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Senior Dealer (O910528)

Douglas, Isle of Man

Assurance & Insurance

Excellent base salary plus benefits package

Full time / Permanent

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Job description

Overview

Our leading Douglas-based Finance Sector Client with a global outlook are seeking an experienced Senior Dealer to join their established, growing team as the business enjoys continued growth across its entire portfolio.

Role Profile

The purpose and focus of this role is to accurately record and execute dealing instructions on behalf of policyholders in line with Company service standards and regulations.

You will:

  • Check and authorise trades accurately ensuring service standards and regulations are adhered to
  • Accurately raise all trades as instructed by the fund advisor/client ensuring that the transactions are permissible
  • Handle complex queries, providing a high quality of service that is accurate and within stated timescales
  • Maintain a high level of technical knowledge to facilitate rotation into other teams as and when required to ensure service levels are maintained
  • Act as the Dealing SME supporting the business readiness for the simplified platform programme
  • Support the Dealing controls oversight and sampling, suggesting new controls or improvements to existing controls where necessary
  • Work closely with the Team Leader to increase training and competency levels across the wider business
  • Represent and lead for Dealing in projects or initiatives as required
  • Proactively prioritise work to ensure issues and risks are addressed
  • Ensure a high quality of service is maintained and that legislative, customer and Company requirements and standards are met within stated timescales
  • Oversight of the accuracy of the security universe including security set-up, warnings, reporting flags, Cofunds / Calastone data, trading restrictions and asset review data
  • Act in line with the company's values, policies and code of conduct, ensuring that conduct is appropriate at all times
  • Ensure that you put the customer at the heart of everything you do in line with the Company's values

Person Profile

  • Significant experience of Investments and the International Life Office Industry
  • Minimum 5 A* - C Grade GCSEs (including English and Maths) or equivalent
  • Studying toward or hold IOC qualification (desirable, not essential)
  • High level of Dealing technical knowledge
  • Demonstrable experience of continuous process improvement knowledge and application to an organisation
  • Proven ability to execute for results
  • Extensive problem resolution skills
  • Analytical - proven ability to use, interpret and develop meaningful data on which decisions can be made
  • Proven ability to be flexible and swiftly adapt to changing organisational requirements
  • Proficient in MS Office (including Excel)
  • Understand and meet the needs of the customer
  • Excellent organisational skills and ability to meet tight deadlines in an environment with competing priorities
  • Excellent written and verbal communication skills
  • "Can Do", proactive attitude
  • Diligent and conscientious in the accuracy of your work, excellent attention to detail
  • Ability to operate in a fast paced, dynamic environment and able to work under pressure
  • Ability to solve complex problems quickly and decisively

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