Assistant Director / Director - Debt & Capital Advisory

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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 and Careers / Evelyn Partners

Job Description

Key Responsibilities

• Leading various debt and capital advisory assignments and preparing the analysis, client materials and reporting involved.
• Proactively managing transaction teams and understanding clients' expectations.
• Assisting partners with business development (including, but not limited to, marketing to potential clients, intermediaries and other third parties, preparing and presenting proposals for new business ).
• Alongside senior team members, leading transaction related outreach to potential lenders, managing the information flow between client and lenders, negotiating the offers of finance received and sitting alongside the client and its legal advisers through to the execution of documentation.
• Monitoring the performance and workload of the team.
• Networking internally and externally to identify new opportunities.

This exciting role will provide exposure to a wide variety of debt and capital advisory work, clients and sectors, which will be highly rewarding to an individual who enjoys working on diverse projects, client exposure and working as part of a high growth team.

Qualifications

Key Skills and Experience

• Educated to degree level or equivalent.
• A relevant professional qualification (such as being a chartered accountant) is desirable, although not essential.
• Experience of advising clients on debt and capital transactions with transaction experience across a range of sectors.
• Up-to-date working knowledge of debt and capital markets products.
• Excel, Word and PowerPoint skills - in the creation of our transaction models and in preparing relevant information for lenders, a high competency in these formats is important.
• Demonstrable experience in business development, with a proven track record of winning new clients and developing commercial relationships.
• Strong track record of managing and developing junior team members enabling them to meet their full potential.

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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