About the job
What You'll Be Doing:
We are looking for a dedicated and skilled Operations Executive to join our dynamic team in Bracknell. In this role, you will play a key part in providing administrative support on a variety of tasks related to the core providers utilized by Evelyn Partners.
Our workplace offers hybrid working arrangements, fostering a positive environment where you can excel and develop your career.
Your Key Responsibilities Include:
- Overseeing and managing all administration aspects of the BestSIPP Proposition.
- Ensuring that client cash flows with major SIPP providers are handled accurately and in a timely manner for both withdrawals and investments.
- Daily management of the SIPP and Provider Administration mailboxes, responding to inquiries within the agreed SLA and verifying SIPP provider forms.
- Processing agency transfers for clients arising from acquisitions and legal entity mergers.
- Updating the CRM system to maintain a comprehensive audit trail.
- Building and nurturing effective relationships with providers and operational colleagues while complying with regulatory standards.