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- Tasks: Join our Fees team to manage account opening and maintenance with a focus on fee administration.
- Company: Evelyn Partners, a leading UK wealth management firm dedicated to client success.
- Benefits: Enjoy competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Why this job: Make a real impact in finance while developing your skills in a supportive environment.
- Qualifications: Passion for numbers, strong interpersonal skills, and basic Excel knowledge required.
- Other info: Diverse workplace with opportunities for professional growth and inclusion initiatives.
The predicted salary is between 28800 - 43200 £ 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 Fees team in Liverpool, which is responsible for all aspects of Account Opening and Maintenance, primarily in Fees administration, helping out on Account Opening, Static Data, Internal account reconciliations etc. This is a hybrid working role with an expectation to be in the office 3 days per week.
As an Operations Executive, your responsibilities will include among others:
- Fees responsibilities: maintaining fee static data on various systems, loading fee rates onto new accounts, processing fee debits, refunds and reversals; validate fee documentation; provide fee guidance to branches; manage mailbox; answer calls regarding fees; liaise with platform providers and Finance; assist the team with ongoing fee projects etc.
- Help out teams within the same stream and departments as and when required (training provided).
- Adopt a high-quality culture to minimise error, ensuring quality service levels and high standards are delivered.
- High levels of accuracy and ability to work within tight deadlines are essential.
- Ability to liaise effectively and constructively with internal and external companies and provide assistance to their queries.
Qualifications
To be successful in this role, you should:
- Have a background in Mathematics, Economics, Finance or similar with a passion for numbers.
- Possess working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel.
- Exhibit strong interpersonal skills, with the ability to communicate well both written and verbally to various audiences, including senior audiences.
- Demonstrate ability to understand and summarise complex information in a professional and concise manner, with high levels of accuracy and attention to detail.
- Have the ability to solve problems quickly, organise workloads effectively and meet tight deadlines.
- Respond to queries from both internal and external parties in a timely manner and provide a high level of customer service.
Desired:
- Experience gained within a financial services institution especially in Operations is advantageous but not essential.
- Relevant professional qualifications such as CISI Investment Operations Certificate / CII Certificate in Financial Services / CII Diploma in Regulated Financial Planning, desirable but not essential.
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.
Operations Executive Fees - 10 Month FTC in Liverpool employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Executive Fees - 10 Month FTC in Liverpool
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those at Evelyn Partners. A friendly chat can open doors that applications alone can't.
✨Tip Number 2
Prepare for the interview by knowing your stuff. Research Evelyn Partners and their approach to wealth management. Show them you’re not just another candidate, but someone who gets what they do.
✨Tip Number 3
Practice your answers to common interview questions, but keep it natural. We want to see your personality shine through, so don’t sound like a robot!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining the team at Evelyn Partners.
We think you need these skills to ace Operations Executive Fees - 10 Month FTC in Liverpool
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Operations Executive role. Highlight your background in Mathematics, Economics, or Finance, and don’t forget to mention any relevant experience in financial services.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about numbers and how you can contribute to our Fees team. Be sure to showcase your strong interpersonal skills and ability to communicate complex information clearly.
Showcase Your Attention to Detail: Since accuracy is key in this role, provide examples in your application that demonstrate your attention to detail. Whether it’s a project you worked on or a task you completed, let us see how you ensure high-quality work.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of success. It’s the easiest way for us to keep track of your application and get back to you quickly!
How to prepare for a job interview at Evelyn Partners
✨Know Your Numbers
Since this role is all about fees and financial data, brush up on your maths and finance knowledge. Be ready to discuss how you’ve handled numerical data in the past and any relevant experience you have with fee administration or similar tasks.
✨Master Microsoft Office
Make sure you're comfortable with Microsoft Word and Excel, especially since they’re mentioned in the job description. Practise using Excel for data analysis and reporting, as you might be asked to demonstrate your skills during the interview.
✨Showcase Your Interpersonal Skills
This role requires strong communication skills, so think of examples where you've effectively communicated complex information. Prepare to discuss how you’ve liaised with different teams or clients, and how you handle queries professionally.
✨Emphasise Attention to Detail
Accuracy is key in this position, so be prepared to talk about how you ensure high-quality work. Share specific instances where your attention to detail made a difference, whether in previous jobs or projects, to show you can meet tight deadlines without compromising quality.
