Financial Portfolio Manager

7 days ago


Beaconsfield, Buckinghamshire, United Kingdom Evelyn Partners Full time

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 to 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. Join us on a mission to empower our clients through expert advice because we believe that everyone deserves access to good advice, regardless of their financial journey.

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 collaboratively with our clients; and Performance, demonstrating a breadth and depth of advice expertise to deliver outstanding results.

Learn more about us and available career opportunities here:

The Role

We are seeking a skilled individual to join our team in Beaconsfield, which is responsible for supporting the technical side of audit engagements. The successful candidate will have the opportunity to work with a great team in a dynamic environment.

Responsibilities

  • Manage client portfolios effectively.
  • Review management and statutory accounts compiled by staff members.
  • Prepare proposals for new and existing clients.
  • Conduct training and development sessions.
  • Oversee daily operations across the team.

Requirements

  • 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.
  • Be able to support and guide a team and manage their daily work.

Benefits

  • A competitive salary: £60,000 - £80,000 per annum.
  • Private medical insurance.
  • Life assurance.
  • Pension contribution.
  • A hybrid working model.
  • A 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.

Diversity and Inclusion

We value diversity and promote inclusion. We strive to create a workplace where all colleagues feel respected and valued, regardless of their identity, background, or circumstance. We offer multiple diversity, equity, and inclusion initiatives across the organization.



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