Senior Manager
1 month ago
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:
Wealth, accountancy and business advisory services / Evelyn Partners
Ensure you and your team are adhering to all controls, regulatory guidelines and procedures that affect the business area.
Procedures, controls and training are reviewed following any risk event to mitigate.
Support the Head of Department in the implementation of group wide projects and initiatives.
Support senior management in ensuring that team procedures are documented, periodically reviewed and updated.
Work with the Head of Department to review business initiatives, policies and products from an operational perspective to ensure that they are fully supportable.
Contribute to the change management programme relevant to their area and actively manages the development and delivery of changes to operational and systems infrastructure.
Review the risk and controls matrix in line with group policy and implement any required changes in the team.
Prepare accurate and comprehensive management information within the timescales agreed.
Training Needs Analysis updated and individual to ensure appropriate knowledge & skill spread across the team.
Regularly complete Training Needs Analysis of team members to ensure they have the required skill and knowledge to perform their role.
Appropriate Management Information Report, Key Performance Indicators, Key Risk Indicators (KRI) in place and updated by due dates.
Complete regular assessments of individuals and provides regular feedback to them on their performance and behaviours, recognising both strengths and areas for development and providing appropriate training, coaching and support.
Ensure that knowledge of direct reports is kept up to date and that industry, regulatory and internal changes are appropriately communicated.
Ensure that any underperformance or conduct issues are dealt with and that senior management and HR are involved as appropriate.
Significant Operations experience gained within financial services or an outsourced provider.
Demonstrable and practical knowledge of the regulatory environment relating to investment management and in particular settlement operations.
Experience of managing a team and its individual members, including delivering effective appraisals, performance management, etc.
Working knowledge of Microsoft Office packages, in particular Word and Excel.
Relevant level 3 FCA recognised professional qualification e.g. Operations Management
Acts as an alternate contact for the department on Group wide projects and initiatives
Supports senior management in ensuring that systems, processes and controls are in place and are fit for purpose
Supports senior management in ensuring that team procedures are documented, periodically reviewed and updated Works with senior management to review business initiatives, policies and products from an operational perspective to ensure that they are fully supportable
Provides technical assistance to the change management programme relevant to their area and actively manages the development and delivery of changes to operational and systems infrastructure
Prepares accurate and comprehensive management information within the timescales agreed
Training Needs Analysis updated and individual to ensure appropriate knowledge & skill spread across the team
Appropriate MIR, KPI, Key Risk Register (KRI) in place and updated by due dates • All people resourcing requirements are identified with recruitment completed in an efficient manner
Regulatory
Demonstrates a thorough understanding of the regulatory framework and specifically, but not exclusively, the ability to apply the regulation pertaining to:
Financial Crime / Market Abuse
Client Money and Assets
Conflicts of Interest • Treating Customers Fairly / Conduct Risk
Data Protection and Information Security
Complaints Handling
Continuous Professional Development
Ensures that knowledge and skills are maintained and developed in line with industry, regulatory and internal requirements by undertaking regular and appropriate CPD in order to reach their full potential (for the wider benefit of the Group).
Actively contributes to the performance and development of colleagues. Completes regular assessments of individuals and provides regular feedback to them on their performance and behaviours, recognising both strengths and areas for development and providing appropriate training, coaching and support.
Ensures that knowledge of their direct reports is kept up to date and that industry, regulatory and internal changes are appropriately communicated.
Ensures that any underperformance or conduct issues are dealt with fairly, consistently and promptly ensuring that clients and other team members are not disadvantaged and that senior management and HR are involved as appropriate.
Ensures that strict criteria are applied when recruiting and that the training needs for new recruits are comprehensively evaluated and appropriate interventions provided.
Ensures their direct reports comply with the Group's Conduct Risk policy. • Owns and proactively promotes Training and Competence with direct reports, delivers the activities expected of them from the Training and Competence scheme and accurately and appropriately applies the policy and procedures detailed within the Training and Competence scheme.
