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:

Wealth, accountancy and business advisory services | Evelyn Partners

Careers | Evelyn Partners

What will you be doing?

We are seeking a talented individual to join our Audit team in our Bristol office. You will be responsible for planning, performing and completing the audit process for each assignment.

As Audit Assistant Manager, some of your responsibilities will include:

• Regular discussions with the client to confirm progress, identify solutions to any hurdles and ensure reasonable expectations are met.
• Identify and highlight any opportunities for Evelyn Partners apparent from work undertaken.
• Assist and perform training of junior staff.
• Complete assessment forms of audit team.
• Perform work in accordance with Evelyn Partners audit and assignment procedures.
• Prepare draft accounts/report and completion memo (including identification of control weaknesses or areas of improvement) for review by manager

Job Profile

To be successful in this role, you should have:

• ACA/ACCA qualified or equivalent
• Demonstrable audit and accounts experience gained within a professional services firm.
• Strong communication skills, both internally and directly with clients.
• Demonstrable experience of supervising others and delegation of work.
• Demonstrable ability to organise self and others, such that you can work on several different assignments at one time.

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 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.