Operations Manager

1 month 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 individuals and businesses thrive.

We offer a comprehensive range of financial and professional services to clients, including investment management, wealth planning, and tax advisory services.

Job Description

We are seeking a talented Operations Executive to join our team in Liverpool, Pier Head.

As an Operations Executive, you will be responsible for performing daily duties, including checking and processing transaction services functions in a timely and accurate manner, while ensuring compliance with regulatory requirements.

Your key responsibilities will include:

  • Ensuring fair treatment of clients and conducting all interactions in an open and transparent manner.
  • Contributing to change initiatives relevant to the team and supporting the change management programme.
  • Assisting with training new recruits to the team in BAU activities and acting as a positive role model.
  • Providing technical advice to assist in resolving issues or queries within the team.
  • Preparing weekly management information statistics relevant to team duties.

To be successful in this role, you should have:

  • Strong interpersonal skills with the ability to communicate well both written and verbally to senior audiences.
  • Ability to understand and summarise complex information in a professional and concise manner.
  • Demonstrable knowledge of investment management, including relevant terminology.
  • Demonstrable knowledge of the regulatory environment and how it applies to and impacts your role.
  • Settlement operations experience gained within a financial institution.
  • Working knowledge of Microsoft Office packages, including Word and Excel.

Desirable qualifications include a relevant professional qualification, such as the CISI Investment Operations Certificate.

We offer a competitive salary, private medical insurance, life assurance, pension contribution, and a hybrid working model. We are committed to providing a safe, supportive, and inclusive environment for all colleagues.



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