Valuations Manager / Senior Manager
Smith & Williamson
Birmingham
3d ago

Tilney Smith & Williamson

Leading independently owned providers of investment management, financial planning, financial advisory, accountancy, tax and corporate services to private clients, corporates, professional practices, and non-profit organisations.

With over 60 offices in the UK, Ireland, Jersey and Guernsey, 3,200 people and an international capability in over 100 countries, our aim is to provide an innovative global service.

Birmingham

Our centrally located Birmingham city office provides leading edge advice to private clients, professional practices, mid-to-large corporates and non-profit organisations.

We provide an extensive range of services from our Birmingham office : accounting services, business advisory services, corporate finance, corporate recovery, corporate tax, forensic services and litigation support, investment management, financial planning, advice on personal tax and trusts, as well as valuations.

Valuations

The Valuations team prepares a wide range of valuations for accounting, tax and commercial purposes, in both contentious and non-contentious circumstances.

In addition to business and share valuations, we also prepare valuations of intangible assets (often post acquisition) and incentive scheme awards (e.

g. share options and management share plans).

The Valuations team is one of the fastest growing areas within Smith & Williamson and has been identified as a strategic area of growth and investment.

We are part of a broader national Transactions team and work alongside corporate finance, due diligence and financial modelling colleagues.

The Birmingham valuation team has played a pivotal role in the growth of the wider, national Valuations practice. The team remains ambitious about future development which provides the applicant an exciting opportunity with excellent career prospects.

Purpose of role :

We are looking for a bright, motivated individual to join the Birmingham team, to take responsibility for the analysis, execution and reporting involved in the valuation of shares, companies and other financial instruments.

The role involves managing people and clients, and responsibility for assisting with business development.

This demanding role will allow exposure to a wide variety of clients, sectors and type of work, which will be highly rewarding to an individual who enjoys working on diverse projects and the personal dynamic of working as part of a small but growing team.

Key responsibilities :

Client (valuation) work :

  • establishing and communicating work scopes
  • planning and preparation of budgets
  • performing / supervising work
  • writing / reviewing reports
  • responsibility for client meetings
  • building valuation models
  • researching industry trends, comparable companies and acquisitions
  • Marketing :

  • networking and maintaining industry contacts
  • preparation of work proposals and pitches
  • assistance in the origination of new business and execution of business development initiatives
  • Supervision, development, appraisal of staff - as required when junior staff are utilised

    Cross-selling and liaison with other departments :

  • working alongside colleagues from other departments
  • maintaining cross-divisional contacts
  • Key Competencies :

    Judgement (both in terms of scope, depth of work done and evaluation of results) - critical, given the open-ended and subjective nature of this work.

    Commercial awareness - an integral part of the role. In addition, an ability to pick apart company accounts and analyse them in detail.

    Communication both excellent oral and written communication skills are integral in providing client service. Our report is in many cases the only permanent record of our work received by our clients.

    Planning and organisational skills effective organisation of work and balancing work volumes across a portfolio of clients.

    Client management skills are also essential to provide exceptional client service efficiently at acceptable recovery rates.

    Creativity and innovation - essential to distinguish us from a crowded, high quality and able field and to consider and resolve complex issues as these arise.

    Candidate Profile

    Education / Qualifications :

  • Educated to degree level or equivalent.
  • A relevant qualification (such as being a chartered accountant or holding the Corporate Finance Diploma or CFA) is desirable, although not essential.
  • Key Experience / Skills :

  • Extensive experience of valuation methodologies and modelling. History of providing these in a range of sectors and for a number of purposes, including for accounting, tax and commercial purposes.
  • Up-to-date working knowledge of key valuation methodologies and best practice in modelling.
  • Excel, Word and PowerPoint skills in the creation of our valuation models and in preparing relevant reports, a high competency in these formats is vital to provide a robust and creative output.
  • Experience in business development and willingness to develop these skills.
  • An ability to generate contacts within the industry and a willingness to develop such contacts.
  • Tilney Smith & Williamson

    Leading independently owned providers of investment management, financial planning, financial advisory, accountancy, tax and corporate services to private clients, corporates, professional practices, and non-profit organisations.

