Evelyn Partners

Leading independently owned providers of investment management, financial planning, financial advisory, accountancy, tax and corporate services to private clients, corporates, professional practices, and non-profit organisations. With over 60 offices in the UK, Ireland, Jersey and Guernsey, 3,200 people and an international capability in over 100 countries, our aim is to provide an innovative global service.

Job Description

Purpose of Role

Responsible for supporting the client adviser in servicing employee benefits arrangements – fee earning but non-advisory role.


Client Services

·   Deliver scheme support function for employee benefit clients (Group Risk, Group Healthcare & Workplace Pension) to a high standard and in a timely manner.

·   Draft written reports and suitability letters relating to client specific cases

·   Liaise with relevant parties including insurers, introducing firms, payroll administrators 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)

·   Manage and grow a desk-based portfolio of clients with support from consultants

·   Identify and report any risks, breaches, or errors by ensuring risks are logged through to mitigating actions and controls.


Client Liaison

·   Manage client requests, referring to 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



·   Ensure that all chargeable client work is recorded daily

·   Organise the timely production of fee invoices and support adviser in managing profitability of client work


Regulatory Compliance

·   Meet all regulatory and departmental requirements (as detailed within the role profile)


Administration and Record Keeping

·   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

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

·       Good grammar and spelling - produce concise, well-structured documents, considering the requirements of the reader

·       Customer Focus – enhance customer satisfaction and build strong 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

Candidate Profile

Education and Qualifications:

·       Excellent standard of education.

·       Relevant professional qualifications an advantage, although not essential and/or a desire to further develop and to undertake relevant examinations.

Experience and Skills:

·       Excellent client service skills - previous Employee Benefits administration and scheme management experience is essential for this role

·       Must be able to use initiative

·       Proficient IT skills in core Microsoft Office systems.

·       Excellent communication skills, both verbal and written

·       Experience of report and letter writing

·       Ability to prioritise work

·       Ability to work both independently and within a team

 About Evelyn Partners

Evelyn Partners is the UK’s leading integrated wealth management and professional services group, created by the merger of Tilney and Smith & Williamson on 1 September 2020.

With £54.8 billion of assets under management (as of 30 June 2021), it ranks as the third largest UK wealth manager measured by revenues and the eighth largest professional services firm ranked by fee income. The Group currently operates through three principal brands: Evelyn Partners, and online investment service Bestinvest. It has a network of 28 offices across the UK, as well as the Republic of Ireland and the Channel Islands. Through its operating companies, the Group offers an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

Value statement

Evelyn Partners’s chosen purpose to “place the power of good advice into more hands” succinctly encapsulates the group’s central mission of supporting both individuals and businesses to achieve their goals.

In delivering its purpose, Evelyn Partners have set out three core values that it is committed to embedding in the culture of the business:

  • Personal — we treat you as an individual: We are a people business at heart and strive to deliver a friendly, inclusive, and personalised service to all of our clients, large and small.
  • Partnership — we go further together: We develop relationships that stand the test of time, spanning multiple generations. We partner across the full breadth of our expertise to create value for our clients, our company and society at large.
  • Performance — we strive for more: We are ambitious for our clients and for ourselves, so we aim to be a forward-thinking and innovative business that leads the way in the industry.

Diversity statement

The Evelyn Partners Group recognises the benefits of a diverse workforce and is committed to treating all colleagues with dignity and respect regardless of race, gender, disability, age, sexual orientation, religion, or belief. At Evelyn Partners we are committed to equal opportunities in all aspects of our work.