Operations Executive - Transaction Services & MPS
Full-time Office Location: Liverpool Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses. We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey. An exceptional track record of growth and innovation is driven by our core values of:
Personal , offering advice based on a true understanding of what matters to our clients;
Partnership , working with our clients in a joined-up, collaborative way; and
Performance , demonstrating a breadth and depth of advice expertise to deliver first-class results. We’re seeking a talented individual to join our Operations team in Liverpool, Pier Head. You will be performing daily duties, working on the checking and general processing of all transaction services functions in a timely and accurate basis, whilst ensuring compliance with regulatory requirements. As Operations Executive - Transaction Services & MPS, your responsibilities will include among others: Demonstrate an understanding of the risks to clients within their operation and how these will be mitigated. Ensure that fair treatment of clients is at the forefront of all activities and that all interactions are conducted in an open and transparent manner. Contribute and assist with change initiatives relevant to the team. Support the change management programme relevant to your area and be actively involved in the development and delivery of changes to operational and systems infrastructure. Assist with training new recruits to the team in BAU activities, acting as a positive role model. Demonstrate a thorough understanding of the firms’ regulatory framework and how this applies to your role. Provide technical advice to assist in resolving issues or queries which arise within the team and prepare weekly management information statistics relevant to team duties. To be successful in this role, you should: Strong interpersonal skills are essential, with the ability to communicate well both written and verbally to senior audiences. Demonstrate ability to understand and summarise complex information in a professional and concise manner. Have demonstrable knowledge of investment management, including relevant terminology. Demonstrable knowledge of the regulatory environment and how it applies to and impacts your role. Settlement operations experience gained within a financial institution. Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel. Trade settlement knowledge would be an advantage. Experience of delegating and reviewing work advantageous but not essential. As a colleague here at Evelyn Partners, you will have access to benefits that include: Private medical insurance Life assurance Pension contribution Generous holiday package Option to purchase additional holiday Shared parental leave We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners, we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity, and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
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Full-time Office Location: Liverpool Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses. We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey. An exceptional track record of growth and innovation is driven by our core values of:
Personal , offering advice based on a true understanding of what matters to our clients;
Partnership , working with our clients in a joined-up, collaborative way; and
Performance , demonstrating a breadth and depth of advice expertise to deliver first-class results. We’re seeking a talented individual to join our Operations team in Liverpool, Pier Head. You will be performing daily duties, working on the checking and general processing of all transaction services functions in a timely and accurate basis, whilst ensuring compliance with regulatory requirements. As Operations Executive - Transaction Services & MPS, your responsibilities will include among others: Demonstrate an understanding of the risks to clients within their operation and how these will be mitigated. Ensure that fair treatment of clients is at the forefront of all activities and that all interactions are conducted in an open and transparent manner. Contribute and assist with change initiatives relevant to the team. Support the change management programme relevant to your area and be actively involved in the development and delivery of changes to operational and systems infrastructure. Assist with training new recruits to the team in BAU activities, acting as a positive role model. Demonstrate a thorough understanding of the firms’ regulatory framework and how this applies to your role. Provide technical advice to assist in resolving issues or queries which arise within the team and prepare weekly management information statistics relevant to team duties. To be successful in this role, you should: Strong interpersonal skills are essential, with the ability to communicate well both written and verbally to senior audiences. Demonstrate ability to understand and summarise complex information in a professional and concise manner. Have demonstrable knowledge of investment management, including relevant terminology. Demonstrable knowledge of the regulatory environment and how it applies to and impacts your role. Settlement operations experience gained within a financial institution. Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel. Trade settlement knowledge would be an advantage. Experience of delegating and reviewing work advantageous but not essential. As a colleague here at Evelyn Partners, you will have access to benefits that include: Private medical insurance Life assurance Pension contribution Generous holiday package Option to purchase additional holiday Shared parental leave We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners, we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity, and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
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