Trainee, Dealing & Execution — Broking Pathway

Stonehage Fleming Group; United Kingdom; On-site; GBP 22,000 - 28,000; Full time

Job summary

Corient is seeking a proactive Dealing Support Analyst to join the Dealing and Treasury Services team in Jersey. The role offers exposure to trade inputting/execution, trade reporting, account opening and client onboarding within a dynamic, client-focused environment.

Grad-calibre candidates with numerical aptitude and strong MS Office skills will develop through on-the-job training, supporting the broking function and learning across asset classes, while building professional relationships with

Qualifications

• Graduate calibre preferred; applications from A Levels welcome.
• Must pursue relevant professional studies (ACI Dealing Certificate, CISI Level 4).
• Proficient in MS Office; strong numeracy and communication skills.

Responsibilities

• Support the Dealing team with day-to-day duties and queries on trades.
• Place trades across asset classes via platforms, email, and phone.
• Assist with trade bookings, reporting and corporate action elections.
• Review processes to improve efficiency and reduce risks.
• Develop knowledge of CDTS platforms and client data management.
• Generate reports and source information for clients and teams.
• Support onboarding and client due diligence during the new client lifecycle.
• Maintain up-to-date market knowledge to service clients and advisors.

Skills

Microsoft Office

Excel

PowerPoint

Numeracy

Communication

Education

Graduate calibre

A Levels or equivalent

ACI Dealing Certificate

CISI Level 4

Job description

Corient is seeking a proactive Dealing Support Analyst to join the Dealing and Treasury Services team in Jersey. The role offers exposure to trade inputting/execution, trade reporting, account opening and client onboarding within a dynamic, client-focused environment.

Grad-calibre candidates with numerical aptitude and strong MS Office skills will develop through on-the-job training, supporting the broking function and learning across asset classes, while building professional relationships with