Operations Executive Scripts
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Job Summary
What will you be doing
Were seeking a talented individual to join our team in Leeds which is responsible for providing 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.
We offer hybrid working a positive working environment you can thrive in and opportunities to further develop your career.
As Operations Executive - Scripts your responsibilities will include among others:
- 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 while developing and maintaining effective relationships with colleagues clients and third parties
- Contact and liaise with relevant product providers/third parties to obtain accurate policy information for report scripts and valuations
- Accurate completion of script templates and Xplan updates
- 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
- Assess client file documents in accordance with compliance requirements identifying and correcting remedial actions as required
Qualifications :
To be successful in this role you should:
- Operational experience within the financial services industry
- FS product knowledge with a desire for further development and to undertake relevant examinations
- Organisation and prioritisation skills; being able to work independently and within a team
- Proficient IT skills in core Microsoft Office systems
- Excellent verbal and written communication skills with an eye for detail
- Professional telephone manner
Desired:
- Excellent standard of education to include Maths and English
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 were 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.
Remote Work :
No
Employment Type :
Full-time
Key Skills
About Company
Evelyn Partners is the UKs 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 trus ... View more
