Overview
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 we are a team of passionate professionals guided by our purpose – placing the power of good advice into more hands, helping clients make significant decisions with confidence and guiding them towards their goals.
We’re seeking a talented individual to join our team in Leeds, responsible for providing a first-class support function to the financial planning teams nationwide by delivering third party client policy information in an agreed format, accurately and within SLAs. We offer hybrid working, a positive environment to thrive in and opportunities to further develop your career.
Responsibilities
* 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 as required
Qualifications
* 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
Additional Information & Benefits
* 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. Evelyn Partners is committed to providing a workspace where all colleagues feel respected as individuals and can achieve their full potential in a safe, inclusive environment. We are happy to make reasonable adjustments to accommodate your needs throughout the application process. Please let your Recruiter know.
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