Financial Planning Oversight Administrator

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.



Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

We are seeking an organised and efficient FP Oversight Administrator to join our team in Liverpool. In this role, you will be responsible for providing day to day support to the FP Oversight function and activities.  Main responsibilities include:

• Monitor and review the progress of activities carried out by the FP Oversight function 
• Analyse data and generate comprehensive reports for management and stakeholders
• Help maintain accurate records of oversight activities and related documentation
• Assist in the development and implementation of improved oversight processes and procedures
• Liaise with internal departments and front office practitioners as needed
• Provide support and input to oversight working groups and committees
• Stay up-to-date with changes in financial regulations and industry best practices

Required:

• 2-3 years of financial services experience
• Proficiency in Microsoft Office Suite, particularly Excel
• Strong analytical skills with the ability to interpret data
• Excellent attention to detail and high level of accuracy
• Outstanding time management and organisational skills
• Effective written and verbal communication abilities
• Ability to work efficiently in a fast-paced, dynamic environment

Advantageous:

• In-depth knowledge of financial planning processes and regulatory requirements in the UK financial services industry, with specific exposure to Training & Competency requirements. 
• Experience within risk management and/or compliance oversight
• Industry qualifications with CISI or similar would be of benefit
• Strong problem-solving skills and proactive approach to identifying and addressing issues

In this role you would be part of the wider Financial Services Oversight function providing oversight and support to the Financial Planning and Investment Management businesses.  The role does require collaborative working across teams and functions and may require occasional travle to differetn offcie locations for meeting and workshops. .