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

Why Pensions Assurance

Our Pensions Assurance ‘Centre of Excellence’ delivers the audits of pension schemes and also detailed reviews of scheme-related, internal controls.

As part of our Pensions Assurance team you will be working directly with pension administrators and Trustees.  Audits will be undertaken either from their own offices or working remotely from our office, checking that the accounts or internal controls stack up with fact.  This means providing advice and solutions that really make a difference.

Many of our pension audits last just one or two weeks, which means you'll quickly gain exposure to a variety of pension scheme entities. You'll also build valuable client experience, developing the knowledge and skills needed to be an effective auditor and trusted adviser.

Job purpose 

To plan, perform and complete the pensions audit process for each assignment, in line with statutory requirements and under the direction of more senior staff. 

Key Responsibilities 

• Client Contact 

• Regular discussions with the client to confirm progress, identify solutions to any hurdles and ensure reasonable expectations are met.  

• Establish relationship with key contacts at the client.  

• Identify and highlight any opportunities for Evelyn Partners apparent from work undertaken. 

• Staff management 

• Assist and perform training of junior staff.  

• Plan, assign, monitor and review work of junior staff.  

• Complete assessment forms of audit team.  

• Monitor adherence to budget. 

• Technical 

• Assist with the planning of pension audits.  

• Perform work in accordance with Evelyn Partners audit and assignment procedures.  

• Ensure all areas of the work are completed with any exceptions to this being agreed with the manager.  

• Prepare draft accounts/report, findings report and completion memo (including identification of control weaknesses or areas of improvement) for review by manager.  

• Understand and appreciate key commercial aspects of the client’s organisation. 

• Organisational 

• Provide regular progress reports to the manager.  

• Identify and discuss with manager issues/problems and agree and complete appropriate actions.  

• Ensure deadlines are met.  

• Be able to work on several different assignments at one time. 

• Staff development 

• Attendance of relevant courses.  

• Technical reading.  

• Attend client meetings 

Key Skills and Competencies

• Relevant Pension Experience

• Good working knowledge and technical application of accounts and auditing standards including the Pensions SORP. 

• Previous experience of management and motivation of staff to ensure best performance. 

• Strong communication skills in order to liaise with clients, partners, staff and other professionals. 

• Demonstrable organisational skills to ensure needs of clients, partners and staff are all met. 

• Demonstrable experience of monitoring costs against budget for clients. 

Key Competencies 

• Planning and organising - to ensure all client work is carried out within the appropriate timescales through continual monitoring of progression of the work. 

• Technical expertise - to ensure audit conducted to correct standard and accounts preparation is accurate and meaningful for pension schemes.  To be able to answer staff and client technical queries and make technical decisions. 

• Commercial awareness - to have a good understanding of the commercial factors affecting the client. To be able to monitor the commercial effectiveness of work done by Evelyn Partners by reviewing costs against budget and dealing with differences. 

• Teamwork - working as a team with the other managers, partners and staff to ensure the pensions audit team as a whole meets its objectives and all client demands are exceeded. 

• Problem solving - technical knowledge to resolve client issues.  Organisation to be flexible to meet client and partner demands. 

• Customer focus - ensuring clients expectations are exceeded, by providing a first-class service at all times. 

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.