At a Glance
- Tasks: Support administration for SIPP and pensions, ensuring smooth operations and client satisfaction.
- Company: Join Evelyn Partners, a leading UK wealth management firm with a focus on personalised advice.
- Benefits: Enjoy private medical insurance, generous holidays, and a supportive work environment.
- Other info: Embrace diversity and inclusion in a workplace that values every individual.
- Why this job: Make a real impact in financial services while developing your career in a dynamic team.
- Qualifications: Previous operational experience in finance and strong IT skills are preferred.
The predicted salary is between 30000 - 40000 £ per year.
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.
We’re seeking a talented individual to join our team in Bracknell, which is responsible for providing administration support to the business on a wide range of activities in respect of the core providers used by Evelyn Partners. We offer hybrid working, a positive working environment you can thrive in and opportunities to further develop your career.
Your responsibilities will include among others:
- Manage and process all aspects of administration on the BestSIPP Proposition
- Manage client’s cash flow with Key SIPP providers to ensure withdrawals and investments are processed accurately in a timely manner
- Managing the SIPP and Provider Administration mailboxes daily and responding to queries within the agreed SLA and checking of SIPP provider forms
- Process agency transfers for clients resulting from acquisitions and legal entity mergers
- Update the CRM system to maintain a clear audit trail
- Proactively develop and maintain effective relationships with providers and operational colleagues while adhering to regulatory standards
To be successful in this role, you should have:
- Previous operational experience within the financial services industry
- Proficient IT skills in core Microsoft Office systems and highly proficient using Excel
- Organisation and prioritisation skills being able to work independently and within a team
- Excellent verbal and written communication skills with an eye for detail
- Experience with 3rd Party providers portals and functionality
- A desire to further development and to undertake relevant examinations. Certificate in Financial Administration (CF1) or equivalent
- For candidates with no relevant experience, GCSE’s (or equivalent) at level C or higher in relevant subject
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.
Operations Executive - SIPP & Provider Admin in Bracknell employer: Evelyn Partners Limited
Evelyn Partners is an exceptional employer, offering a dynamic and supportive work environment in Bracknell where employees can thrive. With a strong focus on personal and professional development, we provide opportunities for career growth alongside a comprehensive benefits package that includes private medical insurance and generous holiday allowances. Our commitment to diversity, equity, and inclusion ensures that every team member feels valued and empowered to reach their full potential.
StudySmarter Expert Advice🤫
We think this is how you could land Operations Executive - SIPP & Provider Admin in Bracknell
✨Tip Number 1
Network like a pro! Reach out to current employees at Evelyn Partners on LinkedIn or through mutual connections. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by researching the company culture and values. Show us how your skills align with our mission of providing excellent financial advice. We love candidates who resonate with our purpose!
✨Tip Number 3
Practice common interview questions, but also be ready for situational ones. Think about how you've handled challenges in previous roles, especially in operations or admin. We want to see your problem-solving skills in action!
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression. It shows us that you’re genuinely interested in the role and appreciate the opportunity.
We think you need these skills to ace Operations Executive - SIPP & Provider Admin in Bracknell
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Operations Executive role. Highlight your relevant experience in financial services and any specific skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background aligns with our mission at Evelyn Partners. Keep it engaging and personal – we love to see your personality!
Showcase Your Skills:Don’t forget to highlight your IT skills, especially with Microsoft Office and Excel. If you have experience with 3rd Party provider portals, make sure to mention that too! We’re looking for someone who can hit the ground running.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Evelyn Partners Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of SIPP and pensions. Understand the core providers used by Evelyn Partners and be ready to discuss how you can manage and process administration effectively. This shows you're genuinely interested in the role and have done your homework.
✨Show Off Your IT Skills
Since proficiency in Microsoft Office, especially Excel, is key for this role, prepare to demonstrate your skills. You might be asked to solve a problem or analyse data during the interview, so practice using Excel functions and features that are relevant to financial administration.
✨Communication is Key
With excellent verbal and written communication skills being essential, think about examples from your past where you've successfully communicated complex information. Be ready to explain how you would handle queries from clients and colleagues, especially when it comes to maintaining relationships with providers.
✨Be Ready to Discuss Your Development Goals
Evelyn Partners values personal growth, so come prepared to talk about your career aspirations and any relevant examinations you wish to undertake. Show enthusiasm for further development, like pursuing the Certificate in Financial Administration, and how it aligns with your long-term goals.
