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 firm in the UK, boasting over 186 years of experience 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 employing top-tier talent. Join us in our mission to democratize access to quality financial advice, as we believe that everyone deserves good guidance, no matter their financial circumstances.

Our remarkable growth and innovation are fueled by our core principles: Personalization, providing advice rooted in a genuine understanding of our clients' needs; Partnership, collaborating closely with our clients; and Performance, showcasing a comprehensive range of advisory expertise to achieve outstanding results.

For more insights about us and available career opportunities, please explore further.

Role Overview

What will your role entail?

We are in search of a skilled professional to join our team, focusing on the technical aspects of audit engagements.

If you are seeking a dynamic work environment with a robust team that is continually evolving, consider becoming a part of Evelyn Partners.

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

• Overseeing a portfolio of clients.

• Evaluating management and statutory accounts prepared by team members.

• Crafting proposals for both new and existing clientele.

• Facilitating training and development sessions.

• Supervising daily operations within the team.

Qualifications for Success

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.

• Experience in an accounts management role.

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

Additional Benefits

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

• Competitive salary

• Private medical coverage

• Life insurance

• Pension contributions

• Flexible working arrangements (dependent on role)

• Generous holiday allowance

• Options for additional holiday purchase

• Shared parental leave

• Fully funded professional qualification training

• Cycle to work scheme

• Season ticket loan

• Eye care support

We take pride in embracing the diversity that our workforce brings, reflecting society and our clientele. At Evelyn Partners, we actively promote a variety of employee resource groups and are committed to numerous 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 valued and can reach their full potential in a safe, supportive, 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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