Back to Job Search

Posted about 1 month ago

​Gain experience within a high performing team in a forward thinking and innovative wealth management organisation, on a 7 month contract.

Within this role you will use your previous investments/securities experience to process client transactions in accordance with regulatory requirements. You will also assist with daily reporting and provide updates on the status of transfers.

This is a great career opportunity within a company committed to ensuring their employees thrive and local communities prosper. Flexible working can be considered.

Responsibilities will include:

  • Processing client trade settlements, transfers and corporate action instructions​

  • Resolving queries from investments and sales and relationship management teams​

  • Reviewing and distributing cash and stock reconciliation reports​

  • Approving and booking FX transactions​

Experience and skills required:

  • Previous securities experience​

  • Good understanding of operations and trade instruction processes​

  • ​Knowledge of custody requirements

  • High level of accuracy and attention to detail​

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.