Servicing Executive

4 weeks ago


Glasgow, Glasgow City, United Kingdom Evelyn Partners Full time

About the Role

We are seeking a highly skilled Servicing Executive to join our team at Evelyn Partners. As a key member of our employee benefits team, you will be responsible for supporting the client adviser in servicing employee benefits arrangements.

Key Responsibilities

  • Deliver 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, introducing firms, etc. to ensure that benefits are established in line with client requirements and scheme renewals are managed effectively.
  • Research product markets in connection with client specific requirements.
  • Obtain illustrations from insurers along with technical information, performance enquiries and general provider information.
  • Analyse raw data to assist advisers with client recommendations (at establishment & renewal).
  • Identify and report any risks, breaches, or errors by ensuring risks are logged through to mitigating actions and controls.
  • Delegate work and activities to Assistants as appropriate to ensure most efficient use of resources.
  • Manage client requests, referring to Senior Manager and/or Advisers where appropriate.
  • 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.
  • Manage records and data appropriately and securely in line with company policy.
  • Ensure comprehensive client records are kept and that these are accurate and up to date at all times.

Requirements

  • Excellent standard of education.
  • Relevant professional qualifications an advantage, although not essential and/or a desire to further develop and to undertake relevant examinations.

About Us

Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. We believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.

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.



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