FAQs
What type of company is Evelyn Partners?
Evelyn Partners is the UK’s leading integrated wealth management and professional services group with over 186 years of experience in providing financial and professional services to individuals, family trusts, charities, and businesses.
What is the role of an Operations Executive?
The Operations Executive is responsible for ensuring tasks are completed to a high standard, managing client inquiries, logging and maintaining documents, contributing to team improvements, and ensuring quality service levels are delivered.
What qualifications do I need for this position?
To be successful, candidates should have a professional and pragmatic approach, excellent communication skills, IT literacy in MS Office, the ability to work within a team, a positive attitude, a willingness to learn, high attention to detail, and the ability to prioritize tasks.
Are there opportunities for professional development?
Yes, the role includes undertaking regular and appropriate continuous professional development (CPD) to enhance your skills.
What is the working model for this position?
The working model is hybrid, which allows for a combination of in-office and remote work, depending on the role requirements.
What benefits does Evelyn Partners offer?
Benefits include a competitive salary, private medical insurance, life assurance, pension contributions, a generous holiday package, an option to purchase additional holiday, and shared parental leave.
How does Evelyn Partners promote diversity and inclusion?
Evelyn Partners values the differences brought by a diverse workforce and has active employee resource groups, as well as various diversity, equity, and inclusion initiatives to ensure a respectful and supportive workplace for all colleagues.
What prior experience is ideal for this role?
Ideal candidates may have started their careers in general administration or customer services and possess keen attention to detail and a basic to moderate understanding of Microsoft Office applications.
Will training be provided for new hires?
Yes, training and ongoing professional development opportunities will be provided to help new hires succeed in their roles.
Can I apply if I don’t have previous experience in the financial industry?
Yes, the position is entry-level and suitable for candidates who may not have direct experience in the financial industry but possess relevant skills and a willingness to learn.