Evelyn Partners, we are 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?
As a talented member of our Audit Business Services function, you will be responsible for dealing with all matters relating to the management of a portfolio of audit clients. You will also provide assistance to Partners in both client work and in the management of the group, and on occasions the wider firm. Where appropriate, you may become involved in special assignments on an ad hoc basis.
As Assistant Audit Manager, some of your responsibilities will include but are not limited to:
Client work:
- Ensure that clients receive an efficient and proactive service and client expectations are exceeded throughout the year. Liaison with client Partners and other Evelyn Partners staff where appropriate to ensure all are kept up to date with relevant issues.
- Audit work and setting budgets - awareness of commercial aspects of clients’ business and impact on our work.
- Arrangement of timetable, booking of staff, planning review and completion of audit and other related assignments.
Staff Management:
- Organise staff on jobs, ensuring each individual is clear on expectations and timescales, is properly trained and receives constructive feedback. Ensure any shortages or excess workloads are identified and minimised.
- To ensure assessment forms are completed and feedback given to all staff on all jobs.
Business Development:
- Prepare proposals for new work.
- Attend relevant marketing events.
- Present at seminars if required.
To be successful in this role, you should:
- Significant external audit experience gained within a professional services environment.
- Experience of working with entrepreneurial, OMB, SME and AIM listed clients.
- Experience of (and appetite for) business development activities such as targeting, preparation of proposal documents, proposal presentations and attendance of networking events
- Demonstrable working knowledge of accounting and auditing standards, industry specifics and their application.
- Good working knowledge of skill requirements of staff at various levels to ensure work undertaken by appropriate individual.
- Strong communication skills in order to liaise with clients, Partners, staff and other professionals.
- Previous experience of management and motivation of staff to ensure best performance.
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 dependent)
- 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.