Manager, Planning and Performance

2 weeks ago


London, United Kingdom Evelyn Partners Fund Solutions Limited 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.
As a Trust Manager you will be part of the delivery team to ensure that the annual tax compliance work is completed and to start to identify planning opportunities and work in a team delivering for a wide ranging portfolio of clients.
Delivering high quality service to clients & attendance at client meetings
Reviewing of Trust accounts, Trust returns, inheritance tax returns.
Advising Trusts on distributions and Tax regimes and managing the client relationship
Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns and tax computations.
Ensuring Evelyn Partnersprocedures on annual tax cycle are complied with collating and maintaining client information
Good knowledge of personal tax compliance and ideally some exposure to planning/advisory work.
Private medical insurance
Life assurance
Pension contribution
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.



  • London, United Kingdom Nest Performance Full time

    Accountable for achieving client performance goals for their portfolio Build and present client proposals to drive incremental spend opportunities for their accounts Build strong relationships with media vendors to drive innovation and best practice Line management of junior team members Providing thought leadership within the agency through...


  • London, United Kingdom Snow Peak London, Limited Full time

    Wholesale Manager assumes the responsibility of planning, implementing, and overseeing sales activities. A strong passion for outdoor and fashion industry is essential. • Be willing to join the company events, and activations to build Snow Peak community internationally. Represent Snow Peak within the broader outdoor industry. • Set clear, individual...


  • London, United Kingdom Snow Peak London, Limited Full time

    Wholesale Manager assumes the responsibility of planning, implementing, and overseeing sales activities. A strong passion for outdoor and fashion industry is essential. • Be willing to join the company events, and activations to build Snow Peak community internationally. Represent Snow Peak within the broader outdoor industry. • Set clear, individual...


  • London, United Kingdom Department for Business and Trade Full time

    **Details**: **Reference number**: - 305797**Salary**: - £52,000 - £61,933- London: £55365 - £61933 National: £52000 - £58652- A Civil Service Pension with an average employer contribution of 27%**Job grade**: - Grade 7**Contract type**: - Permanent**Type of role**: - Analytical - Business Management and Improvement - Policy - Strategy**Working...


  • London, United Kingdom Snow Peak London, Limited Full time

    tWholesale Manager assumes the responsibility of planning, implementing, and overseeing sales activities. A strong passion for outdoor and fashion industry is essential. •\tBe willing to join the company events, and activations to build Snow Peak community internationally. Represent Snow Peak within the broader outdoor industry. •\tSet clear,...

  • Planning Manager

    5 days ago


    London, United Kingdom ACS Business Performance Ltd Full time

    The successful Head of Reporting & Planning will be responsible for overseeing the financial aspects of the contract, including managing the processes for regular financial reporting against the budget, for the annual 'true up' of contract payments and for setting and agreeing any future forecasts and ensuring the development of our processes, procedures...

  • Head of Reporting

    4 weeks ago


    City of London, Greater London, United Kingdom ACS Performance Full time

    Job vacancy - Head of Reporting & Planning The successful Head of Reporting & Planning will be responsible for overseeing the financial aspects of the contract, including managing the processes for regular financial reporting against the budget, for the annual 'true up' of contract payments and for setting and agreeing any future forecasts and...


  • 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...


  • 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...


  • London, United Kingdom Reiss Limited Full time

    With the intrinsic sustainability, quality and timeless elegance of our designs, our continued success comes as no surprise. With standalone stores, concessions and franchise operations in over 230 locations internationally, as well as online and app, our presence as a leading luxury brand is well established. For our retail teams this means it means...


  • London, United Kingdom Department for International Trade Full time

    **Details**: **Reference number**: - 256403**Salary**: - £31,443 - £36,624- National: £31,443 - £33,097; London: £35,008 -£36,624**Job grade**: - Higher Executive Officer**Contract type**: - Permanent**Business area**: - DIT - DGET: Other - DGET UK Exports**Type of role**: - Governance - Project Delivery**Working pattern**: - Flexible working,...


  • London, United Kingdom Compare the Market Full time

    At Compare the M arket our purpose is to make great financial decision making a breeze for everyone, and that purpose drives us every day. It's why we're on a mission to create an automated quoting engine, with the simplest of experiences, wrapped in a brand everyone loves! We have an opportunity for a Senior Manager - Paid Search Marketing . Ultimately...


  • London, United Kingdom Silverdrum Full time

    Job Description Join a dynamic media agency as a Planning Manager (Performance), across a luxury automotive account. You'll drive the performance of a major account within the automotive industry, focusing on creating personalized consumer relationships to boost brand equity and sales. The role requires a mix of performance planning and client...

  • Senior Manager

    3 weeks ago


    London, United Kingdom City of London Full time

    Reporting to the Division Manager, Transportation Planning and Design, the Manager, Transportation Design provides project and program management expertise in engineering,design, asset management and construction of transportation infrastructure and projects with responsibility for planning, coordinating, and controlling related engineering operations, and...


  • London, United Kingdom A2Dominion Housing Group Ltd. Full time

    **Head of Corporate Planning & Performance** **Salary: £80,000** **Location: Ealing office base with flexible hybrid working** **Contract: Permanent, 35 hours per week** **About us** We’re a UK housing association committed to a new vision - providing homes people love to live in. With over 38,000 homes in management across London and southern England,...


  • London, United Kingdom Silverdrum Full time

    Join a dynamic media agency as a Planning Manager (Brand), across a luxury automotive account.   You’ll drive the performance of a major account within the automotive industry, focusing on creating personalized consumer relationships to boost brand equity and sales.   The role requires a mix of planning and client leadership abilities and will suit...


  • London, United Kingdom The Actuary Full time

    Our client is seeking a Pricing Manager to deliver pricing solutions for its Van and Bike insurance lines. Planning, designing and managing how the firm looks at analysis, pricing, data, and implementation, you’ll create predictive models and segment them using market-leading methods. You will also be involved in numerous cross-department projects so...

  • Planning Advisor

    1 week ago


    London, United Kingdom Royal Town Planning Institute Full time

    **Planning Advisor** **Remote working or hybrid (a blend of home and London office based)** **Part time 3 days per week (21 hours)** **£38,123 - £40,992 per annum pro rata dependant on location. Actual salary £22,874 - £24,595 dependant on location** An exciting opportunity has arisen to join the RTPI’s Planning Aid England service. The Royal Town...


  • City of London, Greater London, United Kingdom Roc Search Full time

    A key client based in London who works on brand new high-tech projects, developing devices and solutions that cannot be found anywhere else on the market. Do you have the following skills, experience and drive to succeed in this role Find out below. There are two positions available, one is for an Electronic Section Manager and one is for an Electronics...

  • Head of Reporting

    4 weeks ago


    London, United Kingdom ACS Business Performance Ltd Full time

    The successful Head of Reporting & Planning will be responsible for overseeing the financial aspects of the contract, including managing the processes for regular financial reporting against the budget, for the annual 'true up' of contract payments and for setting and agreeing any future forecasts and ensuring the development of our processes, procedures and...