Overview

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

 

Why Evelyn Partners Tunbridge Wells

Located centrally within Tunbridge Wells, our office at Brockbourne House offers convenient access to key transportation routes, such as the A26 motorway and Tunbridge Wells Railway Station. Additionally, we provide on-site parking facilities. Situated at the heart of the town, we are within walking distance of a wealth of amenities, including cafes, restaurants, shops, and green spaces.

We pride ourselves on fostering a supportive and inclusive environment, prioritising learning, and development to nurture your career ambitions. Joining our team means gaining exposure to a diverse range of clients, industries, and projects, enabling both experience and knowledge growth. Collaboration is key to our success; our team actively share insights and learnings to ensure continuous improvements. With a commitment to internal progression, combined with our continuous growth, there is ample opportunities for promotion.

Your responsibilities will include:

  • Client Portfolio – 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.
  • Commercial awareness of all aspects of clients’ businesses and the impacts on our work. 
  • Management – arrangement of timetable, booking of staff, planning review and completion of audit and other related assignments.
  • Business/Practice Development – preparation and review of proposals for new work, attendance at marketing events, development of personal contacts and identification and pro-active development of opportunities for Evelyn Partners with current clients.
  • Department Administration – monitoring of qualified and student bookings and workloads to ensure most efficient use of resources. Liaison with junior staff to assess any issues that need dealing with.
  • Training and development – ensuring assessment forms completed and feedback given to staff on all jobs.  Ensuring appropriate in house and external training received personally.
  • Client billing/commercial awareness of WIP

Qualifications

To be successful in this role, you should have:

  • Qualified accountant (ACA, CA, ACCA).
  • Significant external audit experience gained within a professional services environment.
  • Experience of working with entrepreneurial, OMB and SME clients.
  • Experience of (and appetite for) business development activities such as targeting, preparation of proposal documents, proposal presentations and attendance of networking events
  • Demonstrable working knowledge of accounting and auditing standards, industry specifics and their application.
  • Good working knowledge of skill requirements of staff at various levels to ensure work undertaken by appropriate individual.
  • 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.

This job was originally posted as: https://click.appcast.io/track/iptjjuw?cs=pe7&jg=7b46&bid=GYeLBZEi20gqjEjkE6QvTw==