Evelyn Partners is the UK’s leading integrated wealth management and professional services group. With £56 billion of assets under management (as of November 2021), we rank as the third-largest UK wealth manager measured by revenues and the sixth-largest professional services firm ranked by fee income (source: Accountancy Age 50+50 rankings, 2021).

We are driven by our purpose to place the power of good advice into more hands for both individuals and businesses. Our purpose is supported by our 3 core values:

Personal — we treat you as an individual

Partnership — we go further together

Performance — we strive for more


What will you be doing?

We’re seeking a talented individual to join our Business Outsourcing Team in Salisbury, which is responsible for the accurate processing of clients’ financial data and the preparation of monthly/quarterly management accounts and annual financial accounts within the timeframe agreed with the client or required by statute. Also undertaking the preparation of VAT returns and other VAT compliance.

As Accounts Assistant, some of your responsibilities will include:


  • Preparing and inputting client transactions into a computerised ledger system.
  • Preparation of monthly/quarterly management accounts for clients.
  • Preparing monthly/quarterly/annual VAT returns from financial information supplied by the client. Preparing Intrastat and ECC sales lists for clients.
  • Completion of other VAT services including registration, de-registrations, options to tax etc as required
  • Preparing annual financial statements including statutory accounts, partnership accounts, sole trader accounts, and trust accounts for tax purposes.
  • Visiting client premises to undertake on-site accounting needs as required.


To be successful in this role, you should have:


  • Started studying towards ACCA/ACA with AAT qualification or evidence of suitable work experience.
  • Prior experience with computerised accounting packages including cloud-based software.
  • Ability to work independently but as part of a wider team.
  • Results orientated to meet and exceed client expectations, with a key focus on delivering high-quality work that consistently meets internal and/or external client deadlines.
  • Understanding of new accounting standards.


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 value the differences that a diverse workforce brings, representative of our society and clients.  We are committed to providing a work environment 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.

If you need any reasonable adjustments for your application process, please let your recruiter know.