Chief Financial Operations Manager

3 weeks ago


Glasgow, Glasgow City, United Kingdom Evelyn Partners Full time

Evelyn Partners, the UK's leading integrated wealth management and professional services group with over 186 years of experience in helping generations of people and businesses thrive.

About Evelyn Partners

We offer a comprehensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses. Our exceptional track record of growth and innovation is driven 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.

Read more about us and available career opportunities here:

Wealth, accountancy and business advisory services | Evelyn Partners

The role we are seeking a talented individual for is part of our Data Integrity team in Glasgow. The successful candidate will be responsible for performing daily tasks associated with reconciliation breaks across different systems in a timely and accurate manner, ensuring compliance with regulatory requirements.

This position operates within defined standards and guidelines aligned to service level agreements and data quality controls.

Responsibilities
  • Assist team in completing daily tasks associated with reconciliation of breaks across different systems.
  • Demonstrate a thorough understanding of the firm's regulatory framework, how this applies to your role and an understanding of the risks to clients within their operation and how these will be mitigated.
  • Reconciliation experience gained within a financial institution.
  • Demonstrable knowledge of the regulatory environment and how it applies to and impacts your role.
  • Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel.
What We Offer
  • Competitive salary of £60,000 - £80,000 per annum.
  • Private medical insurance.
  • Life assurance.
  • Pension contribution.
  • Hybrid working model (role dependent).
  • Generous holiday package.
  • Option to purchase additional holiday.
  • Shared parental leave.
Our Core Values

At Evelyn Partners, we value Trust, Respect, and Innovation. If you share these values and are looking for a challenging role in a dynamic environment, please get in touch.



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