Operations Executive – Client Reporting – 12 Month FTC (Glasgow or Liverpool)

Job title: Operations Executive – Client Reporting – 12 Month FTC (Glasgow or Liverpool)

Company: Evelyn Partners


Job description: Company DescriptionEvelyn 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 DescriptionWhat will you be doing?We’re seeking a talented individual to join our Client Reporting team in Glasgow. You will be responsible for performing the daily duties, checking and general processing of all client reporting functions, in a timely and accurate basis, whilst ensuring compliance with regulatory requirements.You will operate within defined standards and guidelines which are aligned to service level agreements and data quality controls.This role can be based in Glasgow or Liverpool.As Operations Executive – Client Reporting, your responsibilities will include among others:

• Ensure that all tasks are completed to a high standard and that any anomalies are reported to your line manager within agreed timescales.
• Ensure that personal and team KPI’s are met. Assist in collation of MI statistics relevant to team duties, highlighting any issues to your line manager upon exposure.
• Contribute to the review of team tasks, identifying improvements with a view to enhancing client service. Participate in, and contribute to, any ad-hoc project-related work where necessary.
• Adopt a high-quality culture to minimise errors and ensuring high quality service levels are delivered.
• Strict adherence to internal company policies and compliance procedures.
• Undertaking training and competence reviews as required by the business.

QualificationsSkills and Experience:

• Proficient in Microsoft Office applications, particularly Excel
• Excellent attention to detail
• Strong inter-personal and problem solving skills
• Comfortable working in a team as well as independently
• Ability to organise workloads effectively and meet tight deadlines
• Adaptable to changes in process and the use of new systems

Desired:

• Previous experience of working in financial services/Investment Operations is desirable but not essential
• Relevant professional qualification(s) desirable e.g. CISI Investment Operations Certificate

Additional InformationAs 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.

Expected salary:

Location: Liverpool – Glasgow

Job date: Sun, 23 Mar 2025 08:57:15 GMT

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