Evelyn Partners is the UK’s top integrated wealth management and professional services group, with over 186 years of experience in empowering generations of individuals and businesses to thrive. We provide a broad range of financial and professional services tailored to individuals, family trusts, professional intermediaries, charities, and businesses.

Our commitment to delivering award-winning service is rooted in our belief that everyone deserves access to quality advice, regardless of where they stand in their financial journey. Join us as we strive to place the power of good advice in more hands.

Audit Assistant Manager at Evelyn Partners

Company Overview

Evelyn Partners is the UK’s top integrated wealth management and professional services group, with over 186 years of experience in empowering generations of individuals and businesses to thrive. We provide a broad range of financial and professional services tailored to individuals, family trusts, professional intermediaries, charities, and businesses.

Our commitment to delivering award-winning service is rooted in our belief that everyone deserves access to quality advice, regardless of where they stand in their financial journey. Join us as we strive to place the power of good advice in more hands.

Our remarkable track record of growth and innovation is guided by our core values:

• Personal: We offer advice grounded in a genuine understanding of what matters to our clients.
• Partnership: We collaborate closely with our clients to achieve shared goals.
• Performance: We demonstrate a depth of expertise that ensures exceptional results.

Job Description

Why Join Evelyn Partners Audit?

We take immense pride in our highly successful Audit department at Evelyn Partners. Our commitment to high standards and teamwork enables us to produce quality, insightful audit work in a supportive environment. We focus on a growing client base of dynamic mid-market businesses, providing our team with continuous development opportunities and diverse experiences.

If you’re seeking an exciting and varied career path in one of the UK’s fastest-growing audit firms, the Evelyn Partners Audit department could be the ideal place for you.

Also Find This Jobs: Audit Senior Manager at Evelyn Partners

Role Overview

As an Audit Assistant Manager, you will play a pivotal role in planning, executing, and finalizing the audit process for each assignment, ensuring clients receive exceptional service through effective resource management and collaboration with relevant departments.

Key Responsibilities

• Build and maintain relationships with key client contacts.
• Deliver efficient and proactive services, consistently exceeding client expectations.
• Identify any issues and collaborate with the client Partner or Director to resolve them, keeping them informed about job progress.
• Understand the commercial aspects of clients’ businesses and how they affect our work.
• Recognize and highlight opportunities for Evelyn Partners based on your work.
• Maintain regular communication with clients to confirm progress, troubleshoot hurdles, and manage expectations effectively.

Qualifications

To succeed in this role, candidates should possess:

• A qualified accountant designation (ACA, CA, or ACCA).
• Proven audit and accounting experience within a professional services environment.
• Strong communication skills for effective interaction with clients and internal teams.
• Experience supervising and delegating tasks to others.
• The ability to motivate staff to achieve optimal performance.
• Organizational skills to manage multiple assignments simultaneously.
• Proficiency in monitoring costs against budgets for individual clients.

Additional Information

At Evelyn Partners, we offer a competitive salary along with a range of benefits, including:

• Private medical insurance
• Life assurance
• Pension contributions
• A hybrid working model (dependent on the role)
• A generous holiday package with options to purchase additional leave
• Shared parental leave

We are proud to embrace the unique perspectives that a diverse workforce brings, reflecting the society and clients we serve. At Evelyn Partners, we actively support employee resource groups and implement various diversity, equity, and inclusion initiatives. We are dedicated to creating a workplace where all colleagues feel respected and empowered to reach their full potential in a safe and inclusive environment.

We are also committed to making reasonable adjustments to accommodate your needs throughout the application process. Please communicate any requirements to your Recruiter.

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