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For Companies At a Glance
- Tasks: Support client advisers in managing employee benefits and deliver high-quality service.
- Company: Join Evelyn Partners, a UK leader in wealth management and financial planning.
- Benefits: Enjoy competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Why this job: Make a real impact by helping clients achieve their financial goals in a dynamic environment.
- Qualifications: Excellent client service skills and experience in employee benefits are essential.
- Other info: Diverse workplace with strong commitment to inclusion and professional growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Servicing Executive (Employee Benefits / Group Risk Healthcare) – Glasgow. Join to apply for the Servicing Executive role at Evelyn Partners.
We are a UK leader in wealth management, providing personalised, expert investment management and financial planning advice. We are a team of professionals guided by our purpose – placing the power of good advice into more hands, helping clients make significant decisions with confidence and achieve their goals.
What will you be doing?
We are seeking a talented individual to join our team in Glasgow. This is a varied, high volume, and fast paced role. You will support the client adviser in servicing employee benefits arrangements, delivering the scheme support function for employee benefit clients to a high standard and in a timely manner.
Responsibilities include, among others:
- Draft written reports and suitability letters relating to client specific cases
- Liaise with insurers, introducing firms, payroll administrators, etc. to ensure 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
Desirable
- 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. Evelyn Partners has a wide range of employee resource groups and diversity, equity and inclusion initiatives. We are committed to providing a workspace where all colleagues feel respected, can achieve their full potential, and work in a safe, inclusive environment. We are happy to make reasonable adjustments to accommodate your needs throughout the application process. Please let your Recruiter know.
Seniority level
- Associate
Employment type
- Full-time
Job function
- Finance
Glasgow, Scotland, United Kingdom
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Servicing Executive (Employee Benefits / Group Risk Healthcare) employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Servicing Executive (Employee Benefits / Group Risk Healthcare)
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and employee benefits sectors. A friendly chat can lead to insider info about job openings or even a referral, which can give you a leg up in the application process.
✨Tip Number 2
Prepare for interviews by researching Evelyn Partners thoroughly. Understand their values and services, especially in employee benefits. This will help you tailor your responses and show that you're genuinely interested in the role.
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with clients and insurers, being articulate and confident is key. Try mock interviews with friends or use online resources to sharpen your skills.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re proactive and serious about joining the team at Evelyn Partners.
We think you need these skills to ace Servicing Executive (Employee Benefits / Group Risk Healthcare)
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Servicing Executive role. Highlight your experience in employee benefits and any relevant skills that match the job description. We want to see how you can bring value to our team!
Showcase Your Writing Skills: Since you'll be drafting reports and letters, it's crucial to demonstrate your writing prowess. Use clear, professional language and ensure your application is free from typos. This is your chance to shine in written communication!
Be Specific About Your Experience: When detailing your previous roles, focus on specific achievements related to client servicing and report writing. We love seeing concrete examples of how you've excelled in similar environments, so don’t hold back!
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen to join our team at Evelyn Partners!
How to prepare for a job interview at Evelyn Partners
✨Know Your Stuff
Make sure you brush up on employee benefits and group risk healthcare. Familiarise yourself with common terms and processes, as well as the specific services offered by Evelyn Partners. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
Since this role involves a lot of client interaction, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated with clients in the past, whether through written reports or verbal discussions. This will demonstrate your ability to handle client relationships professionally.
✨Prepare for Scenario Questions
Expect to be asked how you would handle specific situations related to client servicing. Think about potential challenges you might face in this role and prepare your responses. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your problem-solving skills.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready to ask your interviewers. This could be about the team dynamics, the company culture, or how success is measured in the role. It shows that you're engaged and eager to learn more about the company and your potential fit within it.