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
Job Description
Why join Evelyn Partners Audit?
We’re really proud of our highly successful Evelyn Partners Audit department. We hold ourselves to high standards and work together to produce quality, incisive audit work in a collegiate environment. We’re focused in working with an expanding client base of dynamic mid-market businesses whom are evolving and changing; which gives our team continual development opportunities and new experiences.
If you see yourself in an environment with an exciting and varied career journey and given the opportunity to perform and develop in one of the fastest growing audit firms in the UK, the Evelyn Partners audit department might be exactly what you’re looking for.
What You'll Be Doing
Plan, perform and complete the audit process for each assignment. You will ensure clients are provided with a high-quality service, through the effective management of resources and liaison with relevant departments.
Key Responsibilities
- Establish relationship with key contacts at the client.
- Ensure that clients receive an efficient and proactive service and expectations are exceeded.
- Identify issues and agree resolution with client Partner or Director, ensuring they are up to date with the job’s progress.
- Awareness of commercial aspects of clients’ business and its impact on our work.
- Identify and highlight any opportunities for Evelyn Partners apparent from work undertaken.
- Regular discussions with the client to confirm progress, identify solutions to any hurdles and ensure reasonable expectations are met.
Qualifications
What you'll need to be successful:
- Qualified accountant (ACA, CA, ACCA).
- Demonstrable audit and accounts experience gained within a professional services firm.
- Strong communication skills, both internally and directly with clients.
- Demonstrable experience of supervising others and delegation of work.
- Ability to motivate staff to ensure best performance.
- Demonstrable ability to organise self and others, such that you can work on several different assignments at one time.
- Strong communication skills in order to liaise with clients, directors, staff and other professionals.
- Ability to pro-actively monitor costs against budget for individual clients.
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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