Financial Planning Manager
2 weeks ago
About the Role
Evelyn Partners is seeking a talented individual to join our team in Beaconsfield as an Accounts Manager. This role is responsible for supporting the technical side of audit engagements.
Main Responsibilities
- Manage client portfolios and review management and statutory accounts compiled by staff
- Prepare proposals for new and existing clients
- Conduct training and development sessions
- Manage daily operations across the team
Qualifications and Experience
- Be a qualified accountant (ACA, CA, ACCA) or qualified by experience
- Have industry experience gained across the UK market in professional services firms
- Have corporate tax knowledge
- Have accounts manager experience
What We Offer
- 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
- Fully funded training towards professional qualifications
- Cycle to work scheme
- Season ticket loan
- Eye care support
About Us
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 thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
We provide an award-winning service for our clients by employing the best people. We believe that everyone deserves access to good advice, regardless of where they are in their financial journey.
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 are delivering multiple diversity, equity, and inclusion initiatives across the organisation.
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