Operations Executive - Scripts at Evelyn Partners Group Limited

Leeds, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

29 Jun, 26

Salary

0.0

Posted On

31 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Operational Experience, FS Product Knowledge, Organisation Skills, Prioritisation Skills, Proficient IT Skills, Microsoft Office, Verbal Communication, Written Communication, Attention To Detail, Professional Telephone Manner

Industry

Financial Services

Description

Company Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals. Job Description What will you be doing? We’re seeking a talented individual to join our team in Leeds, which is responsible for providing a first-class support function to the financial planning teams nationwide by way of delivering third party client policy information in an agreed format, both accurately and within SLAs. We offer hybrid working, a positive working environment you can thrive in and opportunities to further develop your career. As Operations Executive - Scripts, your responsibilities will include among others: Ensure all Operational deliverables are actioned on time in accordance with SLAs, agreed quality standards, regulatory and company requirements Provide an excellent telephone-based service while developing and maintaining effective relationships with colleagues, clients and third parties Contact and liaise with relevant product providers/third parties to obtain accurate policy information for report scripts and valuations Accurate completion of script templates and Xplan updates Complete project related activities or general tasks as instructed by the Manager or Head of Operations, Leeds and follow through to completion, dealing with any queries that arise from these activities Assess client file documents in accordance with compliance requirements, identifying and correcting remedial actions as required Qualifications To be successful in this role, you should: Operational experience within the financial services industry FS product knowledge with a desire for further development and to undertake relevant examinations Organisation and prioritisation skills; being able to work independently and within a team Proficient IT skills in core Microsoft Office systems Excellent verbal and written communication skills with an eye for detail Professional telephone manner Desired: Excellent standard of education to include Maths and English Additional Information As a colleague here at Evelyn Partners, you will have access to benefits that include: Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependant) 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. 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. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know. Office Location: Leeds : Leeds (Wellington Place)

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Responsibilities

As an Operations Executive - Scripts, you will ensure all operational deliverables are actioned on time and provide excellent telephone-based service while maintaining effective relationships. You will also liaise with product providers to obtain accurate policy information and complete project-related activities.