Multi-Asset Trading Associate

2 weeks ago


Liverpool, Liverpool, United Kingdom Evelyn Partners Full time

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

We offer an extensive range of financial and professional services, driven by our core values: Personal advice based on understanding client needs; Partnership through collaborative work; and Performance delivering first-class results.

About the Role

We are expanding our Multi-Assets team and seeking a motivated individual to learn the complexities of executing client orders across various financial products. This is an excellent opportunity for someone eager to build a career in this dynamic field.

Responsibilities:
  • Execute client orders in Equities, Fixed Income, ETFs, Structured Products, Collectives, and Foreign Exchange.
  • Manage orders and book trades within Avaloq, Iress, and Online Portals.
  • Ensure compliance with regulatory requirements, particularly Best Execution and Timely Execution.
  • Adhere to Evelyn Partners' policies, processes, and procedures.
Qualifications:

We are looking for a candidate who possesses:

  • A degree in Finance/Economics or a related field is desirable.
  • Previous experience in a similar role or Trade Operations/Support would be advantageous.
  • Experience within the Financial Services industry.
  • Excellent written and verbal communication skills.
  • A strong team player with self-motivation and a willingness to learn.
Benefits:

As an Evelyn Partners colleague, you will enjoy a comprehensive benefits package including:

  • 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 fostering a diverse and inclusive workplace where all colleagues feel valued and respected. We actively promote equality and provide opportunities for everyone to reach their full potential.


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