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.
What will you be doing?
We're seeking talented individuals to join our Operations team in Glasgow. You will be responsible for performing the daily duties, checking and general processing of all Operations functions, in a timely and accurate basis, whilst ensuring compliance with regulatory requirements and operating within defined standards and guidelines which are aligned to service level agreements and data quality controls.
This is a fantastic opportunity for someone looking to either kickstart, or continue their career as an Operations Executive. We offer hybrid working, a positive working environment you can thrive in and opportunities to further develop your career.
This role is being advertised to build a talent pool for upcoming and future opportunities within our team. By applying, your details will be reviewed and kept on file, and a member of our recruitment team may contact you to discuss future opportunities with us.
As an Operations Executive, your responsibilities will include among others:
- Ensure that all tasks are completed to a high standard, work is produced within deadlines and that any anomalies are reported to your line manager within agreed timescales.
- Ensure that personal and team KPI's / KRI's / MIR are met, assist in collation of MI highlighting any issues to management.
- Respond to telephone, email and system enquiries in a timely professional manner, liaising with external parties where relevant and escalating any issues where relevant.
- Log, maintain and respond to written client enquiries in a timely manner, ensuring all client and external documents are relevant and up to date.
- Adopt a high-quality culture to minimise errors and ensuring high quality service levels are delivered. Ensuring all work is with a high level of accuracy, including data input, document checking and escalating to manager or relevant department where necessary.
- Ensure that fair treatment of clients is at the forefront of all activities and that all interactions are conducted in an open and transparent manner.
To be successful in this role, you should:
- 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:
- 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.
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.
Skills Required
- Demonstrable interest in financial services
- Working knowledge of Microsoft Office (basic Word, intermediate Excel)
- Strong interpersonal skills and clear written and verbal communication to senior audiences
- Ability to understand and summarise complex information accurately and solve problems quickly
- High attention to detail and accuracy in data input and document checking
- Ability to organise workloads effectively, meet tight deadlines and adapt to team priorities
- Respond to internal and external queries promptly and provide high level customer service
- Experience within financial services operations
- Scottish Higher / GCSEs (level C or higher) for candidates with no relevant experience
- Relevant professional qualifications (e.g., CISI Investment Operations Certificate)
What We Do
Life is full of decisions that shape our future, but to make great decisions we need certainty and good advice. At Evelyn Partners (formerly Tilney Smith & Williamson), we have been giving good advice and helping people and businesses flourish for almost 200 years. Our mission is ‘to place the power of good advice into more hands’. We’re committed to giving more people and businesses access to good advice, regardless of their wealth or the size of their company. We are the UK’s leading integrated wealth management and professional services group. We can look after the combined wealth and tax needs of our clients and provide specialist accountancy, assurance, tax and advisory services for businesses. Our clients range from online investors to those requiring bespoke wealth management, and from charities to entrepreneurs and corporate businesses. By understanding you and partnering with you, our advice can help you achieve what matters to you most
