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- Tasks: Join our Operations team to ensure smooth daily functions and compliance.
- Company: Evelyn Partners, a leader in wealth management with a passionate team.
- Benefits: Competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Why this job: Make a real impact in financial services while developing your skills.
- Qualifications: Interest in financial services and strong communication skills required.
- Other info: Diverse and inclusive workplace with excellent career growth opportunities.
The predicted salary is between 30000 - 42000 £ per year.
Operations Executive – 12 Month FTC at Evelyn Partners
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 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 which are aligned to service level agreements and data quality controls.
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 where relevant.
- 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 ensuring high quality service levels are delivered. Ensuring 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
Skills and Experience
To Be Successful In This Role, You Should
- Demonstrable interest in financial services.
- Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel.
- Strong interpersonal skills are essential, 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
- Experience gained within a financial services institution especially in Operations is advantageous but not essential.
- For candidates with no relevant experience, Scottish Higher / GCSE\’s (or equivalent) at level C or higher in relevant subject.
- Relevant professional qualifications e.g. CISI Investment Operations Certificate 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.
Job Details
Seniority level: Associate
Employment type: Full-time
Job function: Administrative
Location: Liverpool, England, United Kingdom
Posted On: 2 months ago
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Operations Executive - 12 Month FTC employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Executive - 12 Month FTC
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with current employees at Evelyn Partners. A friendly chat can sometimes lead to opportunities that aren’t even advertised!
✨Tip Number 2
Prepare for your interview by researching Evelyn Partners thoroughly. Understand their values and how they align with your own. This will help you show them that you’re not just another candidate, but someone who truly fits into their culture.
✨Tip Number 3
Practice makes perfect! Get a friend or family member to do mock interviews with you. Focus on articulating your experiences and how they relate to the Operations Executive role. The more comfortable you are, the better you'll perform!
✨Tip Number 4
Don’t forget to 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 - 12 Month FTC
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Operations Executive role. Highlight any relevant experience in financial services, even if it's just a project or coursework. 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 concise but impactful – we love a good story!
Showcase Your Attention to Detail: As an Operations Executive, accuracy is key. Make sure your application is free from typos and errors. Double-check everything before hitting send – it shows us you care about quality and precision, which is exactly what we’re looking for!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. 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 the specific operations role. Familiarise yourself with Evelyn Partners' values and how they align with your own. This will help you demonstrate your genuine interest in the company and the position.
✨Showcase Your Skills
Be ready to discuss your experience with Microsoft Office, especially Excel. Prepare examples of how you've used these tools in previous roles to solve problems or improve processes. Highlighting your attention to detail and ability to meet deadlines will resonate well with the interviewers.
✨Practice Your Communication
Since strong interpersonal skills are key for this role, practice articulating your thoughts clearly and concisely. You might want to rehearse common interview questions with a friend or in front of a mirror. This will help you feel more confident when discussing complex information during the interview.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask at the end of your interview. This shows your enthusiasm for the role and helps you gauge if the company culture aligns with your values. Consider asking about team dynamics, opportunities for professional development, or how success is measured in the Operations team.
