EVELYN PARTNERS GROUP is looking for employees for positions:
applications engineer
Working hours
permanent
Language
english
Responsibility
work with our suppliers and internal development teams in issue and change management processes
support research, analysis, and implementation of new processes
participate in design and delivery of software solutions that meet the business need
user support, set up and maintenance
participation in testing and release management
project support for technology and digital projects
participate in user and supplier workshops and forums
Requirements
excellent communicator with an ability to build strong working relationships
previous experience of working in Wealth Management or similar
excellent analytical skills and experience in a technical domain
ability to work effectively under pressure and to tight deadlines
an understanding of wealth management or financial services products and processes
cashier
Working hours
full-time | Permanent
Responsibility
adherence to internal procedures – cheques received protocols and pay-in process
accurately filing of documentation within document management system
general office administration tasks
bank reconciliations
voucher preparation or processing
Requirements
numerate and letter writing skills
excellent attention to detail
A proactive approach to work approach keen to learn
teamwork skills – the ability to work well within a small team with flexibility and willingness to help colleagues
organisational skills
principal engineer
Working hours
full-time
pensions administrator
Working hours
full-time
Language
english
Responsibility
ensure all Operational deliverables are actioned on time in accordance with SLAs, agreed quality standards, regulatory and company requirements
provide an excellent telephone-based service to internal and external clients and third parties
maintain core systems ensuring all tasks are completed in line with company policy and procedures
contact and liaise with relevant product providers/third parties to obtain accurate policy information for report scripts and valuations
prioritise workload to ensure all activities are timely, compliant, and conducted in a manner that will meet agreed performance standards
develop and maintain effective relationships with clients, colleagues and third parties
assess client file documents in accordance with compliance requirements, identifying and correcting remedial actions as required
complete project related activities or general tasks as instructed by the Manager or Head of Operations, Leeds and follow through to completion, dealing with any queries that arise from these activities
Requirements
operational experience within the financial services industry, including knowledge of Pension products
FS product knowledge with a desire for further development and to undertake relevant examinations
organisation and prioritisation skills; being able to work independently and within a team
excellent verbal and written communication skills with an eye for detail
professional telephone manner
ux designer
Working hours
permanent
Responsibility
interview users, observe their behaviour and ask the right questions at every opportunity
capture user feedback, identify their needs and derive insights
create and own process models, user journey maps and service blueprints for both 'as is' and 'future' states
identify problems, opportunities for efficiencies, themes, patterns, and constraints
present solutions and influence key decision makers
solve problems by prototyping solutions, testing them, and refining through iterations, ensuring collaboration happens with the right people from the business and technology
Requirements
adept with Agile methodologies and experience of working within a development team and scrum environment
fundamental analytical and creative thinking skills
ability to quickly gain the technical, behavioural, and contextual elements of a project
strong influencing skills, particularly with stakeholders
able to bring people with you on the journey and ensuring collaboration happens with the right cadence
business administrator
Working hours
permanent
Responsibility
COO Procurement
lead the COO department procurement process
in conjunction with contract owners, ensure agreements are renewed in a timely and cost-efficient way
resourcing
raising new joiner and leaver documentation
finance
assist in preparation of annual budget
other
Requirements
works under general direction
uses discretion in identifying and responding to complex issues and assignments
receives specific direction, accepts guidance, and has work reviewed at agreed milestones
determines when issues should be escalated to a higher level
interacts with and influences colleagues
has working level contact with customers, suppliers and senior colleagues
may supervise others or make decisions which impact the work assigned to individuals or phases of projects
understands and collaborates on the analysis of user/customer needs and represents this in their work
bid manager
Working hours
full-time | Permanent
Responsibility
manage the creation of winning bids and presentations in response to tender opportunities
define and develop a robust, integrated sales strategy to drive the bid process
determining the timeframe for each stage of the process and managing all parties to deliver to deadlines
support the Business Development Partner in the implementation of the BD strategy
using project management techniques to ensure a well-planned, organised, and controlled process, driving the bid forward and making things happen through personal commitment
review and authenticate responses submitted by SMEs to ensure that they are accurate, relevant, up-to-date, and aligned to the prospects needs and requirements
Requirements
strong understanding of the UK Corporate and Private Client business environment
demonstrable experience and success in bid management, in a commercial/ professional services environment
outstanding relationship building skills, internally and with potential clients, intermediaries, and contacts
strong people management skills, with previous team management experience and the ability to motivate and influence others to deliver
strong project management skills, with multiple stakeholders in a matrix structure
thorough understanding of the intricacies involved in complex sales and long selling cycles
team leader
Requirements
good interpersonal skills
have operated in a Service Desk role
be able to work under pressure
must have good leadership skills
must be knowledgeable about Service Desk systems and tools
must have good judgement and approach in handling complaints and escalations
relevant ITIL qualifications
Responsibility
evaluate and assess Service Desk analyst performance via metrics and reporting, metrics and work with analysts to address any under-performance
and take action to address any quality of issues
manage the rota of Service Desk Analysts to ensure resources are available throughout shift cover
lead, manage and coordinate the DTS Service Desk analysts in their daily duties of handling colleague contacts and resolve/fulfil incident and requests in a timely manner whilst facilitating good customer service culture within the team
ensure quality and assurance checks against each analyst is undertaken to ensure tickets are being raised containing all necessary information such as good summary and description information, are categorised and are being triaged etc
review all colleague complaints and escalations to Service Desk, rectify any issues and liaise with appropriate departments to handle complex issues in a bid to provide more effective solutions
continually review Service Desk operations, processes and tooling to determine how effective they are, identifying alternative ones to improve the delivery of the services the Service Desk provides
graduate surveyor
Working hours
full-time
Language
english
Responsibility
understand leases via review and return of necessary information to the Valuation Office Agency
understanding and applying rental valuation principles to support Check, Challenge and Appeal on 2017 and 2023 Revaluations
assisting with direct negotiations on value or a point of law with the Valuation Office Agency
utilising key software packages to produce liability reports and budgetary business rates advice
gathering comparable evidence and review of relevant case law to aide negotiations and inform client advice
supporting more qualified staff on more complex client situations
acquiring and building relationships with your own clients
delivering first class client service and work effectively as part of a team
Requirements
committed to completing the RICS structured Assessment of Professional Competence 24 month training programme
A level: Minimum 112 UCAS points in top 3 A levels excluding General Studies
technical manager
Working hours
full-time | Permanent
Responsibility
maintenance and development of the audit methodology and platform in conjunction with other members of NATG
ensuring procedures comply with current regulation and best practice
reviewing and updating effectiveness and efficiency of processes
to provide assistance to the ABS department in respect of auditing compliance matters in conjunction with other members of NATG
Requirements
accounting qualification
good knowledge of Auditing Standards, UK GAAP and IFRS
project management skills and experience of getting things implemented in practice