Technical Specialist - Capital Gains Tax

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 Liverpool. You will be responsible for performing the daily duties, checking and general processing of all CGT functions, in a timely and accurate basis, whilst ensuring compliance with regulatory requirements. The role holder will operate within defined standards and guidelines which are aligned to service level agreements and data quality controls.

This is a fantastic opportunity to join a high focus team with exposure to senior stakeholders.

As a Technical Specialist - Capital Gains Tax, your responsibilities will include among others:

Ensure that all tasks are completed to a high standard, any anomalies are reported to your line manager within agreed timescales and ensure that personal and team KPI’s / KRI’s / MIR are met.
Provide technical advice to assist in resolving issues or queries which arise within the team and contribute and assist with change initiatives relevant to the team.
Support the change management programme relevant to your area and be actively involved in the development and delivery of changes to operational and systems infrastructure.
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, all interactions are conducted in an open and transparent manner and demonstrate an understanding of the risks to clients within their operation and how these will be mitigated.
Demonstrate a thorough understanding of the firms regulatory framework and how this applies to your role.

Qualifications

To be successful in this role, you should:

Settlement operations experience gained within a financial institution.
Demonstrable knowledge of investment management, including relevant terminology.
Demonstrable knowledge of the regulatory environment and how it applies to and impacts your role.
Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel.
Demonstrate ability to understand and summarise complex information in a professional and concise manner.
Strong Interpersonal skills are essential, with the ability to communicate well both written and verbally to senior audiences.
Desired:

Relevant professional qualification(s) desirable e.g. CISI Investment Operations Certificate.
Experience of delegating and reviewing work advantageous 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

United Kingdom
England
Liverpool Show on map Get directions