Risk Management
Demonstrates an awareness of the tools, policies and procedures used to identify risks and issues in relation to the division's business strategy, its clients and other internal risks, actively escalating identified risks and issues to Central Risk Management.
Demonstrates a strong understanding of the risks to clients within their operation and how these will be mitigated.
Ensures relevant people have a clear understanding of risk policies and procedures and the importance of putting them into practice.
Ensures all material risks and issues are reported.
Demonstrates a comprehensive understanding and application of the Group's Conduct Risk Framework ie. how the conduct risk framework is applied and used to manage risks pertaining to client / counterparty detriment and the integrity of the market because of inappropriate systems / processes and / or judgement by staff in the execution of the group's business.
Promotes an environment where good performance and behaviour is openly acknowledged.
Demonstrates a full understanding of the roles and accountabilities of the management framework of the division.
Knowledge Management, Administration and Record Keeping
Manages records and data appropriately in line with Group policy.
Conversant with Management Information available to them, using it to identify risks, issues, opportunities and trends.
Understands the operating structure of the division and is fully conversant with the roles and responsibilities of the departmental management team.
Operates in accordance with the division's policies and procedures manuals.
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
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.
We have other current jobs related to this field that you can find below
-
Senior Estate Manager
1 month ago
Glasgow, United Kingdom Steve Ball Recruitment Ltd Full timeSENIOR ESTATE MANAGERPOSITION : Senior Estate ManagerLOCATION: Commutable from Glasgow , Edinburgh, Stirling , Prestwick, Falkirk, Greenock , DumbartonSALARY AND BENEFITS : £43,080 , 18 % pension (13% employer / 5% employee), excellent holidaysTHE ROLE : This is an excellent opportunity to join our Public Sector client in the position of Senior Estate...
-
Senior Estate Manager
1 month ago
Glasgow, United Kingdom Steve Ball Recruitment Ltd Full timeSENIOR ESTATE MANAGER POSITION : Senior Estate Manager LOCATION: Commutable from Glasgow , Edinburgh, Stirling , Prestwick, Falkirk, Greenock , Dumbarton SALARY AND BENEFITS : £43,080 , 18 % pension (13% employer / 5% employee), excellent holidays THE ROLE : This is an excellent opportunity to join our Public Sector client in the position of Senior...
-
Senior Estate Manager
4 weeks ago
Glasgow, United Kingdom Steve Ball Recruitment Ltd Full timeSENIOR ESTATE MANAGER POSITION : Senior Estate Manager LOCATION: Commutable from Glasgow , Edinburgh, Stirling , Prestwick, Falkirk, Greenock , Dumbarton SALARY AND BENEFITS : £43,080 , 18 % pension (13% employer / 5% employee), excellent holidays THE ROLE : This is an excellent opportunity to join our Public Sector client in the position of Senior...
-
Senior Estate Manager
4 weeks ago
Glasgow, United Kingdom Steve Ball Recruitment Ltd Full timeSENIOR ESTATE MANAGERPOSITION : Senior Estate ManagerLOCATION: Commutable from Glasgow , Edinburgh, Stirling , Prestwick, Falkirk, Greenock , DumbartonSALARY AND BENEFITS : £43,080 , 18 % pension (13% employer / 5% employee), excellent holidaysTHE ROLE : This is an excellent opportunity to join our Public Sector client in the position of Senior Estate...
-
Senior Estate Manager
1 month ago
Glasgow, United Kingdom Steve Ball Recruitment LTD Full timeSENIOR ESTATE MANAGER POSITION : Senior Estate Manager LOCATION: Commutable from Glasgow , Edinburgh, Stirling , Prestwick, Falkirk, Greenock , Dumbarton SALARY AND BENEFITS : £43,080 , 18 % pension (13% employer / 5% employee), excellent holidays THE ROLE : This is an excellent opportunity to join our Public Sector client in the position of Senior...
