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Trainee Dealer

2 months ago

London, Greater London, United Kingdom Evelyn Partners Full time

About Evelyn Partners

Evelyn Partners is a leading integrated wealth management and professional services group, with over 186 years of experience in helping individuals and businesses thrive.

We offer a range of financial and professional services to clients, including wealth management, investment advice, and corporate finance.

Job Summary

We are seeking a Trainee Dealer to join our Multi-Assets team, where you will learn the complex process of executing client orders in a range of products.

Key Responsibilities

  • Execution of client orders in Equities, Fixed Income, ETFs, Structured Products, Collectives, and Foreign Exchange.
  • Management of orders and booking of trades in Avaloq, Iress, and Online Portals.
  • Ensuring regulatory requirements are met, particularly Best Execution and Timely Execution.
  • Compliance with Evelyn Partners policies, processes, and procedures.

Requirements

  • A degree in Finance, Economics, or a similar subject is desirable.
  • Previous experience working within a similar role or a Trade Operations/Support role would be preferable.
  • Experience working within Financial Services.
  • Excellent communication skills, both written and verbal.
  • Team Player.
  • Self-Motivated.
  • Eager to learn.

What We Offer

  • Competitive salary.
  • Private medical insurance.
  • Life assurance.
  • Pension contribution.
  • Hybrid working model (role-dependent).
  • Generous holiday package.
  • Option to purchase additional holiday.
  • Shared parental leave.

We are committed to providing a diverse and inclusive workplace, where all colleagues feel valued and respected. We welcome applications from candidates with diverse backgrounds and experiences.