At a Glance
- Tasks: Deliver top-notch support to financial planning teams and manage client policy information.
- Company: Join a dynamic team at Evelyn Partners in Leeds with a focus on diversity and inclusion.
- Benefits: Enjoy competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Other info: Opportunities for professional development and a commitment to inclusivity.
- Why this job: Make a real impact while developing your career in a supportive environment.
- Qualifications: Customer service experience, strong organisation skills, and proficiency in Microsoft Office.
The predicted salary is between 30000 - 40000 £ per year.
We’re seeking a talented individual to join our team in Leeds, which is responsible for providing a first-class support function to the financial planning teams nationwide by way of delivering third party client policy information in an agreed format, both accurately and within SLAs.
We offer hybrid working, a positive working environment you can thrive in and opportunities to further develop your career.
Responsibilities- Ensure all Operational deliverables are actioned on time in accordance with SLAs, agreed quality standards, regulatory and company requirements.
- Provide an excellent telephone-based service while developing and maintaining effective relationships with colleagues, clients and third parties.
- Contact and liaise with relevant product providers/third parties to obtain accurate policy information for report scripts and valuations.
- Accurate completion of script templates and Xplan updates.
- Complete project related activities or general tasks as instructed by the Manager or Head of Operations, Leeds and follow through to completion, dealing with any queries that arise from these activities.
- Assess client file documents in accordance with compliance requirements, identifying and correcting remedial actions.
- Have previous experience responding to queries from both internal and external parties, providing a high level of customer service.
- Excellent organisation and prioritisation skills; with the ability to work independently and within a team.
- Proficient IT skills in core Microsoft Office systems.
- Excellent verbal and written communication skills with an eye for detail.
- A professional telephone manner.
- Operational experience within the financial services industry is desired but not essential.
- Financial services product knowledge with a desire for further development and to undertake relevant examinations.
- Excellent standard of education to include Maths and English.
- Relevant professional qualifications CISI Investment Operations Certificate desirable but not essential.
- 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 - Scripts 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.
StudySmarter Expert Advice🤫
We think this is how you could land Operations Executive - Scripts in Ledston
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Evelyn Partners. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Operations Executive - Scripts in Ledston
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Evelyn Partners.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Evelyn Partners's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Evelyn Partners
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Evelyn Partners.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Evelyn Partners will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Evelyn Partners employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
