Associate - Advisory Consulting

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: Wealth, accountancy and business advisory services | Evelyn Partners and Careers | Evelyn Partners

Job Purpose

Advisory Consulting provides expert guidance and strategic advice to help businesses solve complex challenges, improve performance, and achieve their goals. In this role you will learn to analyse business processes, identify areas for improvement and recommend actionable solutions applicable to the business, their industry and market trends. Completion of Advisory Consulting tasks will be at the direction of managers.

The role requires strong analytical, communication, and problem-solving skills along with the ability to work across diverse industries and adapt to the unique needs of each client.

Key Responsibilities

Key responsibilities include but not limited to:

• Complete advisory consulting work by undertaking and completing tasks allocated, to a level agreed with your manager.
• Proactively highlight issues for attention of the manager in a timely manner, with potential solutions where possible
• Join client meetings, taking full notes and action points and then ensuring their dissemination and completion
• Support research tasks to assist with business development efforts and client projects.
• Actively taking an interest in the client’s business and industry to develop knowledge and understanding, including building an understanding of the financial metrics of the business and how they could be improved
• Assist in data analysis, including transformation of data into a useable format for further analysis or use in presentations/reports, with a clear audit trail from the original dataset provided
• Report writing, beginning with an initial focus on formatting and drafting specific sections of a report, to fully owning report delivery when trained
• Build relationships with colleagues across the department and the wider office at a peer level.
• Express an interest and seek opportunities to get involved in marketing activities. Supporting on events and attending when appropriate.
• Be aware of current economic and business issues, building up to be able to regularly contribute to department meetings on any updates and changes in the market.
• Support the team in client financial and risk management, including:
  • Completing anti-money laundering and onboarding checks for new clients
  • Drafting engagement letters including scope of work for manager review
  • Preparing budgets and project plans
  • Setting up draft report templates ahead of fieldwork that meet the scope of work
  • Proactively tracking work in progress and time costs, and billing clients when instructed by a manager.

Communication with other staff

• Understand from manager, scope of tasks allocated and objectives to be achieved
• Coach more junior staff (from years 2-3 onwards)
• Record clearly and concisely work done
• Keep manager/director informed of:
  • Problems encountered
  • Issues needing urgent resolution/risks identified
  • Time over-runs
  • Areas where additional work required/client non-performance
  • Suggest to manager solutions to any issues/problems encountered

Client liaison

• Establishing relationship point as appropriate
• Resolution of queries with client at direction of a manager

Organisational

• Prioritise tasks
• Assist with project management element of projects such as diarising meetings, liaising with client on availabilities.

Staff development

• In addition to potentially being able to study for an accounting qualification in due course, you will have opportunity for training on areas such as financial modelling, PowerBI, project management, certified turnaround professional, subject to agreement by your manager and approved business requirement.

Professional Qualifications and Education

• Educated to degree level with a track record of strong academic performance, particularly analytical/logical areas such as maths
• Degrees in business, accounting & finance, economics or a related field would be desirable but not required

Key Competencies

• Ideal candidates for this role should demonstrate a keen interest in problem-solving, strategic thinking and understanding how businesses operate.
• Key skills include strong analytical and research capabilities, excellent communication skills (both written and verbal), critical thinking, and a collaborative mindset
• The candidate should be highly motivated, adaptable and eager to learn from experienced professionals with an ability to quickly grasp new concepts in a fast-paced environment

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.