Financial Operations Specialist

2 days ago


Glasgow, Glasgow City, United Kingdom Evelyn Partners Full time

Job Summary

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We are seeking a skilled Financial Operations Specialist to join our team in Glasgow. As an Operations Executive - Position Maintenance, you will be responsible for performing daily duties, checking and processing position maintenance functions in a timely and accurate manner while ensuring compliance with regulatory requirements.

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About the Role

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  • You will operate within defined standards and guidelines aligned to service level agreements and data quality controls.">
  • Your responsibilities will include assisting the team in completing daily tasks associated with internal transfers, book cost updates, and other position maintenance functions/requirements.">
  • You will ensure that all tasks are completed to a high standard and report any anomalies to your line manager within agreed timescales.">
  • Additionally, you will ensure personal and team KPIs/KRIs/MIR are met, and fair treatment of clients is at the forefront of all activities.">
  • You will demonstrate a thorough understanding of the firm's regulatory framework and how it applies to your role.">
  • Furthermore, you will understand the risks to clients within their operation and how these will be mitigated.">
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Qualifications and Skills

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  • You should have settlement operations experience gained within a financial institution.">
  • Demonstrable knowledge of investment management, including relevant terminology and the regulatory environment, is essential.">
  • A working knowledge of Microsoft Office packages, including Word and Excel, is required.">
  • You should be able to understand and summarise complex information in a professional and concise manner.">
  • Good communication skills, both verbal and written, and strong interpersonal skills are necessary.">
  • Ability to work accurately and under pressure, multi-task, and interpret information quickly is essential.">
  • Relevant professional qualifications, such as the CISI Investment Operations Certificate, are desirable but not essential.">
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Salary and Benefits

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The estimated salary for this role is £40,000-£55,000 per annum, depending on experience. You will also receive a competitive benefits package, including private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, and option to purchase additional holiday.

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About Us

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Evelyn Partners is a leading provider of financial services, committed to providing a safe, supportive, and inclusive environment for all colleagues. We value diversity and strive to create a workplace where everyone can achieve their full potential.

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Contact Information

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Please note that we do not accept applications via email or social media. To apply for this role, please contact your Recruiter directly.



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