Job Description

Company Description
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.

What will you be doing?
We're seeking a talented individual to join our team in Glasgow.
This is a varied, high volume, and fast paced role. You will be responsible for supporting the client adviser in servicing employee benefits arrangements, delivering scheme support function for employee benefit clients to a high standard and in a timely manner.
As Servicing Executive (Employee Benefits / Group Risk Healthcare), your responsibilities will include among others:

• Draft written reports and suitability letters relating to client specific cases
• Liaise with relevant parties including insurers, introducing firms, payroll administrators etc. to ensure that benefits are established in line with client requirements and scheme renewals are managed effectively
• Obtain illustrations from insurers along with technical information, performance enquiries and general provider information
• Manage and grow a desk-based portfolio of clients with support from consultants
• Communicate with clients via telephone, MS Teams, e-mail, and in writing, in a timely and professional manner, and when required attend meetings to support the adviser
• Ensure that all chargeable client work is recorded daily, organise the timely production of fee invoices and support adviser in managing WIP, debtors, and profitability of clients

Qualifications
To be successful in this role, you should:

• Excellent client service skills - previous employee benefits experience is essential for this role
• Proficient IT skills in core Microsoft Office systems
• Experience of report and letter writing

Desired:

• Strong academic history
• Relevant professional qualifications an advantage, although not essential

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.

Skills Required