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.

As a high growth organisation, we offer personal growth opportunities in an environment that empowers you to drive change. Our collaborative, open door culture supports you to perform at your best, with high levels of autonomy and a strong partnership mindset across the organisation.

Read more about us, our values and available career opportunities here:

Wealth, accountancy and business advisory services | Evelyn Partners

Careers | Evelyn Partners

Introduction

As part of our Business Outsourcing Services team, you will be working with clients and their finance teams or bookkeepers, helping them with their year-end accounts, management accounts, bookkeeping, VAT returns and cloud accounting software support. This means providing services, advice and solutions that really make a difference. You will also have exposure to working with partners gaining invaluable experience and building your confidence with senior members of staff.

You’ll build valuable client experience, developing the knowledge and skills needed to be a trusted business adviser. Alongside your work, you will receive first-class professional training as you study for the Association of Accounting Technicians (AAT) qualification, followed by the Association of Chartered Certified Accountants (ACCA) qualification which will enable you to gain a full understanding of the technical aspects of audit, accountancy, and additional financial advisory services.

What will you be doing?

Progression within this team is fast, with responsibility from an early stage. By the second year, you will be taking on a more senior role and helping to supervise the new intake of trainees. As your experience grows, you may have opportunities to experience other ad hoc assignments that our clients request our help with such as: one-off software implementation projects, cloud accounting software ‘health-checks’ or client secondments to assist their finance function. You will also receive internal training from the professional services learning and development team.

You will be working in a client-facing, dynamic team, developing the knowledge and skills needed to be a trusted business adviser. Additionally, you will study towards the AAT on a Level 3 and then Level 4 apprenticeship, followed by the ACCA on a Level 7 Apprenticeship qualification, developing essential skills sought out in the professional services sector.

Your responsibilities will include:

• Working as part of a team to provide clients with a range of services including statutory accounts, bookkeeping, management accounts, VAT returns, software implementation and ‘health-checks’ of their systems
• Developing an understanding of our clients and their businesses
• Keeping your manager fully informed of any issues and problems, ensuring the work is completed to a level agreed with the manager and recording clearly and concisely the work carried out
• Becoming familiar with our internal accounting software as well as other cloud accounting technologies
• Providing advice and solutions to clients in response to their accounting queries
• Using automation to improve efficiencies for our clients’ finance function
• Prioritising tasks for your own portfolio of clients, whilst monitoring time against budget

To be successful in this role, you should:

• Be committed to completing the Association of Accounting Technicians (AAT) qualification, followed by the Association of Chartered Certified Accountants (ACCA) qualification
• A Level: Predicted or obtained minimum 112 UCAS points in top three A Levels (or equivalent), excluding General Studies
• GCSE: Minimum Grade 5 (or equivalent), in English Language and Maths respectively

Learning & Development

You’ll be supported in completing your qualification; gaining the finance knowledge, accountancy skills and real-world business experience to jumpstart your career in accountancy, tax and business advisory. And you won’t do it alone - you’ll be joining as part of a cohort with your own personal support network, including a buddy to offer first-hand experience. Your qualification training will be supported by a leading UK training provider, and you’ll be given the space and time to study whilst developing a variety of skills to become a well-rounded advisor. You’ll receive guidance and support each step of the way by our dedicated Learning & Development team and training contact for your department to make sure you have everything you need to realise your potential from day one.   

As a colleague here at Evelyn Partners you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Online GP service
• Life assurance
• Pension contribution
• Employee assistance program
• Employee discount scheme
• Two volunteer days per year
• Charity contribution match
• Holiday package
• Option to purchase additional holiday

We value all the benefits that a diverse team brings.  When you join Evelyn Partners, you’ll have access to a wide range of active employee resource groups and multiple diversity, equity and inclusion initiatives.  As a colleague, we want to work with you, regardless of your identity, background, or circumstance, to achieve your full potential in a supportive and inclusive environment.

For us to make the process as easy as possible for you, please let us know of any reasonable adjustments you may need on your application form.

Video

https://www.youtube.com/watch?v=9LUB_aFdHH4

IMPORTANT NOTES FOR COMPLETING YOUR APPLICATION

When you click on the ‘I’m interested’ button you’ll be taken to your profile page. We’re in the process of updating it but in the meantime:

• Under the ‘Experience’ section, if you do not have any experience please enter ‘N/A’ into the ‘Title’ text box and choose a random end and start date
• Under the ‘Education’ section you do NOT need to include all your education details as we’ll ask for this separately once you’ve completed your profile. All you need to do is fill in the ‘Institution’ question which is mandatory with the name of your school.
• Under the ‘Resume’ (aka CV) section, it is mandatory for you to upload a document; however, this will not be formally reviewed.
• The ‘Message to Hiring Manager’ text box is NOT mandatory and will not be formally reviewed.