Operations Executive - Liverpool
Evelyn PartnersEngland, United Kingdom
Posted April 7, 2026
Full Time
About the Company
Evelyn Partners is a leading UK wealth management firm offering personalized financial planning and investment management services. Specializing in retirement planning, inheritance tax, employee benefits, charity investments, and online investing, the company empowers clients with expert advice across various financial needs. Driven by placing quality advice within reach of more people, Evelyn Partners stands out for its tailored approach and commitment to client success.
Job Description
We are seeking an Operations Executive to join our team in Liverpool. The successful candidate will be responsible for performing daily duties, checking and processing all operations functions in a timely and accurate basis. We offer a positive working environment, opportunities for career development, and a competitive salary.
Requirements
- Demonstrable interest in financial services
- Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel
- Strong interpersonal skills
- Ability to understand and summarise complex information
- Ability to organise workloads effectively and meet tight deadlines
- Responding to queries from both internal and external parties
Benefits
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave