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: Wealth, accountancy and business advisory services | Evelyn Partners and Careers | Evelyn Partners
Job Description
What will you be doing?
We’re seeking a talented individual to join our Valuation team either in Birmingham or London. The individual will be responsible for preparing a wide range of valuations for accounting, tax, and commercial purposes, in both contentious and non-contentious circumstances. In addition to business and share valuations, we also prepare valuations of intangible assets (often post acquisition) and incentive scheme awards (e.g. share options and management share plans).
As Assistant Manager, some of your responsibilities will include:
Taking responsibility of the various valuation assignments and preparing autonomously the analysis, execution and reporting involved:
- Proactively mentoring junior team members.
- Actively participating in client discussions.
- Assisting managers, senior managers and above with business development (i.e., proposals for new business)
- Assisting in preparing scope of work and associated.
This demanding role will allow exposure to a wide variety of valuation work, clients, and sectors, which will be highly rewarding to an individual who enjoys working on diverse projects and being involved at each step of the work assignment.
Qualifications
To be successful in this role, you should:
- Education to degree level or equivalent.
- Completed or working towards a relevant professional qualification e.g. CFA or Chartered Accountant (ACA/CA/ACCA).
- Significant experience in business valuations gained within a leading advisory firm with international coverage and clients.
- Extensive experience in valuation methodologies and modelling and first-class valuation technical skills. History of providing these in a range of sectors and for a number of uses, including for accounting and commercial purposes such as share options, derivatives, and growth shares.
- Up-to-date working knowledge of key valuation methodologies and best practice modelling.
- Experience in managing a team of junior valuers.
- Excel, Word and PowerPoint skills – in the creation of our valuation models and in preparing relevant reports, a high competency in these formats is vital to provide a robust and creative output. Experience in business development and willingness to develop these skills.
- An ability to generate contacts within the industry and a willingness to develop such contacts.
- Fluency in business English – both written and oral.
Additional Information
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.
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