Director, Quality and Risk Management

4 weeks ago


London, United Kingdom Evelyn Partners Full time

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.
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; 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
With the support of the Head of Department and other staff, responsibility for developing relationships and new business opportunities to provide a range of tax and other services to.
Overall responsibility and accountability for a group of clients, with excellent technical expertise in your field.
Ensuring excellent client service whilst minimising conduct risk.
Contributing to the management of your department and/or office if relevant.
Able to provide suitable strategic and technical advice and guidance to clients with regard to their tax affairs.
Understand and be able to evaluate the impact of market and general economic indicators and identify any necessary changes to proposed tax advice.
Contribute to business strategy where relevant to help ensure that decisions put the client first and are commercially viable.
Assist your Head of Business (HoB) with PR for your field of expertise.
Responsible for marketing and business development activities for your field of expertise as agreed with your HoB.
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.
Report complaints and potential PI issues for your team/direct reports in line with the group’s complaints procedures.
Financial Management
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.
Hold regular financial performance reviews with your direct reports in respect of your client portfolio.
Inform the HoB 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
Responsible for the day to day management of direct reports.
Conduct annual development reviews (ADRs) for your direct reports.
Act as mentor and help to develop talent in line with the TBS talent programme.
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 HoB, 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 care).
Key Performance Indicators:
Work under your control and direction: it is expected that, unless contributing significantly to management or having a strong technical bias, a director should be responsible for a client portfolio of at least £250,000 per annum.
Chargeable hours: it is expected that, unless contributing significantly to management, a full time director should regularly record at least 900-1,000 chargeable hours per annum.
A director would be expected to keep tight control of debtors and demonstrate a commercial approach in connection with outstanding fees.
This has to be delivered as per the client’s needs, technically excellent, commercial and on time.
Networking – you are skilled at developing and growing relationships in the wider market and leveraging these to create opportunities for the business.
Communication – you communicate both verbally and in writing in an engaging and purposeful manner.
Leadership – you will help drive and lead a culture of continuous development, be able to identify future talent and act as mentor and sponsor.
Chartered Accountant and/or Chartered Tax Adviser
Extensive knowledge and practical experience of business tax services to clients within a variety of sectors, gained within a professional services firm or boutique advisory practice.
Experience and knowledge of staff management.
Strong commercial awareness.
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
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.



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