Operations Executive - Transaction Services & MPS
Evelyn PartnersLiverpool, England, United Kingdom
Posted April 13, 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
Evelyn Partners is a UK leader in wealth management seeking a talented Operations Executive to join their team in Liverpool. The role involves performing daily duties, checking and processing transaction services functions, while ensuring compliance with regulatory requirements.
Requirements
- Demonstrable interest in financial services.
- Working knowledge of Microsoft Office packages.
- Strong interpersonal skills.
- Ability to understand and summarise complex information.
- Organisation and time management skills.
- Responding to queries from both internal and external parties.
Benefits
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave