FNZ Group
Dealing Officer
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Dealing Officer
Edinburgh
Hybrid
Permanent
£Competitive+ training + excellent benefits + global career progression
Do you thrive in a fast-paced, detail-oriented environment? Want to develop specialist financial operations skills at one of the world’s leading FinTech companies?
We’re hiring a Dealing Officer to join our Investment Operations Function at FNZ. You’ll be at the heart of the action, ensuring the smooth and accurate processing of trades for some of the biggest names in financial services.
What you’ll be doing:
As a Dealing Officer, you’ll process and settle client transactions across FNZ platforms - from mutual funds to equities - while ensuring every step meets strict regulatory and process standards. You’ll also support clients directly, resolve trade issues, and collaborate across teams to keep operations running smoothly.
Your responsibilities will include:
- Placing mutual fund orders electronically or by fax, ensuring instructions are sent before the valuation point or dealing deadline
- Engaging directly with brokers to ensure successful equity trade execution
- Monitoring orders, identifying and resolving any rejected trades quickly
- Tracking confirmations from brokers and fund managers to ensure accurate settlement
- Daily control checks to spot orders requiring manual intervention before deadlines
- Investigating and resolving client queries related to trade placements
- Supporting wider operational projects to improve processes and efficiency
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
What we’re looking for:
Whether you’re experienced in trade processing, financial operations, or a similar role, or you’re looking to grow your career in FinTech, you’ll bring strong attention to detail, great communication skills, and a proactive approach to problem-solving.
Key skills and attributes:
- 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
Why join FNZ?
At FNZ, you’ll join a global platform technology company that’s reshaping the future of wealth management. We work with top-tier banks, insurers, and investment firms — and we’re growing fast.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Here’s what you can expect:
- 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
Ready to develop your career in investment operations at a global FinTech leader?
Apply now to become a Dealing Officer at FNZ.
#LI-CW1
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with the world’s leading financial institutions, with over US$2.5 trillion in assets on platform (AoP).
Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills