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Operations Executive - Entry Level

evelyn Partners
Job LocationGlasgow
EducationNot Mentioned
SalarySalary negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Evelyn Partners are the leading integrated wealth management and professional services group within the United Kingdom. With £56 billion of assets under our management (as of November 2021), we rank as the third-largest UK wealth manager measured by revenuesand the sixth-largest professional services firm ranked by fee income (source: Accountancy Age 50+50 rankings, 2021).We are motivated and inspired by our purpose: to place the power of good advice into more hands for both individuals and businesses. Our purpose is supported by our 3 core values:

  • Personal - we treat you as an individual
  • Partnership - we go further together
  • Performance - we strive for more
Our entry positions are excellent opportunities for graduate or entry-level candidates with keen attention to detail, customer services experience (retail and hospitality experience is welcomed), basic to moderate understanding of Microsoft packages (specificallyExcel, Word and Outlook) and eagerness to pursue a professional career within the Investment, Financial or Accountancy sectors. The opportunities we can provide will suit a candidate who may have started their first role(s) in general administration, datamigration/ analysis, customer services and/ or studies/ further education within these sectors.By applying to this position, you will be contacted by our recruitment team to discuss our interview days in Glasgow. The benefit of the interview day is; that you complete one interview and hiring managers will be able to consider you for several opportunitieswithin the business. Testing metrics on general MS Excel and attention to detail are mandatory prior to the interview day and take mere minutes to complete.Key Responsibilities:Dependent on the specific role that you are offered, you will find the duties below which would be part of your day-to-day activities,
  • Produce client mailings and track responses to progress client transfers quickly and efficiently.
  • Accurate input of client data to in-house systems (training provided)
  • Creation of data feeds or snapshots of progression made for client reports
  • Liaise with third-party product providers and track responses.
  • Ensure appropriate time management in line with service level agreements
  • Maintain Excel worksheets to ensure the tracking of client progression is up to date at all times.
Skills and Qualifications:
  • FS product knowledge or operational experience within the financial services industry; useful but not essential.
  • Good standard of education to include Maths and English (GCSE minimum: C).
  • Proficient IT skills in core Microsoft Office systems; Excel, Word, Outlook (ability to use Mail Merge and/or intermediate Excel skills are not essential but beneficial).
  • Organisation and prioritisation skills; being able to work independently and within a team
  • Excellent verbal and written communication skills with an eye for detail.
  • Professional telephone manner.
What we can offer:
  • Further experience and opportunities for continued professional development
  • Operational experience within the financial services industry; providing you with career foundations and progression opportunities within the group.
  • Company Pension
  • Group Life Assurance - In the unfortunate event of your death whilst in employment, a lump sum of 4x your salary is paid to the beneficiary identified by you.
  • Group Income Protection (This benefit, which is subject to a successful claim, protects employees who are off work on long-term sick leave)
  • Private Medical Insurance (PMI)
  • Employee Assistance Programme
  • Generous Holiday Entitlement
Value StatementWe value the differences that a diverse workforce adds to our company and promote representation across our society and clients.We are committed to providing a work environment where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and know that they can achieve their full potential and work in a safe, supportive, and inclusive environment.If you require: any reasonable adjustments during our application process, please let our recruitment team know.

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