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; andPerformance, demonstrating a breadth and depth of advice expertise to deliver first-class results.
Read more about us and available career opportunities here:
We’re seeking a talented individual to join our team in Dublin, reporting to the Head of Business Outsourcing Services (BOS).
As Associate Director, your responsibilities will include among others
* To ensure that clients receive an efficient and proactive service and client expectations are exceeded throughout the year. Liaise with client Partners and other Evelyn Partners staff where appropriate to ensure all are kept up to date with relevant issues.
* To add value to the client relationship, identifying and developing opportunities to improve the clients businesses and/or develop additional services for Evelyn Partners (costs/fees).
* Awareness of commercial aspects of the clients businesses and impact on our work, understanding of the commercial factors affecting the client and to be able to monitor the commercial effectiveness of work done by Evelyn Partners by reviewing costs against budget.
* To attend prospective client meetings with Partners and Directors to promote our business service offering, that the prospect is interested in, run with warm lead introductions and convert these to new wins.
* To prepare proposals for new work, attendance at marketing events, development of personal contacts and identification and development of opportunities for Evelyn Partners with current clients.
Qualifications
To be successful in this role, you should
* Significant accounting experience gained within a professional services firm or commercial finance function.
* Demonstrable practical understanding and application of the services delivered by the BOS team e.g. management accounts, statutory accounts preparation, payroll, bookkeeping, VAT and company secretarial.
* Ability to develop trusted advisor status with clients, ensuring clients expectations are exceeded, by providing a first-class service at all times.
* Excellent planning and organisation skills to ensure all client work is carried out within the appropriate timescales through continual monitoring of progression of the work.
* Results orientated to meet and exceed client expectations, with a key focus on delivering high quality work that consistently meets client deadlines.
* Qualified accountant (ACA, CA, ACCA – or international equivalent).
* Previous experience of developing new business is preferred.
Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include:
* Private medical insurance
* Life assurance
* Pension contribution
* 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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