Company Description
Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.
We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.
An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.
Read more about us and available career opportunities here:
Wealth, accountancy and business advisory services | Evelyn Partners
Job Description
What will you be doing?
To perform the daily duties, checking and general processing of all Static data functions, in a timely and accurate basis, whilst ensuring compliance with regulatory requirements. The role holder will operate within defined standards and guidelines which are aligned to service level agreements and data quality controls.
As Technical Specialist, Static Data, some of your responsibilities will include:
- Ensure that all tasks are completed to a high standard and that any anomalies are reported to your line manager within agreed timescales.
- Ensure that personal and team KPI’s / KRI’s / MIR are met.
- Provide technical advice to assist in resolving issues or queries which arise within the team.
- Contribute and assist with change initiatives relevant to the team.
- Prepare weekly management information statistics relevant to team duties.
- Support the change management programme relevant to your area and be actively involved in the development and delivery of changes to operational and systems infrastructure.
- Support and provide cover for other members of the team and wider department.
- Assist with training new recruits to the team in BAU activities, acting as a positive role model.
- Contribute to documenting team procedures, periodically reviewing and updating them.
- Attend and contribute to internal team meetings and raise relevant issues with your line manager.
- Support manager with attending meetings on their behalf.
- Ensure that fair treatment of clients is at the forefront of all activities and that all interactions are conducted in an open and transparent manner.
- Demonstrate a thorough understanding of the firms’ regulatory framework and how this applies to your role.
- Demonstrate an understanding of the risks to clients within their operation and how these will be mitigated.
- Any other duties as required.
Qualifications
Qualifications
To be successful in this role, you should:
- Settlement operations experience gained within a financial institution.
- Demonstrable knowledge of investment management, including relevant terminology.
- Demonstrable knowledge of the regulatory environment and how it applies to and impacts your role.
- Experience of delegating and reviewing work advantageous but not essential.
- Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel.
- Demonstrate ability to understand and summarise complex information in a professional and concise manner.
- Strong Interpersonal skills are essential, with the ability to communicate well both written and verbally to senior audiences.
- Relevant professional qualification(s) desirable e.g. CISI Investment Operations Certificate.
Additional Information
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 are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace 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.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
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