Financial Services Operations Specialist
1 day ago
We are seeking a skilled Financial Services Operations Specialist to join our team at Evelyn Partners. In this role, you will be responsible for ensuring that all eligible transactions for the group are reported to the regulator correctly and on time in line with the MiFID II regulations.
Key Responsibilities- Complete tasks to a high standard and work produced within deadlines; report any anomalies to your line manager within agreed timescales.
- Ensure personal and team KPI's / KRI's / MIR are met; assist in collation of MI highlighting any issues to management.
- Respond to enquiries in a timely professional manner; liaise with fund managers and external parties where relevant.
- Contribute to the review of team tasks; identify improvements to enhance client service. Participate in project-related work where necessary.
- Apply the Group's Conduct Risk Framework; maintain knowledge and skills in line with industry, regulatory and internal requirements through regular CPD.
To succeed in this role, you should have:
- Demonstrable interest in financial services and investment management.
- Working knowledge of Microsoft Office packages: Word and Excel.
- Strong interpersonal skills for effective communication with senior audiences.
- Ability to work well in a team; comfortable working individually.
- Demonstrate ability to understand and summarise complex information professionally.
- Organise workloads effectively; meet tight deadlines.
- Provide excellent customer service internally and externally.
You will require:
- Scottish Higher / GCSE's (or equivalent) at level C or higher in relevant subjects.
- Relevant professional qualifications e.g. CISI Investment Operations Certificate desirable but not essential.
- Experience gained within a financial services institution is advantageous but not essential.
Evelyn Partners offers a competitive salary and benefits package, including:
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependent)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We value diversity and aim to create an inclusive environment for all colleagues. Please let us know if we can make any reasonable adjustments to accommodate your needs throughout the application process.
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