Manager - Accounts, Compliance & Advisory

As a Manager - Accounts, Compliance & Advisory at Evelyn Partners, you will oversee your own portfolio of clients, ensuring high-quality service delivery. You will manage and mentor junior staff, fostering their growth, and collaborate closely with other departments to create integrated solutions for clients. Your role will also involve staying updated with new standards and continuously working towards exceeding client expectations.

To qualify for the Manager - Accounts, Compliance & Advisory role at Evelyn Partners, candidates should possess an ACA/ACCA or equivalent qualification, alongside a strong academic background. Additionally, prior experience with computerized accounting packages and excellent client service skills are crucial for success in this position.

At Evelyn Partners, career development for a Manager - Accounts, Compliance & Advisory is taken seriously. You'll have line management responsibilities that involve training and developing junior staff. The firm's culture emphasizes teamwork and personal growth, ensuring you have ample opportunities to advance your career while receiving generous support through a mentor and professional training programs.

Evelyn Partners provides a competitive salary along with numerous benefits for the Manager - Accounts, Compliance & Advisory role. These include private medical insurance, life assurance, a pension contribution, a hybrid working model, and a generous holiday package. Additionally, options to purchase extra holiday and shared parental leave are also available for our valued team members.

The work environment for a Manager - Accounts, Compliance & Advisory at Evelyn Partners is dynamic and supportive. The firm is committed to creating an inclusive workplace that respects individual identities and backgrounds, fostering a culture that allows everyone to reach their potential. There are active employee resource groups and initiatives focused on diversity, equity, and inclusion, making it a place where your contributions truly matter.

A good way to answer this question is to provide specific examples of your previous roles where you managed a portfolio of clients, detailing the strategies you used to maintain client relationships and how you ensured their needs were met. Emphasize results, like increased client satisfaction or retention rates.

Discuss your methods for time management and prioritization when working on various client accounts. Mention tools or techniques you use to stay organized, and share a specific example where you successfully met a tight deadline without compromising quality.

Share your approach to mentorship and training, including how you identify learning needs and tailor your training sessions. Give an example of a successful coaching experience that resulted in improved performance for a junior staff member.

Mention your commitment to continual professional development. You may discuss resources such as online courses, professional networks, or publications you follow, and emphasize how staying informed enables you to bring the best practices to your clients.

Discuss skills such as strong analytical abilities, excellent communication, and client relationship management. You can highlight how these skills contribute to delivering high-quality advisory services and satisfying client needs.

Use the STAR method to articulate a specific challenge, the actions you took to address it, and the successful outcome. Focus on how your problem-solving skills and proactive communication made a difference.

Explain your approach to prioritization, including criteria you consider when determining which tasks need immediate attention. Share an example where you successfully negotiated timelines to meet various client demands.

Talk about your experience collaborating with others and the value you place on teamwork. Share insights into how you would contribute positively to the diverse environment at Evelyn Partners while supporting both team and company goals.

Discuss your method for communicating with clients, ensuring that you provide constructive feedback based on their unique needs. Highlighting the importance of being transparent and supportive while also helping them see the bigger picture can be effective here.

Reflect on what attracts you to Evelyn Partners, such as their commitment to diversity, professional development opportunities, and their legacy in the industry. Share how these aspects of the firm align with your career aspirations and values.