Company Overview

For more than 180 years, Evelyn Partners has been a prominent player in the UK’s professional services and wealth management sectors. Our legacy is grounded in a commitment to helping businesses and individuals achieve superior outcomes. We believe in making expert guidance accessible to all.

Our people are the key to our success and longevity. We are a dedicated team of professionals united by a common goal: to provide excellent advice and outstanding service. Through strong partnerships and effective collaboration, we have become trusted advisors to numerous clients.

Introduction to the Assurance & Business Services Team

The Assurance & Business Services team at Evelyn Partners plays a crucial role in assuring investors and stakeholders about financial performance. This team provides comprehensive services to a diverse client base, including small businesses, family enterprises, and non-profits across various industries, both in the UK and internationally.

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What You Will Be Doing

As a member of our Assurance & Business Services team, you will collaborate closely with client finance teams at various levels, from Accounts Assistants to Financial Directors. Your work environment will vary depending on each engagement, whether at client offices or at Evelyn Partners’ locations, where you will work together to deliver meaningful assurance, advice, and solutions.

Our audit process consists of three phases: Planning, Fieldwork, and Completion. Each phase can take anywhere from one week to several months, depending on the size and complexity of the client. You will gain valuable exposure to different businesses, helping you develop the skills and knowledge necessary to become an effective auditor.

Your Responsibilities

• Collaborate with the team on various audit and accountancy tasks.
• Gain insights into our clients and their business operations.
• Keep senior stakeholders updated on project progress.
• Familiarize yourself with our audit and accounting software.
• Address any queries related to audits or accountancy.
• Manage tasks and monitor time against budget constraints.

Qualifications

To be successful in this role, you should:

• Be available from June 30 to August 8, 2025.
• Be in your penultimate year at university.
• Be on track for at least a predicted 2:2 degree in any discipline.
• Have a minimum of 112 UCAS points in your top three A Levels (or equivalent), excluding General Studies.
• Achieve at least a Grade 5 (or equivalent) in English Language and Maths at GCSE level.

At Evelyn Partners, we value diverse perspectives and experiences as essential to our success. Our inclusive environment ensures that everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is reflected in our active employee resource groups and ongoing initiatives, creating a workplace where you can thrive.

We also provide reasonable adjustments throughout the application process, so please feel free to discuss any specific needs with your recruiter.

Important Notes for Your Application

When you click the ‘I’m interested’ button, you will be taken to your profile page. Here are some important notes:

• You can submit only one application for any of our programs in a recruitment season. If you are unsuccessful, you will need to wait until next September when applications reopen.
• If you lack experience, enter ‘N/A’ in the ‘Title’ text box and select random start and end dates in the ‘Experience’ section.
• You don’t need to provide all your educational details right away; just fill in the mandatory ‘Institution’ (University) question. If you have more than one degree, include only your most recent one.
• Uploading a document in the ‘Resume’ (CV) section is mandatory, as it will be reviewed by the hiring manager.
• The ‘Message to Hiring Manager’ text box is optional and will not be formally reviewed.