OperationsExecutive-Scripts

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. What will you be doing? We’re 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