Dealing Officer

Position Overview

Dealing Officer – Edinburgh, Hybrid, Permanent. Join FNZ’s Investment Operations Function to help process and settle client transactions across our platforms, from mutual funds to equities, while ensuring compliance with regulatory and internal process standards.

• Place mutual fund orders electronically or by fax, ensuring instructions are sent before the valuation point or dealing deadline.
• Engage directly with brokers to ensure successful equity trade execution.
• Monitor orders, identify and resolve any rejected trades quickly.
• Track confirmations from brokers and fund managers to ensure accurate settlement.
• Perform daily control checks to spot orders requiring manual intervention before deadlines.
• Investigate and resolve client queries related to trade placements.
• Support wider operational projects to improve processes and efficiency.

• Solid organisational skills and the ability to work to strict deadlines.
• Confident communicator, both written and verbal.
• Comfortable working with high volumes of data and transactions.
• Strong attention to accuracy and compliance.
• Understanding of trade processing or investment operations (desirable).
• Proficiency with MS Office, especially Excel.

• Competitive salary, paid overtime and excellent benefits.
• Hybrid working.
• Private medical and life insurance.
• Clear progression pathways and global mobility.
• Friendly, open, and supportive culture.

FNZ is a global platform technology company reshaping the future of wealth management by providing an end‑to‑end platform that integrates modern technology with business and investment operations. We partner with top‑tier banks, insurers and investment firms, managing more than US $2.5 trillion in assets on platform and empowering nearly 30million people to invest in their future.