Operations Executive

Evelyn Partners is the UK's leading integrated wealth management and professional services group. With £56 billion of assets under management (as of November 2021), we rank as the third largest UK wealth manager measured by revenues and the sixth largest professional services firm ranked by fee income (source: Accountancy Age rankings, 2021).

We are driven by our purpose to place the power of good advice into more hands for both individuals and businesses. Our purpose is supported by our 3 core values:

Personal - we treat you as an individual

Partnership - we go further together

Performance - we strive for more

What will you be doing?

Applying to this role will open the doors to our excellent opportunities for graduate or entry-level candidates looking to pursue a professional career within the Investments & Financial industries.

The opportunities we provide will suit a candidate who may have started their first role(s) in general administration, data, customer services and/or further education with skillsets including; keen attention to detail, customer services experience, basic to moderate understanding of Microsoft packages (Excel, Word and Outlook).

Key Responsibilities

• Ensure that all tasks are completed to a high standard and work is produced within deadlines and that any anomalies are reported to your line manager within agreed timescales.

• Ensure that personal and team KPIs are met, assist in collation of MI highlighting any issues to management.

• Respond to telephone and email enquiries in a timely professional manner, liaising with fund managers and external parties where relevant and promptly, escalating any issues where relevant.

• Log, maintain and respond to written client enquiries promptly, ensuring all client and external documents are relevant and up to date.

• Contribute to the review of team tasks, identifying improvements to enhance client service.

• Adopt a high-quality culture to minimise errors and ensure high-quality service levels are delivered. Ensuring all work is highly accurate, including data input, document checking and payments, and escalating to the 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 openly and transparently.

• Undertaking regular and appropriate continuous professional development (CPD).

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

• Competitive salary

• Private medical insurance

• Life assurance

• Pension contribution

• Hybrid working model (role dependent)

• Generous holiday package

• Option to purchase additional holiday

• Shared parental leave

We value the diverse workforce's differences, representative of our society and clients. We are committed to providing a work environment 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.

Please let your recruiter know if you need any reasonable adjustments for your application process.