Junior Trading Associate

3 months ago

Liverpool, Liverpool, United Kingdom Evelyn Partners Full time

Company Overview

Evelyn Partners stands as the premier integrated wealth management and professional services organization in the UK, boasting over 186 years of expertise in guiding individuals and businesses towards success. We deliver a comprehensive suite of financial and professional services tailored for individuals, family trusts, professional intermediaries, charities, and corporations.

Our commitment to providing an award-winning client experience is realized through our dedicated team. We are on a mission to democratize access to quality financial advice, believing that everyone deserves the opportunity to receive sound guidance, no matter their financial circumstances.

Our impressive growth and innovative approach are anchored in our core principles: Personalization, ensuring advice is rooted in a genuine understanding of client needs; Partnership, collaborating closely with clients; and Performance, showcasing extensive expertise to achieve outstanding results.

Role Overview

What will this position involve?

We are currently expanding our team at Evelyn Partners. The successful candidate will become a part of the Multi-Assets team, gaining hands-on experience in executing client orders across a diverse range of financial products. This role presents an excellent opportunity for individuals eager to advance their careers in this dynamic field.

  • Executing client orders for Evelyn Partners in Equities, Fixed Income, ETFs, Structured Products, Collectives, and Foreign Exchange.
  • Managing orders and processing trades using Avaloq, Iress, and Online Portals.
  • Ensuring compliance with regulatory standards, particularly regarding Best Execution and Timely Execution.
  • Adhering to Evelyn Partners' policies, processes, and procedures.

Candidate Profile

What qualifications are we seeking?

  • A degree in Finance, Economics, or a related field is preferred.
  • Prior experience in a similar role or in Trade Operations/Support is advantageous.
  • Familiarity with the Financial Services sector.
  • Strong written and verbal communication skills.
  • A collaborative team player.
  • Self-motivated and eager to learn.

Additional Benefits

As a member of Evelyn Partners, you will enjoy a range of benefits, including:

  • Competitive salary.
  • Private medical insurance.
  • Life assurance.
  • Pension contributions.
  • Flexible hybrid working arrangements (role dependent).
  • Generous holiday entitlement.
  • Option to purchase additional leave.
  • Shared parental leave.

We take pride in embracing the diverse perspectives that a varied workforce brings, reflecting the society we serve. At Evelyn Partners, we actively support numerous employee resource groups and are committed to implementing various diversity, equity, and inclusion initiatives throughout the organization. We strive to create a workplace where all employees, regardless of their identity or background, feel valued and empowered to reach their full potential in a safe and inclusive environment.

We are open to making reasonable adjustments to accommodate your needs throughout the application process. Please communicate any requirements to your Recruiter.

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