Employee Benefits Specialist

3 weeks ago


Glasgow, Glasgow City, United Kingdom Evelyn Partners Full time

About the Role

We are seeking an Employee Benefits Specialist to join our team at Evelyn Partners, a leading integrated wealth management and professional services group with over 186 years of experience.

The successful candidate will be responsible for supporting the client adviser in servicing employee benefits arrangements, delivering a high standard of scheme support and ensuring client requirements are met in a timely manner.

Key Responsibilities

  • Provide scheme support function for Group Risk & Healthcare clients to a high standard and in a timely manner.
  • Draft written reports and letters relating to client specific cases.
  • Liaise with relevant parties, including insurers and introducing firms, to ensure benefits are established in line with client requirements.
  • Research product markets in connection with client specific requirements.
  • Analyse raw data to assist advisers with client recommendations.
  • Identify and report any risks, breaches, or errors.
  • Delegate work and activities to Assistants as appropriate.
  • Manage client requests and communicate with clients via telephone, MS Teams, email, and in writing.

Qualifications and Experience

  • Excellent standard of education.
  • Relevant professional qualifications an advantage, although not essential.
  • Experience of report and letter writing.
  • Ability to prioritise work and delegate effectively.

About us

We are proud to value the differences that a diverse workforce brings. At Evelyn Partners, we have a wide range of highly active employee resource groups and are delivering multiple diversity, equity, and inclusion initiatives across the organisation.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process.



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