Evelyn Partners is the UK’s leading integrated wealth management and professional services group, created by the merger of Tilney and Smith & Williamson on 1 September 2020.

With £54.8 billion of assets under management (as of 30 June 2021), it ranks as the third largest UK wealth manager measured by revenues and the eighth largest professional services firm ranked by fee income. The Group currently operates through three principal brands: Evelyn Partners, and online investment service Bestinvest. It has a network of 28 offices across the UK, as well as the Republic of Ireland and the Channel Islands. Through its operating companies, the Group offers an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.


What will you be doing?

Provide a first-class support function to the financial planning teams nationwide by way of delivering third party client policy information in an agreed format, both accurately and within SLAs. Ensure we engage with internal clients and external providers in a professional, compliant, and efficient manner.

As Operations Executive, Scripts, some of your responsibilities will include:

  • Ensure all Operational deliverables are actioned on time in accordance with SLAs, agreed quality standards, regulatory and company requirements.
  • Provide an excellent telephone-based service to internal and external clients and third parties.
  • Maintain core systems ensuring all tasks are completed in line with company policy and procedures.
  • Contact and liaise with relevant product providers/third parties to obtain accurate policy information for report scripts and valuations.
  • Effective challenging if information provided appears incorrect.
  • Accurate completion of script templates and Xplan updates.
  • Prioritise workload to ensure all activities are timely, compliant, and conducted in a manner that will meet agreed performance standards.
  • Complete project related activities or general tasks as instructed by the Manager or Head of Operations, Leeds and follow through to completion, dealing with any queries that arise from these activities.
  • Develop and maintain effective relationships with clients, colleagues and third parties.
  • Assess client file documents in accordance with compliance requirements, identifying and correcting remedial actions as required.
  • Be aware and act upon any compliance, risk and quality issues.
  • You may be asked to undertake other duties to support the workload across the teams within Leeds Operations. Training will be provided as appropriate.

To be successful in this role, you should:

  • Operational experience within the financial services industry
  • Excellent standard of education to include Maths and English
  • FS product knowledge with a desire for further development and to undertake relevant examinations
  • Proficient IT skills in core Microsoft Office systems
  • 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

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

We value the differences that a diverse workforce brings, representative of 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 feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

If you need any reasonable adjustments for your application process, please let your recruiter know.