Job description
Company Description

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.

We provide an award-winning service for our clients by employing the best people. Join us on our mission 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.

Read more about us and available career opportunities here:

Wealth, accountancy and business advisory services | Evelyn Partners

Careers | Evelyn Partners

Job Description

Job purpose

To perform the daily duties associated with all Corporate Action functions to ensure all events are processed accurately within the market deadlines. This process includes event notification, broadcasting, collation and input of client elections, updating client portfolios with any outturn and completion of reconciliations.

Key Responsibilities
• Ensure that all tasks are completed to a high standard and work produced within deadlines and that any anomalies are reported to your line manager within agreed timescales.
• Ensure that personal and team KPI’s / KRI’s / MIR are met, assist in collation of MI highlighting any issues to management.
• Respond to telephone and email enquiries in a timely professional manner, liaising with fund managers and external parties where relevant and in a timely manner, escalating any issues where relevant.
• Log, maintain and respond to written client enquiries in a timely manner, ensuring all client and external documents are relevant and up to date.
• Contribute to the review of team tasks, identifying improvements with a view to enhancing client service. Participate in, and contribute to, any ad-hoc project-related work where necessary.
• Adopt a high-quality culture to minimise errors and ensuring high quality service levels are delivered. Ensuring all work is with a high level of accuracy, including data input, document checking and payments, escalating to manager or relevant department where necessary.
• Support and provide cover for other members of the team and wider department as and when required.
• Assist with training new recruits to the team in BAU activities, acting as a positive role model.
• Ensure that fair treatment of clients is at the forefront of all activities and that all interactions are conducted in an open and transparent manner.
• 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).
• Operate in accordance with division's policies and procedures manuals.
• Any other duties as required.

Qualifications

Key Skills and Experience
• Experience gained within a financial services institution especially in Operations is advantageous but not essential.
• Demonstrable interest in financial services and in particular investment management.
• Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel.
• Strong Interpersonal skills are essential, with the ability to communicate well both written and verbally to senior audiences.
• Ability to work well in a team but concurrently comfortable to work individually.
• Demonstrate ability to understand and summarise complex information in a professional and concise manner.
• Ability to solve problems quickly.
• High levels of accuracy and attention to detail.
• Ability to organise workloads effectively and meet tight deadlines.
• Responding to queries from both internal and external parties in a timely manner and providing a high level of customer service both internally and externally.
• Flexible approach to team priorities.

Professional Qualifications and Education
• For candidates with no relevant experience, Scottish Higher / GCSE’s (or equivalent) at level C or higher in relevant subject.
• Relevant professional qualifications e.g. CISI Investment Operations Certificate desirable but not essential.

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.