Financial Services Professional

1 month ago

Liverpool, Liverpool, United Kingdom Evelyn Partners Full time

About Evelyn Partners

Evelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience. We offer a range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

We provide an award-winning service by employing the best people. Our mission is to place the power of good advice into more hands, making it accessible to everyone, regardless of their financial journey.

Our core values drive our exceptional track record of growth and innovation: Personal, Partnership, and Performance. We offer a true understanding of our clients' needs, collaborative working, and a breadth of advice expertise to deliver first-class results.

Job Role

We're expanding our team at Evelyn Partners, and the successful candidate will join the Multi-Assets team to learn the full complexity of executing client orders in various products. This is a great opportunity for someone eager to develop their career in this field.

  • Execution of Evelyn Partners client orders in Equities, Fixed Income, ETFs, Structured Products, Collectives, and Foreign Exchange.
  • Management of orders and booking of trades in Avaloq, Iress, and Online Portals.
  • Ensuring regulatory requirements are met, particularly Best Execution and Timely Execution.
  • Compliance with Evelyn Partners policies, processes, and procedures.

Requirements

We're looking for a candidate with:

  • A degree in Finance or Economics or a similar subject.
  • Previous experience working in a similar role or a Trade Operations/Support role.
  • Experience working in Financial Services.
  • Excellent communication skills, both written and verbal.
  • A team player with self-motivation and a willingness to learn.

Benefits

As a colleague at Evelyn Partners, you'll have access to:

  • Competitive salary.
  • Private medical insurance.
  • Life assurance.
  • Pension contribution.
  • Hybrid working model (role-dependent).
  • Generous holiday package.
  • Option to purchase additional holiday.
  • Shared parental leave.

We value diversity and strive to create an inclusive environment where all colleagues feel respected and can achieve their full potential. We're committed to making reasonable adjustments to accommodate your needs throughout the application process.

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