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    Operations Director with financial management experience - Glasgow, United Kingdom - Evelyn Partners Group

    Evelyn Partners Group
    Evelyn Partners Group Glasgow, United Kingdom

    1 week ago

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    Description

    Office Location:
    Glasgow (177 Bothwell Street)

    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:

    To perform the daily duties, checking and general processing of all Static data functions, in a timely and accurate basis, whilst ensuring compliance with regulatory requirements.

    The role holder will operate within defined standards and guidelines which are aligned to service level agreements and data quality controls.

    As Operations Executive – Static Data, some of your responsibilities will include:

    Respond to telephone and email enquiries in a timely professional manner, liaising with fund managers and external parties where relevant and in a timely manner, escalating any issues where relevant.

    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.

    Ensuring all work is with a high level of accuracy, including data input, document checking and payments, escalating to manager or relevant department where necessary.

    Assist with training new recruits to the team in BAU activities, acting as a positive role model.

    Demonstrate an understanding and application of the Group's Conduct Risk Framework Ensure that knowledge and skills are maintained and developed in line with industry, regulatory and internal requirements by undertaking regular and appropriate continuous professional development (CPD).

    Operate in accordance with division's policies and procedures manuals.
    Experience gained within a financial services institution especially in Operations is advantageous but not essential.
    Demonstrable interest in financial services and in particular investment management.
    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.
    Flexible approach to team priorities.
    Experience gained within a financial services institution especially in Operations is advantageous but not essential.
    Demonstrable interest in financial services and in particular investment management.
    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.
    Flexible approach to team priorities.
    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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