Evelyn Partners is the UK’s leading integrated wealth management and professional services group. With £56 billion of assets under management (as of November 2021), we rank as the third largest UK wealth manager measured by revenues and the sixth largest professional services firm ranked by fee income (source: Accountancy Age 50+50 rankings, 2021).

We are driven by our purpose to place the power of good advice into more hands for both individuals and businesses. Our purpose is supported by our 3 core values:

Personal — we treat you as an individual

Partnership — we go further together

Performance — we strive for more


What will you be doing?


We are seeking a talented individual to join our Valuations team in our Birmingham office. The valuation team prepares a wide range of valuations for commercial, accounting and tax purposes, in both contentious and non-contentious circumstances. The valuation team has 3 main offices in the UK: London, Birmingham and Bristol. The team has a strong focus in business and share valuations but also prepare valuations of intangible assets (for IP structuring or post-acquisition) and incentive scheme awards (e.g., share options and management share plans).


As an Assistant Director, some of your responsibilities will include:


  • Leading various valuation assignments and preparing autonomously the analysis, execution and reporting involved.
  • Proactively managing teams and understanding clients’ expectations.
  • Assisting partners with business development (i.e., proposals for new business).
  • Establishing the scope of work of projects, preparing associated budgets and communicating these to relevant parties.
  • Supervising the performance and workload of the team (i.e., direct report).
  • Networking internally and externally to identify new opportunities.


To be successful in this role, you should have:


  • Extensive experience of valuations gained within a leading advisory firm with international coverage and clients.
  • In-depth knowledge of valuation methodologies and modelling and first-class valuation technical skills. History of leading projects for different valuation purposes (e.g., accounting, tax and commercial purposes) and various contexts such as purchase price allocations, IP valuations, share options, derivatives and growth shares.
  •  History of training, mentoring and recruiting teams.
  • Experience of managing clients in complex assignments.
  • Educated to degree level or equivalent and completion or working towards a relevant professional qualification (e.g., CFA or Chartered Accountant ACA/CA/ACCA).


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 value the differences that a diverse workforce brings, representative of our society and clients.  We are committed to providing a work environment 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.

If you need any reasonable adjustments for your application process, please let your recruiter know.