Business Manager - Financial Services
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Company Description
Evelyn Partners is the UK's 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 trusts, professional intermediaries, charities and businesses.
We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.
An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.
Read more about us and available career opportunities here:
Wealth, accountancy and business advisory services / Evelyn Partners
Careers / Evelyn Partners
Job Description
Job Purpose
Support the Financial Services (FS) Leadership team to drive colleague engagement, enable business growth and optimise client service. Working closely with the Chief Investment Management Director (CIMD) and Chief Financial Planning Director (CFPD), drive the FS business plan in partnership with key stakeholders across the business. Oversee the FS business objectives from development to successful execution under the guidance of the FS Leadership team (CIMD, CFPD & RMPs) with a view to optimising current and future process.
Key Responsibilities
- Support the FS Leadership team in delivery of its objectives
- Work across the business to prioritise and aid in the delivery of FS objectives
- Be the liaison across the FS Leadership team, overseeing daily operations, problem solving and escalating key decisions and issues as required
- Engage on operational issues, understanding what is impacting the Front Office (FO) ensuring upward management where required
- Engage with stakeholders and teams across the business ensuring any business initiatives impacting FO are managed in line with the FS objectives
- Partner with key stakeholders to ensure effective and high-quality delivery of change initiatives and projects, assessing impact on the FO and ensuring expectations are managed where appropriate
- Prepare material and fully appraise the Leadership team ahead of meetings
- Represent the FS Leadership team in meetings, being their voice where appropriate
- Work with the Internal Communication team to ensure the FS agenda and voice is clearly represented
- Drive, mobilise and manage the FS roadmap with the FS leadership team to support executing with excellence.
- Facilitate decision making with the FS Leadership team, challenging initiatives to ensure appropriate delivery in FS
- Co-ordinate and drive the effective delivery of meetings (including the Managing Partner (MP) and Regional Managing Partner (RMP) sessions), in partnership with the Executive PA team
Qualifications
Key Skills and Experience
- Experience of Financial Services environments is desirable
- Experience in project management covering multiple projects
- Experience of working with Senior Stakeholders
- Excellent interpersonal communication skills and ability to influence others
- Effective decision maker with an ability to handle challenges and conflicting priorities comfortably
- Good working knowledge of procedures and systems
- Excellent negotiating and influencing skills with both external and internal stakeholders
- Ability to research, investigate and provide conclusions for both familiar and unfamiliar topics, providing advice and guidance to others and acting as an internal consultant, researcher and adviser as required to meet the business needs and objectives of the team
- Inspiring and motivating with experience of coaching and mentoring
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 we're 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.
Videos To Watch
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