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 and Careers | Evelyn Partners

Purpose of Role:

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:

• Prepare annual financial statements including statutory accounts, predominately under FRS102. This includes consolidated financial statements for our group clients.
• 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.

• Studying for an accountancy qualification (ACA, CA, ACCA).
• Demonstrable relevant experience gained within a professional services firm.
• Strong communication skills, both internally and directly with clients.
• Demonstrable ability to organise self and others, such that you can work on several different assignments at one time.

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.