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Evelyn Partners
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Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that's our secret for longevity.
We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
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 with external 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 and escalating 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.
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.
Seniority level Seniority level Associate Employment type Employment type Full-time
Salary: GBP 24000 - 36000 per year
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