Assistant Manager - Technology and Transformation Services
Company Description
For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality.
Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.
Job Description
We’re seeking a talented individual to join our Tax Technology and Transformation Services within Digital Services Department in London which is responsible for providing a range of services including systems and process transformation, automation solutions including robotic process automation and machine learning, data analytical solutions, systems reviews, systems implementations, compliance and reporting services and much more.
Do you want the opportunity to join a team who maintain regulatory obligations whilst delivering high value business partnering; delivering system automation and improved systems.
The Team are entrepreneurial and seeing rapid growth. They focus across all functions with wide ranging commercial exposure and being part of a growing team ensures there is plenty of scope for quick progression and opportunity for promotion.
If you want a role with lots of opportunity for personal satisfaction and you have are a self-starter please continue reading..
As a Assistant Manager, your responsibilities will include among others:
- Manage and deliver a variety of client projects including: Building and deployment of technology strategies, Improve the quality of commercial and financial data and implement software tools; configure software solutions along with process improvement that supports compliance processes automation.
- Undertake tactical automation working with datasets
- Maintain internal, external and vendor relationships to generate new project opportunities.
- Support the operational management of the team, such as appraisal and learning and development.
Qualifications
To be successful in this role, you should
- Experiene of Technology tools such as:
- Power BI and/or Tableau
- Alteryx and/or Caseware IDEA
- Experience in Business Consulting, Data Analytics or Finance/ Tax Technology:
- Experience of managing the successful delivery of technically complex and demanding consulting projects with a business driven approach.
- Experience of coaching and developing more junior team members.
- Ability to delegate appropriately and carry out effective reviews.
- Good time management when working across a portfolio of projects
- Proven ability to analyse and create innovative solutions to problems.
Professional Qualifications and Education
• Accounting, Tax, IT or other professional qualifications
Additional Information
Additional Information (to be placed in ‘additional information’ box)
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 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
Average salary estimate
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Evelyn Partners, a prestigious name in UK wealth management and professional services with over 180 years of excellence, is on the lookout for an enthusiastic Assistant Manager - Technology and Transformation Services to join our vibrant team in London. This role is all about harnessing technology to elevate our services, particularly within our Tax Technology and Transformation Services under the Digital Services Department. As an Assistant Manager, you’ll manage and deliver exciting client projects, from building technology strategies to automating processes and enhancing data quality with tools like Power BI, Tableau, and Alteryx. You’ll have the chance to work closely with our team to maintain vendor and client relationships, generating new project opportunities while balancing various responsibilities in a fast-paced environment. We believe in fostering talent and providing our team members with the tools they need to excel, so you will also be involved in coaching junior team members. If you're a self-starter with a keen interest in technology and a passion for problem-solving, your journey at Evelyn Partners could lead to swift career progression and new opportunities. Join us in making financial guidance accessible, while simultaneously enjoying a supportive work culture that values collaboration and innovation!
Our purpose is to place the power of good advice into more hands
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