Manager

This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board.

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

Purpose of role:

We are looking for a dynamic, motivated and experienced professional to join our Business Outsourcing Services ("BOS") service line, which sits within our Assurance & Business Services ("ABS") department, based at our Cambridge office. This role will report to the Director who heads up our Family Office offering, providing accounting compliance and advisory services to wealthy clients and their business interests. The primary responsibility of the Manager will be to deal with all matters relating to the management of a portfolio of accounting compliance work for UNHW families. You will also provide assistance to Partners in both client advisory work and in the management of the team, and on occasions the wider firm. Where appropriate, you may become involved in special assignments on an ad hoc basis.

Key responsibilities:

Client work:

• Ensure that clients receive an efficient and proactive service and client expectations are exceeded throughout the year. Liaison with client Partners and other Evelyn Partners staff where appropriate to ensure all are kept up to date with relevant issues.
• Oversee and support bookkeeping staff in delivery of their work.
• Year-end compliance work and setting budgets - awareness of commercial aspects of clients business and impact on our work. Arrangement of timetable, booking of staff, planning review and completion of accounts and other related assignments.
• Be aware of developments in compliance and how this impacts on our clients.
• Client billing.

Staff Management:

• Organise staff on jobs, ensuring each individual is clear on expectations and timescales, is properly trained and receives constructive feedback. Ensure any shortages or excess workloads are identified and minimised.
• To ensure assessment forms are completed and feedback given to all staff on all jobs.

• Liaison with junior staff to assess any issues that need dealing with.
• Ensure appropriate in house and external training received personally.

Business Development:

• Prepare proposals for new work.
• Attend relevant marketing events.
• Present at seminars if required.
• Attend relevant client segment focus group meetings.
• Develop personal contacts.
• Identify and develop opportunities for Evelyn Partners with current clients.

Key Competencies:

• Planning and organising - to ensure all client work is carried out within the appropriate timescales through continual monitoring of progression of the work.
• Technical expertise - to ensure financial reporting conducted to correct standard and accounts preparation is accurate and meaningful for the type of industry. To be able to answer staff and client technical queries and make technical decisions.
• Commercial awareness - to have a good understanding of the commercial factors affecting the client and to be able to monitor the commercial effectiveness of work done by Evelyn Partners by reviewing costs against budget.
• Teamwork - working as a team with the other managers, Partners and staff to ensure the department as a whole meets its objectives and all client demands are exceeded etc and dealing with differences.
• Problem solving - technical knowledge to resolve client issues and organisation to be flexible to meet client and director demands.
• Customer focus - ensuring clients expectations are exceeded, by providing a first class service at all times.
• Business Development - ability to develop trusted advisor status with clients

Qualifications

Education/Qualifications:

• Qualified accountant (ACA, ACCA).

Key Experience/Skills:

• Significant external financial reporting experience gained within a professional services environment.
• Experience of working with HNW individuals, OMB and SME clients.
• Demonstrable working knowledge of accounting standards, industry specifics and their application.
• Good working knowledge of Xero bookkeeping software and VAT compliance processes.
• Strong communication skills in order to liaise with clients, Partners, staff and other professionals.
• Previous experience of management and motivation of staff to ensure best performance.
• Organisation to ensure needs of clients, partners and staff are all met.
• Monitoring costs against budget for individual clients.

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.

Videos To Watch
https://youtu.be/9LUB_aFdHH4