-
Senior Estate Manager
1 month ago
Glasgow, United Kingdom Steve Ball Recruitment LTD Full timeSENIOR ESTATE MANAGER POSITION : Senior Estate Manager LOCATION: Commutable from Glasgow , Edinburgh, Stirling , Prestwick, Falkirk, Greenock , Dumbarton SALARY AND BENEFITS : £43,080 , 18 % pension (13% employer / 5% employee), excellent holidays THE ROLE : This is an excellent opportunity to join our Public Sector client in the position of Senior...
-
Senior Estate Manager
4 weeks ago
Glasgow, United Kingdom Steve Ball Recruitment LTD Full timeSENIOR ESTATE MANAGER POSITION : Senior Estate Manager LOCATION: Commutable from Glasgow , Edinburgh, Stirling , Prestwick, Falkirk, Greenock , Dumbarton SALARY AND BENEFITS : £43,080 , 18 % pension (13% employer / 5% employee), excellent holidays THE ROLE : This is an excellent opportunity to join our Public Sector client in the position of Senior...
-
Senior Estate Manager
4 weeks ago
Glasgow, United Kingdom Steve Ball Recruitment LTD Full timeSENIOR ESTATE MANAGER POSITION : Senior Estate Manager LOCATION: Commutable from Glasgow , Edinburgh, Stirling , Prestwick, Falkirk, Greenock , Dumbarton SALARY AND BENEFITS : £43,080 , 18 % pension (13% employer / 5% employee), excellent holidays THE ROLE : This is an excellent opportunity to join our Public Sector client in the position of Senior...
-
Senior Estate Manager
4 weeks ago
Glasgow, United Kingdom Steve Ball Recruitment Ltd Full timeSENIOR ESTATE MANAGERCandidates should take the time to read all the elements of this job advert carefully Please make your application promptly. POSITION : Senior Estate Manager LOCATION: Commutable from Glasgow , Edinburgh, Stirling , Prestwick, Falkirk, Greenock , Dumbarton SALARY AND BENEFITS : £43,080 , 18 % pension (13% employer / 5% employee),...
-
Senior Estate Manager
1 month ago
Glasgow, United Kingdom Steve Ball Recruitment LTD Full timeSENIOR ESTATE MANAGERPOSITION : Senior Estate ManagerLOCATION: Commutable from Glasgow , Edinburgh, Stirling , Prestwick, Falkirk, Greenock , DumbartonSALARY AND BENEFITS : £43,080 , 18 % pension (13% employer / 5% employee), excellent holidaysTHE ROLE : This is an excellent opportunity to join our Public Sector client in the position of Senior Estate...
-
Senior Estate Manager
4 weeks ago
Glasgow, United Kingdom Steve Ball Recruitment LTD Full timeSENIOR ESTATE MANAGERPOSITION : Senior Estate ManagerLOCATION: Commutable from Glasgow , Edinburgh, Stirling , Prestwick, Falkirk, Greenock , DumbartonSALARY AND BENEFITS : £43,080 , 18 % pension (13% employer / 5% employee), excellent holidaysTHE ROLE : This is an excellent opportunity to join our Public Sector client in the position of Senior Estate...
-
Senior Estate Manager
1 month ago
Glasgow, United Kingdom Steve Ball Recruitment Ltd Full time €4SENIOR ESTATE MANAGER POSITION : Senior Estate Manager LOCATION: Commutable from Glasgow , Edinburgh, Stirling , Prestwick, Falkirk, Greenock , Dumbarton SALARY AND BENEFITS : £43,080 , 18 % pension (13% employer / 5% employee), excellent holidays THE ROLE : This is an excellent opportunity to join our Public Sector client in the position of Senior...
