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

Provide clients with an efficient and effective service. This would be through the control and efficient use of the department resources and by performing the work for clients within the portfolio.  Liaison with other departments to ensure close liaison on client affairs and assisting in administration tasks to ensure a smooth running of the department.

Key Responsibilities

• Client Portfolio - ensure that clients receive an efficient and proactive service and client expectations are exceeded throughout the year. Liaising with Clients, Partners, and other Evelyn Partner staff where appropriate to ensure all are kept up to date with relevant issues.
• Completing management and statutory accounts, including related services, and setting budgets - awareness of commercial aspects of clients’ business and impact on our work.  Arrangement of timetable, booking of staff, planning and completion of management accounts, statutory accounts, VAT returns and other related assignments.
• Business/Practice Development - preparation of proposals for new work, and development of opportunities for Evelyn Partners with current clients.
• New Client Take On Procedures - assist Head with embedding new clients into Evelyn Partners and within the client and staff portfolio, including work schedules.
• Training and development – supervising junior staff members and ensuring feedback is given to staff on a timely basis. Ensuring appropriate in-house & on-the-job training received personally.
• Client billing – attend to preparation of fee notes and fee covering letter for clients, in terms of the Business Outsourcing Services billing policy, for review by the relevant Associate Director, Director or Partner.
• Assist the Managers with cash collection of outstanding debtors for clients in the portfolio in accordance with our Business Outsourcing Services cash collection policy.
• Review and prepare monthly and quarterly Management accounts & related files.
• Prepare and review unaudited statutory accounts & related files.
• Review iXBRL tagged accounts once prepared by members of the team.
• Ensure work performed by members in our team is in accordance with the processes and procedures manuals in place for the various services.
• Support managers within the team with various administrative tasks and projects that arise from time to time.
• Work on more complex client activity.
• Manage and finish bookings.
• Start Portfolio Management.
• Work with Senior Managers on larger client activity.

Professional Qualifications and Education

• Strong academic history.
• Qualified accountant (ACA, CA, ACCA) or qualified by experience.

Key Skills and Experience

• Significant Experience of management accounts, statutory accounts and VAT returns gained within a professional services environment.
• Proven Experience of working with entrepreneurial, OMB and SME clients.
• Proven Experience of (and appetite for) business development activities such as preparation of proposal documents.
• Demonstrable working knowledge of accounting standards.
• Strong communication skills to liaise with clients, Directors, Partners, staff and other professionals.
• Strong organisation & time management skills to ensure needs of clients, partners and staff are all met.
• Monitoring costs against budget for individual clients.
• Ability to motivate staff to ensure best performance.
• Demonstrable ability to organise self and others, such that you can work on several different assignments at one time.
• Ability to pro-actively monitor costs against budget for individual clients.
• Demonstrable experience of supervising others and delegation of work.
• Demonstrable experience of managing people
• Proven project management skills.
• Understand and contribute to the services offered across the firm and to some extent the strategy for the business.
• Build strong relationships and networks with peers across the wider office and nationally.
• Anticipate potential problems and take action to avoid or address them.
• Promote a positive way of working, acting as a role model
• Provide honest, constructive feedback on a timely basis and acknowledge achievements of self and others

Key Competencies

• Accuracy – to ensure work undertaken by you and your team are correct.
• Details – attention to detail is imperative for the smooth running of the workflow and portfolio.
• Judgement - be able to assess a situation and reach a suitable conclusion based on the information available, both in terms of clients or staff.
• Focus on Customer - develop relationships and gain confidence of client. Respond to client emails on a timely basis. Ensuring clients expectations are exceeded, by providing a first-class service at all times.
• Use of IT – proficient user of Sage, QuickBooks On-line, Xero and Microsoft Office packages or ability to get up to speed on the software, as required.
• Planning and organising - to ensure all client work is carried out within the appropriate timescales through continual monitoring of progression of the work. This must be managed and maintained with the current tools in place.
• Technical expertise - to ensure accounts are produced to meet statutory requirements and VAT return issues are addressed or referred to the VAT department for their input. To be able to answer staff and client technical queries and make technical decisions.
• Commercial awareness - to have a good understanding of the commercial factors affecting the client and to be able to monitor the commercial effectiveness of work done by S&W by reviewing costs against budget.
• Teamwork - working as a team with the managers, Partners and staff to ensure the department as a whole meets its objectives and all client demands are exceeded.
• Problem solving - technical knowledge to resolve client issues and organisation to be flexible to meet client and Partner demands.
• Responsibility – taking responsibility for the portfolio & its’ smooth running to ensure both clients and staff are happy.
• Commitment & Reliability – to have the disposition to offer support to the managers, staff & partners to ensure no problems or issues arise along the way in embedding new clients into the portfolio – by going the extra mile where required.
• Management: develop people management skills to effectively support, guide and lead Associates.

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.