Insolvency Cashier

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Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses thrive. We offer a wide range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

We provide award-winning service by employing the best people. Join us in our mission to put the power of good advice into more hands because we believe everyone deserves access to good advice, regardless of their stage in their financial journey.

Our growth and innovation are driven by our core values of:

• Personal: Offering advice based on a true understanding of what matters to our clients.
• Partnership: Working with our clients in a collaborative manner.
• Performance: Demonstrating expertise to deliver first-class results.

Read more about us and available career opportunities here:

Job Description

Why Evelyn Partners London

Our team operates from the Evelyn Partners head office, fostering collaboration among 1,600 colleagues in a modern environment.

We prioritize audit quality through regular training and social events to encourage best practices and teamwork. Our office is divided into smaller pastoral care teams to foster relationships and ensure a supportive culture emphasizing wellbeing.

Role Responsibilities

• Perform, complete, and monitor the administration of various types of insolvency case estate/client accounts and cash books to a high standard.
• Reconcile estate/client accounts and identify unidentified entries.
• Meet with representatives to maintain professional relationships.
• Arrange bank account opening and closing with banking institutions efficiently.
• Process estate/client account cheques and transfers, ensuring high attention to detail.
• Arrange deposit investments to maximize returns.
• Produce statutory documents aligned with statutory requirements.
• File documentation correctly for audit and reference purposes.
• Allocate inward payments and process payments upon receipt of backup paperwork.

Qualifications

• Experience in a back-office processing environment of a ‘high street’ bank (Required).
• Experience with high-volume transactions and suspense account reconciliations (Required).
• Knowledge of banking practices, SWIFT/BIC, and domestic payment requirements.

Additional Benefits

• Private medical insurance
• Life assurance
• Pension contributions
• Generous holiday package and options to purchase additional days
• Shared parental leave

We value diversity and are committed to an inclusive environment. We offer reasonable adjustments during the application process. Please inform your Recruiter of any needs.