Operations Executive – Liverpool

About Evelyn Partners

Evelyn Partners is a UK leader in wealth management, delivering personalised, expert investment management and financial planning advice. Guided by our purpose—"placing the power of good advice into more hands"—we ensure clients can make significant decisions with confidence, build secure futures, and achieve their goals.

At the heart of our success is our people. We foster a passionate, learning-focused team as part of our commitment to longevity, innovation, and client-centred care.

What You’ll Be Doing

We’re seeking an Operations Executive to join our team in Liverpool. You’ll need to perform daily processing, checking, and compliance-adherent duties, ensuring strict adherence to regulatory standards, service level agreements (SLAs), and data quality controls.

This role is part of our ongoing talent pool development. Applying means your details will be retained, and our recruitment team may reach out for future opportunities.

Key Responsibilities

• Ensure timely, accurate completion of all operations tasks, reporting anomalies to line managers within agreed deadlines.
• Support KPI/KRI/MIR attainment, assist in MI collation (flagging issues to senior teams).
• Resolve client and operational queries—in person, via phone, email, and systems—with professionalism, efficiency, and escalation when needed.
• Maintain and update client correspondence and records, ensuring all documentation remains accurate and current.
• Uphold high-quality workflows, minimise errors, and deliver consistently precise data entry, document checks, and escalations to managers as necessary.
• Prioritise fair treatment and transparency in client interactions—ensuring empathy, clarity, and integrity across all communications.