At a Glance
- Tasks: Lead and motivate a dynamic Client Relations team to deliver exceptional service.
- Company: Join Evelyn Partners, a leader in wealth management with a passionate team culture.
- Benefits: Enjoy competitive salary, private medical insurance, generous holidays, and hybrid working options.
- Other info: Diverse and inclusive workplace with excellent career growth opportunities.
- Why this job: Make a real impact by guiding clients towards their financial goals and enhancing their experience.
- Qualifications: Experience in team management and a passion for coaching and service excellence.
The predicted salary is between 40000 - 50000 £ 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 Operations team in Liverpool. You will be responsible for leading and motivating the Client Relations Executive team. You will manage and coach the service and performance delivery of this telephony led team, supporting our Bestinvest client base.
Your responsibilities will include among others:
- Monitor, evaluate and develop performance of the team measured against a distinct and clear set of KPIs
- Deliver service excellence through voice and online communication functions, monitor and report on the regulatory requirements of the team primarily through call listening and file review
- Aid and assist client retention, contributing to the wider client experience strategy
- Drive client advocacy of Bestinvest as a brand
- Identifying training needs and executing individual plan
- Escalation point for complaints & expressions of dissatisfaction
Qualifications
To be successful in this role, you should:
- Recent experience in a team management role, managing telephony-based sales teams
- Previous experience working within a targeted environment
- Understanding of coaching models and how to drive individual performance whilst embedding positive morale and culture
- Passion for coaching and service delivery
- Outstanding ability to think creatively, identify and resolve problems
- Data driven with excellent attention to detail and the ability to effectively multi-task in a deadline driven atmosphere
Desired:
- Attained or working towards CISI IOC qualification
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.
Manager - Bestinvest in Liverpool employer: Evelyn Partners
Evelyn Partners is an exceptional employer, offering a vibrant work culture in Liverpool that prioritises employee growth and well-being. With competitive salaries, private medical insurance, and a commitment to diversity and inclusion, we empower our team to thrive while delivering outstanding client service. Join us to be part of a passionate team dedicated to making a meaningful impact in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Manager - Bestinvest 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 you insider info and might even lead to a referral.
✨Tip Number 2
Prepare for the interview by practising common questions related to team management and client relations. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your passion for coaching and service delivery during interviews. Share specific examples of how you've motivated teams in the past, as this aligns perfectly with what they’re looking for.
✨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 you’re genuinely interested in joining the team at Evelyn Partners.
We think you need these skills to ace Manager - Bestinvest in Liverpool
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Manager - Bestinvest role. Highlight your team management experience and any relevant achievements in a targeted environment to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about coaching and service delivery, and how you can contribute to our client experience strategy. Keep it engaging and personal!
Showcase Your Data Skills:Since we’re all about data-driven decisions, don’t forget to mention your attention to detail and any experience you have with KPIs. We love seeing how you’ve used data to drive performance in previous roles!
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be one step closer to joining our passionate team at Evelyn Partners!
How to prepare for a job interview at Evelyn Partners
✨Know Your Numbers
Familiarise yourself with key performance indicators (KPIs) relevant to the role. Be ready to discuss how you've previously met or exceeded targets in a team management context, especially in telephony-based environments.
✨Showcase Your Coaching Skills
Prepare examples of how you've successfully coached team members in the past. Highlight your understanding of coaching models and how you foster a positive team culture while driving performance.
✨Demonstrate Client-Centric Thinking
Think about how you can enhance client retention and advocacy for Bestinvest. Be prepared to share ideas on improving client experiences and how you’ve handled complaints or dissatisfaction in previous roles.
✨Be Data-Driven
Emphasise your attention to detail and ability to analyse data. Discuss how you've used data to inform decisions and improve team performance, showcasing your problem-solving skills in a deadline-driven atmosphere.
