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’re seeking a talented individual to join our ABS Training and Development team, which is responsible for playing a key role in training staff in practical ways to manage the firm’s regulatory and reputational risk in an increasingly challenging environment.  We’re a national team of both direct staff and volunteers, proud to work closely with audit teams to provide continuous and relevant practical training.  We work closely with both the National Assurance Technical Group (NATG) and Learning and Development, to provide a cohesive service.

As a Training and Development Manager your responsibilities will include:

• Liaison with all stakeholders to ensure all are kept up to date with relevant training and that feedback is taken into account
• Liaison with the Training and Development Lead

• Organisation, development, review and delivery of training to agreed timescales.

• Prepare proposals for developing training, attend all relevant internal meetings and training sessions, develop a network of contacts,
• Ability to manage/co-manage a limited portfolio of audit clients to maintain knowledge and experience of current practices and issues

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
• 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 all stakeholders
• Experience of developing and delivering practical training
• A strong appetite to see people develop and improve audit quality
• Ability to develop and present practical audit content at a high level, responsive to the needs of the business

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

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• 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.