Relationship Manager - 12 month Fixed Term Contract

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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

To be responsible for the management, servicing/partnering and development of named Sponsors and Delegated Third Party Investment Managers (DTPIM) ,Working closely with the governance and operational teams to ensure collectively, the best possible servicing is provided to all stakeholders.

Key Responsibilities

• Assist the Head of Relationship Management in ensuring that:
  • All team tasks are documented and completed to deadline and that reconciling items are resolved within appropriate timescales.
  • Appropriate action is taken to rectify errors or omissions and that any anomalies are escalated in a timely fashion.
• Provide technical advice to assist in resolving complex issues or queries which arise within the team.
• Ensure comprehensive Sponsor and DTPIM records are kept and that these are accurate and up to date at all times.
• Act as an alternate contact for the department on Group wide projects and initiatives.
• Support management in ensuring that systems, processes and controls are in place and are fit for purpose.
• Support management in ensuring that team procedures are documented, periodically reviewed and updated.
• Support the senior manager in the implementation of the risk and control matrix.
• Work with management to review business initiatives, policies and products from an operational perspective to ensure that they are fully supportable.
• Provide technical assistance to the change management programme relevant to your area and actively manage the development and delivery of changes to operational and systems infrastructure.
• Prepare accurate and comprehensive management information within the timescales agreed.
• Appropriate Management Information Report, Key Performance Indicators, Key Risk Indicators (KRI) in place and updated by due dates.
• Ensure that all dealings with internal / external stakeholders are conducted professionally and that requests are dealt with in a timely and effective manner and takes responsibility to resolve.
• Lead by example displaying strong values and beliefs and a commitment to encouraging individuals to put the sponsor and DTPIM at the front of everything that they do.
• Be able to explain the divisional strategy, demonstrating how business should be conducted to achieve the desired goals.

Qualifications

Key Skills and Experience

• Significant Operations authorised funds experience gained within financial services or an outsourced provider.
• Demonstrable and practical knowledge of the regulatory environment relating to authorised funds and in particular those relating to functions of an Authorised Corporate Directors.
• Experience of managing a team desirable, although not essential.
• Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel.

Professional Qualifications and Education

• Relevant Level 3 FCA recognised professional qualification (e.g. CISI Investment Operations Certificate)

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.