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
and Careers | Evelyn Partners

Job Description

What will you be doing?

We're seeking a talented individual to join our Audit team in Southampton.

As a Manager in the Southampton Audit team, you will be responsible for dealing with all matters relating to the management of a portfolio of audit clients. You will also provide assistance to Partners in both client work and in the management of the group, and on occasions the wider firm. Where appropriate, you may become involved in special assignments on an ad hoc basis.

As Partner, some of your responsibilities will include:

Client work:

• Ensure that clients receive an efficient and proactive service and client expectations are exceeded throughout the year.
• Liaison with client Partners and other Evelyn Partners staff where appropriate to ensure all are kept up to date .
• Audit work and setting budgets - awareness of commercial aspects of clients business and impact on our work.
• Arrangement of timetable, booking of staff, planning review and completion of audit and other related assignments.
• Be aware of developments in compliance and how this impacts on our clients.
• Client billing.

Staff Management:

• Organise staff on jobs, ensuring each individual is clear on expectations and timescales, is properly trained and receives constructive feedback. Ensure any shortages or excess workloads are identified and minimised.
• To ensure assessment forms are completed and feedback given to all staff on all jobs.
• Liaison with junior staff to assess any issues that need dealing with.
• Ensure appropriate in house and external training received personally.

Business Development:

• Prepare proposals for new work.
• Attend relevant marketing events.
• Present at seminars if required.
• Attend relevant client segment focus group meetings.
• Develop personal contacts.
• Identify and develop opportunities for Evelyn Partners with current clients.

Qualifications

To be successful in this role, you should possess:

• An accounting Qualification such as ACA, CA, ACCA.
• Significant external audit experience gained within a professional services environment.
• Experience of working with entrepreneurial, OMB, SME and AIM listed clients.
• Experience of (and appetite for) business development activities such as targeting, preparation of proposal documents,
• proposal presentations and attendance of networking events
• 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 in order to liaise with clients, Partners, staff and other professionals.
• Previous experience of management and motivation of staff to ensure best performance.
• Organisation to ensure needs of clients, partners and staff are all met.
• Monitoring costs against budget for individual clients.

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.