At a Glance
- Tasks: Support COO & CASS Oversight with daily operations and ensure compliance with guidelines.
- Company: Join Evelyn Partners, a leading UK wealth management firm focused on client success.
- Benefits: Enjoy competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Other info: Diverse and inclusive workplace with excellent career development opportunities.
- Why this job: Gain valuable experience in financial services while working with senior stakeholders.
- Qualifications: Interest in financial services, strong communication skills, and proficiency in Microsoft Office.
The predicted salary is between 27000 - 33000 £ 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 are looking for a talented individual to join us as an Operations Executive - COO & CASS Oversight in Glasgow or Liverpool.
In your role, you will perform daily duties associated with the COO & CASS Oversight function, ensuring work is completed accurately and on time while adhering to all controls, regulatory guidelines and procedures relevant to team functions.
This is a varied role, offering a really good overview of Operations and exposure to senior stakeholders and the leadership team.
As an Operations Executive - COO & CASS Oversight, your responsibilities will include among others COO error tracking – ensuring all actions are completed in a timely manner and the risk event system is updated appropriately with any profit / loss information.
Assist in the coordination of audits (both internal and external – eg.
AAF, IT) and the tracking of associated actions.
Assist with COO error investigation and tracking of any actions to prevent future reoccurrence.
Assist with COO complaint investigation and tracking of any actions to prevent future reoccurrence.
Assist with user access reviews, ensuring all colleagues across COO have an appropriate level of access to internal systems as well as the external custodial platforms.
Assist with operational losses allocation and reconciliation.
Qualifications To be successful in this role, you should Demonstrable interest in financial services and in particular investment management.
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.
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.
Desired Experience gained within a financial services institution especially in Operations is advantageous but not essential.
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.
- Summary
- Type: Full-time
- Function: Administrative Experience level: Associate
- Industry: Financial Services
Operations Executive - COO & CASS Oversight employer: Evelyn Partners
Evelyn Partners is an excellent employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Liverpool. Employees benefit from competitive salaries, private medical insurance, and ample opportunities for professional growth within the Wealth Management sector, making it a rewarding place to build a career while contributing to meaningful financial solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Operations Executive - COO & CASS Oversight
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Evelyn Partners. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Operations Executive - COO & CASS Oversight
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Evelyn Partners.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Evelyn Partners's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Evelyn Partners
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Evelyn Partners.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Evelyn Partners will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Evelyn Partners employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
