For over 180 years,
Evelyn Partners
has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients. Job Description
What will you be doing? We’re seeking a talented individual to join our Operations team in Liverpool. You will be responsible for performing the daily duties, checking and general processing of all Operations functions, in a timely and accurate basis, whilst ensuring compliance with regulatory requirements and operating within defined standards and guidelines which are aligned to service level agreements and data quality controls. As an Operations Executive, your responsibilities will include among others: Ensure that all tasks are completed to a high standard, work is produced within deadlines and that any anomalies are reported to your line manager within agreed timescales. Ensure that personal and team KPI’s / KRI’s / MIR are met, assist in collation of MI highlighting any issues to management. Respond to telephone, email and system enquiries in a timely professional manner, liaising withexternal parties where relevant and escalating any issues where relevant. Log, maintain and respond to written client enquiries in a timely manner, ensuring all client and external documents are relevant and up to date. Adopt a high-quality culture to minimise errors and ensuring high quality service levels are delivered. Ensuring all work is with a high level of accuracy, including data input, document checking andescalating to manager or relevant department where necessary. 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. Qualifications
Skills and Experience To be successful in this role, you should: Demonstrable interest in financial services. Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel. 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 and solve problems quickly with high levels of accuracy and attention to detail. Ability to organise workloads effectively and meet tight deadlines, with a flexible approach to team priorities. Responding to queries from both internal and external parties in a timely manner and providing a high level of customer service both internally and externally. Experience gained within a financial services institution especially in Operations is advantageous but not essential. For candidates with no relevant experience, Scottish Higher / GCSE’s (or equivalent) at level C or higher in relevant subject. Additional Information
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.
#J-18808-Ljbffr
Evelyn Partners
has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients. Job Description
What will you be doing? We’re seeking a talented individual to join our Operations team in Liverpool. You will be responsible for performing the daily duties, checking and general processing of all Operations functions, in a timely and accurate basis, whilst ensuring compliance with regulatory requirements and operating within defined standards and guidelines which are aligned to service level agreements and data quality controls. As an Operations Executive, your responsibilities will include among others: Ensure that all tasks are completed to a high standard, work is produced within deadlines and that any anomalies are reported to your line manager within agreed timescales. Ensure that personal and team KPI’s / KRI’s / MIR are met, assist in collation of MI highlighting any issues to management. Respond to telephone, email and system enquiries in a timely professional manner, liaising withexternal parties where relevant and escalating any issues where relevant. Log, maintain and respond to written client enquiries in a timely manner, ensuring all client and external documents are relevant and up to date. Adopt a high-quality culture to minimise errors and ensuring high quality service levels are delivered. Ensuring all work is with a high level of accuracy, including data input, document checking andescalating to manager or relevant department where necessary. 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. Qualifications
Skills and Experience To be successful in this role, you should: Demonstrable interest in financial services. Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel. 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 and solve problems quickly with high levels of accuracy and attention to detail. Ability to organise workloads effectively and meet tight deadlines, with a flexible approach to team priorities. Responding to queries from both internal and external parties in a timely manner and providing a high level of customer service both internally and externally. Experience gained within a financial services institution especially in Operations is advantageous but not essential. For candidates with no relevant experience, Scottish Higher / GCSE’s (or equivalent) at level C or higher in relevant subject. Additional Information
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.
#J-18808-Ljbffr
