Execution & Transfers Analyst

Posted 02 March 2023
Salary Up to £35,000
Job type Permanent
Discipline Change & Transformation
Contact NameGeorge Rose

Job description

Referment are working with a rapidly growing business that is re-defining how individuals and families connect and engage with their financial life. They provide their clients with control over their personal finances, enhancing their ability to achieve their personal and financial aspirations.

They are seeking a Execution & Transfers Analyst to join their team in London. 

Reporting into the Trading & Operations Manager the Execution & Transfers Analyst will be required to take over the day-to-day requirements of managing the client transfer process as well as monitoring the execution system.

Key Requirements

  • 2 years’ financial services experience (Wealth Management / IFA etc.)

  • Working knowledge of financial markets and related products

  • Numerate

  • Attention to detail

  • Understanding of the trade lifecycle 

Extra Skills (not essential)

  • Working knowledge of Reuters / Bloomberg

  • Relatable knowledge in trade execution or asset transfer processes

  • Good understanding of different types of investment product wrappers (ISA, JISA, GIA, SIPP, Offshore Bonds etc.)

Not quite right for you? Refer someone you know and earn up to £500 when they complete a face-to-face or video interview through Referment.

Find out more at www.referment.com