Company Description

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 Description

What will you be doing?

Following Evelyn Partners' expansion into the North East we've experienced significant growth in our audit business. Servicing some of the most successful businesses and entrepreneurs in the UK. With such growth comes some great opportunities to expand the team across the board. As such, we're seeking a talented individual to join our Audit team in Newcastle.

As an Audit Assistant Manager in the Newcastle team, you will be responsible for the planning, performing and completion of the audit process for each assignment.

As Assistant Manager, some of your responsibilities will include:

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 audits and accounting assignments.
• 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 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 business.

Organisational

• Provide regular progress reports to the manager.
• Identify and discuss with manager issues/problems and agree and complete appropriate actions.
• Ensure deadlines met.
• Be able to work on several different assignments at one time.

Staff development

• Attendance on courses.
• Technical reading.
• Attend client meetings

Qualifications

To be successful in this role, you should:

• ACA/ACCA qualified or equivalent.
• 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.
• Demonstrable ability to organise self and others, such that you can work on several different assignments at one time.

Additional Information

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.