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
You will be working as part of team that deals with businesses and individuals that have gone into an insolvency process such as liquidation or bankruptcy. The team's role is to recover value for creditors of the business or individual. The role involves supporting experienced staff with case management and compliance with both legal and best practice requirements. After a suitable period there is the potential to work towards relevant professional qualifications, such as accounting or insolvency.
Some of your responsibilities will include:
- Client contact
- Occasional client contact in conjunction with managers.
- Dealing with creditor and other enquiries relating to insolvency cases
- Dealing with external agents and advisers on routine matters
- Technical
- Perform work in line with legal and best practice requirements
- Maintain physical and electronic records in formal insolvency cases
- Understand and appreciate key commercial aspects of the insolvent company’s business.
- Organisational
- Administer a case portfolio, ensuring all statutory, regulatory and internal procedures are followed and deadlines are met.
- Provide regular progress reports to the manager including preparation of six monthly case reviews.
- Identify and discuss with manager issues/problems and agree and complete appropriate actions.
- Be able to work on several different assignments at one time.
- Setting up and maintenance of files
- Assisting at meetings including preparation of minutes
- Basic office administration, including filing, copying, casting and reading over documents,
- Drafting/preparation of documents required for statutory processes (e.g. notices of general meeting, circulars to creditors, progress reports).
- Maintenance of case checklists, reporting and compliance diary, and electronic case records.
- Drafting all routine case correspondence.
- Analytical review of information to facilitate case strategy or to fulfil reporting requirements.
- Dealing with creditor telephone enquiries
- Collecting in the selling assets with the assistance of agents
- Development
- Attendance on courses.
- Technical reading.
- Familiarise and gain working knowledge of all regulatory and statutory requirements, including statements of Insolvency Practise and other best practise, Risk Management and Anti-Money Laundering requirements.
Qualifications
Demonstrable experience of working within the Insolvency sector is preferable
Preferred GCSEs in Maths & English Language at grade B or above
A minimum of 240 UCAS points (equivalent of 3 A-Levels at grade C)
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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