Technical Specialist

6 months ago

Glasgow, United Kingdom Evelyn Partners Full time

**Company 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.

**What you'll be doing**

To perform the daily duties, checking and general processing of all ACD, AFM and Fund Oversight 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.

**Key Responsibilities**
- 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 / KRI’s / MIR are met.
- Provide technical advice to assist in resolving issues or queries which arise within the team.
- Contribute and assist with change initiatives relevant to the team.
- Prepare weekly management information statistics relevant to team duties.
- Support the change management programme relevant to your area and be actively involved in the development and delivery of changes to operational and systems infrastructure.

**Qualifications**:

- ** What you'll need to be successful**
- Authorised funds experience gained within a financial institution.
- Demonstrable knowledge of fund operations including relevant terminology.
- Demonstrable knowledge of the regulatory environment and how it applies to and impacts your role.
- Experience of delegating and reviewing work advantageous but not essential.
- Working knowledge of Microsoft Office packages, plus investment compliance solutions.
- Demonstrate ability to understand complex information, and solve complex problems, in a professional and concise manner.
- Strong Interpersonal skills are essential, with the ability to communicate well both written and verbally to senior audiences
- Experience with COLL regulations, breach logging and resolution.
- Familiarity with fund liquidity, stress testing and the associated impact.
- Demonstrable evidence of working with key external stakeholders, i.e, Custodian, Depositary, Investment Managers.
- Ability to analyse data, draw opinions, present to both internal and external forums.
- Level 3 IOC qualification desirable.

**Additional Information**:
**As 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.

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