Financial Services Trainee

4 weeks ago

Liverpool, Liverpool, 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 individuals, family trusts, professional intermediaries, charities, and businesses.

Our Mission

We aim to provide an award-winning service to our clients by employing the best people. Our mission is to place the power of good advice into more hands, making it accessible to everyone, regardless of their financial situation.

Our Values

We are driven by our core values of Personal, Partnership, and Performance. We offer advice based on a true understanding of our clients' needs, work collaboratively with them, and demonstrate a breadth and depth of expertise to deliver first-class results.

The Role

We are expanding our team at Evelyn Partners and are seeking a talented individual to join our Multi-Assets team as a Trainee Dealer. This is a great opportunity for someone eager to develop their career in this field.

  • Execute client orders in Equities, Fixed Income, ETFs, Structured Products, Collectives, and Foreign Exchange.
  • Manage orders and book trades in Avaloq, Iress, and Online Portals.
  • Ensure regulatory requirements are met, particularly Best Execution and Timely Execution.
  • Comply with Evelyn Partners' policies, processes, and procedures.

Requirements

We are looking for a candidate with a degree in Finance or Economics, or a similar subject. Previous experience in a similar role or Trade Operations/Support role is desirable. Excellent communication skills, both written and verbal, are essential. We also value team players, self-motivated individuals, and those eager to learn.

Benefits

As a colleague at Evelyn Partners, you will have access to a range of benefits, including a competitive salary, private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, and option to purchase additional holiday. We are committed to providing a safe, supportive, and inclusive environment for all colleagues.

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