Valuations Director

2 days ago

Birmingham, Birmingham, United Kingdom Evelyn Partners Full time

About Evelyn Partners

Evelyn Partners is a 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.

Our Mission

We provide an award-winning service for our clients by employing the best people. Our mission is 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.

Our Values

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.

About the Role

We're seeking a talented individual to join our Valuations team in Birmingham. The individual will be responsible for preparing a wide range of valuations for accounting, tax, and commercial purposes, in both contentious and non-contentious circumstances. In addition to business and share valuations, we also prepare valuations of intangible assets (often post acquisition) and incentive scheme awards (share options and management share plans).

Responsibilities

  • 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.
  • Establish and communicate work scopes.
  • Plan and prepare budgets.
  • Perform and supervise technical work and projects.
  • Write and review reports.
  • Build valuation models.
  • Research industry trends, comparable companies, and acquisitions.
  • 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.
  • 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.
  • 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.
  • Hold regular financial performance reviews with your direct reports in respect of your client portfolio.
  • Inform the HoD promptly of all WIP and bad debt provisions or any other material issues affecting the financial performance of the department.
  • Act as an effective leader in accordance with the Exceptional Leader profile and competencies.
  • 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 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.

Requirements

  • Education to degree level or equivalent.
  • A relevant qualification (such as being a chartered accountant) is desirable, although not essential.
  • Extensive experience of valuation methodologies and modelling. History of providing these in a range of sectors and for a number of purposes, including for accounting, tax, and commercial purposes.
  • Up-to-date working knowledge of key valuation methodologies and best practice in modelling.
  • Excel, Word, and PowerPoint skills – in the creation of our valuation models and in preparing relevant reports, a high competency in these formats is vital to provide a robust and creative output.
  • Demonstrable experience in business development, with a proven track record of winning new clients and developing commercial relationships.
  • An ability to generate contacts within the industry and a willingness to develop such contacts.

Benefits

  • Competitive salary.
  • Private medical insurance.
  • Life assurance.
  • Pension contribution.
  • Hybrid working model (role-dependent).
  • Generous holiday package.
  • Option to purchase additional holiday.
  • Shared parental leave.

About Us

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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