Dealing Officer

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

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.

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.

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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.