Operations Executive - Transfers In & ISA - 8 months FTC

Evelyn Partners Limited; Liverpool; On-site; GBP 25,000 - 45,000; Full time

Job summary

An established industry player in wealth management is seeking an Operations Executive to join their Transfers and ISA team. This role involves ensuring timely and accurate processing of client transfers and ISA subscription requests, while maintaining compliance with regulatory requirements. The ideal candidate will possess strong interpersonal and communication skills, with a knack for teamwork and the ability to summarize complex information concisely. Join a passionate team dedicated to delivering exceptional service and expert financial guidance, and enjoy a supportive environment that values diversity and inclusion.

Benefits

Private Medical Insurance

Life Assurance

Pension Contribution

Generous Holiday Package

Option to Purchase Additional Holiday

Shared Parental Leave

Qualifications

• Experience in a financial services institution is advantageous but not essential.
• Working knowledge of Microsoft Office, especially Excel.

Responsibilities

• Ensure client transfers are processed accurately and promptly.
• Respond to queries from front office teams in a timely manner.
• Assist in collation of MI relating to Transfers In functions.

Skills

Interpersonal Skills

Communication Skills

Teamwork

Analytical Skills

Education

Experience in Financial Services

Tools

Microsoft Word

Microsoft Excel

Job description

Operations Executive - Transfers In & ISA - 8 months FTC

• Full-time
• Office Location: Liverpool

For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality.

Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.

What will you be doing?

We are looking for an Operations Executive to join our Transfers and ISA team in Glasgow on an 8 month FTC contract. In your role, you will perform the daily duties, checking and general processing of all transfer functions in a timely manner, whilst ensuring compliance with regulatory requirements. You will also perform the daily duties, checking and general processing of all ISA subscription requests and other related tasks.

As Operations Executive - Transfers In & ISA, your responsibilities will include:

• Ensuring all client transfers in are dealt with promptly and accurately, including liaising with external third parties.
• Responding to queries from front office teams such as Investment Management & Client Services in a timely manner.
• Ensuring all incoming queries are monitored and responded to daily.
• Identifying any weaknesses in internal controls and recommending potential improvements.
• Assisting in the collation of MI relating to Transfers In functions, highlighting issues to the team manager upon exposure.
• Participating in and contributing to any ad-hoc project-related work where necessary.

To be successful in this role, you should have:

• Experience gained within a financial services institution, especially in Operations, is advantageous but not essential.
• Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel.
• Excellent interpersonal skills are essential, with the ability to communicate well both written and verbally to senior audiences.
• Ability to work well in a team but also comfortable to work individually.
• Demonstrated ability to understand and summarise complex information in a professional and concise manner.

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Private medical insurance
• Life assurance
• Pension contribution
• 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 your needs throughout the application process. Please let your Recruiter know.