-
Senior Estate Manager
1 month ago
Glasgow, United Kingdom Steve Ball Recruitment Ltd Full time €4SENIOR ESTATE MANAGER POSITION : Senior Estate Manager LOCATION: Commutable from Glasgow , Edinburgh, Stirling , Prestwick, Falkirk, Greenock , Dumbarton SALARY AND BENEFITS : £43,080 , 18 % pension (13% employer / 5% employee), excellent holidays THE ROLE : This is an excellent opportunity to join our Public Sector client in the position of Senior...
-
Senior Estate Manager
4 weeks ago
Glasgow, United Kingdom Steve Ball Recruitment Ltd Full time €4SENIOR ESTATE MANAGER POSITION : Senior Estate Manager LOCATION: Commutable from Glasgow , Edinburgh, Stirling , Prestwick, Falkirk, Greenock , Dumbarton SALARY AND BENEFITS : £43,080 , 18 % pension (13% employer / 5% employee), excellent holidays THE ROLE : This is an excellent opportunity to join our Public Sector client in the position of Senior...
-
Senior Estate Manager
1 month ago
Glasgow, United Kingdom Steve Ball Recruitment Ltd Full timeSENIOR ESTATE MANAGER POSITION : Senior Estate Manager LOCATION: Commutable from Glasgow , Edinburgh, Stirling , Prestwick, Falkirk, Greenock , Dumbarton SALARY AND BENEFITS : £43,080 , 18 % pension (13% employer / 5% employee), excellent holidays THE ROLE : This is an excellent opportunity to join our Public Sector client in the position of Senior Estate...
-
Senior Estate Manager
1 month ago
Glasgow, United Kingdom Steve Ball Recruitment Ltd Full timeSENIOR ESTATE MANAGERPOSITION : Senior Estate ManagerLOCATION: Commutable from Glasgow , Edinburgh, Stirling , Prestwick, Falkirk, Greenock , DumbartonSALARY AND BENEFITS : £43,080 , 18 % pension (13% employer / 5% employee), excellent holidaysTHE ROLE : This is an excellent opportunity to join our Public Sector client in the position of Senior Estate...
-
Senior Estate Manager
2 months ago
Glasgow, United Kingdom Steve Ball Recruitment LTD Full timeSENIOR ESTATE MANAGERPOSITION : Senior Estate ManagerLOCATION: Commutable from Glasgow , Edinburgh, Stirling , Prestwick, Falkirk, Greenock , DumbartonSALARY AND BENEFITS : £43,080 , 18 % pension (13% employer / 5% employee), excellent holidaysTHE ROLE : This is an excellent opportunity to join our Public Sector client in the position of Senior Estate...
-
Senior Estate Manager
4 weeks ago
Glasgow, United Kingdom Steve Ball Recruitment LTD Full timeSENIOR ESTATE MANAGERPOSITION : Senior Estate ManagerLOCATION: Commutable from Glasgow , Edinburgh, Stirling , Prestwick, Falkirk, Greenock , DumbartonSALARY AND BENEFITS : £43,080 , 18 % pension (13% employer / 5% employee), excellent holidaysTHE ROLE : This is an excellent opportunity to join our Public Sector client in the position of Senior Estate...
-
Senior Manager, Project Management
1 month ago
Glasgow, United Kingdom JAM Recruitment Full time €5 - €25A global consultancy is looking for a number of Project Managers and Senior Project Managers to join their growing team and to work on large infrastructure (transportation, utilities, highways etc.) projects at their offices in Edinburgh and Glasgow. The Role As a (Senior) Project Manager, you'll be working on projects of varying sizes and complexity,...
-
Senior Manager, Project Management
1 month ago
Glasgow, United Kingdom JAM Recruitment Full time €5 - €25A global consultancy is looking for a number of Project Managers and Senior Project Managers to join their growing team and to work on large infrastructure (transportation, utilities, highways etc.) projects at their offices in Edinburgh and Glasgow. The Role As a (Senior) Project Manager, you'll be working on projects of varying sizes and complexity,...
