Operations Executive
3 days ago
We are seeking an exceptional Operations Executive - Transfer In Specialist to join our team at Evelyn Partners Fund Solutions Limited. This is a full-time position based in Glasgow, with a 12-month fixed-term contract.
Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience helping individuals and businesses thrive. We offer a range of financial and professional services, driven by our core values: Personal, offering advice based on true understanding; Performance, delivering first-class results.
The successful candidate will work closely with the Transfer In Team and other operational areas to deliver a high-quality transfer out service. Responsibilities include responding to queries from front office teams and participating in ad-hoc project-related work as needed.
This role requires someone commercially aware and strategic in their operational approach, with excellent planning, organisational, and communication skills. The ideal candidate will have strong Microsoft Office skills, particularly Excel, and be able to adapt conversation for external parties.
As a valued member of our team, you can expect:
- A competitive salary between £45,000 - £55,000 per annum, depending on experience
- Private medical insurance
- Life assurance
- Pension contribution
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
Apply now to take the first step towards a rewarding career in financial services.
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