Trainee Financial Services Specialist

2 months 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 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.

Our Mission

We provide an award-winning service for our clients by employing the best people. Our mission is 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.

Our Values

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;
  • Performance: demonstrating a breadth and depth of advice expertise to deliver first-class results.

About the Role

We're expanding our team at Evelyn Partners and are looking for a talented individual to join our Multi-Assets team as a Trainee Financial Services Specialist.

This is a great opportunity for someone eager to develop their career within the financial services industry.

  • 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, Economics, or a similar subject;
  • Previous experience working within a similar role or a Trade Operations/Support role;
  • Experience working within Financial Services;
  • Excellent communication skills, both written and verbal;
  • A team player with a self-motivated and eager-to-learn attitude.

What We Offer

As a colleague at Evelyn Partners, you will have access to a range of benefits, including:

  • 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 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 are delivering multiple diversity, equity, and inclusion initiatives across the organisation.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

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