    With over 60 offices in the UK, Ireland, Jersey and Guernsey, 3,200 people and an international capability in over 100 countries, our aim is to provide an innovative global service.

    Birmingham

    Our centrally located Birmingham city office provides leading edge advice to private clients, professional practices, mid-to-large corporates and non-profit organisations.

    We provide an extensive range of services from our Birmingham office : accounting services, business advisory services, corporate finance, corporate recovery, corporate tax, forensic services and litigation support, investment management, financial planning, advice on personal tax and trusts, as well as valuations.

    Valuations

    The Valuations team prepares a wide range of valuations for accounting, tax and commercial purposes, in both contentious and non-contentious circumstances.

    In addition to business and share valuations, we also prepare valuations of intangible assets (often post acquisition) and incentive scheme awards (e.

    g. share options and management share plans).

    The Valuations team is one of the fastest growing areas within Smith & Williamson and has been identified as a strategic area of growth and investment.

    We are part of a broader national Transactions team and work alongside corporate finance, due diligence and financial modelling colleagues.

    The Birmingham valuation team has played a pivotal role in the growth of the wider, national Valuations practice. The team remains ambitious about future development which provides the applicant an exciting opportunity with excellent career prospects.

    Purpose of role :

    We are looking for a bright, motivated individual to join the Birmingham team, to take responsibility for the analysis, execution and reporting involved in the valuation of shares, companies and other financial instruments.

    The role involves managing people and clients, and responsibility for assisting with business development.

    This demanding role will allow exposure to a wide variety of clients, sectors and type of work, which will be highly rewarding to an individual who enjoys working on diverse projects and the personal dynamic of working as part of a small but growing team.

    Key responsibilities :

    Client (valuation) work :

  • establishing and communicating work scopes
  • planning and preparation of budgets
  • performing / supervising work
  • writing / reviewing reports
  • responsibility for client meetings
  • building valuation models
  • researching industry trends, comparable companies and acquisitions
  • Marketing :

  • networking and maintaining industry contacts
  • preparation of work proposals and pitches
  • assistance in the origination of new business and execution of business development initiatives
  • Supervision, development, appraisal of staff - as required when junior staff are utilised

    Cross-selling and liaison with other departments :

  • working alongside colleagues from other departments
  • maintaining cross-divisional contacts
  • Key Competencies :

    Judgement (both in terms of scope, depth of work done and evaluation of results) - critical, given the open-ended and subjective nature of this work.

    Commercial awareness - an integral part of the role. In addition, an ability to pick apart company accounts and analyse them in detail.

    Communication both excellent oral and written communication skills are integral in providing client service. Our report is in many cases the only permanent record of our work received by our clients.

    Planning and organisational skills effective organisation of work and balancing work volumes across a portfolio of clients.

    Client management skills are also essential to provide exceptional client service efficiently at acceptable recovery rates.

    Creativity and innovation - essential to distinguish us from a crowded, high quality and able field and to consider and resolve complex issues as these arise.

    Candidate Profile

    Education / Qualifications :

  • Educated to degree level or equivalent.
  • A relevant qualification (such as being a chartered accountant or holding the Corporate Finance Diploma or CFA) is desirable, although not essential.
  • Key Experience / Skills :

  • Extensive experience of valuation methodologies and modelling. History of providing these in a range of sectors and for a number of purposes, including for accounting, tax and commercial purposes.
  • Up-to-date working knowledge of key valuation methodologies and best practice in modelling.
  • Excel, Word and PowerPoint skills in the creation of our valuation models and in preparing relevant reports, a high competency in these formats is vital to provide a robust and creative output.
  • Experience in business development and willingness to develop these skills.
  • An ability to generate contacts within the industry and a willingness to develop such contacts.
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