Valuations Manager

To take ownership of allocated assignments in a way that meets and exceeds the clients expectations while taking responsibility for managing and developing employees and getting involved in business development.

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Job Description

 

Markets
• Keeps abreast of relevant industry and professional developments and contributes to thought leadership
• Builds a personal network from which leads could be generated
• Contributes to developing new business from own contacts and collaborative working with Financial Services Group colleagues or others in the wider firm
• Supports the development, launch and exploitation of new initiatives and service lines to diversify the business
• Takes part in networking events and introduces contacts to colleagues
• Speaks at Grant Thornton seminars, industry and professional events
• Acts as an ambassador for the firm where opportunities arise to raise the profile of Financial Services Group and Grant Thornton in the market place
• Demonstrates an awareness of the full range of the firm's products, services and capabilities and contributes to cross selling
• Participates in business development activities and contributes effectively to sales pitches and drafting proposals

Clients
• Ensures client take-on is completed in accordance with Grant Thornton risk management procedures
• Takes day to day management responsibility for delivery of client assignments
• Effectively manages client expectations regarding fees, delivery and deadlines
• Projects a confident and professional image

People
• Plays an active role in the Actuarial and Risk team, managing, mentoring, coaching and advising team members as appropriate and contributing to positive morale
• Works collaboratively across all areas within the Financial Services Group to maximise our contribution to the firm and to clients
• Acts as a role model for more junior employees and provides constructive upward feedback to more senior colleagues
• Develops others, providing appropriate learning and development opportunities and interventions
• Works in line with the firm's CLEARR values, of collaboration, leadership, excellence, agility, respect and responsibility
• Seeks regular feedback and identifies and acts upon learning and development needs in order to develop technical and personal skills
• Becomes expert (eg recognised speaker or "go to" person in department) in at least one technical area
• Completes a timely appraisal and personal development plan for self and others, as appropriate
• Meets CPE requirements and completes return on time
• Meets all relevant requirements of Actuarial Profession

Operations and results
• Prepares fee estimates and budgets for client assignments and can make and justify any required changes to these as the assignment progresses
• Ensures assignments are delivered to budget and that any variances are escalated at an early stage
• Ensures own time is utilised effectively, as well as team member time on their assignments, and identifies opportunities to work more efficiently
• Ensures fees are collected in a timely manner and debtors kept to a minimum
• Adheres to the Firm's risk management policies and is aware of changes in the Firm's approach to risk management
• Keeps senior managers, directors and partners informed of progress, promptly draws issues to their attention and implements agreed actions
• Participates in the presentation of conclusions and recommendations to the client and discusses the implications and action points
• Designs and undertakes high quality analytical work requiring minimal input from senior managers, directors and partners
• Writes high quality, professionally presented reports, requiring minimal input from senior managers, directors and partners
• Deputises effectively for senior managers and directors as necessary
• Ensures all files are closed down on completed projects in accordance with Grant Thornton policy