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Description
If you’re looking to join an organisation that will give you the right opportunities and experience to develop your career, join Evelyn Partners.
Evelyn Partners
Evelyn Partners’s personal wealth management services include financial planning, investment management and advice, online execution-only investing and personal tax advice. For businesses, its range of services include assurance and accounting, business tax advice, employee benefits, forensic advice, fund administration, recovery and restructuring, as well as corporate finance and transaction services.
Bristol
Our Bristol office comprises 34 partners and directors and around 140 staff working from offices in the heart of the city.
We focus primarily on mid-corporates, owner-managed businesses, private clients and professionals, and provide robust, open and honest support. Our skill is to link our many service offerings to provide ‘joined up' thinking, delivered in an approachable and pragmatic way with a high degree of partner involvement
Private Client Tax Services
Many individuals seek help with their taxes whether it is due to lack of time, the complexity of the annual tax return process or to find tax efficient strategies. Whatever their reason, we can help individuals from all walks of life with all the tax issues they may face. We can deal with compliance obligations and reporting requirements while also offering high level planning advice on a domestic and international level.
JOB DESCRIPTION
Purpose of role:
To manage own portfolio of clients and working with senior staff on consultancy and advisory personal tax planning and offshore projects.
Key responsibilities:
Key Competencies:
Candidate Profile
Education/Qualifications:
Key Experience/Skills:
About Evelyn Partners
Evelyn Partners is the UK’s leading integrated wealth management and professional services group, created by the merger of Tilney and Smith & Williamson on 1 September 2020.
With £54.8 billion of assets under management (as of 30 June 2021), it ranks as the third largest UK wealth manager measured by revenues and the eighth largest professional services firm ranked by fee income. The Group currently operates through three principal brands: Evelyn Partners, and online investment service Bestinvest. It has a network of 28 offices across the UK, as well as the Republic of Ireland and the Channel Islands. Through its operating companies, the Group offers an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
Value statement
Evelyn Partners’s chosen purpose to “place the power of good advice into more hands” succinctly encapsulates the group’s central mission of supporting both individuals and businesses to achieve their goals.
In delivering its purpose, Evelyn Partners have set out three core values that it is committed to embedding in the culture of the business:
Smith & Williamson is an independently owned provider of investment management, accountancy, tax, corporate and financial advisory services.
Resources:
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