Evelyn Partners in Leeds is seeking a proactive Operations Support professional to join the team that provides third party policy information to financial planning colleagues nationwide, delivering accurate outputs within SLAs. You will offer a high level of telephone-based service, build effective relationships with clients and third parties, and manage script templates and Xplan updates.
The role supports compliance through document review, prioritises tasks, and benefits from a hybrid working
#J-18808-LjbffrHybrid Operations Executive — Financial Services Support in Ledston employer: Evelyn Partners
Evelyn Partners is an excellent employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Liverpool. Employees benefit from competitive salaries, private medical insurance, and ample opportunities for professional growth within the Wealth Management sector, making it a rewarding place to build a career while contributing to meaningful financial solutions.
