Job Description
Company Description
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next.
Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Description
What will you be doing?
We’re seeking a talented individual to join our team in London on a 6 month FTC. You will be responsible for supporting the Finance Business Partner with delivering the objectives of the FP&A team. Focusing on integration with the NatWest Finance team, supporting enhanced reporting and data consolidation requirements as a result of integration activity.
As Finance Analyst, your responsibilities will include among others:
- To be a key part of the FP&A team, the individual will strive to fully understand the drivers behind the group’s finances and help to translate this to meaningful information to aid decisions at an executive level.
- To understand, through focused analysis, the commercial messages which can be inferred from financial performance data and other management information relating to Evelyn Partner’s businesses.
- To assist in providing the Executive leadership with actionable insight and analytics of actual and projected financial performance to support the decision-making process.
- Key support on Integration including delivery of weekly AUMA reporting, working with NW Finance and Data teams to deliver, and track key data such as one-off attrition, synergies and referral targets.
- Consolidate Evelyn Partners Financials into rolling forecast templates for delivery to NW Finance including automation and enhancements as integration progresses and assist in delivery of enhanced Performance MI.
- Contribute to the development of “business as usual” including providing input into rolling forecasts and budgets including updating pack materials and agreeing approach with business contacts, assisting business contacts with ad-hoc financial analysis required to understand their business performance and interpreting results to develop “the story” that accompanies financial reporting.
Qualifications
To be successful in this role, you should:
- Qualified accountant
- Highly methodical and organised, with an ability to work under pressure and within tight deadlines, whilst maintaining accuracy and a high-quality output
- Knowledge of finance business processes and controls
- Ability to multi task, manage multiple competing priorities and get to grips with new concepts quickly
- Strong financial modelling and presentational skills with an ability to assess and review business plans and draft high quality documentation
- Strategic analysis, planning and execution, performance metrics, and commercial acumen
Desired:
- ACA/CIMA/ACCA
- Integration / transactions experience desirable but not essential
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.
