Company Description
Evelyn Partners is one of the UK’s leading professional services group, with over 186 years of experience in helping businesses and generations of people to thrive. We offer an extensive range of financial and professional services to businesses, individuals, family trusts, professional intermediaries and charities.
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.
Job Description
What will you be doing?
We’re seeking a talented individual to join our Valuations team in London. The individual will be responsible for preparing a wide range of valuations for accounting, tax, and commercial purposes (for non-contentious or contentious circumstances). In addition to business and share valuations, we also prepare valuations of intangible assets (often post-acquisition or for tax purposes) and complex securities (e.g. employee benefit share options and management share plans, warrants, etc.).
As a Manager, Some Of Your Responsibilities Will Include:
Taking responsibility for the various valuation assignments and preparing autonomously the analysis, execution and reporting involved.
Proactively managing teams and understanding clients’ expectations.
Assisting partners and directors with business development (i.e., proposals for new business).
Establishing the scope of work of projects, preparing associated budgets and communicating these to relevant parties.
Supervising the performance and workload of the team (i.e., direct report).
Internal and external networking to identify new opportunities.
Qualifications
To be successful in this role, you should have:
Significant experience of valuations gained within a leading advisory firm with international coverage and clients.
Advanced knowledge of valuation methodologies and modelling and first-class valuation technical skills. History of providing these for different valuation purposes (e.g., accounting, tax and commercial purposes) and various contexts such as purchase price allocations, IP valuations, share options, derivatives and growth shares.
Up-to-date working knowledge of key valuation methodologies and best practice modelling.
Experience of managing a team of valuers.
Educated to degree level or equivalent and completion or working towards a relevant professional qualification (e.g., CFA or Chartered Accountant ACA/CA/ACCA).
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
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.
Seniority level Mid-Senior level
Employment type Full-time
Job function Other
#J-18808-Ljbffr