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

To gain experience and training in a wide variety of accounting disciplines, including audit and taxation, in order to display increasing skills in the working environment and achieve qualification as either ACCA or ACA.

Key Objectives:

• Complying with the firm’s operating procedures so far as they relate to the semi senior accountant role
• Progressing to achieve professional qualification, at a mutually agreeable pace, throughout training contract
• Achieving satisfactory increments in skill set throughout training contract
• Timely and cost effective completion of tasks assigned, meeting deadlines and budgets
• Effective communication of progress to managers, Principals and their other colleagues, as appropriate  
• Professional and friendly communication with clients and colleagues

Key Activities:

• Timely and efficient completion of tasks assigned, in line with firm operating procedures and processes, increasing to whole accounts/audit/tax/other projects with increasing independence as experience allows
• Devoting sufficient time to professional studies in order to meet all study objectives set by tutors or the Line Manager and to achieve the best possible exam results.
• Attending technical courses, undertaking technical reading to ensure own technical competence, awareness of internal procedures and communications.
• Agreement of budget with manager as job commences, regular monitoring of progress against budget and feedback to supervisors.
• Regular, proactive communication with managers, Principals and other colleagues to update on progress with assigned work.
• Facilitating team work and spirit within the team

Decision making:

• Responsibility and initiative would be expected to increase over time, as far as experience allows.
• However, this needs to be balanced with the need to report back to supervisors to keep them informed of actions and ensure their agreement.
• A degree of autonomy would be expected by the end of the training contract 

Problem Solving:

• Technical problems likely to be encountered, with a gradual increase in complexity of problems encountered as individual progresses.
• Ability to solve problems without assistance expected to increase gradually over time

Education and Training:

• Semi senior hires should possess between 1 and 2.5 years relevant practice based experience
• Where optional papers are permitted under a qualification, it is expected that all trainees will undertake the practice focussed options
• Technical Research and other training as required

Skills, knowledge and competencies: 

• A good level of personal organisation, and a proven ability to manage own time and deadlines.  Whilst the role comes with study leave, a significant amount of personal focus required to dedicate efforts to working full time and achieving the required practical experience whilst also dedicating sufficient time to exam preparation
• Technical competence and experience appropriate to level within team
• Analytical and logical skills, particularly an ability to absorb high level concepts and apply them to different contexts/situations
• Technically up to date with awareness of relevant regulatory frameworks appropriate to level of experience/qualification
• An excellent attention to detail
• Professional and ethical skills, displaying integrity
• Good communication skills with a flexible, adaptable and committed attitude and an ability to work within a team
• Robust IT skills
• Able to cope with pressure – during the contract the complexity of both the practical role and exams will increase at a similar rate

What you'll need to be successful:

• Studying for an accountancy qualification (ACA, CA, ACCA).
• 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.
• Ability to motivate staff to ensure best performance.
• Demonstrable ability to organise self and others, such that you can work on several different assignments at one time.
• Strong communication skills in order to liaise with clients, directors, staff and other professionals.
• Ability to pro-actively monitor costs against budget for individual clients.
• This role requires presence in the office 5 days a week.

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.