Investment Dealing Officer – 1488

Isle of Man

Jobs Finance

Investment Dealing Officer – 1488


Our candidate currently has a position available within their Investment Management Department for a Dealing Officer. Previous experience working in a Dealing or Investments based role within the life assurance industry would be an advantage they would also give consideration to an ambitious team player with life assurance experience looking to start their career in an investment department.

Main Responsibilities:
• Process dealing instructions for our personalised portfolio bonds, in line with service standards and to an exceptional degree of accuracy.
• Handle customer enquiries from policyholders, advisers and members of the sales team, quickly and efficiently.
• Work closely with colleagues to deliver a positive experience for our customers throughout the life of their policy.
• Assist with ad-hoc investment related tasks as required.
• Liaise with stockbrokers and custodians as required.
Knowledge and experience:
• Ideally a minimum of 2 years dealing experience within the life assurance industry
• Ability to deliver accuracy and quality performance
• Educated to A Level standard, including Maths would be advantageous
• Ability to deliver against deadlines and excellent organisational skills

For more information or to apply call us on 01624629676 or email

ID #5364 Location Isle of Man Job Sectors Finance Type Permanent Role Investment Dealing Officer – 1488 Career Level Middle Salary £23,000

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Contact Details

2nd Floor, 12-14 Ridgeway Street, Douglas, IM1 1EN +44 (0)1624 629676 Facebook LinkedIn Twitter Instagram
Company Number:Registered in the IOM 128875c. Vat Number:GB004343327 Registered Address: 2nd Floor, 12-14 Ridgeway Street, Douglas, IM1 1EN
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