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 DescriptionWhat will you be doing?
We’re seeking a talented individual to join our team in Leeds, which is responsible for providing a first-class support function to the financial planning teams nationwide by way of delivering third party client policy information in an agreed format, both accurately and within SLAs.
We offer hybrid working, a positive working environment you can thrive in and opportunities to further develop your career.
As Operations Executive - Scripts, your responsibilities will include among others:
- Ensure all Operational deliverables are actioned on time in accordance with SLAs, agreed quality standards, regulatory and company requirements
- Provide an excellent telephone-based service while developing and maintaining effective relationships with colleagues, clients and third parties
- Contact and liaise with relevant product providers/third parties to obtain accurate policy information for report scripts and valuations
- Accurate completion of script templates and Xplan updates
- Complete project related activities or general tasks as instructed by the Manager or Head of Operations, Leeds and follow through to completion, dealing with any queries that arise from these activities
- Assess client file documents in accordance with compliance requirements, identifying and correcting remedial actions
To be successful in this role, you should:
- Have previous experience responding to queries from both internal and external parties, providing a high level of customer service
- Excellent organisation and prioritisation skills; with the ability to work independently and within a team
- Proficient IT skills in core Microsoft Office systems
- Excellent verbal and written communication skills with an eye for detail
- A professional telephone manner
Desired:
- Operational experience within the financial services industry is desired but not essential
- Financial services product knowledge with a desire for further development and to undertake relevant examinations
- Excellent standard of education to include Maths and English
- 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
- Previous experience responding to queries from internal and external parties, providing a high level of customer service
- Excellent organisation and prioritisation skills; ability to work independently and within a team
- Proficient IT skills in core Microsoft Office systems
- Excellent verbal and written communication skills with an eye for detail
- Professional telephone manner
- Operational experience within the financial services industry
- Financial services product knowledge with a desire for further development and to undertake relevant examinations
- Excellent standard of education to include Maths and English
- 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
