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Strategic Business Manager

2 months ago

Liverpool, Liverpool, United Kingdom Evelyn Partners Fund Solutions Limited Full time

Evelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group, boasting over 186 years of experience in helping individuals and businesses thrive.

Job Overview

We offer a comprehensive range of financial and professional services to cater to the diverse needs of our clients. Our exceptional track record of growth and innovation is driven by our core values of Personal, delivering tailored advice that truly understands what matters to our clients; and Performance, demonstrating expertise to deliver outstanding results.

This role presents an exciting opportunity for candidates seeking to pursue a professional career within the Investments & Financial industries. We welcome applicants with a background in general administration, customer services, and/or further education, possessing skills such as keen attention to detail, customer service experience, and basic to moderate proficiency in Microsoft packages (Excel, Word, and Outlook).

Key Responsibilities
  • Respond promptly and professionally to telephone and email enquiries, liaising with fund managers and external parties as required, and escalating any issues efficiently.
  • Maintain a high-quality culture to minimize errors and ensure exceptional service levels are delivered, guaranteeing accuracy in data input, document checking, and payments, and escalating to the manager or relevant department when necessary.
  • Engage in regular continuous professional development (CPD) to stay up-to-date with industry trends and best practices.
  • Demonstrate IT literacy and competence in MS Office, particularly Excel and Word.
Benefits
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave
About Us

We pride ourselves on valuing diversity and fostering a workforce representative of society and our clients. At Evelyn Partners Fund Solutions Limited, we have an active range of employee resource groups and are committed to delivering multiple diversity, equity, and inclusion initiatives across the organisation.

Estimated salary: £40,000 - £60,000 per annum, depending on location and experience.