Company Description
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 Description
What will you be doing?
We’re seeking a talented individual to join our team in Bracknell, which is responsible for providing administration support to the business on a wide range of activities in respect of the core providers used by Evelyn Partners.
We offer hybrid working, a positive working environment you can thrive in and opportunities to further develop your career.
As Operations Executive - SIPP & Provider Admin, your responsibilities will include among others
1. Manage and process all aspects of administration on the BestSIPP Proposition
2. Manage client’s cash flow with Key SIPP providers to ensure withdrawals and investments are processed accurately in a timely manner
3. Managing the SIPP and Provider Administration mailboxes daily and responding to queries within the agreed SLA and checking of SIPP provider forms
4. Process agency transfers for clients resulting from acquisitions and legal entity mergers
5. Update the CRM system to maintain a clear audit trail
6. Proactively develop and maintain effective relationships with providers and operational colleagues while adhering to regulatory standards
Qualifications
To be successful in this role, you should:
7. Previous operational experience within the financial services industry
8. Previous pensions experience highly desirable
9. Proficient IT skills in core Microsoft Office systems and highly proficient using Excel
10. Organisation and prioritisation skills being able to work independently and within a team
11. Excellent verbal and written communication skills with an eye for detail
12. Experience with 3rd Party providers portals and functionality
Desired:
13. Have a desire to further development and to undertake relevant examinations.
14. Certificate in Financial Administration (CF1) or equivalent
15. For candidates with no relevant experience, GCSE’s (or equivalent) at level C or higher in relevant subject
16. Relevant professional qualifications CISI Investment Operations Certificate desirable but not essential
Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include:
17. Competitive salary
18. Private medical insurance
19. Life assurance
20. Pension contribution
21. Hybrid working model (role dependant)
22. Generous holiday package
23. Option to purchase additional holiday
24. 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.