Manager - Transaction Services

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

Purpose of role:

To provide our clients with first class service in regards to all aspects of end-to-end financial due diligence, financial modelling and reporting accountant engagements, with clients drawn from a variety of different industry sectors.

Key responsibilities:

Client (transaction services) work

• Analysis of historical and forecast income statements, cash flow statements and balance sheets
• Sensitivity analysis considering potential upside and downside scenarios to the forecasts;
• Reporting of potential key issues for our client including identification of risks and making relevant recommendations to address these
• Analysing, reviewing and commenting on historical and forecast trading results and trends
• Taking ownership for management and reporting on smaller engagements, and managing discreet areas/sections of work on larger engagements
• Production of written reports within agreed timescales
• Day to day contact for the client during the assignment
• Dealing with client take on processes
• Billing and WIP management
• To have a broader perspective of potential issues encountered when managing diverse teams and the strategies to overcome them; have a clear understanding of the firm’s commitment to creating a more inclusive culture

Supervision

• Delegation and oversight of work to junior staff, reviewing and challenging their output;
• Appraisals/monitor staff performance
• On the job training for junior staff on a one-to-one basis
• Dealing with staff questions

Business development and marketing

• Maintenance of team credentials database
• Assistance in preparing for work pitches
• Assistance in the development and execution of business development initiatives
• Networking and maintaining relationships

Cross-selling and liaison with other departments

• Often working alongside colleagues from other departments
• Maintaining cross-divisional contacts

Key Competencies:

• Delivering results and meeting client expectations
• Planning and organising
• Following instructions and procedures
• Writing and reporting
• Analysing
• Commercial awareness
• Presenting and communicating information
• Coping with pressures and setbacks

Education

• Educated to degree level or equivalent
• A relevant professional qualification, for example Chartered Accountant, Chartered Financial Analyst or Corporate Finance Diploma is highly desirable although not essential

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.