At a Glance
- Tasks: Support administration for SIPP and provider activities, ensuring smooth operations.
- Company: Join Evelyn Partners, a leader in wealth management with a focus on client success.
- Benefits: Enjoy competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Other info: Diverse and inclusive workplace with excellent career development opportunities.
- Why this job: Be part of a passionate team making a real impact in financial services.
- Qualifications: Operational experience in financial services and strong IT skills are preferred.
The predicted salary is between 36000 - 60000 £ 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.
Responsibilities
- 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
- Previous operational experience within the financial services industry
- Previous pensions experience highly desirable
- 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
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
- 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.
Operations Executive - SIPP & Provider Admin in Bracknell employer: Evelyn Partners
Evelyn Partners is an exceptional employer located in Bracknell, offering a vibrant work culture that prioritises employee growth and well-being. With a commitment to diversity and inclusion, we provide a supportive environment where you can thrive, alongside competitive benefits such as hybrid working, private medical insurance, and generous holiday packages. Join us to be part of a passionate team dedicated to empowering clients and making a meaningful impact in the financial services industry.
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. Ask them about their experiences and any tips they might have for landing the Operations Executive role. Personal connections can make a huge difference!
✨Tip Number 2
Prepare for the interview by researching the company culture and values. Evelyn Partners is all about understanding client needs, so think of examples from your past that showcase your ability to build relationships and provide excellent service.
✨Tip Number 3
Practice common interview questions related to operations and administration. Be ready to discuss your previous experience in financial services and how it relates to the SIPP and Provider Admin role. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, you’ll be able to track your application status easily!
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 reflects the skills and experiences that match the Operations Executive role. Highlight any previous operational experience in financial services and your proficiency with Microsoft Office, especially Excel.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about joining Evelyn Partners. Share specific examples of how you've managed administration tasks or built relationships with providers in the past.
Show Off Your Communication Skills:Since excellent verbal and written communication is key for this role, ensure your application is clear, concise, and free of errors. This is your chance to demonstrate your attention to detail!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
How to prepare for a job interview at Evelyn Partners
✨Know Your Stuff
Make sure you brush up on your knowledge of SIPP and provider administration. Familiarise yourself with the BestSIPP Proposition and understand how cash flow management works. This will show that you're genuinely interested in the role and ready to hit the ground running.
✨Showcase Your Communication Skills
Since excellent verbal and written communication is key for this role, prepare examples of how you've effectively communicated with clients or colleagues in the past. Think about times when you resolved queries or built relationships with providers, as these will resonate well with the interviewers.
✨Demonstrate Your Organisational Skills
Be ready to discuss how you prioritise tasks and manage your time effectively. You might want to share specific strategies or tools you use to stay organised, especially when handling multiple responsibilities like managing mailboxes and processing forms.
✨Emphasise Your Team Spirit
Evelyn Partners values teamwork, so highlight your ability to work independently while also being a supportive team member. Share experiences where you collaborated with others to achieve a common goal, and express your enthusiasm for contributing to a positive working environment.
