Stockbroker Assistant
- Employer
- Page Personnel
- Location
- Manchester, Greater Manchester
- Salary
- £30000 - £40000/annum
- Closing date
- 13 Mar 2021
View more
- Job Sector
- Accountancy
- Contract Type
- Permanent
- Hours
- Full Time
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A Stockbroker Assistant position for a Private Client Stockbroker based in the city centre of Manchester. This role will support the Client Executives, clients, market makers and the wider business.
Client Details
My client is an established stockbroker based in the the city centre of Manchester.
Description
Key responsibilities of this Stockbroker Assistant position:
Input any deals done by the Client Executives onto the NB Trader
As well as inputting it may also be necessary to call the Market Makers
Each day a spreadsheet is produced of all the deals done that day and this is given to the contract input staff to be completed the same day
Each morning any discrepancies from previous day must be resolved this involves speaking with the Market Makers
Clients may also ring to give direct instruction to buy or sell
It is envisaged that over time the candidate would develop to be able to also advise clients
Maintain system recording where clients have placed limits to buy or sellProfile
Successful candidate for this Stockbroker Assistant position will display the following:
Minimum Level 4 RDR compliant for example CISI Investment Advice Diploma also consider candidates with
Higher levels of qualifications also considered (Level 6 Certificate in Private Client Investment Advice and Management or Level 7 Chartered Wealth Management)
Experience of Dealing for a stockbroker preferred
Experience of NB Trader or ProquoteJob Offer
This is a chance to join an established stockbroker in Manchester as a Stockbroker Assistant in a role which offers progression as well as a competitive salary
Client Details
My client is an established stockbroker based in the the city centre of Manchester.
Description
Key responsibilities of this Stockbroker Assistant position:
Input any deals done by the Client Executives onto the NB Trader
As well as inputting it may also be necessary to call the Market Makers
Each day a spreadsheet is produced of all the deals done that day and this is given to the contract input staff to be completed the same day
Each morning any discrepancies from previous day must be resolved this involves speaking with the Market Makers
Clients may also ring to give direct instruction to buy or sell
It is envisaged that over time the candidate would develop to be able to also advise clients
Maintain system recording where clients have placed limits to buy or sellProfile
Successful candidate for this Stockbroker Assistant position will display the following:
Minimum Level 4 RDR compliant for example CISI Investment Advice Diploma also consider candidates with
Higher levels of qualifications also considered (Level 6 Certificate in Private Client Investment Advice and Management or Level 7 Chartered Wealth Management)
Experience of Dealing for a stockbroker preferred
Experience of NB Trader or ProquoteJob Offer
This is a chance to join an established stockbroker in Manchester as a Stockbroker Assistant in a role which offers progression as well as a competitive salary
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