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:
Job Description
What will you be doing?
We’re seeking a talented individual to join our Bestinvest team in Liverpool.
The Operations Executive role requires close cooperation with all Online Investment Services team members and interaction with other operational areas across the business and stakeholder departments. The goal is to deliver high-quality end-client service for Bestinvest clients, from the telephone through to servicing on our custodial platform.
The position demands a strategic and commercially aware approach, with excellent planning, organizational, and communication skills. The role involves delivering high-performing, quality services that ensure consumer outcomes are core to delivery against key performance indicators, business goals, and objectives. The Operations Executive must work collaboratively with peers to drive consistency and cultural alignment with the brand.
As Operations Executive - Bestinvest, your responsibilities will include among others
* Respond to telephone and email enquiries in a timely, professional manner, liaising with fund managers and external parties as necessary.
* Log, maintain, and respond to written client enquiries, ensuring all client and external documents are relevant and up to date.
* Ensure all operational deliverables are actioned on time in accordance with service level agreements, agreed quality standards, regulatory and company requirements.
* Adhere to all HMRC and FCA regulations, including CASS & COBS rules, and company policies and procedures.
* Maintain accurate client data on all platforms and process transfer requests on the custody platform.
* Closure/archiving of records on XPLAN and investigate & respond to any incoming queries.
Qualifications
Skills and Experience
To be successful in this role, you should
* Responding to queries from internal and external parties in a timely manner and providing high-level customer service.
* Strong interpersonal and customer service skills, with the ability to communicate well both written and verbally to senior audiences.
* Demonstrable interest in financial services and investment management.
* Knowledge of critical software, including Microsoft packages (Excel, Word, Outlook).
* Ability to understand and summarize complex information professionally and concisely, with high levels of accuracy and attention to detail.
* Positive attitude with excellent problem-solving skills, ability to organise workloads effectively and meet tight deadlines.
Desired
* Experience 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 subjects.
* Relevant professional
qualifications
, e.g., CISI Investment Operations Certificate, 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, 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.