Dealer Trainee

1 week ago

Liverpool, Liverpool, United Kingdom Evelyn Partners Full time

About the Role

Evelyn Partners is seeking a talented individual to join our Multi-Assets team as a Trainee Dealer. In this role, you will have the opportunity to learn and develop your skills in executing client orders in a range of products, including Equities, Fixed Income, ETFs, Structured Products, Collectives, and Foreign Exchange.

Key Responsibilities

  • Execution of Evelyn Partners 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 or 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 proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners, we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity, and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

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