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Company Description

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.

Company Description

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.

Job Description

What will you be doing?

We're seeking a talented individual to join our Operations team in Liverpool. The position requires close co-operation with all of the Online Investment Services team members, as well as interaction with all other operational areas across the entire business and stakeholder departments, to deliver a high quality end- client service for the Bestinvest Direct project.

There is a necessity to deliver high performing, quality services that ensures consumer outcomes are core to delivery against key performance indicators, business goals and objectives. Working collaboratively with peers to drive consistency and cultural alignment with the brand. The role requires someone who is commercially aware & strategic in operational approach with great planning, organisational and communication skills, and an excellent communicator who can adapt to deliver first-class service to our clients.

As an Operations Executive - Client Relations, your responsibilities will include among others:

• Investigate & respond to any incoming queries via telephone and email
• Ensure all Operational deliverables are actioned on time in accordance with service level agreements, agreed quality standards, regulatory & company requirements
• Adhere to all HMRC and FCA regulations including CASS & COBS rules and all Company policies and procedures
• Understand the client on-boarding process and enrichment of client accounts
• Process transfer requests on the custody platform and maintain accurate client data on all platforms
• Closure/archiving of records on XPLAN
  
  

• Call handling and customer service experience is advantageous
• Strong interpersonal skills are essential, with the ability to communicate well both written and verbally to senior audiences
• Demonstrable interest in financial services
• Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel
• 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
  
  

• 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
• Relevant professional qualifications e.g. CISI Investment Operations Certificate desirable but not essential
  
  

• 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
  
  

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management and Manufacturing

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