Assistant Manager - Forensic Accounting

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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

What will you be doing?

We're seeking a talented individual to join our Forensics team in London.

As an Assistant Manager in the Forensics team, you will be responsible for working on various forensic assignments as assigned by the Partner/Manager, as well as undertaking general tasks and client work for the wider department. The Assistant Manager will assist with analysis and statistical work, drafting of reports and assisting with client engagement.

As Assistant Manager, some of your responsibilities will include:

• Initial review and understanding of case with a Partner / Manager.
• Carrying out analysis of financial documents such as bank statements / financial statements.
• Draft emails setting out findings from the analysis conducted, and assist in preparation of reports, where applicable.
• Attend client meetings and telephone calls, where necessary, taking detailed notes.
• Review of reports and calculations for Managers / Partners, to provide Quality Control.
• Document review.
• Assist more junior team members, such as placement students and interns.
• Maintain timesheets on a regular basis and awareness of case budget.
• Assist in client onboarding, setup, and preparing fee notes for clients.
• Liaison with clients and other necessary organisations.
• Attend networking events relevant for role.

As you develop and progress into the role, you will have increasing responsibility with the following:

• Considering approach on each case in conjunction with the Manager
• Reaching conclusions on cases in conjunction with the Manager.
• Supervising more junior members of staff, training and reviewing their work, commenting constructively on their performance.
• BD activity with specified targets - attendance at conferences, marketing events, seminars and lunches.
• Assist with larger assignments, preparing reports and calculations.

Job Profile

Qualifications

To be successful in this role, you should have:

• ACA/ACCA/CIMA qualified (desirable)
• Forensic Experience ideal
• Report writing skills
• Ability to organise and prioritise workload
• Ability to communicate with clients
• Ability to recognise and analyse the issues in a case and plan a practical approach
• Attention to detail and clarity of thought
• Calm and able to work well in a pressurised environment with the ability to prioritise work
• Networking/BD skills

Key competencies:

• Analytical thinking: able to review information, plan an approach and see any potential problems which may arise.
• Judgement: able to reach a conclusion on the information available and know how to deal with problems that arise and when to ask for guidance.
• Planning and Organising: able to prioritise effectively and ensure that deadlines and timetables are met.
• Communication: able to communicate effectively with the wider team, as well as solicitors & clients, where applicable.
• Client focus: able to build and maintain good relationships with clients. Have a high level of general commercial awareness.
• Teamwork: able to work effectively in a team in order that deadlines are met, build a good relationship with the whole team, be flexible and show willingness to help others.
• Enthusiasm: show willingness to learn and assist more senior members of the team.

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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