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    Executive and Engagement Officer - Liverpool, United Kingdom - Evelyn Partners Group

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    Description

    Evelyn Partners is the UK's leading integrated wealth management and professional services group,with over 186 years of experience in helping generations of people and businesses to thrive.

    We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

    Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.

    An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; and Performance , demonstrating a breadth and depth of advice expertise to deliver first-class results.

    Read more about us and available career opportunities here:
    ~ The position is client-facing and the role is telephone-based.

    Update clients with developments on their queries via email/letter/telephone
    Generate quality business leads by spotting opportunities when dealing with clients and referring them to other areas of the business when appropriate
    Regulatory Responsibilities
    Undertaking training and competence as required by the business
    Proven ability to be both credible professionally and able to build long term relationships with colleagues and clients
    Demonstrate interest in the financial services industry
    Proactive and flexible approach to work, and ability to work under pressure
    Private medical insurance
    Life assurance
    Pension contribution
    Generous holiday package
    Option to purchase additional holiday
    Shared parental leave

    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.



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