Associate Director

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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

Careers / Evelyn Partners

Job Description

We're seeking a talented individual to join our Valuation team either in Birmingham or London.

Our valuations team prepares a wide range of valuations for commercial, accounting and tax purposes, in both contentious and non-contentious circumstances.

With three main offices in London, Birmingham and Bristol, the valuations team works across the UK.

With a strong focus in business and share valuations, we also prepare valuations of intangible assets (for IP structuring or post-acquisition) and incentive scheme awards (e.g. share options and management share plans).

Key Responsibilities

• Leading various valuation assignments and preparing autonomously the analysis, execution and reporting involved.
• Proactively managing teams and understanding clients' expectations.
• Assisting partners with business development (i.e., proposals for new business).
• Establishing the scope of work of projects, preparing associated budgets and communicating these to relevant parties.
• Supervising the performance and workload of the team (i.e., direct report).
• Networking internally and externally to identify new opportunities.

This demanding role will allow exposure to a wide variety of valuation work, clients and sectors, which will be highly rewarding to an individual who enjoys working on diverse projects and being involved at each step of the work assignment.

Qualifications

Key Skills and Experience

• Educated to degree level or equivalent.
• A relevant qualification (such as being a chartered accountant) is desirable, although not essential.
• Extensive experience of valuation methodologies and modelling. History of providing these in a range of sectors and for a number of purposes, including for accounting, tax and commercial purposes.
• Up-to-date working knowledge of key valuation methodologies and best practice in modelling.
• Excel, Word and PowerPoint skills - in the creation of our valuation models and in preparing relevant reports, a high competency in these formats is vital to provide a robust and creative output.
• Demonstrable experience in business development, with a proven track record of winning new clients and developing commercial relationships.
• An ability to generate contacts within the industry and a willingness to develop such contacts.

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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