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 and Careers | Evelyn Partners

Evelyn Partners requires a Business Rates Manager Level (MRICS Senior Surveyor) to manage and be responsible for a complex business rates caseload for clients’ commercial property assets located in any of our Professional Services offices with occasional requirement for national work.

You will be part of an exciting journey with a rapidly growing national rating team. You will be responsible for the growth and development of opportunities in region as well as working in partnership with the wider national business rates team.

You will be expected to have a solid understanding of all rating valuation methods including the comparable rental method, receipts and expenditure and contractors. You will be well connected in the regional business rates agent community and be a competent negotiator when dealing directly with the Valuation Office Agency (VOA) on your allocated case load. You will be given immediate allocation of case work to manage and service.

Key Responsibilities

Client Work

• Manage a diverse business rates caseload covering the comparable, receipts and expenditure and contractors’ valuation methods.
• Understand and keep abreast of all the latest business rates case law developments and valuation and upper tribunal cases to aid advice based on the latest legal developments.
• To understand and confidently navigate the Check, Challenge and Appeal Framework in England for business rates and to be familiar with and understand the Government Gateway for reviewing and challenging business rates.
• You will manage key client accounts as well as be responsible for an allocated rating case load.
• Key responsibilities will involve arranging and undertaking client site inspections requiring comprehensive understanding of measuring all types of commercial buildings to assess the opportunity to raise Checks and eligibility for relief applications.
• You will present facts and advise clients accordingly to manage risk and achieve best outcome.
• You will be a confident negotiator when dealing with the Valuation Office Agency (VOA) as well as having a very good regional network amongst rating agents and key commercial property professionals.
• Good analytical valuation report writing skills are a pre-requisite to aid comprehensive Challenge documents for submission on behalf of clients to the VOA and for referral to in valuation and upper tribunal settings.
• Have experience of and knowledge of attending valuation tribunals as an expert witness and advocate to present client cases.

Key Skills and Experience

• You will be an MRICS qualified Chartered Surveyor who has a minimum of 1 years post qualified experience as a business rates surveyor.
• You will be expected to value commercial property assets across all property valuation methods including the comparable rental, contractors and receipts and expenditure methods.
• Will be responsible for managing key client accounts and for undertaking quarterly meetings as well as providing regular appeal status, liability and accrual reporting.
• The successful candidate will be able to competently use and operate the CPI Inform Riverlake and Analyse business rates software programmes and co-star in order to record, populate and submit relevant information as well as to aid the compilation of comparable evidence to utilise for negotiation.
• Identify opportunities to grow client accounts and to manage risks.
• You will understand and competently utilise and navigate the Check, Challenge and Appeal business rates framework for England and will be able to independently raise Checks and submit challenges on behalf of clients for the 2023 revaluation.
• You will be able to advise clients on appropriate business rate relief eligibility and make the required applications on their behalf.
• You will have a strong network and profile presence in the local and national business rates consultancy community and will attend regular cpd events to ensure you keep abreast of the latest key developments.
• Awareness of the seismic changes afoot in business rates to advise clients accordingly with full understanding of the content of the Non-domestic Rating Bill 2022-23, the live consultations relating to empty rates relief and transparency and disclosure of valuation information.

Professional Qualifications and Education

• BSc/MSc in an MRICS accredited real estate undergraduate/ postgraduate degree or have an IRRV accreditation
• MRICS qualified Chartered Surveyor                         
• Minimum of 1 years PQE experience as a business rates surveyor in the Northern region.

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.