Senior Manager

<h3>Company Description</h3><p>Evelyn Partners is the UK and Ireland’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.</p><p>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.</p><p>An exceptional track record of growth and innovation is driven by our core values of: <em>Personal, </em>offering advice based on a true understanding of what matters to our clients; <em>Partnership</em>, working with our clients in a joined-up, collaborative way; and <em>Performance</em>, demonstrating a breadth and depth of advice expertise to deliver first-class results.</p><p>Read more about us and available career opportunities here: <a href="https://www.evelyn.com/">Wealth, accountancy and business advisory services | Evelyn Partners</a> and <a href="https://www.evelyn.com/careers/">Careers | Evelyn Partners</a></p><h3>Job Description</h3><p><strong>Purpose of role</strong></p><p>Reporting to the Head of Business Outsourcing Services (BOS), your principal task will be to develop the BOS practice in the Dublin office, building on an existing portfolio. You will take ownership of the day-to-day running of the service line and look to build a team around you as the practice develops. In order to be considered successful in your role, it is imperative that you manage your team, and run the portfolio of work in line with the National BOS KPI targets. Within this role you will be expected to develop a personal marketing approach, having ideas to create work for the individual and the firm, and to manage a portfolio of clients.</p><p><strong>Key responsibilities:</strong></p><p><u>Client Contact</u></p><ul><li>To ensure that clients receive an efficient and proactive service and client expectations are exceeded throughout the year. Liaise with client Partners and other Evelyn Partners staff where appropriate to ensure all are kept up to date with relevant issues.  </li><li>To add value to the client relationship, identifying and developing opportunities to improve the clients’ businesses and/or develop additional services for Evelyn Partners (costs/fees).</li><li>Manage client billing effectively.</li></ul><p><u>Technical</u></p><ul><li>BOS work and setting budgets - awareness of commercial aspects of the clients’ businesses and impact on our work.  Arrangement of timetable, booking of staff, planning review and completion of BOS and other related assignments.</li><li>Review colleagues’ work in accordance with Evelyn Partners procedures and provide technical advice/support where necessary.</li></ul><p><u>Staff Management </u></p><ul><li>Organise a range of staff working on client engagements, ensuring that they are clear about the functions required, properly trained and receive appropriate feedback.  </li><li>To delegate appropriate work to more junior staff, aiding their development.</li><li>Department Administration - monitoring workloads to ensure most efficient use of resources. Liaison with junior staff to assess any issues that need dealing with.</li></ul><p><u>Business/Practise Development</u></p><ul><li>To attend prospective client meetings with Partners and Directors to promote our business service offering, that the prospect is interested in.</li><li>To run with warm lead introductions and convert these to new wins.</li><li>To prepare proposals for new work, attendance at marketing events, development of personal contacts and identification and development of opportunities for Evelyn Partners with current clients.  </li><li>To develop and carry out a continuous marketing programme which delivers further work for the firm.</li></ul><p><u>Training and development</u></p><ul><li>To ensure assessment forms are completed and feedback given to staff on all jobs. </li><li>Ensuring appropriate in house and external training received personally.</li></ul><p><u>Key Competencies:</u><br/> •    Planning and organising - to ensure all client work is carried out within the appropriate timescales through continual monitoring of progression of the work.<br/> •    Technical expertise - to ensure services are conducted to the correct standard and accounts preparation is accurate and meaningful for the type of industry.  To be able to answer staff and client technical queries and make technical decisions.<br/> •    Commercial awareness - to have a good understanding of the commercial factors affecting the client and to be able to monitor the commercial effectiveness of work done by Evelyn Partners by reviewing costs against budget.<br/> •    Teamwork