Operations Executive Transaction Services & MPS

evelyn Partners; Liverpool; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in Liverpool is looking for a dedicated professional to perform daily processing of transaction services while ensuring compliance with regulatory requirements. The ideal candidate will have a strong interest in financial services, possess excellent interpersonal skills, and be proficient in Microsoft Office. The role also offers a competitive salary, private medical insurance, and a hybrid working model. Join a team that prides itself on delivering exceptional financial advice and support to clients.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Hybrid working model

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Demonstrable interest in financial services.
• Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel.
• Strong interpersonal skills are essential.
• Ability to understand and summarise complex information.
• Ability to organise workloads effectively and meet tight deadlines.
• High level of customer service.

Responsibilities

• Perform daily duties, checking and processing transaction services.
• Ensure compliance with regulatory requirements.
• Operate within defined standards and guidelines.
• Respond to queries from internal and external parties.

Skills

Demonstrable interest in financial services

Working knowledge of Microsoft Office

Strong interpersonal skills

Ability to summarise complex information

Organise workloads effectively

High level of customer service

Job description

Responsibilities

To perform the daily duties, checking and general processing of all transaction services functions, in a timely and accurate basis, whilst ensuring compliance with regulatory requirements. The role holder will operate within defined standards and guidelines which are aligned to service level agreements and data quality controls.

Required Qualifications and Skills

• Demonstrable interest in financial services.
• 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 Qualifications and Experience

• 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.

About the Company

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.

Benefits

• 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.