Private Client Associate Director

4 weeks ago

Royal Tunbridge Wells, United Kingdom Evelyn Partners Full time
Job Description

Job Purpose

  • Overall responsibility for a group of clients, with excellent technical expertise in your field.
  • Skilled at leading and managing the relationship with clients, with the aim of developing new business from your current client base and beyond.
  • Contribution to management of staff members.
  • Ensuring excellent client service whilst minimising conduct risk.
  • Contributing to the management of your department.

Key Responsibilities

Client Service/Client Work

  •  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.
  •  Ensure your clients’ requirements are serviced by members of your team of appropriate seniority, experience and technical ability and with the capacity to do the work to the highest standard.
  •  Act for your clients in a professional manner that provides a role model for your team and department.

Growing the business

  •  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.
  •  Identify and pursue key targets.
  •  Responsible for marketing and business development activities for your field of expertise as agreed with your HoD.

Quality control, compliance and risk management

  •  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.

Financial Management

  •  In conjunction with a relevant partner, 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.
  •  Alongside relevant partner, hold regular financial performance reviews with your direct reports in respect of your client portfolio.
  •  Inform partner promptly of all WIP and bad debt provisions or any other material issues affecting the financial performance of the department.
  •  Ensure compliance with the Delegated Authority Limits and any other relevant policies in respect of WIP and debtor management.

Staff Management & Development

  •  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.
  •  Ensure your direct reports are developed in accordance with their ADRs and talent development plans.
  •  In conjunction with your HoD, manage, counsel and develop your direct reports with a view to maximising their work potential (in terms of their skills, knowledge and experience, management style and client

Qualifications

Professional Qualifications and Education

  • Qualified Tax Advisor and/or Chartered Accountant

Key Skills and Experience

  • Significant private client tax experience gained within a professional practice.
  • Demonstrable knowledge of private client tax and associated professional advice.
  • Demonstrable experience of delivering tax planning/advisory projects.
  • Demonstrable experience of managing and developing client relationships.
  • Demonstrable experience of developing new business into profitable long-term client relationships.
  • Team and project management skills.

 



Additional Information

As a colleague here at Evelyn Partners you will have access to benefits that include:

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

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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