Client Portfolio Manager

3 months ago

Beaconsfield, Buckinghamshire, United Kingdom Evelyn Partners Full time

Company Overview

Evelyn Partners stands as the premier integrated wealth management and professional services organization in the UK, boasting over 186 years of expertise in empowering individuals and businesses to flourish. Our extensive suite of financial and professional services caters to individuals, family trusts, professional intermediaries, charities, and businesses alike.

We pride ourselves on delivering an award-winning service to our clients by recruiting top talent. Join us in our commitment to democratizing access to quality financial advice, as we believe everyone deserves guidance tailored to their unique financial journey.

Our remarkable growth and innovation are anchored in our core principles: Personalization, ensuring our advice is rooted in a genuine understanding of our clients' needs; Partnership, collaborating closely with our clients; and Performance, showcasing a comprehensive expertise in delivering exceptional results.

Learn more about our mission and explore available career opportunities here:

Role Overview

What will your role entail?

We are in search of a skilled professional to join our team, responsible for overseeing the technical aspects of audit engagements.

If you are seeking a dynamic work environment with a solid, growing team, consider the opportunities at Evelyn Partners.

As a Client Portfolio Manager, your key responsibilities will include:

• Overseeing a diverse client portfolio.

• Evaluating management and statutory accounts prepared by team members.

• Crafting proposals for both new and existing clients.

• Facilitating training and development initiatives.

• Coordinating daily operations within the team.

Required Qualifications

To excel in this position, you should possess:

• A qualification in accounting (ACA, CA, ACCA) or equivalent experience.

• Relevant industry experience within the UK professional services sector.

• Knowledge of corporate taxation.

• Proven experience as an accounts manager.

• The ability to mentor and guide a team while managing their daily tasks.

Additional Benefits

As a valued colleague at Evelyn Partners, you will enjoy a range of benefits including:

• Competitive remuneration

• Private health insurance

• Life insurance

• Pension contributions

• Flexible working arrangements (dependent on role)

• Generous vacation policy

• Option to acquire additional leave

• Shared parental leave

• Fully funded professional qualification training

• Cycle-to-work scheme

• Season ticket loan

• Vision care support

We take pride in fostering a diverse workforce that reflects society and our clientele. At Evelyn Partners, we actively support various employee resource groups and are committed to multiple diversity, equity, and inclusion initiatives throughout the organization. We strive to create a workplace where all employees, regardless of their identity, background, or circumstances, feel respected and empowered to reach their full potential in a safe and inclusive environment.

We are dedicated to making reasonable adjustments to accommodate your needs throughout the application process. Please communicate any requirements to your Recruiter.

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