19 Oct
evelyn Partners
Birmingham
Job description
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 : and
Job Description
What will you be doing?
To provide full administrative support to Tax Advisors and / or Tax Senior Management. This will enable the team to provide the delivery of accurate, comprehensive advice to clients and a first class level of service.
Some of your responsibilities will be to :
- To work closely with the Tax teams to deliver first class service to clients.
- Managing the Client Onboarding and AML Remediation processes, including data collection and liaising with the central onboarding team when required.
- Assist with billing processes, including WIP management and debt collection.
- Maintain back-office systems and client records in line with the company policies.
- Provide daily administration support, which may include liaising with clients and HMRC.
- Management and processing of various annual tax return processes.
- Preparation of meeting packs.
- Assist in the preparation of pitch reports for new client opportunities.
- Prioritise workloads to ensure all activites are met in a timely manner.
Qualifications
To be successful in this role, you should have :
- good academic record including 5 GCSEs (including English and Maths, and min AAA)
- good working knowledge of Microsoft Office packages Excel, Word, Adobe,
- experienced IT user with intermediate Excel skills
- Strong numerical skills, able to demonstrate understanding of financial terms
- Exceptional organisational skills with the ability to prioritise and multitask
- Team player, but with the ability to work and manage their own work
- Strong communication skills
- Ability to liaise with senior members of the business in a confident and professional manner
- Strong attention to detail and accuracy for all record keeping and reporting.
- Ability to use judgement and reasoning to propose solutions to problems.
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.
▶️ Client Service Administrator
🖊️ evelyn Partners
📍 Birmingham