Evelyn Partners
Operations Executive - Liverpool
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Operations Executive - Liverpool
Operations Executive – Liverpool
Company Description
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to help clients embrace their future.
Our success depends on our people—our guiding principle is placing the power of good advice into more hands. We go further to understand our clients’ needs and prioritise what matters most to them. Our mission is to enable confident decision-making, build strong foundations for the future, and guide clients toward their goals.
Job Description
What will you be doing?
We’re seeking talented individuals to join our Operations team in Liverpool. In this role, you’ll perform daily processing functions—checking, reviewing, and executing all Operations tasks—while ensuring strict compliance with regulatory requirements and upholding service level agreements (SLAs) and data quality controls.
This is a exciting career opportunity for someone looking to start or advance their career as an Operations Executive.
- Hybrid working available
- A positive working environment where you can thrive
- Opportunities for career development
Note: This role is being advertised to build a talent pool for future vacancies within our team. By applying, your details will be reviewed and retained for consideration. A recruitment team member may reach out for further discussion.
Key Responsibilities
As an Operations Executive, you will:
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- Ensure all tasks are completed to a high standard, on time, with clear escalation protocols for anomalies.
- Monitor and support team-key performance indicators (KPIs), Key Result Indicators (KRIs), and Management Information Reports (MIRs)—highlighting any issues to management.
- Respond professionally and promptly to phone, email, and system enquiries, liaising with external parties as needed and escalating issues appropriately.
- Log, maintain, and process written client enquiries efficiently, ensuring all documents remain accurate and up to date.
- Foster a high-quality culture by minimising errors and delivering consistent, accurate service levels, including data input, document checks, and timely escalations.
- Ensure fair treatment of clients, maintaining open, transparent, and compliant interactions across all activities.
Qualifications & Experience
Essential Requirements
To excel in this role, you should:
- Demonstrate a strong interest in financial services.
- Have a basic level of Microsoft Word and intermediate-level Excel skills.
- Exhibit excellent interpersonal skills, with the ability to communicate effectively—written and verbally—to senior stakeholders.
- Be able to analyse complex information, summarise it professionally, and resolve issues quickly and accurately.
- Organise workloads effectively, meet tight deadlines, and adapt to team priorities with a flexible approach.
- Provide steady and high-quality customer service, both internally and externally, with prompt responses to queries.
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Desirable (Not Required But Helpful)
- Previous financial services experience, particularly in Operations roles—great but not mandatory.
- For candidates with no relevant experience, qualifications such as:
- Scottish Higher/GCSEs (or equivalent) at Level C or higher in a relevant subject.
- Relevant professional qualifications, such as the CISI Investment Operations Certificate—advantageous but not essential.
Benefits & Perks
As an Evelyn Partners colleague, we offer:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contributions
- Hybrid working model (depending on role)
- Generous annual leave package (plus the option to buy extra holiday)
- Shared parental leave
Our Diversity & Inclusion Commitment
We are proud to be a representative, diverse organisation, mirroring the backgrounds and identities of our clients. Evelyn Partners actively supports:
- Employee resource groups (ERGs) with varying interests
- Multiple DE&I initiatives across the business
- A culture where everyone can thrive in a safe, inclusive, and supportive workspace.
Reasonable adjustments can be made at any stage of the application process—please inform your recruiter if you require support.
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