Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage daily Corporate Action functions with precision and meet team targets.
- Company: Join Evelyn Partners, a leading UK wealth management firm dedicated to client success.
- Benefits: Enjoy competitive pay, private medical insurance, hybrid work, and generous holidays.
- Why this job: Be part of a passionate team making a real impact in financial services.
- Qualifications: Interest in finance, basic Microsoft Word, and intermediate Excel skills required.
- Other info: Experience in financial services is a plus, but not essential.
The predicted salary is between 30000 - 42000 £ per year.
Social network you want to login/join with:
Operations Executive – Corporate Actions – 12 Month FTC, Glasgow
col-narrow-left
Client:
Location:
Glasgow, United Kingdom
Job Category:
Other
–
EU work permit required:
Yes
col-narrow-right
Job Reference:
5b164dec330b
Job Views:
9
Posted:
12.08.2025
Expiry Date:
26.09.2025
col-wide
Job Description:
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 Glasgow. You will be responsible for performing daily duties associated with all Corporate Action functions to ensure all events are processed accurately within the market deadlines. This includes event notification, broadcasting, collation and input of client elections, updating client portfolios with any outturn and completion of reconciliations.
As an Operations Executive – Corporate Actions, your responsibilities will include among others:
- Ensure that all tasks are completed to a high standard, work is produced within deadlines and that any anomalies are reported to your line manager within agreed timescales.
- Ensure that personal and team KPI\’s / KRI\’s / MIR are met, assist in collation of MI highlighting any issues to management.
- Respond to telephone, email and system enquiries in a timely professional manner, liaising with external parties where relevant and escalating any issues where relevant.
- Log, maintain and respond to written client enquiries in a timely manner, ensuring all client and external documents are relevant and up to date.
- Adopt a high-quality culture to minimise errors and ensuring high quality service levels are delivered. Ensuring all work is with a high level of accuracy, including data input, document checking and escalating to manager or relevant department where necessary.
- Ensure that fair treatment of clients is at the forefront of all activities and that all interactions are conducted in an open and transparent manner.
Qualifications
To be successful in this role, you should:
- 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.
- 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.
Additional Information
As a colleague here at Evelyn Partners you will have access to benefits that include:
- Private medical insurance
- Life assurance
- Pension contribution
- 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.
#J-18808-Ljbffr
Operations Executive - Corporate Actions - 12 Month FTC employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Executive - Corporate Actions - 12 Month FTC
✨Tip Number 1
Familiarise yourself with corporate actions and the financial services industry. Understanding the terminology and processes involved will help you stand out during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Brush up on your Excel skills, especially functions related to data analysis and reporting. Being able to showcase your proficiency in Excel during discussions can give you an edge over other candidates.
✨Tip Number 3
Prepare for potential scenario-based questions by thinking about how you would handle specific challenges in corporate actions. This will show your problem-solving abilities and attention to detail, which are crucial for this role.
✨Tip Number 4
Network with professionals in the financial services sector, particularly those who work in operations. Engaging with them can provide insights into the role and may even lead to referrals, increasing your chances of landing the job.
We think you need these skills to ace Operations Executive - Corporate Actions - 12 Month FTC
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Operations Executive role. Emphasise your proficiency in Microsoft Word and Excel, as well as any experience in financial services operations.
Craft a Strong Cover Letter: Write a cover letter that showcases your interest in financial services and your understanding of corporate actions. Mention specific examples of how you meet the qualifications listed in the job description.
Highlight Communication Skills: Since strong communication skills are essential for this role, provide examples in your application that demonstrate your ability to communicate effectively, both verbally and in writing.
Showcase Attention to Detail: In your application, include instances where your attention to detail has positively impacted your work. This could be through accurate data entry or successful management of complex information.
How to prepare for a job interview at Evelyn Partners
✨Research Evelyn Partners
Before your interview, take some time to learn about Evelyn Partners and their approach to wealth management. Understanding their values and services will help you align your answers with their mission and demonstrate your genuine interest in the company.
✨Showcase Your Attention to Detail
Given the role's focus on managing Corporate Action functions, be prepared to discuss examples from your past experiences where your attention to detail made a significant impact. Highlight any instances where you successfully managed complex information or resolved discrepancies.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle client enquiries. Prepare scenarios where you had to manage tight deadlines or resolve conflicts, showcasing your communication skills and professionalism.
✨Demonstrate Your Technical Skills
Since proficiency in Microsoft Excel is important for this role, be ready to discuss your experience with data entry and document checking. If possible, mention specific functions or tools you've used in Excel that relate to financial services operations.
