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For Companies At a Glance
- Tasks: Join our Operations team to manage transaction services and ensure compliance.
- Company: Evelyn Partners is a leading UK wealth management group with 186 years of experience.
- Benefits: Enjoy private medical insurance, life assurance, generous holidays, and more.
- Why this job: Be part of a mission-driven company that values good advice and client relationships.
- Qualifications: Strong interpersonal skills and knowledge of investment management are essential.
- Other info: Diversity and inclusion are core values; we support all identities and backgrounds.
The predicted salary is between 28800 - 43200 £ per year.
Responsibilities
To perform the daily duties, checking and general processing of all transaction services functions, in a timely and accurate basis, whilst ensuring compliance with regulatory requirements. The role holder will operate within defined standards and guidelines which are aligned to service level agreements and data quality controls.
Required Qualifications and Skills
- Demonstrable interest in financial services.
- 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 Qualifications and Experience
- Experience gained within a financial services institution especially in Operations is advantageous but not essential.
- Relevant professional qualifications e.g. CISI Investment Operations Certificate desirable but not essential.
About the Company
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.
Benefits
- 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.
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Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Executive Transaction Services & MPS
✨Tip Number 1
Familiarise yourself with the regulatory environment relevant to the role. Understanding how regulations impact transaction services will not only help you in interviews but also demonstrate your commitment to compliance and client care.
✨Tip Number 2
Brush up on your interpersonal skills. Since strong communication is essential for this position, practice articulating complex information clearly and concisely, as you may need to explain processes or issues to senior audiences.
✨Tip Number 3
Gain a solid understanding of investment management terminology. Being able to speak the language of the industry will set you apart and show that you're ready to contribute from day one.
✨Tip Number 4
If you have experience in settlement operations, be prepared to discuss specific examples of your work. Highlighting your practical knowledge will reinforce your suitability for the Operations Executive role.
We think you need these skills to ace Operations Executive Transaction Services & MPS
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of the Operations Executive position. Highlight your relevant experience in transaction services and compliance in your application.
Tailor Your CV: Customise your CV to reflect the skills and experiences that align with the job description. Emphasise your interpersonal skills, knowledge of investment management, and any relevant regulatory experience.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention how your values align with those of Evelyn Partners, particularly around client treatment and collaboration.
Proofread Your Application: Ensure your application is free from spelling and grammatical errors. A well-presented application reflects your attention to detail, which is crucial for the Operations Executive role.
How to prepare for a job interview at Evelyn Partners
✨Understand the Company Values
Before your interview, take some time to research Evelyn Partners and their core values: Personal, Partnership, and Performance. Be prepared to discuss how your own values align with theirs and provide examples from your past experiences that demonstrate this alignment.
✨Showcase Your Regulatory Knowledge
Given the importance of compliance in the role of Operations Executive, make sure you brush up on relevant regulations and how they impact transaction services. Be ready to discuss specific regulations and how you have applied them in previous roles.
✨Demonstrate Interpersonal Skills
Strong interpersonal skills are essential for this position. During the interview, focus on showcasing your communication abilities. Use clear and concise language, and be prepared to give examples of how you've effectively communicated complex information to different audiences.
✨Prepare for Change Management Questions
As the role involves contributing to change initiatives, think about your past experiences with change management. Prepare to discuss how you've supported or led change within a team, and be ready to share any challenges you faced and how you overcame them.
