Operational Excellence Specialist

7 days ago


Glasgow, Glasgow City, United Kingdom Evelyn Partners Full time

About Evelyn Partners


Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.


We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.


Our mission is to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.


An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.


Job Summary


We are seeking an Operational Excellence Specialist to join our team. This role requires someone who is commercially aware & strategic in operational approach, with great planning, organisational and communication skills.


The successful candidate will be responsible for ensuring all client transfers In are dealt with promptly and accurately, including liaising with external third parties, responding to queries from front office teams in a timely manner, and identifying any weaknesses in internal controls and recommending potential improvements.


Key Responsibilities



  • To ensure all client transfers In are dealt with promptly and accurately, including liaising with external third parties.
  • Respond to queries from front office teams such as Investment Management & Client Services in a timely manner.
  • Ensure all incoming queries are monitored and responded to daily.
  • Identify any weaknesses in internal controls and recommend potential improvements.
  • Assist in the collation of MI relating to Transfers In functions, highlighting issues to the team manager upon exposure.
  • Participate in, and contribute to, any ad-hoc project-related work where necessary.

Requirements


The ideal candidate will have previous experience in an Investment Operations role and possess strong Microsoft Office skills & experience, particularly Microsoft Excel. They will also have effective and professional communication skills, both verbal and written, with an ability to adapt conversation for external parties and to suit any level within the business.


A positive can-do attitude, with a strong desire to deliver results, is essential. The candidate should be comfortable working as an individual as well as working well within a team and able to adapt to changes in process and the use of new systems.


Benefits


We offer a competitive salary of £55,000 - £65,000 per annum, private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, option to purchase additional holiday, and 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. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.



  • Glasgow, Glasgow City, United Kingdom Iberdrola Energie Deutschland GmbH Full time

    We are seeking an exceptional Operational Excellence Specialist to join our team at SP Energy Networks, a part of the Iberdrola Group.As an Operational Excellence Specialist, you will play a crucial role in driving internal performance improvements across various customer service functions, including the distribution call centre, customer connections, and...


  • Glasgow, Glasgow City, United Kingdom Dabster Full time

    About UsDabster is a leading recruitment specialist that connects top talent with global companies.We strive to be the premier partner for securing top talent for various clients, delivering operational excellence and innovation.Job OverviewThis role involves leading end-to-end process engineering projects to drive significant process...


  • Glasgow, Glasgow City, United Kingdom Kura Full time

    About the RoleAs a key member of our team, you will play a critical role in driving service excellence and operational efficiency across our client operations.We are seeking an experienced Continuous Improvement Manager to join our team and contribute to our goal of delivering exceptional customer experiences.Your primary focus will be on developing and...


  • Glasgow, Glasgow City, United Kingdom Royal Mail Group Full time

    About the RoleWe are seeking an exceptional Customer Operations Excellence Leader to join our team at Royal Mail Group. This is a challenging and rewarding role that requires a strong leader with excellent communication and problem-solving skills.Job SummaryThe Customer Operations Excellence Leader will be responsible for leading and developing a team of...


  • Glasgow, Glasgow City, United Kingdom Amazon Full time

    Are you a strategic leader looking to drive operational excellence in a fast-paced environment? We're seeking an experienced Operational Excellence Lead to join our team at Amazon.About the RoleThis is a challenging and rewarding opportunity for a talented individual to lead operational teams on a shift, manage and develop Area Managers, and work closely...


  • Glasgow, Glasgow City, United Kingdom Amazon TA Full time

    About Amazon LogisticsAmazon Logistics (AMZL) handles last mile delivery duties in partnership with third-party distribution businesses. We utilize creative thinking and continuous improvement initiatives to get millions of physical products into the hands of our customers.Our goal is to make our customers' delivery experience as smooth as possible and roll...


  • Glasgow, Glasgow City, United Kingdom ADAGIO Full time

    Job SummaryWe are seeking an experienced Operational Excellence Director to lead our maintenance team at Adagio Glasgow Central. As a key member of our operations team, you will be responsible for ensuring the smooth day-to-day operation of our hotel facilities, including repairs, alteration, and installation of work.About the RoleThe Operational Excellence...


  • Glasgow, Glasgow City, United Kingdom Commonwealth Sport Full time

    Chief Operating OfficerAbout the Role:We are seeking an experienced and skilled Chief Operating Officer to join our team at Commonwealth Sport. The successful candidate will be responsible for ensuring the seamless execution and operational excellence of the Glasgow 2026 Commonwealth Games.About You:You will have a proven track record in delivering...


