Operations Executive - Bestinvest

Join to apply for the Operations Executive – Bestinvest role at Evelyn Partners 2 days ago Be among the first 25 applicants Join to apply for the Operations Executive – Bestinvest role at Evelyn Partners Get AI-powered advice on this job and more exclusive features. 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. This 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 – Bestinvest, your responsibilities will include among others: Investigate & respond to any incoming queries via telephone 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 Maintain accurate client data on all platforms and process transfer requests on the custody platform Closure/archiving of records on XPLAN Qualifications Skills And Experience To be successful in this role, you should: Previous call handling experience and demonstrable interest in financial services would be an advantage. Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel. Strong interpersonal skills are essential, with the ability to communicate well both written and verbally to senior audiences. 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. 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 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. 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. Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job function Management and Manufacturing Referrals increase your chances of interviewing at Evelyn Partners by 2x Get notified about new Operations Executive jobs in Liverpool, England, United Kingdom . Runcorn, England, United Kingdom 3 days ago St Helens, England, United Kingdom 6 days ago Chester, England, United Kingdom 2 weeks ago Winsford, England, United Kingdom 1 day ago Warrington, England, United Kingdom 21 hours ago Salford, England, United Kingdom 2 months ago Trees and Woodland Operations and Strategy Manager Ellesmere Port, England, United Kingdom 1 week ago Crewe-By-Farndon, England, United Kingdom 2 days ago Trees and Woodland Operations and Strategy Manager Warrington, England, United Kingdom 4 days ago Liverpool, England, United Kingdom 1 week ago Runcorn, England, United Kingdom 3 days ago Warrington, England, United Kingdom 2 weeks ago Chester, England, United Kingdom 2 weeks ago Chorley, England, United Kingdom 1 week ago Liverpool, England, United Kingdom 1 day ago Technical Operations Manager – Pharmaceuticals Southport, England, United Kingdom 1 week ago Southport, England, United Kingdom 2 weeks ago Deeside, Wales, United Kingdom 1 month ago Financial Services Operations Executive (12 month FTC) Northwich, England, United Kingdom 5 days ago Liverpool, England, United Kingdom 2 hours ago Wigan, England, United Kingdom 2 days ago Leyland, England, United Kingdom 6 days ago Golborne, England, United Kingdom 2 days ago Internal Sales Executive – Harsh and Hazardous Area Electrical Products Warrington, England, United Kingdom 2 weeks ago Warrington, England, United Kingdom 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr