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Investment Dealing Officer

Investment Dealing Officer

Posted 30 July by Orchard Recruitment Limited
Easy Apply Ended


Our leading Douglas-based Finance Sector Client is seeking an experienced Investment Dealing Officer to join them on a 12-month fixed term contract within theirInvestment Management Team.

Role Profile

  • Process dealing instructions for the company's personalised portfolio bonds, in line with service standards and to an exceptional degree of accuracy
  • Handle customer enquiries from policyholders, advisers and members of the sales team, quickly and efficiently
  • Work closely with colleagues to deliver a positive experience for customers throughout the life of their policy
  • Assist with ad hoc investment related tasks as required
  • Liaise with stockbrokers and custodians as required

Person Profile

  • Ideally a minimum of 2 years dealing experience within the life assurance industry
  • Ability to deliver accuracy and quality performance
  • Strong communication skills
  • Educated to A Level standard, including Maths would be advantageous
  • Ability to deliver against deadlines and excellent organisational skills

Although previous experience working in a Dealing or Investments based role within the life assurance industry is advantageous, consideration would be given to an ambitious team player with life assurance experience looking to start their career in an Investment department.

Required skills

  • Finance
  • Investments
  • Management
  • Custodians
  • Service Standards

Reference: 43537602

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