioritise work effectively Strong communication skills Team player