Financial Operations Manager

4 weeks ago


Glasgow, Glasgow City, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Operations Executive - Transfers In & ISAs

Full-time

Location: Glasgow (177 Bothwell Street)

Evelyn Partners Fund Solutions Limited 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. Our company offers an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We drive an exceptional track record of growth and innovation, guided by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

The position requires close collaboration with the Transfer In Team and interaction with other operational areas across the business and stakeholder departments to deliver a high-quality transfer out service.

  • Provide timely responses to queries from front office teams such as Investment Management & Client Services.
  • Participate in and contribute to ad-hoc project-related work as necessary.

This role requires someone who is commercially aware and strategic in operational approach, with strong planning, organisational and communication skills. We need someone who can deliver a high-performing, quality service that ensures consumer outcomes are core to delivery against key performance indicators, business goals and objectives. Working collaboratively with peers to drive consistency and cultural alignment with the brand.

  • Effective and professional communication skills, both verbal and written, with the ability to adapt conversation for external parties and to suit any level within the business.
  • Preferable but not essential that the candidate would have strong Microsoft Office skills & experience, particularly Microsoft Excel.

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.

  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave


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