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
o Degree level in a Business -related discipline
o APA Savings and Investments qualification essential
o A strong client focus to ensure effective service delivery
o Demonstrable interest in investment
o Proven team -working skills
o 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 ;\/span> to schedule a confidential phone call.