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

Job Purpose

To assist with the supervision of the restructuring and recovery process through from planning to review and completion.

Key Responsibilities

• Maintain a portfolio of insolvency cases and ensure cases are efficiently and proactively progressed.
• Participate in independent business reviews and other advisory work.
• Liaison with appointee and other Evelyn Partners staff where appropriate to ensure all are kept up to date with relevant issues.
• Ensure staff are briefed and motivated in order to complete cases efficiently.
• Review and supervise staff work and comment constructively on their performance.
• Provide training to staff through on-the-job experience.
• Ensure all work is reviewed.  Ensure files are completed to a state suitable for review.
• Identify opportunities where we may be able to provide further services.
• To assist the partner/director in ensuring that stakeholder needs are met and that the range of our services is extended.
• Where possible, the service level expectations of stakeholders should be exceeded.
• Attend marketing events where appropriate.
• Review statutory documents for compliance with Insolvency regulations and relevant standards.
• Prepare case reviews and brief partners on work carried out and business issues.
• Assist partners/directors to manage WIP and debtors on a client by client basis

Key Skills and Experience

• Substantial experience of corporate (administration/liquidation) insolvencies is necessary.
• Knowledge of insolvency legislation and other statutory requirements.
• Quick to learn/adapt to new procedures/situations.
• Ability to organise and to be able to work on several different assignments at one time.

Professional Qualifications and Education

• Ideally either a qualified accountant or JIEB.

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.