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

As Assistant Manager, some of your responsibilities will include:

Technical

• Perform data analysis, produce charts and graphs, and interpret the data to provide insightful commentary to our clients, focusing on key KPIs and business drivers.
• Provide input to key due diligence analyses, such as quality of earnings, working capital adjustments and net debt items
• Report writing – produce sections of reports in PowerPoint regarding the financial affairs and prospects of a business
• Understand and appreciate key commercial aspects of the client’s business, its business model, scalability and business risks.
• Develop an understanding of the transaction services risk model and the regulatory framework.
• Prepare and interpret financial models in Microsoft Excel
• Assist with work associated with the reporting accountant role in an AIM listing

Client Contact

• Have regular discussions with the client to confirm progress, identify solutions to any hurdles and ensure reasonable expectations are met.
• Establish relationships with key contacts at the client and the target.
• Present sections of our analysis or report to our client

Organisational

• Manage the process in terms of information flow and client/target interaction
• Provide regular progress reports to the manager.
• Identify and discuss with manager issues/problems and agree and complete appropriate actions.
• Be able to work on several different assignments at one time.
• Get involved in discussions on billing, overruns, and WIP management

Staff development

• Attendance on relevant technical and personal development courses.
• 1-2-1 feedback post assignment, and throughout the year
• Technical reading.

Business development

• Engage with business development initiatives, representing the team at events promoting our services
• Work on pitch documents

To be successful in this role, you should:

• Demonstrable audit experience gained within a professional services firm.
• Keen interest in the transactions sector.
• Strong communication skills, oral and written, both internally and directly with clients.
• Demonstrable ability to organise self and others, such that you can work on several different assignments at one time.
• Ideally some experience of diligence assignments, but not critical.
• ACA/ACCA qualified or equivalent

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.