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- Tasks: Lead a team in processing account openings and ensuring compliance with regulations.
- Company: Evelyn Partners, a top UK wealth management firm focused on client success.
- Benefits: Competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Why this job: Join a passionate team and make a real impact in financial services.
- Qualifications: Experience in financial operations and team supervision preferred.
- Other info: Diverse and inclusive workplace with excellent career development opportunities.
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 Manager - Accounts Opening to join our team in Liverpool. You will be responsible for a team of 10 who will perform the daily duties, checking and general processing of all Account opening functions, in a timely and accurate basis, whilst ensuring compliance with regulatory requirements. As Manager - Account Opening, your responsibilities will include among others:
- Assist the Senior Manager in daily responsibility for oversight of the team ensuring that all team tasks are documented and completed to deadline and that reconciling items are resolved within appropriate timescales and appropriate action is taken to rectify errors or omissions and that any anomalies are escalated in a timely fashion.
- Provide technical advice to assist in resolving complex issues or queries which arise within the team and to the change management programme relevant to your area, to actively manage the development and delivery of changes to operational and systems infrastructure.
- Ensure comprehensive client records are kept and that these are accurate and up to date at all times.
- Support management in ensuring that systems, processes, and controls are in place and are fit for purpose and ensure that team procedures are documented, periodically reviewed, and updated.
- Work with management to review business initiatives, policies, and products from an operational perspective to ensure that they are fully supportable.
- Regularly complete Training Needs Analysis of team members to ensure they have the required skill and knowledge to perform their role highlighting to the senior manager.
Qualifications
To be successful in this role, you should:
- Significant operations experience gained within financial services.
- Demonstrable and practical knowledge of the regulatory environment relating to investment management and in particular settlement operations.
- Demonstrable experience of supervising the work of more junior members of staff.
- Experience of managing a team desirable, although not essential.
- Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel.
- Desired: Relevant Level 3 FCA recognised professional qualification (e.g. CISI Investment Operations Certificate) or appetite and ability to complete it within 18 months of appointment.
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: Liverpool : Liverpool (Royal Liver Building)
Manager Account Opening in Liverpool employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Manager Account Opening in Liverpool
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Evelyn Partners on LinkedIn. A friendly chat can give us insider info about the company culture and maybe even a referral!
✨Tip Number 2
Prepare for the interview by practising common questions related to team management and compliance. We want to show that we can lead a team effectively while keeping everything above board.
✨Tip Number 3
Showcase your problem-solving skills! Think of examples where you’ve tackled complex issues in previous roles. We need to demonstrate that we can handle the challenges that come with managing account openings.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you’re genuinely interested in joining the Evelyn Partners team.
We think you need these skills to ace Manager Account Opening in Liverpool
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Manager - Account Opening. Highlight your operations experience in financial services and any relevant team management skills. We want to see how your background aligns with our needs!
Showcase Your Skills: Don’t just list your qualifications; demonstrate how they apply to the job. If you’ve got experience with regulatory environments or managing teams, give us examples! We love seeing real-world applications of your skills.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about joining Evelyn Partners and how you can contribute to our mission. Keep it engaging and personal – we want to get to know you!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the easiest way for us to keep track of your application and ensures you don’t miss out on any important updates. Let’s make this happen together!
How to prepare for a job interview at Evelyn Partners
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial services sector, especially around account opening processes and regulatory requirements. Familiarise yourself with Evelyn Partners' values and how they align with your own experience in operations.
✨Showcase Your Leadership Skills
As a Manager - Account Opening, you'll be overseeing a team. Prepare examples of how you've successfully managed or supervised teams in the past. Highlight any specific challenges you faced and how you resolved them to demonstrate your leadership capabilities.
✨Be Ready for Technical Questions
Expect questions that dive into your technical knowledge, especially regarding compliance and operational processes. Brush up on relevant regulations and be prepared to discuss how you've applied this knowledge in previous roles.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, ongoing projects, and how success is measured in the role. This shows your genuine interest in the position and helps you assess if the company culture aligns with your expectations.