Financial Services Professional

1 month ago


Birmingham, Birmingham, United Kingdom Evelyn Partners Fund Solutions Limited Full time
A Career Opportunity in Financial Services
Evelyn Partners Fund Solutions Limited is seeking an accomplished professional with a proven track record in financial services to join their Valuations team in Birmingham. As a member of this team, you will play a vital role in providing expert guidance on valuation matters and ensuring that our services meet the highest standards.

About the Position
As a key member of the Valuations team, you will be responsible for preparing valuations for accounting, tax, and commercial purposes. You will also be expected to provide exceptional client service, ensuring that our services meet the highest standards.

Key Accountabilities
Client Service/Client Work
  • Provide exceptional client service at all times, prioritizing the customer experience.
  • Supervise and perform technical work and projects, ensuring high-quality results.
Quality Control, Compliance, and Risk Management
  • Ensure compliance with the group's internal procedures and regulations.
  • Report complaints and potential PI issues for your team/direct reports in line with the group's complaints procedures.
Staff Management & Development
  • Act as an effective leader in accordance with the Exceptional Leader profile and competencies.
  • Responsible for the day-to-day management of direct reports, mentoring them to develop their skills and talents.
The estimated salary for this position is £65,000 - £85,000 per annum.

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