Financial Operations Director

1 week ago


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

Evelyn Partners is the UK's leading integrated wealth management and professional services group, boasting 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 core values are centered around Personal, offering advice based on a true understanding of what matters to our clients; Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Role Overview

We're seeking a highly skilled individual to join our Data Integrity team in Glasgow as an Operations Executive. You will be responsible for performing daily duties, checking, and general processing of all reconciliation breaks between core systems, ensuring timely and accurate execution while adhering to regulatory requirements.

Responsibilities
  • Assist the team in completing daily tasks associated with reconciliations across different systems.
  • Demonstrate a thorough understanding of the firm's regulatory framework and its application to your role, as well as the risks to clients within their operation and how these can be mitigated.

This position requires reconciliation experience gained within a financial institution and knowledge of the regulatory environment and its impact on your role. Additionally, proficiency in Microsoft Office packages, including intermediate level Excel, is necessary.

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

We value diversity and promote an inclusive work environment, reflecting society and our clients. Our employee resource groups are highly active, and we implement multiple diversity, equity, and inclusion initiatives throughout the organisation.



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