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:
Why Evelyn Partners Beaconsfield?
With approximately 70 employees working from this office, we pride ourselves on fostering a supportive and inclusive environment. You will be working with our vast client base which spans various industries, offering you exposure to interesting and diverse work. We prioritise learning and development, ensuring you have the support to help you reach your full potential, whilst contributing to the success of our growing company.
Located in Beaconsfield’s Old Town, our office enjoys easy access to major transportation routes, including the M40 motorway and Chiltern Line train station, facilitating convenient commuting for our colleagues. Our central location ensures proximity to a wealth of amenities, including cafes, restaurants, and shops. Beaconsfield New Town is a 15-minute walk from the office, where you will find a traditional high street, M&S food hall and supermarkets.
Job Description
What will you be doing?
We’re seeking a talented person to join our Audit team in Beaconsfield. In this role you will have a chance to gain experience and training in a wide variety of accounting disciplines, including audit, in order to display increasing skills in the working environment and achieve qualification as either ACCA or ACA.
This role require full time presence in the office.
As an Associate, your responsibilities will include among others:
1. Timely and efficient completion of tasks assigned, in line with firm operating procedures and processes, increasing to whole audit but also occasionally accounts, tax and other projects.
2. Devoting sufficient time to professional studies in order to meet all study goals set by tutors or the Line Manager and to achieve the best possible exam results.
3. Attending technical courses, undertaking technical reading to ensure technical competence, awareness of internal procedures and communications.
4. Agreement of budget with manager as job commences, regular monitoring of progress against budget and feedback to supervisors.
5. Regular communication with managers, Principals and other colleagues to update on progress with assigned work.
6. Facilitating teamwork and spirit within the team
Qualifications
To be successful in this role, you should
7. Studying for an accountancy qualification (ACA, ACCA).
8. Demonstrable audit experience gained within a professional services firm.
9. Good communication skills in order to liaise with clients, directors, staff and other professionals.
10. Demonstrable experience of supervising others and delegation of work.
11. Demonstrable ability to organize self and others, such that you can work on several different assignments at one time.
12. Ability to monitor costs against budget for clients.
Desired
13. Robust IT skills
14. An excellent attention to detail
15. Technically up to date with awareness of relevant regulatory frameworks appropriate to level of experience/qualification
16. Analytical and logical skills, particularly an ability to absorb high level concepts and apply them to different contexts/situations
17. Semi senior hires should possess between 1- and relevant practice based experience
Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include:
18. Competitive salary
19. Private medical insurance
20. Life assurance
21. Pension contribution
22. Hybrid working model (role dependant)
23. Generous holiday package
24. Option to purchase additional holiday
25. 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.