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    Business Process Analyst FTC - United Kingdom - Evelyn Partners Fund Solutions Limited

    Evelyn Partners Fund Solutions Limited
    Evelyn Partners Fund Solutions Limited United Kingdom

    2 weeks ago

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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.

    We provide an award-winning service for our clients by employing the best people. 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; Partnership , working with our clients in a joined-up, collaborative way; 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 role will involve acting as the subject matter expert for processes and tools across the Financial Services directorate. With an in-depth level of knowledge this individual will be integral to ensuring the delivery of continual improvement and enhancements through workstream and team led activity

    Responsibilities

    • Analyse and resolve issues and changes that impact Financial Services
    • To act as the subject matter expert for processes, tools and systems used across the Financial Services directorate whilst having an awareness of how these interface with Client Experience and other parts of the business.
    • Attend, represent and execute all required actions on workstreams led by business areas outside of Financial Services whereby processes and tools are impacted.
    • Identify, scope, lead where appropriate and deliver continual enhancements and change across all processes and tools within Financial Services.
    • Assist in the creation and completion of system testing of system developments which impact Financial Services
    • Assist with creation and maintenance of training material for new starters and roll out of new initiatives under Financial Services
    • To act as a representative within Financial Services inputting into future system releases and functionality discussions with product providers.
    • To work with the appropriate departments to ensure all MI requirements can be captured and fulfilled by utilising processes and tools.
    • All changes need to be coordinated and delivered by the correct area of the business.
    • Provide regular updates and track progress through an agreed mechanism that can be shared with the Team Leader.
    • Ensure all activities are timely, compliant and conducted in a manner that will meet the Evelyn Partners business standards and values.

    Qualifications

    To be successful in this role, you should have:

    • Previous experience working as a Business SME in the Wealth Management sector
    • Knowledge of operating models and processes
    • IT skills with knowledge of software such as XPlan/ Alteryx/ PowerBIwould be desirable
    • Logical thinker and able to analyse information.
    • Ability to articulate clearly – verbally / written.
    • Ability to work on own or as part of a team.
    • Approachable and able to work with individuals at all levels.
    • Proactive, driven individual, with a can-do attitude.

    Additional Information

    As a colleague here at Evelyn Partners, you will have access to benefits that include:

    • Private medical insurance
    • Life assurance
    • Pension contribution
    • Generous holiday package
    • Option to purchase additional holiday.
    • Shared parental leave.

    We value the differences that a diverse workforce brings, representative of our society and clients. We are committed to providing a work environment 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.

    If you need any reasonable adjustments for your application process, please let your recruiter know.

    #J-18808-Ljbffr
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