Financial Advisor Lead
4 days ago
About Evelyn Partners
Evelyn Partners is the UK's leading integrated wealth management and professional services group, with a rich history of helping generations of people and businesses to thrive. With over 186 years of experience, we offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
We are driven by our core values of Personal, Partnership, and Performance, which guide our mission to provide award-winning services for our clients. Our goal is to place the power of good advice into more hands, making it accessible to everyone, regardless of their financial journey.
Job Description: Audit Assistant Manager
We're proud to have a highly successful Evelyn Partners Audit department, renowned for producing quality, incisive audit work in a collegiate environment. We work closely with dynamic mid-market businesses, offering them continual development opportunities and new experiences.
Your primary responsibilities will include planning, performing, and completing audits for each assignment, ensuring clients receive a high-quality service through effective resource management and liaison with relevant departments.
Key Responsibilities:
- Establish relationships with key contacts at the client.
- Provide an efficient and proactive service, exceeding client expectations.
- Identify issues and agree resolutions with the client Partner or Director, ensuring they are up-to-date on the job's progress.
- Maintain awareness of commercial aspects of clients' businesses and their impact on our work.
- Highlight opportunities for Evelyn Partners apparent from work undertaken.
- Regularly discuss progress with the client, confirm solutions to any hurdles, and ensure reasonable expectations are met.
Qualifications:
- Qualified accountant (ACA, CA, ACCA).
- Demonstrable audit and accounts experience gained within a professional services firm.
- Strong communication skills, both internally and directly with clients.
- Demonstrable experience of supervising others and delegating work.
- Ability to motivate staff to ensure best performance.
- Demonstrable ability to organise self and others, allowing work on several assignments simultaneously.
- Strong communication skills to liaise with clients, directors, staff, and other professionals.
- Ability to proactively monitor costs against budget for individual clients.
Estimated Salary: £60,000 - £80,000 per annum, depending on experience.
Benefits: Competitive salary, private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, option to purchase additional holiday, and shared parental leave.
-
Financial Advisor Trainee Role
2 weeks ago
Cambridge, Cambridgeshire, United Kingdom GCB Recruitment Full timeGCB Recruitment is proud to offer a challenging and rewarding Trainee Financial Advisor role for individuals seeking a career in finance. As a Trainee Financial Advisor, you will be part of a dynamic team that provides expert financial planning services to clients.The successful candidate will have a degree in Business or Finance and excellent communication...
-
Senior Financial Advisor
2 weeks ago
Cambridge, Cambridgeshire, United Kingdom Austin Fraser Full timeAustin Fraser is currently seeking a highly motivated and experienced Financial Planning Administrator to join our team in Cambridge. This is a fantastic opportunity for a skilled financial advisor to take on a new challenge and develop their career in a dynamic and fast-paced environment.Job DescriptionThe successful candidate will be responsible for...
-
Strategic Financial Advisor
7 days ago
Cambridge, Cambridgeshire, United Kingdom Pro Talent Full timePro Talent is seeking an exceptional Senior Corporate Finance Specialist to join our dynamic team. As a trusted advisor to ambitious organizations, you will leverage your expertise in company valuations and corporate finance to drive business growth and success.Key ResponsibilitiesPreparing financial due diligence reports, information memoranda, and...
-
Junior Financial Advisor
2 weeks ago
Cambridge, Cambridgeshire, United Kingdom Blusource Recruitment Full timeJoin a dynamic accounting team in East Anglia as a Junior Financial Advisor. In this role, you will work closely with clients to provide expert advice on financial matters.Responsibilities:Provide support to the accounts production team.Prepare financial statements for companies and partnerships.Manage corporation and personal tax returns.Collaborate with...
-
Trainee Financial Advisor Role
2 days ago
Cambridge, Cambridgeshire, United Kingdom GCB Recruitment Full timeGain Experience in Financial ServicesThis Trainee Financial Advisor role offers a unique opportunity to gain hands-on experience in the financial services industry while building a strong foundation in financial products, investment strategies, and client relationship management.You will work closely with experienced advisers to develop your skills in areas...
-
Wealth Management Advisor
1 month ago
Cambridge, Cambridgeshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking a talented Wealth Management Advisor to join our team at Artemis Recruitment Consultants Ltd. In this role, you will work closely with Private Client Advisors to deliver financial planning solutions to clients.Salary: £65,000 - £85,000 per annum.You will be responsible for constructing and producing financial plans, communicating cashflow...
-
Senior Financial Manager
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom CV-Library Full timeSenior Financial Manager OpportunityPure Resourcing Solutions Limited is seeking an experienced Senior Financial Manager to lead our Finance team in Cambridge. As a seasoned professional, you will be responsible for managing the financial close process, ensuring accurate statutory reporting, and strengthening internal controls.Your expertise in UK and Irish...
-
Lead Employment Advisor
2 weeks ago
Cambridge, Cambridgeshire, United Kingdom Apple Technical Recruitment (UK) Limited Full timeApple Technical Recruitment (UK) Limited is seeking a Lead Employment Advisor to join our team in Cambridge. As a key member of our team, you will be responsible for providing expert advice on employment law matters, handling complex employment cases, and developing strong relationships with clients.Job Description:You will work closely with our experienced...
