Settlements Professional

22 hours ago


Glasgow, Glasgow City, United Kingdom Evelyn Partners Fund Solutions Limited Full time
About This Role

Evelyn Partners Fund Solutions Limited is a leading provider of wealth management and professional services in the UK, with over 186 years of experience. We're currently seeking an experienced Operations Executive to join our Settlements team in Glasgow.

This role involves performing daily duties associated with all Settlement functions, including CREST, Jersey, unit Trusts, Cash Reconciliations, Fund Settlement, and Client money. You'll be expected to maintain high levels of accuracy and provide excellent customer service.

  • You will be responsible for responding to telephone and email enquiries in a timely and professional manner, liaising with fund managers and external parties where necessary.
  • You will adopt a high-quality culture to minimise errors and ensure high-quality service levels are delivered.
  • You will demonstrate an understanding and application of the Group's Conduct Risk Framework, ensuring that knowledge and skills are maintained and developed in line with industry, regulatory and internal requirements.
Salary and Benefits:

The salary for this role is approximately £35,000 - £45,000 per annum, depending on experience. In addition to a competitive salary, you'll also receive a range of benefits, including private medical insurance, life assurance, pension contribution, generous holiday package, option to purchase additional holiday, and shared parental leave.

We value the differences that a diverse workforce brings, representative of society and our clients. We have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation.



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