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Operations Executive - Liverpool

Evelyn Partners · Liverpool, England, GB

Company Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice t...

Job description

Company Description 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 talented individuals to join our Operations team in Liverpool. You will be responsible for performing the daily duties, checking and general processing of all Operations functions, in a timely and accurate basis, whilst ensuring compliance with regulatory requirements and operating within defined standards and guidelines which are aligned to service level agreements and data quality controls. This is a fantastic opportunity for someone looking to either kickstart, or continue their career as an Ope...