Investment Management Support Associate

1 day ago


Leeds, Leeds, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Key Responsibilities

The primary objective of this role is to provide an excellent telephone-based service to external adviser firms. Key responsibilities include:

  • Providing information on client investments
  • Maintaining core systems (Xplan) ensuring all tasks are completed in line with policy and procedures.
  • Liaising with operation teams and processing Account Management tasks in relation to the Managed Portfolio Service (payments, ISA Subscriptions, Change of Strategy)
  • Processing third-party adviser charges and delivering remittance advices in a timely manner
  • Delivering key documentation and MI to external adviser firms
  • Handling My Evelyn Service requests and queries in a timely, compliant manner meeting agreed performance standards.

We also require the ability to complete project-related activities or general tasks as instructed by the Business Development Team lead, while maintaining awareness of compliance, risk, and quality issues.



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