Responsible for supporting the client adviser in servicing employee benefits arrangements., Client Services

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
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
Meet all regulatory and departmental requirements
Assist with tender processes and onboarding activities where required

Professional Qualifications and Education
Excellent standard of education.
Relevant professional qualifications an advantage, although not essential and/or a desire to further develop and to undertake relevant examinations.
Analytical Thinking - ability to analyse client information and highlight requirements to make suitable recommendations
Communication skills - ability to deal with stakeholders and be able to communicate clearly and professionally in writing and in person, produce concise, well-structured documents considering the requirements of the reader
Customer Focus - enhance customer satisfaction and build long term trusted customer relationships
Time Management - organise time effectively and prioritise work, meet deadlines and multi-task
Teamwork - encourage effective teamwork and collaboration within department, support line manager with training and development needs of other team members and share best practices with colleagues.
Technical Expertise: maintain high degree of technical awareness and keep up to date with technical developments and legislative changes, Excellent client service skills - previous employee benefits experience is essential for this role
Proficient IT skills in core Microsoft Office systems.
Excellent interpersonal and communication skills, both verbal and written
Experience of report and letter writing
Ability to prioritise work and delegate effectively
Ability to work both independently and within a team in pressurised environment, and must be able to use initiative

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.

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