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 involve a lawyer handling complex valuations during divorce proceedings or a business leader seeking support with an internal fraud investigation. You might be a solicitor calculating personal injury losses or a business owner embroiled in a commercial dispute. 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 and financial statements. Drafting emails setting out findings from the analysis conducted, and assisting in the preparation of reports, where applicable. Attending client meetings and telephone calls, where necessary, taking detailed notes. Reviewing reports and calculations for Managers / Partners, to provide Quality Control. Assisting 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. Possess 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: Private medical insurance. Life assurance. Pension contribution. Generous holiday package. Option to purchase additional holiday. Shared parental leave. Fully funded training towards professional qualifications.
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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 involve a lawyer handling complex valuations during divorce proceedings or a business leader seeking support with an internal fraud investigation. You might be a solicitor calculating personal injury losses or a business owner embroiled in a commercial dispute. 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 and financial statements. Drafting emails setting out findings from the analysis conducted, and assisting in the preparation of reports, where applicable. Attending client meetings and telephone calls, where necessary, taking detailed notes. Reviewing reports and calculations for Managers / Partners, to provide Quality Control. Assisting 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. Possess 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: Private medical insurance. Life assurance. Pension contribution. Generous holiday package. Option to purchase additional holiday. Shared parental leave. Fully funded training towards professional qualifications.
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