Assistant, Client Servicing

  • Full-time
  • Office Location: Glasgow (177 Bothwell Street)

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:

Wealth, accountancy and business advisory services | Evelyn Partners

Careers | Evelyn Partners

Job Description

What you'll be doing

Carrying out administrative duties on behalf of designated clients and in support of Senior Consultants, Account Executives and/or Partners/Directors responsible for such clients.

Please see our Job Profile for the areas of responsibility.


What you'll need to be successful:

  • Significant relevant experience gained within either the financial or professional services industry
  • Able to demonstrate a good knowledge of non-technical issues relating to the business conducted by Evelyn Partners Employee Benefits Consultants Ltd, in relation to Group Risk and Healthcare advice
  • Strong communication skills
  • Must have strong literacy and numeracy skills
  • Must be able to work on own initiative
  • Able to work well in a pressurised environment and to effectively prioritise work

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.

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