Location:
London
Salary:
£250,000 per year
Recruiter:
Evelyn Partners
Job Hours:
Full-time
Company Description
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 our mission 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.
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.
Read more about us and available career opportunities here: and
Job Description
Purpose of role:
With the support of the Head of Department and other staff, responsibility for developing relationships and new business opportunities to provide a range of tax and other services to. Overall responsibility and accountability 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. Responsibility for encouraging and developing, associate directors and other staff members. Ensuring excellent client service whilst minimising conduct risk. Contributing to the management of your department and/or office if relevant. Key responsibilities:
Client Advice
Able to provide suitable strategic and technical advice and guidance to clients with regard to their tax affairs. Understand and be able to evaluate the client’s situation and tailor the advice according to their specific needs providing clear and technically accurate documentation and key transaction documents. Potentially have or be able to build a sector specialism. Understand and be able to evaluate the impact of market and general economic indicators and identify any necessary changes to proposed tax advice. Able to provide support to clients in their negotiations, liaising with other advisers, co-ordinating their activities where necessary and anticipating and suggesting appropriate solutions to any challenges arising. Able to oversee the reports and advice given by the team and review, edit and authorise key documents. Client Liaison
Able to structure and lead client meetings ensuring that information given is up to date, clear and not misleading and meets the client’s needs. All dealings with clients are conducted professionally and their requests are dealt with in a timely and effective manner. Correspondence and reporting is clear and not misleading, technically accurate and meets client’s needs. 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 Business (HoB) 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 HoB. 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
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 HoB 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 HoB, 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 care). Key Performance Indicators:
Work under your control and direction: it is expected that, unless contributing significantly to management or having a strong technical bias, a director should be responsible for a client portfolio of at least £250,000 per annum. Chargeable hours: it is expected that, unless contributing significantly to management, a full time director should regularly record at least 900-1,000 chargeable hours per annum. A director would be expected to have under recoveries of
