Servicing Executive - Employee Benefits Tax

Company Description

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. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here: 

Job Description

Purpose of Role

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

Responsibilities:

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

Financial

• 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

Regulatory Compliance

• Meet all regulatory and departmental requirements

Business Development

• Assist with tender processes and onboarding activities where required

Qualifications

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.

Key Competencies:

• 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

Key Skills and Experience

• 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

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.