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- Tasks: Support operations in wealth management, handling client administration and cash flow.
- Company: Join Evelyn Partners, a leading UK wealth management firm with a passionate team.
- Benefits: Enjoy competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Other info: Diverse workplace with a commitment to inclusion and professional growth opportunities.
- Why this job: Make a real impact in financial services while developing your career in a supportive environment.
- Qualifications: Previous operational experience in financial services and strong IT skills are preferred.
The predicted salary is between 28800 - 43200 £ per year.
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 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.
As Operations Executive - SIPP & Provider Admin, 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
Qualifications
To be successful in this role, you should:
- Have previous operational experience within the financial services industry
- Have previous pensions experience highly desirable
- Be proficient in IT skills in core Microsoft Office systems and highly proficient using Excel
- Possess organisation and prioritisation skills being able to work independently and within a team
- Have excellent verbal and written communication skills with an eye for detail
- Have experience with 3rd Party providers portals and functionality
Desired:
- Have 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
- 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.
Office Location: Bracknell : Bracknell (Maxis 2)
Operations Executive in Bracknell employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Executive in Bracknell
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Evelyn Partners on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by researching the company culture and values. Show them you understand their mission of providing good advice and how you can contribute to that goal. We want to see your passion!
✨Tip Number 3
Practice common interview questions related to operations and financial services. Think about your previous experiences and how they relate to the role. Confidence is key, so let’s nail those answers!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining our team at Evelyn Partners.
We think you need these skills to ace Operations Executive in Bracknell
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Operations Executive role. Highlight any relevant experience in financial services and pensions, as well as your IT skills. We want to see how your background aligns with what we do at Evelyn Partners!
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 you can contribute to our team. Be sure to mention your organisational skills and ability to work both independently and as part of a team.
Show Off Your Communication Skills: Since excellent verbal and written communication is key for this position, make sure your application reflects that. Keep your language clear and concise, and don’t forget to proofread for any typos or errors before hitting send!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, you’ll get to explore more about what we do at Evelyn Partners!
How to prepare for a job interview at Evelyn Partners
✨Know Your Stuff
Make sure you understand the financial services industry, especially pensions and SIPP administration. Brush up on key terms and processes so you can speak confidently about your knowledge during the interview.
✨Showcase Your Skills
Highlight your IT skills, particularly with Microsoft Office and Excel. Be ready to discuss how you've used these tools in previous roles to manage data or improve processes, as this will resonate well with the operational focus of the role.
✨Demonstrate Team Spirit
Evelyn Partners values collaboration, so be prepared to share examples of how you've worked effectively within a team. Discuss how you’ve built relationships with colleagues and external providers, showcasing your communication skills.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company culture, team dynamics, and opportunities for professional development. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.