-
Financial Planning Advisor
2 days ago
Cambridge, Cambridgeshire, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth Ltd is delighted to represent a leading national Financial Planning business in the UK, backed by private equity for further expansion and acquisitions.The company provides a comprehensive service across financial planning, wealth management, investment management, and professional services. This advisory role, newly created, is based out of...
-
Senior Financial Strategist
2 weeks ago
Cambridge, Cambridgeshire, United Kingdom Royal Papworth Hospital NHS Foundation Trust Full timeAt Royal Papworth Hospital NHS Foundation Trust, we are seeking a highly skilled and experienced Senior Financial Strategist to join our finance team. This is an exciting opportunity to work in a fast-paced environment, driving financial growth and strategic decision-making.We are looking for someone with a recognised chartered accountancy qualification...
-
Financial Accounting Lead
2 weeks ago
Cambridge, Cambridgeshire, United Kingdom Addington Ball Recruitment Ltd Full timeJob Description: Financial Accounting LeadA leading practice based in Cambridge requires a highly skilled Financial Accounting Lead to join their team.The successful candidate will have a strong background in financial accounting, excellent communication and interpersonal skills, and the ability to work independently and as part of a team.You will be...
-
Financial Management Lead
2 days ago
Cambridge, Cambridgeshire, United Kingdom ProTalent Limited Full timeAbout the OpportunityAn exciting opportunity has arisen for an experienced Financial Management Lead to join our team at ProTalent Limited.Job DescriptionAs a Financial Management Lead, you will be responsible for providing financial guidance and support to the business.You will lead the development of financial policies and procedures to ensure compliance...
-
Financial Planning Assistant Professional
7 days ago
Cambridge, Cambridgeshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeRole Overview:This Administrative Support role involves working closely with our team of Financial Advisors to provide high-level support, including preparing suitability reports and discussing client objectives. The successful candidate will have a strong understanding of the Financial Planning process and be able to work independently, prioritizing tasks...
-
Financial Manager Lead
2 weeks ago
Cambridge, Cambridgeshire, United Kingdom Cedar Recruitment Full timeCedar Recruitment is seeking an experienced Financial Manager Lead to oversee and manage the Financial Accounts and Income team during a critical period.Key ResponsibilitiesLead the Financial Accounts and Income team with a focus on maintaining the integrity of the balance sheet.Provide technical expertise on VAT, capital, and lease accounting.Deliver budget...
-
Financial Accountant Lead
2 weeks ago
Cambridge, Cambridgeshire, United Kingdom Cedar Recruitment Full timeJob Title:Financial Accountant LeadCedar Recruitment is seeking a highly skilled Financial Accountant Lead to join our client's team on an interim basis. This role offers a unique opportunity to lead the Financial Accounts and Income team during a crucial period, ensuring the integrity of the balance sheet and overseeing payroll and payments.Key...
-
Strategic Business Advisor
2 weeks ago
Cambridge, Cambridgeshire, United Kingdom ProTalent Limited Full timeAbout the Role:We are seeking a Strategic Business Advisor to join our team at ProTalent Limited. As a key member of our finance department, you will play a vital role in shaping the future of our business. With a focus on company sales, acquisitions, and dynamic financial processes, this role offers an incredible opportunity to develop your own career while...
-
Lead Financial Administrator
2 weeks ago
Cambridge, Cambridgeshire, United Kingdom Your World Recruitment Group Full timeJob Overview:The Your World Recruitment Group is seeking a highly skilled Financial Accountant Specialist to lead the Financial Accounts and Income team. This role involves leading the team in ensuring the accuracy and integrity of financial data, managing debt collection processes, and providing daily oversight of outsourced Operational Financial Services...
-
Financial Manager
2 days ago
Cambridge, Cambridgeshire, United Kingdom Amgen, Inc. Full timeJob Title: Financial ManagerEstimated Salary: £60,000 - £80,000 per annumWe are seeking an experienced Financial Manager to join our team in the UK. As a key member of the finance department, you will be responsible for managing the monthly and quarterly financial close process, collaborating closely with the Global Accounting Hub and overseeing activities...
-
Financial Accountant Leader
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom CV-Library Full timeAccounting Manager Role OverviewWe are seeking an experienced Accounting Manager to join our team at Pure Resourcing Solutions Limited in Cambridge. This is a fantastic opportunity for a skilled professional to lead the financial close process, ensure accurate statutory reporting, and strengthen internal controls.As an experienced Financial Accountant, you...
-
Financial Accountant Lead
1 week ago
Cambridge, Cambridgeshire, United Kingdom Your World Recruitment Group Full timeJob Title: Senior Financial ControllerEstimated Salary: £28-£30 per hour (Umbrella) or £25-£28 per hour (PAYE)Location: East England & East Anglia (Cambridge & Peterborough)Duration: Temporary position for 6 monthsAbout the RoleWe are seeking an experienced Senior Financial Controller to lead our Financial Accounts and Income team. As a key member of our...