At a Glance
- Tasks: Support financial operations and manage client cash flow with top SIPP providers.
- Company: Join Evelyn Partners, a leader in wealth management with a focus on personalised advice.
- Benefits: Enjoy competitive salary, private medical insurance, and a generous holiday package.
- Other info: Hybrid working model and opportunities for career development in a supportive environment.
- Why this job: Be part of a dynamic team making a real impact in clients' financial journeys.
- Qualifications: Previous operational experience in financial services and strong IT skills required.
The predicted salary is between 30000 - 42000 € 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 team in Bracknell, which is responsible for providing administration support to the business on a wide range of activities in respect of the core providers used by Evelyn Partners. We offer hybrid working, a positive working environment you can thrive in and opportunities to further develop your career.
As Operations Executive - SIPP & Provider Admin, your responsibilities will include among others:
- Manage and process all aspects of administration on the BestSIPP Proposition
- Manage client’s cash flow with Key SIPP providers to ensure withdrawals and investments are processed accurately in a timely manner
- Managing the SIPP and Provider Administration mailboxes daily and responding to queries within the agreed SLA and checking of SIPP provider forms
- Process agency transfers for clients resulting from acquisitions and legal entity mergers
- Update the CRM system to maintain a clear audit trail
- Proactively develop and maintain effective relationships with providers and operational colleagues while adhering to regulatory standards
Qualifications
To be successful in this role, you should:
- Have previous operational experience within the financial services industry
- Previous pensions experience highly desirable
- Be proficient in IT skills in core Microsoft Office systems and highly proficient using Excel
- Possess organisation and prioritisation skills being able to work independently and within a team
- Have excellent verbal and written communication skills with an eye for detail
- Have experience with 3rd Party providers portals and functionality
Desired:
- Have a desire for further development and to undertake relevant examinations.
- Certificate in Financial Administration (CF1) or equivalent
- For candidates with no relevant experience, GCSE’s (or equivalent) at level C or higher in relevant subjects
- 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.
Operations Executive - SIPP & Provider Admin (Hiring Immediately) in Bracknell employer: evelynpartners
Evelyn Partners is an exceptional employer located in Bracknell, offering a vibrant work culture that prioritises employee growth and well-being. With a commitment to diversity and inclusion, we provide a supportive environment where you can thrive, alongside competitive benefits such as private medical insurance, generous holiday packages, and opportunities for professional development. Join our passionate team and be part of a company that values your contributions and empowers you to make a meaningful impact in the wealth management sector.
StudySmarter Expert Advice🤫
We think this is how you could land Operations Executive - SIPP & Provider Admin (Hiring Immediately) in Bracknell
✨Tip Number 1
Network like a pro! Reach out to current employees at Evelyn Partners on LinkedIn. A friendly message can go a long way in getting insider info and maybe even a referral.
✨Tip Number 2
Prepare for the interview by researching the company culture and values. Show us how your skills align with their mission of providing excellent client service and support.
✨Tip Number 3
Practice common interview questions, especially those related to operations and administration. We want to see how you handle real-life scenarios that might come up in the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team.
We think you need these skills to ace Operations Executive - SIPP & Provider Admin (Hiring Immediately) in Bracknell
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Operations Executive role. Highlight your relevant experience in financial services and any specific skills that match the job description. 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 this role and how your background aligns with our mission at Evelyn Partners. Keep it concise but impactful – we love a good story!
Show Off Your Skills:Don’t forget to showcase your IT skills, especially with Microsoft Office and Excel. If you have experience with 3rd Party provider portals, mention that too! We’re looking for someone who can hit the ground running.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come through our own channels!
How to prepare for a job interview at evelynpartners
✨Know Your Stuff
Make sure you brush up on your knowledge of SIPP and provider administration. Familiarise yourself with the BestSIPP Proposition and understand the key processes involved in managing client cash flow. This will show that you're not just interested in the role, but that you’re ready to hit the ground running.
✨Showcase Your Communication Skills
Since excellent verbal and written communication is crucial for this role, prepare examples of how you've effectively communicated with clients or colleagues in the past. Think about times when you resolved queries or built relationships with providers, as these will highlight your ability to thrive in a team environment.
✨Demonstrate Your Organisational Skills
Be ready to discuss how you prioritise tasks and manage your time effectively. You might want to share specific strategies or tools you use to stay organised, especially when handling multiple responsibilities like processing agency transfers or managing mailboxes.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture at Evelyn Partners and their approach to client relationships. This not only shows your interest in the role but also gives you a chance to assess if the company aligns with your values and career goals.
