Head of Financial Operations Specialist

3 days ago

Liverpool, Liverpool, United Kingdom Evelyn Partners Fund Solutions Limited Full time
About the Role

We are seeking an experienced Financial Operations Specialist to join our team at Evelyn Partners Fund Solutions Limited. As a key member of our operations team, you will play a critical role in ensuring the smooth day-to-day functioning of our financial services operations.

Key Responsibilities
  • Compliance and Risk Management: Ensure ongoing compliance with anti-money laundering regulations, the Financial Services Compensation Scheme, Foreign Account Tax Compliance Act (FATCA), FCA and CASS rules, knowledge of Suitability and KYC requirements.
  • Client Onboarding and Data Management: Ensure the onboarding of new clients within agreed SLA and maintaining accurate data for existing clients.
  • Communication and Liaison: Respond to enquiries in a timely and professional manner, liaising with fund managers and external parties where relevant and in a timely manner, escalating any issues where relevant.
  • Quality and Accuracy: Adopt a high-quality culture to minimise errors and ensuring high-quality service levels are delivered. Ensure all work is with a high level of accuracy, including data input, document checking and payments, escalating to manager or relevant department where necessary.
  • Training and Development: Assist with training new recruits to the team in BAU activities, acting as a positive role model.
  • Conduct Risk Framework: Demonstrate an understanding and application of the Group's Conduct Risk Framework. Ensure that knowledge and skills are maintained and developed in line with industry, regulatory and internal requirements by undertaking regular and appropriate continuous professional development (CPD).
  • Policies and Procedures: Operate in accordance with the division's policies and procedures manuals.
Requirements
  • Experience: Experience gained within a financial services institution, especially in Operations, is advantageous but not essential.
  • Interest in Financial Services: Demonstrable interest in financial services and in particular investment management.
  • Technical Skills: Working knowledge of Microsoft Office packages, minimum basic level Word and intermediate level Excel.
  • Flexibility: Flexible approach to team priorities.
What We Offer
  • 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 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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