Manager - Bestinvest

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Company Description

For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we're dedicated to making that a reality.

Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.

Job Description

What will you be doing ?

We are looking for a talented Manager to join our Client Relations Executive team based in Liverpool. The purpose of this role is to manage and coach the service and performance delivery of this team supporting our Bestinvest client base.

As a Manager - Bestinvest, your responsibilities will include among others

• Driving client advocacy of Bestinvest as a brand
• Providing oversight and work closely with the other team members to meet client goals.
• Ensuring Bestinvest adheres to meeting client expectations around communication
• Contributing to the wider client experience strategy
• Being the supporting point for clients and mitigating any complains or dissatisfaction
• Driving down XPLAN task completion times by having efficient front to back processes and ensuring all mailbox & tasks are actioned within SLA by the team
• Monitoring and evaluating performance across the team

Qualifications

To be successful in this role, you should

• Be CISI IOC level 3 qualified or studying towards it
• Previous experience in process improvement and managing communications clients
• Being able to manage workload
• Previous experience in team management
• Excellent communication skills, both written and verbal

Desired

• Previous experience working in CRMs, specifically XPLAN would be ideal

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.