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    Assistant to Manager - Guildford, Surrey, United Kingdom - Evelyn Partners

    Evelyn Partners
    Evelyn Partners Guildford, Surrey, United Kingdom

    3 weeks ago

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    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.

    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; 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
    Assistant Manager Level 1

    Client Portfolio - ensure that clients receive an efficient and proactive service and client expectations are exceeded throughout the year.

    Completing management and statutory accounts, including related services, and setting budgets - awareness of commercial aspects of clients' business and impact on our work.

    Arrangement of timetable, booking of staff, planning and completion of management accounts, statutory accounts, VAT returns and other related assignments

    Business/Practice Development - preparation of proposals for new work, and development of opportunities for Evelyn Partners with current clients.

    Training and development - supervising junior staff members and ensuring feedback is given to staff on a timely basis.

    Ensuring appropriate in-house & on-the job training received personally.

    Client billing - attend to preparation of fee notes and fee covering letter for clients, in terms of the Business Outsourcing Services billing policy, for review by the relevant Associate Director, Director or Partner.

    Assist the Managers with cash collection of outstanding debtors for clients in the portfolio in accordance with our Business Outsourcing Services cash collection policy.

    Review and prepare monthly and quarterly Management accounts & related files.
    Prepare and review unaudited statutory accounts & related files.
    Review iXBRL tagged accounts once prepared by members of the team.
    Support managers within the team with various administrative tasks and projects that arise from time to time.
    Strong academic history.
    Qualified accountant (ACA, CA, ACCA) or qualified by experience.

    Use of IT - proficient user of Sage, QuickBooks On-line, Xero and Microsoft Office packages or ability to get up to speed on the software, as required.

    Planning and organising - to ensure all client work is carried out within the appropriate timescales through continual monitoring of progression of the work.

    Technical expertise - to ensure accounts are produced to meet statutory requirements and VAT return issues are addressed or referred to the VAT department for their input.

    Commercial awareness - to have a good understanding of the commercial factors affecting the client and to be able to monitor the commercial effectiveness of work done by S&W by reviewing costs against budget.

    Problem solving - technical knowledge to resolve client issues and organisation to be flexible to meet client and Partner demands.

    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

    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.

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