Dealing Officer, Permanent Job, Isle of Man
Dealing Administrator required to join a leading International Life Assurance Organisation on a permanent basis. The role holder will report to the Dealing Manager, this position is primarily responsible for inputting dealing instructions in line with dealing procedures and to provide a pro-active, customer focused service to internal and external customers.
Process dealing instructions for personalised and pooled portfolios, in accordance with set procedures.
Ensure all deals are input to the system timely and accurately.
Working closely with custodian's, and Fund Managers to ensure all deals placed will deal and settle correctly.
Deal with Client/IFA queries relating to the trade placement process within agreed service standards.
Skills & Experience:
Previous experience within a Life Assurance Organisation is essential.
Previous Investments experience is essential, previous Investment Dealing experience is highly desirable.
A minimum of 5 GCSE's at Grades A*-C including English and Maths.
Hours & Benefits:
Structured working pattern- core business hours, excellent rates of pay and comprehensive benefits package, parking on site.
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