Senior Dealing Officer
Isle of Man
Permanent
Our client seeks a Senior Dealing Officer to join their Investment Operations Department
Role Profile: You will have an important role to play within Portfolio Bond Dealing Team; contributing to the placement of over 100,000 trades per year totaling over £3bn, ensuring all work is done within the service level agreement and to an exceptional degree of accuracy.
Key Responsibilities:
- Process dealing instructions containing retail assets in line with dealing approved limits for the personalised portfolio bonds, as per service standards and to a high degree of accuracy.
- Assist with complex enquiries from policyholders, advisers and members of the sales team, quickly and efficiently.
- Investigative and error remediation work and processing Investment corrections as required
- Work closely with colleagues to deliver a positive experience for customers throughout the life cycle of their policy.
- Providing mentorship and training to new members of the team as well as participating in cross-training to ensure a flexible and agile workforce
- Assist with ad-hoc investment related tasks as required.
- Liaise with stockbrokers and custodians as required.
Key Skills and Experience:
- Minimum of 2 years' experience in a dealing or Investments environment (ideally within the life Assurance industry) and a good 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 with previous experience of AWD would be advantageous
