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Private Client Associate Director
4 months ago
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.
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.
Job DescriptionJob Purpose
- Overall responsibility for a group of clients, with excellent technical expertise in your field.
- Skilled at leading and managing the relationship with clients, with the aim of developing new business from your current client base and beyond.
- Contribution to management of staff members.
- Ensuring excellent client service whilst minimising conduct risk.
- Contributing to the management of your department.
Key Responsibilities
Client Service/Client Work
- Provide excellent client service at all times and ensure that the customer experience is a priority across your team and that services provided are in line with the group’s Conduct Risk framework.
- Strive to achieve the Exceptional Advisor competencies and status.
- Manage client relationships.
- Ensure efficient, high quality pro-active and timely execution of advice and services for your clients.
- Ensure your clients’ requirements are serviced by members of your team of appropriate seniority, experience and technical ability and with the capacity to do the work to the highest standard.
- Act for your clients in a professional manner that provides a role model for your team and department.
Growing the business
- Promote and build the group’s reputation internally and externally.
- Contribute to business strategy where relevant to help ensure that decisions put the client first and are commercially viable.
- Assist your Head of Department (HoD) with PR for your field of expertise.
- Promote cross-selling within the group.
- Build and cultivate relationships with clients and potential clients of the group.
- Identify and pursue key targets.
- Responsible for marketing and business development activities for your field of expertise as agreed with your HoD.
Quality control, compliance and risk management
- Ensure compliance with the group’s internal procedures so as not to expose the group to unacceptable levels of risk.
- Ensure compliance with the group’s compliance manual and relevant operating procedures and manuals for your business line.
- Maintain personal technical competence.
- Report complaints and potential PI issues for your team/direct reports in line with the group’s complaints procedures.
- In conjunction with a relevant partner, monitor and manage chargeable hours, utilisation, recoveries, WIP, billing and lock up for you and your team, ensuring where possible lock up is kept to a minimum and clients are billed regularly.
- Monitor and manage time recording for you and your direct reports and ensure prompt submission of time sheets.
- Alongside relevant partner, hold regular financial performance reviews with your direct reports in respect of your client portfolio.
- Inform partner promptly of all WIP and bad debt provisions or any other material issues affecting the financial performance of the department.
- Ensure compliance with the Delegated Authority Limits and any other relevant policies in respect of WIP and debtor management.
Staff Management & Development
- Act as an effective leader in accordance with the Exceptional Leader profile and competencies.
- Responsible for the day-to-day management of direct reports.
- Act as mentor and help to develop talent in line with the TBS talent programme.
- Ensure that your own high standards of technical and professional competence are maintained and are developed for other members of your team/direct reports.
- Ensure that you help to develop strong management and leadership skills in your direct reports.
- Ensure your direct reports are developed in accordance with their ADRs and talent development plans.
- In conjunction with your HoD, manage, counsel and develop your direct reports with a view to maximising their work potential (in terms of their skills, knowledge and experience, management style and client
Professional Qualifications and Education
- Qualified Tax Advisor and/or Chartered Accountant
Key Skills and Experience
- Significant private client tax experience gained within a professional practice.
- Demonstrable knowledge of private client tax and associated professional advice.
- Demonstrable experience of delivering tax planning/advisory projects.
- Demonstrable experience of managing and developing client relationships.
- Demonstrable experience of developing new business into profitable long-term client relationships.
- Team and project management skills.
As a colleague here at Evelyn Partners you will have access to benefits that include:
- Private medical insurance
- Life assurance
- Pension contribution
- 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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