Investment Dealing Officer

  • Job Reference: MF805
  • Date Posted: 10 December 2021
  • Recruiter: McKenzie Fox
  • Location: Douglas
  • Salary: On Application
  • Sector: Life Assurance / Insurance
  • Job Type: Permanent
  • Work Hours: Full Time
  • Contact: Admin Admin
  • Email: info@mckenziefox.com
  • Telephone: 01624 698900

Job Description

INVESTMENT DEALING OFFICER | ref.MF805

We currently have an exciting opportunity available for an Investment Dealing Officer on a permanent basis.

This role would suit and individual with experience in the life assurance industry looking to start their career in an Investment department. 

Key responsibilities include:

  • Processing dealing instructions for personalised portfolio bonds.
  • Handling customer enquiries from policyholders, advisers and members of the sales team.
  • Working closely with colleagues to deliver a positive experience for customers.
  • Assisting with ad-hoc investment related tasks as required.
  • Liaising with stockbrokers and custodians as required.

Skills and experience:

  • The successful candidate will ideally have a minimum of 2 years dealing experience within the life assurance industry.
  • Be educated to A Level standard (Maths would be advantageous).
  • Ability to deliver excellent customer service and adapt to changing priorities.

To discuss this role further please email your CV to jobs@mckenziefox.com or call us on 01624 698900 quoting reference MF805.