Client Liaison Manager

4 days ago


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

Evelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group, offering an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

We are seeking an experienced Client Liaison Manager to join our team in Glasgow. The successful candidate will be responsible for acting as an alternate contact for the department on Group wide projects and initiatives, and supporting management in ensuring that systems, processes, and controls are in place and are fit for purpose.

The ideal candidate will have significant operations authorized funds experience gained within financial services or an outsourced provider, with demonstrable knowledge of the regulatory environment relating to authorized funds and functions of an Authorised Corporate Directors.

Key Responsibilities:

  • Act as an alternate contact for the department on Group wide projects and initiatives.
  • Support management in ensuring that systems, processes, and controls are in place and are fit for purpose.
  • Support management in ensuring that team procedures are documented, periodically reviewed, and updated.
  • Support the senior manager in the implementation of the risk and control matrix.
  • Work with management to review business initiatives, policies, and products from an operational perspective to ensure that they are fully supportable.
  • Provide technical assistance to the change management programme relevant to your area and actively manage the development and delivery of changes to operational and systems infrastructure.
  • Prepare accurate and comprehensive management information within the timescales agreed.

Key Skills and Experience:

  • SIGNIFICANT OPERATIONS AUTHORISED FUNDS EXPERIENCE GAINED WITHIN FINANCIAL SERVICES OR AN OUTSOURCED PROVIDER.
  • Demonstrable and practical knowledge of the regulatory environment relating to authorised funds and in particular those relating to functions of an Authorised Corporate Directors.
  • Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel.

Salary: £60,000 - £70,000 per annum, depending on experience.

Benefits:

  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners Fund Solutions Limited, 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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