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- Tasks: Join our Client Reporting team to ensure accurate and timely client reporting.
- Company: Evelyn Partners is a leading UK wealth management firm focused on personalised financial advice.
- Benefits: Enjoy private medical insurance, generous holidays, and a supportive work environment.
- Why this job: Be part of a passionate team dedicated to helping clients achieve their financial goals.
- Qualifications: Proficiency in Microsoft Office, especially Excel; attention to detail and teamwork skills required.
- Other info: Flexible location in Glasgow or Liverpool with a commitment to diversity and inclusion.
The predicted salary is between 28800 - 43200 £ per year.
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.
What will you be doing? We’re seeking a talented individual to join our Client Reporting team in Glasgow. You will be responsible for performing the daily duties, checking and general processing of all client reporting functions, in a timely and accurate basis, whilst ensuring compliance with regulatory requirements. You will operate within defined standards and guidelines which are aligned to service level agreements and data quality controls.
As Operations Executive - Client Reporting, your responsibilities will include:
- Ensure that all tasks are completed to a high standard and that any anomalies are reported to your line manager within agreed timescales.
- Ensure that personal and team KPI's are met.
- Assist in collation of MI statistics relevant to team duties, highlighting any issues to your line manager upon exposure.
- Contribute to the review of team tasks, identifying improvements with a view to enhancing client service.
- Participate in, and contribute to, any ad-hoc project-related work where necessary.
- Adopt a high-quality culture to minimise errors and ensuring high quality service levels are delivered.
- Strict adherence to internal company policies and compliance procedures.
- Undertaking training and competence reviews as required by the business.
Skills and Experience:
- Proficient in Microsoft Office applications, particularly Excel
- Excellent attention to detail
- Strong inter-personal and problem solving skills
- Comfortable working in a team as well as independently
- Ability to organise workloads effectively and meet tight deadlines
- Adaptable to changes in process and the use of new systems
- Previous experience of working in financial services/Investment Operations is desirable but not essential
As a colleague here at Evelyn Partners, you will have access to benefits that include:
- Private medical insurance
- Life assurance
- Pension contribution
- 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 - Client Reporting - 12 Month FTC (Glasgow or Liverpool) employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Executive - Client Reporting - 12 Month FTC (Glasgow or Liverpool)
✨Tip Number 1
Familiarise yourself with the key responsibilities of the Operations Executive role, especially around client reporting. Understanding the daily tasks and compliance requirements will help you demonstrate your knowledge during interviews.
✨Tip Number 2
Brush up on your Microsoft Excel skills, as proficiency in this application is crucial for the role. Consider taking a short online course or practicing with real data to showcase your abilities.
✨Tip Number 3
Network with current or former employees of Evelyn Partners, particularly those in similar roles. They can provide insights into the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 4
Prepare to discuss how you handle tight deadlines and adapt to changes in processes. Use specific examples from your past experiences to illustrate your problem-solving skills and ability to work under pressure.
We think you need these skills to ace Operations Executive - Client Reporting - 12 Month FTC (Glasgow or Liverpool)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Operations Executive role. Emphasise your proficiency in Microsoft Office, particularly Excel, and any previous experience in financial services or investment operations.
Craft a Strong Cover Letter: Write a cover letter that showcases your attention to detail and problem-solving skills. Mention specific examples of how you've met KPIs or improved processes in previous roles, demonstrating your ability to contribute to the Client Reporting team.
Highlight Teamwork and Adaptability: In your application, emphasise your ability to work both independently and as part of a team. Provide examples of how you've adapted to changes in processes or systems, which is crucial for this role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter to eliminate any errors. A high-quality application reflects your commitment to delivering excellent service, which is essential for the Operations Executive position.
How to prepare for a job interview at Evelyn Partners
✨Showcase Your Attention to Detail
As the role requires a high level of accuracy, be prepared to discuss examples from your past experiences where your attention to detail made a significant impact. Highlight any specific instances where you identified errors or improved processes.
✨Demonstrate Teamwork and Independence
Evelyn Partners values both teamwork and the ability to work independently. Be ready to share stories that illustrate how you've successfully collaborated with others, as well as times when you took initiative on your own.
✨Familiarise Yourself with Regulatory Compliance
Understanding compliance is crucial for this position. Brush up on relevant regulations in the financial services sector and be prepared to discuss how you ensure adherence to policies in your previous roles.
✨Prepare for Problem-Solving Questions
Given the nature of the role, expect questions that assess your problem-solving skills. Think of scenarios where you faced challenges and how you approached finding solutions, especially in a client-focused environment.
