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

Job purpose

Accurate processing of clients’ financial data and the preparation of annual financial accounts and associated outputs therefrom within the timeframe agreed with the client or required by statute. Liaising with the audit team to ensure that financial statements are prepared to a high standard and on a timely basis to allow audit procedures to be completed and key deadlines met.

Key Responsibilities

• Preparation of complex financial statements (such as consolidation and IFRS)
• Management of a portfolio of clients
• Supporting Business Outsource Services Support (BOSS) team on researching technical queries following BOS internal and external requests, reporting findings to management via technical summaries and advising as required.
• Training and development of junior staff.
• Line management including monitoring of direct line staff performance, carrying out appraisals and ensuring feedback given to staff on a timely basis.
• Support other managers within the team with various administrative tasks and projects that arise from time to time
• Ensure quality is consistent and to a high level across all outputs.
• Interactions with clients to undertake accounting work as required – both over telephone/e-mail and potentially occasional on-site client visits.
• Work closely with the audit and business tax teams to provide a seamless service to clients and ensure deadlines are met.
• Be prepared to share ideas about how best to operate the accounts preparation process in order to improve efficiencies for the firm.

Key Skills and Experience

• Prior experience of computerised accounting packages including cloud-based software.
• Ability to work independently and as part of a wider team
• Strong communication skills in order to liaise with clients and other staff members
• Results orientated to meet and exceed client expectations, with a key focus on delivering high quality work that consistently meets internal and/or external client deadlines.
• Organisation and time management skills
• Knowledge of accounting standards (IFRS and FRS 102) and Companies Act

Professional Qualifications and Education

• Strong academic history
• ACCA or equivalent qualification or qualified by experience.
• Strong academic history.
• Qualified accountant (ACA, CA, ACCA)

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 value the differences that a diverse workforce brings, representative of our society and clients.  We are committed to providing a work environment 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.

If you need any reasonable adjustments for your application process, please let your recruiter know.