Overview

Join to apply for the Operations Executive - Fees role at Evelyn Partners.

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.

What will you be doing?

We're seeking a talented individual to join our Fees team in Liverpool, which is responsible for all aspects of Account Opening and Maintenance, primarily in Fees administration, helping out on Account Opening, Static Data, Internal account reconciliations, etc. This is a hybrid working role with an expectation to be in the office 3 days per week.

• Fees responsibilities: 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; manage mailbox and answer calls regarding fees; liaising with platform providers and Finance; assist the team with ongoing fee projects.
• Help out teams within the same stream and departments as and when required (training provided).
• Adopt a high-quality culture to minimise error, ensuring quality service levels and high standards are delivered. High levels of accuracy and ability to work within tight deadlines are essential.
• Ability to liaise effectively and constructively with internal and external companies and provide assistance to their queries.

Qualifications

To be successful in this role, you should:

• Mathematics, Economics, Finance or similar background with a passion for numbers.
• Working knowledge of Microsoft Office packages: basic Word and intermediate Excel.
• Strong interpersonal skills with the ability to communicate well both written and verbally to various audiences, including senior stakeholders.
• Ability to understand and summarise complex information in a professional and concise manner, with high levels of accuracy and attention to detail.
• Ability to solve problems quickly, organise workloads effectively and meet tight deadlines.
• 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.

Desired

• Experience in a financial services institution, especially in Operations, is advantageous but not essential.
• Relevant professional qualifications e.g. CISI Investment Operations Certificate / CII Certificate in Financial Services / CII Diploma in Regulated Financial Planning, desirable 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. Evelyn Partners supports diversity, equity and inclusion initiatives across the organisation and strives to provide a workspace where all colleagues feel respected and able to achieve their full potential in a safe, supportive, and inclusive environment. We are happy to make reasonable adjustments to accommodate needs throughout the application process. Please let your Recruiter know.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Administrative