Oversight & CPD Administrator

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

Job summary

A leading financial services firm in Liverpool seeks an experienced administrator to provide crucial support for maintaining CPD requirements. This full-time role requires strong stakeholder management, proficiency in Microsoft Office, and experience in Risk and Control within the finance sector. You will work within a team to develop controls and analytics while ensuring accurate monitoring of training events. Competitive salary and benefits including private medical insurance are offered. The role supports a hybrid work model.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Proven experience supporting Risk and Control in Financial Services.
• Ability to identify and assess adequacy of controls frameworks.

Responsibilities

• Implement methods for monitoring CPD events.
• Oversee records of CPD activities and provide guidance.
• Work with the Central Oversight Team on controls and data analytics.

Skills

Strong stakeholder management

Microsoft Excel

Microsoft PowerPoint

Microsoft PowerBI

Attention to detail

Interpersonal skills

Education

Wealth Management qualifications

Risk & Control qualifications

Job description

Job Purpose

To provide full administrative support for logging internal and external training events on internal and external portals to help members of professional bodies meet their Continuous Professional Development (CPD) requirements. The candidate will also work within the Central Oversight Team to support strengthen and oversee the execution and management of Risk & Control in the FS Front Office.

The role is hybrid – 1-2 days Liverpool office / remote.

Key Responsibilities

• Implement methods for monitoring and controlling CPD events logged on internal and external portals.
• Oversee the keeping of accurate and comprehensive records of CPD activities both centrally and within the business areas.
• Collaborate and share best practice with colleagues.
• Provide guidance on a day‑to‑day basis and be the go‑to person to answer any process or technical issue.
• Provide senior management with the appropriate information to allow them to manage people risk.
• Understand and maintain knowledge of the industry’s CPD environment and translate the requirements into practical and effective CPD logging policy and procedures.
• Work with the Central Oversight Team to provide input and support to core Front Office processes as required.
• Work within the Central Oversight Team to develop or oversee controls using data analytics.
• Ensure all regular monitoring and reporting processes are completed accurately and on time.
• Monitor and maintain the Central Oversight Team mailbox.

Qualifications – Key Skills and Experience

• Strong stakeholder management with effective influencing skills.
• Strong Microsoft Office suite skills particularly Excel, PowerPoint and PowerBI.
• Very well‑developed attention to detail.
• Experience supporting Risk and Control within a Financial Services organisation.
• Strong interpersonal team‑working and communication skills (both oral and written).
• Ability to constructively challenge where appropriate including middle management level.
• Ability to identify and assess the adequacy of controls frameworks and make appropriate control recommendations.
• Strong awareness and understanding of the principles of internal control.

Professional Qualifications and Education

• Industry Wealth Management and Investment Management qualifications desirable.
• Industry Risk & Control qualifications desirable.

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 were 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.

Remote Work

No

Employment Type

Full‑time

Key Skills

Hadoop, Microsoft Windows Server, Windows, Apache, Linux, SAN, Shell Scripting, System Administration, Administrative Experience, Scripting, Oracle, Troubleshooting

Experience

Years

Vacancy

1