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For Companies At a Glance
- Tasks: Join us to manage daily operations and ensure top-notch service for our clients.
- Company: Evelyn Partners, a leading UK wealth management firm with a focus on personalised advice.
- Benefits: Enjoy competitive salary, private medical insurance, generous holidays, and hybrid working.
- Why this job: Make a real impact in financial services while developing your skills in a supportive environment.
- Qualifications: Interest in financial services and strong communication skills are essential.
- Other info: Diverse workplace with opportunities for growth and inclusion initiatives.
The predicted salary is between 28800 - 48000 £ 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 help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Description
We’re seeking a talented individual to join us as an Operations Executive – Transfers in Liverpool. You will be responsible for performing the daily duties, checking and general processing of all Operations functions, in a timely and accurate basis, whilst ensuring compliance with regulatory requirements and operating within defined standards and guidelines that are aligned to service level agreements and data quality controls. This is a hybrid working role with an expectation to be in the office 3 days per week.
Responsibilities
- Ensure that all tasks are completed to a high standard, work is produced within deadlines and that any anomalies are reported to your line manager within agreed timescales.
- Ensure that personal and team KPI’s / KRI’s / MIR are met, assist in collation of MI highlighting any issues to management.
- Respond to telephone, email and system enquiries in a timely professional manner, liaising with external parties where relevant and escalating any issues.
- Log, maintain and respond to written client enquiries in a timely manner, ensuring all client and external documents are relevant and up to date.
- Adopt a high-quality culture to minimise errors and ensure high‑quality service levels are delivered.
- Ensure all work is with a high level of accuracy, including data input, document checking and escalating to manager or relevant department where necessary.
- Ensure that fair treatment of clients is at the forefront of all activities and that all interactions are conducted in an open and transparent manner.
Qualifications
- Demonstrable interest in financial services.
- Working knowledge of Microsoft Office packages: minimum basic level Word and intermediate level Excel.
- Strong interpersonal skills, with the ability to communicate well both written and verbally to senior audiences.
- Demonstrate ability to understand and summarise complex information in a professional and concise manner and solve problems quickly with high levels of accuracy and attention to detail.
- Ability to organise workloads effectively and meet tight deadlines, with a flexible approach to team priorities.
- Responding to queries from both internal and external parties in a timely manner and providing a high level of customer service both internally and externally.
Desired Skills and Experience
- Experience gained within a financial services institution, especially in Operations, is advantageous but not essential.
- Relevant professional qualifications such as CISI Investment Operations Certificate desirable but not essential.
Benefits
- 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 are 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 your needs throughout the application process. Please let your recruiter know.
Operations Executive Transfers in Liverpool employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Executive Transfers 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 interviews by researching the company and its values. Show us how your skills align with their mission of providing top-notch financial advice.
✨Tip Number 3
Practice your responses to common interview questions. We want to see your personality shine through, so be ready to share your experiences and how they relate to the role.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank you email can leave a lasting impression and show us you're genuinely interested in joining the team.
We think you need these skills to ace Operations Executive Transfers in Liverpool
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Operations Executive role. Highlight any relevant experience in financial services and showcase your skills in data accuracy and client communication. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background aligns with our mission at Evelyn Partners. Keep it professional but let your personality come through!
Showcase Your Attention to Detail: In this role, accuracy is key. When filling out your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure their work is polished and precise, just like we do in our operations.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the info you need about the role and our company culture there!
How to prepare for a job interview at Evelyn Partners
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of financial services and operations. Familiarise yourself with key terms and concepts that are relevant to the role of Operations Executive – Transfers. This will not only help you answer questions confidently but also show your genuine interest in the industry.
✨Showcase Your Skills
Highlight your proficiency in Microsoft Office, especially Excel. Be prepared to discuss how you've used these tools in previous roles to manage data or improve processes. If you have any experience with KPIs or MI reporting, make sure to mention it as it aligns perfectly with the job requirements.
✨Demonstrate Attention to Detail
Since accuracy is crucial in this role, be ready to provide examples of how you've maintained high standards in your work. Discuss any specific instances where your attention to detail helped prevent errors or improved service quality. This will resonate well with the company's commitment to delivering high-quality service.
✨Ask Thoughtful Questions
Prepare a few insightful questions about the company culture, team dynamics, or the specific challenges faced by the Operations team. This shows that you're not just interested in the role but also in how you can contribute to the team's success and align with the company's values.
