If you’re looking to join an organisation that will give you the right opportunities and experience to develop your career, join Evelyn Partners.
Evelyn Partners is the UK’s leading integrated wealth management and professional services group, created by the merger of Tilney and Smith & Williamson on 1 September 2020.
With £54.8 billion of assets under management (as of 30 June 2021), it ranks as the third largest UK wealth manager measured by revenues and the eighth largest professional services firm ranked by fee income. The Group currently operates through three principal brands: Evelyn Partners, and online investment service Bestinvest. It has a network of 28 offices across the UK, as well as the Republic of Ireland and the Channel Islands. Through its operating companies, the Group offers an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
What will you be doing?
As an Audit Senior Manager, you will be a senior member of the audit group. Will be responsible for servicing clients, directing all assurance services delivered, ensuring sound management of our people and supporting the Partners with business development and practice management.
As a Senior Audit Manager your responsibilities will include:
- Client Portfolio - ensure that clients receive an efficient and proactive service and client expectations are exceeded throughout the year. Liaison with client Partners and other S&W staff where appropriate to ensure all are kept up to date with relevant issues.
- Audit work and setting budgets - act as audit lead on owner managed, private equity and AIM listed clients. The expectation is that on large assignments this role will be supported by one (or more) Managers, with overall responsibility for each assignment being retained by the Partner.
- Commercial awareness of all aspects of clients’ businesses and the impacts on our work.
- Management - arrangement of timetable, booking of staff, planning review and completion of audit and other related assignments.
To be successful in this role, you should meet the following requirements:
- Qualified accountant (ACA, CA, ACCA).
- 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 to liaise with clients, Partners, staff, and other professionals.
- Monitoring costs against budget for individual clients.
As a colleague here at Evelyn Partners you will have access to benefits that include:
- Competitive salary
- life assurance
- Pension contribution
- Interest free season ticket loan
- Cycle to work scheme.
Evelyn Partners’s chosen purpose to “place the power of good advice into more hands” succinctly encapsulates the group’s central mission of supporting both individuals and businesses to achieve their goals. In delivering its purpose, Evelyn Partners have set out three core values that it is committed to embedding in the culture of the business:
- Personal — we treat you as an individual: We are a people business at heart and strive to deliver a friendly, inclusive, and personalised service to all our clients, large and small.
- Partnership — we go further together: We develop relationships that stand the test of time, spanning multiple generations. We partner across the full breadth of our expertise to create value for our clients, our company and society at large.
- Performance — we strive for more: We are ambitious for our clients and for ourselves, so we aim to be a forward-thinking and innovative business that leads the way in the industry.
The Evelyn Partners Group recognises the benefits of a diverse workforce and is committed to treating all colleagues with dignity and respect regardless of race, gender, disability, age, sexual orientation, religion, or belief. At Evelyn Partners we are committed to equal opportunities in all aspects of our work.
The information you provide here is entirely optional and will only be used for monitoring and reporting on diversity in our workplace and will not be used as a factor to determine your eligibility for a position with us. For the avoidance of doubt, you are under no obligation to provide answers to these questions. All the information you provide is kept confidential as well as being stored and used in accordance with the Evelyn Partners Data Privacy Notice.