• Graduate Dealing Officer

    Job Locations UK-Edinburgh
    # of Openings
    Position Type
    Permanent Full-Time
  • Role Description

    Responsible for placing both mutual fund and equity orders as well as resolving any issues raised by clients across the FNZ platforms whilst and adhering to the key regulatory and process requirements of FNZ.


    Role Responsibilities:

    • Order placement; Place mutual fund orders electronically or by fax, ensuring the external fund manager receives the order instruction prior to the valuation point or dealing deadline.
    • Order monitoring; Monitor for any equity orders that are rejected by the broker, ensuring that the orders are then placed timely electronically or by telephone.
    • Order monitoring; To monitor the progress of orders and also the receipt of manual / electronic confirmations from brokers and mutual fund managers.
    • Production Monitoring; Carry out daily control tasks to identify any orders which may require manual intervention and ensure that these are placed timely and accurately before the dealing deadline.
    • Effective communication; Investigate, manage and resolve any issues raised by clients relating to the placement of orders.
    • Other tasks; to undertake any other projects/ tasks as may reasonably be required to facilitate the smooth operation of the company.

    Experience Required

    • Graduate or equivalent experience in similar role.
    • Working to multiple cut offs, often with tight deadlines.
    • Ability to work accurately and efficiently under pressure.
    • FS Industry recognised qualifications - IOC, Investment Certificate or CFA (desirable).
    • Crest Settlement experience would be beneficial.

    About FNZ

    FNZ is the market leading provider of technology and administration services to major financial institutions in the platform and wealth management sectors across the globe. We partner with life companies, banks, asset managers and discretionary wealth managers to enable them to develop and distribute financial products and services to their customers across all major distribution channels.


    FNZ has a strong blue-chip customer base including Standard Life, Axa Wealth, JP Morgan, HSBC, AMP, National Australia Bank, Bank of New Zealand, Friends Life, UBS, Zurich Financial and Close Brothers Asset Management. It has helped these customers grow to over £50 billion of platform assets in aggregate. FNZ now employs over 700 people with offices in Edinburgh, London, Bristol, Brno (Czech Republic), Wellington and Sydney.


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