  • Glasgow, Glasgow City, United Kingdom Compass Group UK & Ireland Full time

    Job OverviewWe are currently seeking a Head of Workforce Planning & Operations to join our team at Levy UK & Ireland. This exciting opportunity will see you working closely with our operations team to develop and implement a comprehensive people strategy, ensuring the venue is staffed with exceptional culinary and hospitality professionals.This role requires...


  • Glasgow, Glasgow City, United Kingdom Reed Specialist Recruitment Ltd Full time

    Job Description: We are seeking an experienced Financial Operations Director to join our team at Reed Specialist Recruitment Ltd in Glasgow City Centre. The successful candidate will play a key role in ensuring the provision of a strategic finance service is delivered and aligns to the achievement of the company's strategy. The role involves providing...


  • Glasgow, Glasgow City, United Kingdom Reed Specialist Recruitment Ltd Full time

    Job OverviewWe are seeking a highly skilled Financial Operations Specialist to join our team in Glasgow City Centre. This is an excellent opportunity for a motivated individual to take on a key role in driving financial performance and supporting business growth.About the RoleThe successful candidate will work closely with the Head of Finance to provide...


  • Glasgow, Glasgow City, United Kingdom Nationwide Specialist Services Full time

    **Job Overview:** At Nationwide Specialist Services, we offer exciting career opportunities for individuals passionate about providing top-notch cleaning services to commercial clients.We are currently looking for a Specialist Outdoor Cleaning Professional to join our team. As an integral part of our cleaning team, you will be responsible for ensuring that...


  • Glasgow, Glasgow City, United Kingdom Reed Specialist Recruitment Ltd Full time

    We are seeking a Director of Financial Operations to join our client, Reed Specialist Recruitment Ltd, based in Glasgow City Centre. This is an exciting opportunity for a senior finance professional to lead the development and implementation of financial strategies that drive business growth and profitability.The ideal candidate will have significant...


  • Glasgow, Glasgow City, United Kingdom Red - Specialist Recruitment Full time

    Red - Specialist Recruitment is seeking a skilled Process Engineer to join our client in Orkney on a permanent basis.Job SummaryWe require a highly experienced Process Engineer with expertise in hydrogen production and fuelling infrastructure. The successful candidate will be responsible for the design, development, operation, safety, and continuous...


  • Glasgow, Glasgow City, United Kingdom FDM Group Ltd. Full time

    About the RoleFDM Group Ltd. is seeking a skilled IT Operations Specialist to join our team. As an IT Operations Specialist, you will be responsible for ensuring the security and resilience of our clients' IT estates.You will work closely with our clients to understand their technology needs and develop solutions to meet those needs. This will involve diving...


  • Glasgow, Glasgow City, United Kingdom CityFibre Full time

    **Overview of the Company:**CityFibre is a leading digital infrastructure provider in the UK, committed to delivering fast and reliable fibre-optic broadband services. As a company, we prioritize innovation, sustainability, and customer satisfaction, aiming to create a solid foundation for digital growth.Our network is designed to meet the growing demands of...

  • Control Room Operator

    3 weeks ago


    Glasgow, Glasgow City, United Kingdom Norit Activated Carbon Full time

    Job Summary: We are seeking a skilled Control Room Operator to join our team at Norit Activated Carbon. In this role, you will be responsible for ensuring the safe and efficient operation of our chemical manufacturing plant. This is an exciting opportunity for a motivated individual who is passionate about process control and industrial operations. Key...


  • Glasgow, Glasgow City, United Kingdom ENGINEERINGUK Full time

    About UsENGINEERINGUK is a global engineering and construction company that values responsible growth and transformative impact. We create innovative places that benefit people and communities worldwide.Job RoleWe are seeking an experienced Director of Operational Excellence to join our team in 2024. As a key member of our project delivery team, you will...


  • Glasgow, Glasgow City, United Kingdom FDM Group Ltd. Full time

    About The RoleFDM Group Ltd. is seeking a highly motivated and skilled IT Operations Specialist to join our team.This role offers a unique opportunity to work with a variety of clients, supporting the security and resilience of their IT estates. As an IT Operations Specialist, you will be responsible for ensuring the smooth operation of IT systems,...


  • Glasgow, Glasgow City, United Kingdom Morson Talent Full time

    Job Title: Operations Lead SpecialistScottish Power is seeking an Operations Lead Specialist to join their team for a 6-month contract. The successful candidate will be responsible for managing the asset management process, tracking and monitoring metering assets from procurement to end-of-life.Key Responsibilities:Assist the Operations Team in managing the...