Unit Trust Execution only Dealer
Unit Trust Execution only Dealer

Unit Trust Execution only Dealer

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Execute orders for High Net Worth Clients and Institutional Funds in Unit Trusts and other assets.
  • Company: Join a dynamic financial firm making waves in the execution only dealing space.
  • Benefits: Enjoy a competitive salary, hybrid work options, and additional benefits.
  • Why this job: Make a real impact in financial markets while growing your expertise in a supportive environment.
  • Qualifications: Proven experience in Unit Trust dealing; familiarity with Proquote, Calatone, or EMX is a plus.
  • Other info: This is a Fixed Term Contract for 18 months, perfect for gaining valuable industry experience.

The predicted salary is between 36000 - 60000 £ per year.

Unit Trust / Multi Asset Execution only Dealer

London (hybrid)

Fixed Term Contract 18 Months

Competitive basic + bens

About the Role:

Are you passionate about financial markets and looking for an exciting opportunity to make a real impact in the execution only dealing space?

We are on the lookout for a talented Unit Trust Dealer to join our client on a Fixed Term contract over a circa 18 month period.

In this role, you\’ll be executing authorised orders for our High Net Worth Clients, Institutional Funds, Advised clients, and Platforms, mainly around Unit Trusts, but further asset classes will be useful to expand the role a little further. Your expertise will ensure the timely and accurate placement and administration of Unit Trust orders, as well as the execution of equity orders via various platforms.

To be considered for the role you will have a well established track record in Unit Trust dealing, ideally with experience of dealing other assets. You will need to be available for a Fixed Term Contract running around 18 months.

Exposure to software such as: Proquote, Calatone or EMX would be ideal and Bloomberg for other asset classes.

Unit Trust Execution only Dealer employer: BWD Search & Selection

Join a dynamic team in London where your passion for financial markets can truly shine. We offer a competitive salary and benefits, along with a hybrid work culture that promotes flexibility and work-life balance. With ample opportunities for professional growth and development, this role as a Unit Trust Execution only Dealer allows you to make a significant impact while working with high-profile clients in a supportive and innovative environment.
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Contact Detail:

BWD Search & Selection Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Unit Trust Execution only Dealer

✨Tip Number 1

Make sure to highlight your experience with Unit Trusts and any other asset classes in your conversations. This will show that you have the relevant expertise and can handle a diverse range of orders.

✨Tip Number 2

Familiarize yourself with the software mentioned in the job description, like Proquote, Calatone, or EMX. Being able to discuss your proficiency with these tools during interviews can set you apart from other candidates.

✨Tip Number 3

Network with professionals in the financial markets sector, especially those who work with Unit Trusts. They might provide insights or even referrals that could help you land the job.

✨Tip Number 4

Stay updated on current trends and news in the financial markets. Being knowledgeable about recent developments can demonstrate your passion for the industry and your commitment to staying informed.

We think you need these skills to ace Unit Trust Execution only Dealer

Unit Trust Dealing
Execution of Equity Orders
Knowledge of Financial Markets
Attention to Detail
Client Relationship Management
Proficiency in Proquote
Experience with Calatone
Familiarity with EMX
Bloomberg Terminal Skills
Time Management
Analytical Skills
Problem-Solving Skills
Communication Skills
Adaptability

Some tips for your application 🫡

Highlight Relevant Experience: Make sure to emphasize your track record in Unit Trust dealing. Include specific examples of your experience with High Net Worth Clients and Institutional Funds, as this will demonstrate your suitability for the role.

Showcase Technical Skills: Mention your familiarity with relevant software such as Proquote, Calatone, EMX, and Bloomberg. This will show that you have the technical skills necessary for executing orders efficiently.

Tailor Your CV: Customize your CV to reflect the key responsibilities and requirements mentioned in the job description. Use similar language to what is used in the posting to make your application stand out.

Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your passion for financial markets and the execution only dealing space. Make it personal and engaging to capture the hiring manager's attention.

How to prepare for a job interview at BWD Search & Selection

✨Show Your Passion for Financial Markets

Make sure to express your enthusiasm for financial markets during the interview. Share specific examples of how you've engaged with market trends or news, and discuss any relevant experiences that highlight your passion for the industry.

✨Demonstrate Your Expertise in Unit Trust Dealing

Prepare to discuss your track record in Unit Trust dealing in detail. Be ready to provide examples of successful transactions you've executed and how you ensured accuracy and timeliness in your orders.

✨Familiarize Yourself with Relevant Software

Since exposure to software like Proquote, Calatone, EMX, and Bloomberg is ideal, take some time to familiarize yourself with these platforms. If you have experience with them, be prepared to discuss how you've used these tools effectively in your previous roles.

✨Understand the Client Base

Research the types of clients you will be dealing with, such as High Net Worth Clients and Institutional Funds. Be ready to discuss how you would tailor your approach to meet their specific needs and expectations in the execution only dealing space.

Unit Trust Execution only Dealer
BWD Search & Selection
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