Assistant Manager - Forensics

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Company Description

For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we're dedicated to making that a reality.

Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.

Job Description

We're seeking a talented individual to join our Forensic Services team in London, which is responsible for specialised forensic services, resolving a contentious financial dispute between two parties or strengthening a legal case.

This may be a lawyer handling complex valuations during divorce proceedings or a business leader seeking support with an internal fraud investigation. A you're a solicitor calculating personal injury losses or a business owner embroiled in a commercial dispute.

As Assistant Manager, your responsibilities will include among others:

• 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.
• Assist in client onboarding, setup, and preparing fee notes for clients.

Qualifications

To be successful in this role, you should be

• ACA/ACCA/CIMA qualified - direct forensics experience not required
• 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

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 dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
• Fully funded training towards professional qualifications
• Cycle to work scheme
• Season ticket loan
• Eye care support

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