Operations Executive - Bestinvest

Evelyn Partners; Liverpool; On-site; GBP 26,000 - 38,000; Full time

Job summary

Evelyn Partners, a leading UK wealth management firm, is seeking an Operations Executive to join their Liverpool team. This role entails delivering high-quality service for the Bestinvest Direct project, ensuring compliance, and supporting operational excellence. Ideal candidates will demonstrate strong interpersonal and organizational skills to meet the demands of a fast-paced environment.

Benefits

Private medical insurance

Life assurance

Pension contribution

Hybrid working model

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Previous call handling experience in financial services preferred.
• Ability to understand and summarize complex information succinctly.
• Flexible approach to workload and deadlines.

Responsibilities

• Investigate and respond to incoming queries via telephone.
• Ensure operational deliverables meet service level agreements.
• Maintain accurate client data and process transfer requests.

Skills

Communication

Interpersonal Skills

Organizational Skills

Attention to Detail

Education

Scottish Higher / GCSEs (or equivalent)

CISI Investment Operations Certificate

Tools

Microsoft Office

Job description

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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.

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 Operations team in Liverpool. This position requires close co-operation with all of the Online Investment Services team members, as well as interaction with all other operational areas across the entire business and stakeholder departments, to deliver a high quality end- client service for the Bestinvest Direct project.

There is a necessity to deliver high performing, quality services that ensures consumer outcomes are core to delivery against key performance indicators, business goals and objectives. Working collaboratively with peers to drive consistency and cultural alignment with the brand. The role requires someone who is commercially aware & strategic in operational approach with great planning, organisational and communication skills, and an excellent communicator who can adapt to deliver first-class service to our clients.

As an Operations Executive - Bestinvest, your responsibilities will include among others:

• Investigate & respond to any incoming queries via telephone
• Ensure all Operational deliverables are actioned on time in accordance with service level agreements, agreed quality standards, regulatory & company requirements.
• Adhere to all HMRC and FCA regulations including CASS & COBS rules and all Company policies and procedures
• Understand the client on-boarding process and enrichment of client accounts
• Maintain accurate client data on all platforms and process transfer requests on the custody platform
• Closure/archiving of records on XPLAN
  
  

Qualifications

Skills And Experience

To be successful in this role, you should:

• Previous call handling experience and demonstrable interest in financial services would be an advantage.
• 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.
• 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.
  
  

Desired:

• Experience gained within a financial services institution especially in Operations is advantageous but not essential.
• For candidates with no relevant experience, Scottish Higher / GCSE's (or equivalent) at level C or higher in relevant subject.
• 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.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management and Manufacturing

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