Company Description
For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality.
Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.
Job Description
We’re seeking a talented individual to join our Forensic Services team in London, which is responsible for specialised forensic services, resolving a contentious financial dispute between two parties or strengthening a legal case. This may be a lawyer handling complex valuations during divorce proceedings or a business leader seeking support with an internal fraud investigation.
As Assistant Manager, Your Responsibilities Will Include Among Others:
* Initial review and understanding of case with a Partner / Manager.
* Carrying out analysis of financial documents such as bank statements / financial statements.
* Draft emails setting out findings from the analysis conducted, and assist in preparation of reports, where applicable.
* Attend client meetings and telephone calls, where necessary, taking detailed notes.
* Review of reports and calculations for Managers / Partners, to provide Quality Control.
* Assist in client onboarding, setup, and preparing fee notes for clients.
Qualifications
To be successful in this role, you should be:
* ACA/ACCA/CIMA qualified - direct forensics experience not required.
* Report writing skills.
* Ability to organise and prioritise workload.
* Ability to communicate with clients.
* Ability to recognise and analyse the issues in a case and plan a practical approach.
* Attention to detail and clarity of thought.
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 dependent).
* Generous holiday package.
* Option to purchase additional holiday.
* Shared parental leave.
* Fully funded training towards professional qualifications.
* Cycle to work scheme.
* Season ticket loan.
* Eye care support.
Seniority level
Entry level
Employment type
Full-time
Job function
Other
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