1 day ago Be among the first 25 applicants
Get AI-powered advice on this job and more exclusive features.
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.
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 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.
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.
Qualifications
Skills And Experience
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.
Additional Information
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.
Seniority level
* Seniority level
Associate
Employment type
* Employment type
Full-time
Job function
* Job function
Management and Manufacturing
Referrals increase your chances of interviewing at Evelyn Partners by 2x
Get notified about new Operations Executive jobs in Glasgow, Scotland, United Kingdom.
Glasgow, Scotland, United Kingdom 6 days ago
Glasgow, Scotland, United Kingdom 3 hours ago
Stirling, Scotland, United Kingdom 3 weeks ago
East Kilbride, Scotland, United Kingdom 2 weeks ago
Glasgow, Scotland, United Kingdom 3 weeks ago
Glasgow, Scotland, United Kingdom 1 week ago
Overtown, Scotland, United Kingdom 3 weeks ago
Business Development Operations Executive
Glasgow, Scotland, United Kingdom 5 days ago
Glasgow, Scotland, United Kingdom 1 week ago
Falkirk, Scotland, United Kingdom 5 hours ago
Glasgow, Scotland, United Kingdom 1 month ago
Glasgow, Scotland, United Kingdom 1 week ago
Local Operations Manager - Central East Region
Stirling, Scotland, United Kingdom 2 weeks ago
Assistant Operations Manager | Restaurant- Clydebuilt
Glasgow, Scotland, United Kingdom 1 week ago
Glasgow, Scotland, United Kingdom 1 week ago
Cleaning Operations Manager - Glasgow (Single Site)
Glasgow, Scotland, United Kingdom 1 month ago
Development Officer Catering Operations - EAY11543
Kilmarnock, Scotland, United Kingdom 1 day ago
Lennoxtown, Scotland, United Kingdom 1 month ago
Irvine, Scotland, United Kingdom 1 week ago
Glasgow, Scotland, United Kingdom 1 week ago
Business Development & Marketing Operations Manager
Glasgow, Scotland, United Kingdom 5 days ago
Glasgow, Scotland, United Kingdom 3 weeks ago
Glasgow, Scotland, United Kingdom 5 days ago
Life Customer & Adviser Service Business Operations Manager
Stirling, Scotland, United Kingdom 2 days ago
Glasgow, Scotland, United Kingdom 2 days ago
Senior Manager - Finance Operations - Glasgow/Leeds/Manchester/Newcastle
Glasgow, Scotland, United Kingdom 5 days ago
Paisley, Scotland, United Kingdom 1 month ago
Stirling, Scotland, United Kingdom 1 day ago
Stirling, Scotland, United Kingdom 6 days ago
SENIOR TECHNICAL MANAGER, GLOBAL ERP OPERATIONS
Glasgow, Scotland, United Kingdom 1 week ago
Development Officer - Catering Operations (Sous Chef)
Kilmarnock, Scotland, United Kingdom 2 days ago
Glasgow, Scotland, United Kingdom 1 week ago
Regional People & Culture Partner Services Northern Europe
Glasgow, Scotland, United Kingdom 1 week ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr