Introduction to Evelyn Partners
Evelyn Partners, the UK's leading integrated wealth management and professional services group, is on a mission to place the power of good advice into more hands. With over 186 years of experience in helping generations of people and businesses thrive, we offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses. Our award-winning service is built on employing the best people, and we are committed to providing a workspace where all colleagues feel respected, supported, and empowered to achieve their full potential.
About the Role
We are seeking an ambitious and detail-oriented Entry Level Operations Executive to join our team. This role is an excellent opportunity for candidates looking to pursue a professional career within the investments and financial industries. As an Operations Executive, you will play a critical role in ensuring the smooth operation of our business, providing exceptional client service, and contributing to the growth and success of our organization.
Key Responsibilities
- Ensure that all tasks are completed to a high standard, meeting deadlines, and reporting any anomalies to your line manager within agreed timescales.
- Meet personal and team KPIs, assist in collating management information, and highlight any issues to management.
- Respond to telephone and email enquiries in a timely and professional manner, liaising with fund managers and external parties as necessary, and escalating any issues promptly.
- 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 and adopting a high-quality culture to minimize errors.
- Ensure that all work is highly accurate, including data input, document checking, and payments, and escalate to the manager or relevant department where necessary.
- Undertake regular and appropriate continuous professional development (CPD) to stay up to date with industry developments and best practices.
Essential Qualifications
To be successful in this role, you should possess:
- A professional and pragmatic approach to all activities.
- Excellent written, verbal, and interpersonal skills.
- IT literacy and competence in using MS Office, particularly Excel and Word.
- Ability to work within a team and a positive, flexible attitude.
- Initiative and willingness to learn, with a high attention to detail and ability to prioritize tasks and work to challenging timescales.
Preferred Qualifications
While not essential, the following qualifications and experiences are desirable:
- Previous experience in general administration, customer services, or a related field.
- Basic to moderate understanding of Microsoft packages, including Excel, Word, and Outlook.
- Knowledge of the financial services industry and relevant regulations.
Skills and Competencies
To excel in this role, you should possess:
- Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
- Excellent problem-solving and analytical skills, with the ability to think critically and make informed decisions.
- Strong attention to detail and organizational skills, with the ability to prioritize tasks and manage multiple projects simultaneously.
- Ability to work under pressure and meet deadlines, with a flexible and adaptable approach to changing circumstances.
Career Growth Opportunities and Learning Benefits
At Evelyn Partners, we are committed to supporting the growth and development of our colleagues. As an Operations Executive, you will have access to:
- Comprehensive training and development programs to enhance your skills and knowledge.
- Opportunities for career progression and advancement within the organization.
- A culture of continuous learning and professional development, with regular feedback and coaching.
- Access to industry-leading expertise and thought leadership, with opportunities to attend conferences, seminars, and workshops.
Work Environment and Company Culture
At Evelyn Partners, we pride ourselves on our inclusive and supportive work environment. As a colleague, you can expect:
- A collaborative and dynamic work environment, with a focus on teamwork and open communication.
- A culture of respect, empathy, and understanding, with a commitment to diversity, equity, and inclusion.
- Access to a range of employee resource groups and diversity initiatives, with opportunities to get involved and make a positive impact.
- A flexible and hybrid working model, with opportunities to work from home and balance your work and personal life.
Compensation, Perks, and Benefits
As a valued colleague at Evelyn Partners, you can expect:
- A competitive salary, commensurate with experience.
- Private medical insurance, life assurance, and pension contribution.
- A generous holiday package, with the option to purchase additional holiday.
- Shared parental leave and a range of family-friendly policies.
- Access to a range of discounts, perks, and benefits, including gym membership, travel insurance, and retail discounts.
Conclusion
If you are a motivated and ambitious individual looking to launch your career in wealth management and professional services, we encourage you to apply for this exciting opportunity. As an Operations Executive at Evelyn Partners, you will have the chance to work with a leading UK firm, develop your skills and knowledge, and contribute to the growth and success of our organization. Don't miss out on this opportunity to join our team and start your journey to a rewarding and successful career.
Apply now and take the first step towards an exciting and fulfilling career with Evelyn Partners. We look forward to hearing from you!
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