Company Description

Evelyn Partners is the UK’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.

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.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here:

Wealth, accountancy and business advisory services | Evelyn Partners

Careers | Evelyn Partners

Job Description

Job Purpose: 

To run payrolls for clients and take care of payroll related queries. Deal with the HMRC and Pension Provider on behalf of the clients on payroll related issues.

Key Objectives:

• Collate information regarding the current payroll run.
• Run a payroll using the software.
• Check all reports and pay slips produced and send to client.
• Produce and submit RTI file to the HMRC.
• Collate year end information.
• Produce year end reports and distribute as required by the client.

Key Relationships:

• External relationships with the clients in particular the employee responsible for the payroll at their end needs to be established.
• Internal relationships with members of the accounts and tax teams should be established as there is often the need to pass on information.

Qualifications

Skills, knowledge and competencies:   Friendly, proactive, and collaborative

• Adaptable and composed under pressure
• Decision-making authority: Responsible for payroll decisions pertaining to clients.
• Consultative approach: Can seek advice from Payroll Department Manager, Partners, or external services when needed
• Resourceful problem-solving: Independently researches solutions or consults colleagues for accuracy.
• Proficient in PAYE and payroll software
• Strong Word and Excel skills
• Knowledge of Payroll Professional, Star or Iris software

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.

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