Finance Operations Specialist - Hybrid (12m FTC)

Evelyn Partners; Liverpool; Hybrid; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Hybrid working model

Generous holiday package

Shared parental leave

Job summary

Evelyn Partners in Liverpool is seeking an Operations Executive for a 12-month fixed-term contract. The role supports daily operations, data quality controls and regulatory compliance, while maintaining service standards and timely processing.

You will handle inquiries, contribute to MI reporting, and work with a hybrid model. The position offers growth opportunities within a supportive, client-focused financial services environment.

Qualifications

• Demonstrable interest in financial services.
• Strong written and verbal communication skills.
• Ability to work to deadlines and manage multiple tasks.

Responsibilities

• Ensure tasks are completed to a high standard within deadlines.
• Meet KPIs/KRIs/MIR and assist in MI collation for management.
• Respond to inquiries by phone, email, and system in a timely, professional manner.
• Log, maintain and respond to written client inquiries with up-to-date documentation.
• Maintain high-quality data input, document checks and escalate as needed.
• Ensure fair treatment of clients and professional client interactions.

Skills

Interpersonal skills

Communication

Attention to detail

Time management

Customer service

Education

GCSEs / Scottish Higher

CISI Investment Operations Certificate

Tools

MS Office

Excel

Job description

Evelyn Partners in Liverpool is seeking an Operations Executive for a 12-month fixed-term contract. The role supports daily operations, data quality controls and regulatory compliance, while maintaining service standards and timely processing.

You will handle inquiries, contribute to MI reporting, and work with a hybrid model. The position offers growth opportunities within a supportive, client-focused financial services environment.