Financial Services Operations Specialist

1 day ago


Glasgow, Glasgow City, United Kingdom Evelyn Partners Full time
About the Role

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.
About You

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.
Qualifications and Experience

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.
What We Offer

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.



  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    We're seeking a skilled Financial Services Transfer Specialist to join our Client Solutions Operations teams. This role is integral to delivering exceptional customer service, maintaining a healthy balance between meeting customer needs and managing a dynamic workload.As a key member of our team, you'll be responsible for managing multiple queries, ensuring...


  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    We're seeking a skilled Client Solutions Transfer Analyst to join our user Client Solutions Operations teams. This role requires exceptional customer service skills, with a focus on maintaining a healthy balance between delivering on customer needs and expectations, while managing a dynamic and varied workload.As a Client Solutions Transfer Analyst, you'll...


  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    We're seeking a Transfer Operations Specialist to join our Client Solutions Operations teams. This role is integral to delivering exceptional customer service, balancing competing priorities while meeting deadlines. You'll be responsible for managing multiple queries, ensuring timely resolutions and a positive customer experience.As a key member of the team,...


  • Glasgow, Glasgow City, United Kingdom CAPCO Full time

    About the RoleWe are seeking an experienced Operational Risk Specialist to join our team at Capco. As an Operational Risk Specialist, you will be responsible for reviewing Operational Risk Events originating in Front Office/Corporate areas, providing challenge over root cause/control failures + required control enhancements.Key ResponsibilitiesReview of...


  • Glasgow, Glasgow City, United Kingdom SThree Management Services Full time

    Key Responsibilities:The Billing Specialist will be responsible for the day-to-day processing of unbilled items in line with customer requirements and delivery in a timely fashion.Key Performance Indicators:Ensure Billing is processed and delivered accurately on a daily basis in line with agreed SLA's.Develop close working relationships across both Internal...


  • Glasgow, Glasgow City, United Kingdom CAPCO Full time

    About the RoleCapco is seeking an experienced Operational Risk Specialist to join our team in Glasgow. As an Operational Risk Specialist, you will be responsible for reviewing Operational Risk Events, providing challenge over root cause/control failures, and required control enhancements.Key ResponsibilitiesReview of Operational Risk Events originating in...


  • Glasgow, Glasgow City, United Kingdom LendInvest Full time

    About the RoleAs a Financial Operations Specialist at LendInvest, you will play a key role in the processing, execution, and reconciliation of operational finance transactions. This role involves working with the Finance Transactions Team and Finance Reconciliations Team to ensure timely and accurate processing of financial transactions in accordance with...


  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    About the RoleWe're seeking a skilled Client Solutions Transfer Analyst to join our Client Solutions Operations teams. As a key member of our team, you'll play a vital role in delivering exceptional customer service and ensuring seamless transfer operations.Key ResponsibilitiesManage multiple queries and ensure timely resolution to meet customer...


  • Glasgow, Glasgow City, United Kingdom CAPCO Full time

    About the RoleCapco is seeking an experienced Risk and Control professional to join our team in Glasgow. As an Operational Risk Specialist, you will play a key role in supporting and growing a brand new Capco client.Key ResponsibilitiesReview and challenge Operational Risk Events originating in Front Office/Corporate areas, providing recommendations for...


  • Glasgow, Glasgow City, United Kingdom Search Consultancy Full time

    Operations Analyst - Financial Services Role OverviewSearch Consultancy is delighted to be recruiting an Operations Analyst for a leading firm within the Financial Services sector. This role will be worked on an ongoing temporary contract basis for a minimum of one year, with strong potential for the role to become permanent.Key Responsibilities:Providing...


  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    We're seeking a Senior Client Solutions Operations Analyst to join our technical servicing team.This role is integral to customer service, requiring a healthy balance between delivering on customer needs and expectations, while managing a dynamic and varied workload.Responsibilities include managing multiple queries, ensuring timely resolution, and...


  • Glasgow, Glasgow City, United Kingdom cv-library.co - Jobboard Full time

    Are you a finance professional looking for a new challenge? We have an exciting opportunity for a Financial Operations Specialist to join our team on a 12-month fixed-term contract. As the main finance focal point for 9 sites across Scotland and North of England, you will be responsible for ensuring financial controls and processes are followed, reviewing...


  • Glasgow, Glasgow City, United Kingdom Clyde & Co Full time

    Clyde & Co is a global law firm with a presence in 26 countries across 18 time zones. We are undergoing an exciting transformation in our Business Services function, paving the way for a promising future.Job DescriptionWe are seeking a highly skilled Financial Operations Specialist to join our Glasgow team. In this role, you will play a crucial part in...


  • Glasgow, Glasgow City, United Kingdom Venari Recruitment Limited Full time

    At Venari Finance, we are seeking a skilled Financial Operations Specialist to join our team on a 12-month fixed-term contract. As the main finance focal point for 9 sites across Scotland and North of England, you will be responsible for ensuring financial controls and processes are followed, reviewing monthly account reconciliations, and recommending...


  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    About the RoleWe're seeking a skilled Remediation Specialist to join our team at Nucleus Financial. As a Remediation Specialist, you'll play a crucial role in resolving complex issues and ensuring our customers receive a great service.Key ResponsibilitiesInvestigate issues to identify root causes and implement corrective actionsCollaborate with...


  • Glasgow, Glasgow City, United Kingdom CAPCO Full time

    Job Title: Financial Services Risk SpecialistAbout the Role:Capco is seeking a skilled Financial Services Risk Specialist to join our team in Glasgow. As a key member of our risk management team, you will play a critical role in identifying and mitigating operational risks across our financial services clients.Responsibilities:Review and analyze operational...


  • Glasgow, Glasgow City, United Kingdom Venari Recruitment Limited Full time

    At Venari Finance, we are seeking a skilled Financial Operations Specialist to join our team on a 12-month fixed-term contract. The successful candidate will be the main finance focal point for 9 sites across Scotland and North of England, with regular travel to one of the sites.This role would suit an individual who enjoys working with non-finance...


  • Glasgow, Glasgow City, United Kingdom Accor Full time

    At Adagio, we're looking for a talented individual to join our team as a Financial Operations Specialist. As a key member of our staff, you'll be responsible for closing PMS and balancing all financial reports, ensuring the accuracy and integrity of our financial transactions.Key responsibilities include:Welcome all guests with a warm smile and friendly...


  • Glasgow, Glasgow City, United Kingdom Exchange Street Claims & Financial Services Full time

    Job Title: Loss Adjusting SpecialistJob Summary:Exchange Street Claims & Financial Services is seeking an experienced Loss Adjusting Specialist to join their highly successful Domestic Major Loss team in Glasgow. The Loss Adjusting Specialist role is a technical position, supporting Loss Adjusters with their work throughout the handling of major loss claims....


  • Glasgow, Glasgow City, United Kingdom Clyde & Co Full time

    About the RoleWe are seeking a highly skilled Financial Services Operations Specialist to join our team in Glasgow. As a key member of our Working Capital Team, you will play a crucial role in ensuring the accurate and timely generation and dispatch of client invoices.Key ResponsibilitiesRaise billing guides and finalize bills on 3E, submitting them via...