Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Ensure timely and accurate trade settlements while managing complex queries.
- Company: Join a high-performing investment management team in a hybrid work environment.
- Benefits: Enjoy a competitive salary and the flexibility of hybrid working.
- Why this job: Make an impact in finance by resolving complex settlement challenges.
- Qualifications: Experience in settlements and strong communication skills are essential.
- Other info: Collaborative culture with opportunities for personal and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
We’re looking for an experienced Settlements Analyst to join a high-performing team within an investment management business. You’ll be responsible for the timely and accurate settlement of trades, acting as an escalation point for complex queries and supporting team leadership with oversight and control. Our client operates a hybrid working environment, with offices in both Edinburgh and Glasgow.
Key Responsibilities
- Process and settle internal and external trades
- Liaise with brokers, fund managers, and clients
- Manage pre-matching and monitor failed trades
- Support settlement across Crest, Euroclear, DTC and other markets
- Process Unit Trust and certificated trades
- Resolve cash and stock reconciliation breaks
- Monitor and report client money and asset shortfalls
- Provide oversight, authorisation, and support to the team leader
- Maintain strong operational controls and ensure regulatory compliance
What You’ll Bring
- Experience in settlements within investment operations
- Strong communication skills with clients, brokers, and senior stakeholders
- Ability to bring structure, calm, and accuracy to complex workflows
- Confidence in challenging processes and driving improvements
- A collaborative approach with a willingness to support and coach others
Settlements Analyst in Paisley employer: McFall Recruitment Limited
Contact Detail:
McFall Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Settlements Analyst in Paisley
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management space. A friendly chat can lead to insider info about job openings that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your settlements knowledge. Be ready to discuss your experience with trade processing and how you’ve tackled complex queries in the past.
✨Tip Number 3
Show off your communication skills! During interviews, make sure to highlight how you’ve effectively liaised with brokers and clients. It’s all about demonstrating that you can keep everyone in the loop.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for talented individuals like you. Plus, it’s a great way to ensure your application gets the attention it deserves.
We think you need these skills to ace Settlements Analyst in Paisley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Settlements Analyst role. Highlight your experience in settlements and investment operations, and don’t forget to showcase your strong communication skills with clients and brokers.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention specific experiences that demonstrate your ability to manage complex workflows and drive improvements.
Showcase Your Problem-Solving Skills: In your application, give examples of how you've resolved cash and stock reconciliation breaks or managed failed trades. We love seeing candidates who can bring structure and calm to complex situations!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and we can’t wait to see your application come through!
How to prepare for a job interview at McFall Recruitment Limited
✨Know Your Settlements Inside Out
Make sure you brush up on your knowledge of settlements within investment operations. Be prepared to discuss specific processes like pre-matching, trade settlement across different markets, and how you handle reconciliation breaks. This will show that you’re not just familiar with the role but also passionate about it.
✨Showcase Your Communication Skills
Since you'll be liaising with brokers, fund managers, and clients, it's crucial to demonstrate your strong communication skills. Think of examples where you've effectively communicated complex information or resolved issues. This will highlight your ability to engage with various stakeholders confidently.
✨Prepare for Scenario Questions
Expect questions that put you in real-world scenarios, such as handling failed trades or managing client money shortfalls. Prepare by thinking through how you would approach these situations, focusing on your problem-solving skills and ability to maintain calm under pressure.
✨Emphasise Your Collaborative Spirit
The role requires a collaborative approach, so be ready to share experiences where you've supported or coached others. Highlighting your teamwork skills will show that you can contribute positively to the high-performing team environment they’re looking for.