Company Description
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. Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn Partners Careers | Evelyn Partners Job Description
What will you be doing? We’re seeking a talented individual with a passion for numbers to join our Fees team in Liverpool. You will be responsible for all aspects of Account Opening and Maintenance, primarily in Fees administration, helping out on Account Opening, Static Data and internal account reconciliations. As Operations Executive - Fees, your responsibilities will include: Maintaining fee static data on various systems, loading fee rates onto new accounts, processing fee debits, refunds and reversals Validate fee documentation Provide fee guidance to branches: man mailbox and answer calls regarding fees Liaise with platform providers and Finance Support teams within the same stream and departments and assist the team with ongoing fee projects Qualifications To be successful in this role, you should: Mathematics, Accountancy, Economics, Finance or similar education background Working knowledge of Microsoft 365, strong Excel skills and an understanding of PowerBi Excellent communication skills and the ability to adapt conversation to suit any level within the organisation and external companies Dedicated to providing outstanding client service with proven excellent customer service skills Ability to work well under pressure and to work to targets and tight timescales, with a flexible approach to team priorities Adopt a high-quality culture to minimise error, ensuring high quality service levels and standards are delivered Desired: Previous experience in the financial services industry especially in Operations is preferable but not essential Additional Information As a colleague here at Evelyn Partners, you will have access to benefits that include: Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependant) 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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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. Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn Partners Careers | Evelyn Partners Job Description
What will you be doing? We’re seeking a talented individual with a passion for numbers to join our Fees team in Liverpool. You will be responsible for all aspects of Account Opening and Maintenance, primarily in Fees administration, helping out on Account Opening, Static Data and internal account reconciliations. As Operations Executive - Fees, your responsibilities will include: Maintaining fee static data on various systems, loading fee rates onto new accounts, processing fee debits, refunds and reversals Validate fee documentation Provide fee guidance to branches: man mailbox and answer calls regarding fees Liaise with platform providers and Finance Support teams within the same stream and departments and assist the team with ongoing fee projects Qualifications To be successful in this role, you should: Mathematics, Accountancy, Economics, Finance or similar education background Working knowledge of Microsoft 365, strong Excel skills and an understanding of PowerBi Excellent communication skills and the ability to adapt conversation to suit any level within the organisation and external companies Dedicated to providing outstanding client service with proven excellent customer service skills Ability to work well under pressure and to work to targets and tight timescales, with a flexible approach to team priorities Adopt a high-quality culture to minimise error, ensuring high quality service levels and standards are delivered Desired: Previous experience in the financial services industry especially in Operations is preferable but not essential Additional Information As a colleague here at Evelyn Partners, you will have access to benefits that include: Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependant) 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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