Evelyn Partners is the UK’s leading wealth management and professional services group with over 186 years of experience helping individuals, businesses, charities, and family trusts succeed. We offer a wide range of financial and professional services to our clients, always striving to deliver the best advice.

Our award-winning client service is driven by hiring exceptional people. Join our mission to make good financial advice accessible to everyone, because we believe everyone deserves guidance, no matter their financial stage.

Accounts Assistant at Evelyn Partners

Company Overview

Evelyn Partners is the UK’s leading wealth management and professional services group with over 186 years of experience helping individuals, businesses, charities, and family trusts succeed. We offer a wide range of financial and professional services to our clients, always striving to deliver the best advice.

Our award-winning client service is driven by hiring exceptional people. Join our mission to make good financial advice accessible to everyone, because we believe everyone deserves guidance, no matter their financial stage.

Our impressive growth and innovation stem from our core values:

• Personal: We deliver advice rooted in a deep understanding of our clients’ needs.
• Partnership: We collaborate with our clients for seamless service.
• Performance: Our expertise helps achieve outstanding results.

Read more about us and available opportunities here: Evelyn Partners – Wealth, Accountancy & Business Advisory Services.

Also Find This Jobs: Associate – Financial Planning at Evelyn Partners

Role Overview

In this role, you will progress quickly, gaining responsibility early on. By your second year, you’ll take on more senior tasks, including mentoring new trainees. You will also receive internal training from our professional development team, and study for the AAT qualification, followed by ACA or ACCA certification.

You’ll work in a client-facing role, developing essential skills and knowledge needed to become a trusted business adviser.

Key Responsibilities

As an Accounts Assistant, you will:

• Prepare annual financial statements, including statutory accounts, mostly under FRS102, and consolidated accounts for group clients.
• Develop a thorough understanding of clients and their businesses.
• Keep your manager updated on any issues, ensuring work is completed to agreed standards and recording all tasks clearly.
• Communicate with clients regarding accounting work via phone, email, and possibly during on-site visits.
• Collaborate with the audit and tax teams to provide seamless service and meet deadlines.
• Contribute ideas to improve the efficiency of the accounts preparation process.
• Manage tasks for your portfolio of clients, ensuring work is completed on time and within budget.

Key Skills

To excel in this role, you should have:

• Accuracy: Ensuring transactions are processed correctly.
• Judgment: Ability to assess situations and reach conclusions, knowing when to seek advice.
• Organization: Planning is crucial to meet deadlines.
• Client Focus: Building strong relationships with clients and promptly responding to their queries. Willingness to work on-site with clients when needed.
• IT Skills: Proficiency in software like CaseView, Excel, and cloud accounting platforms like Xero is preferred.
• Commercial Awareness: Understanding each client’s business and industry to provide better context for assignments and identify risks.

Qualifications

• Commitment to completing the AAT qualification, followed by ACA or ACCA certification.
• A-Level (or equivalent): Minimum 112 UCAS points from your top three A-levels, excluding General Studies.
• GCSE: Minimum Grade 5 in English Language and Maths (or equivalent).

Benefits

As an employee of Evelyn Partners, you will have access to a wide range of benefits, including:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contributions
• Hybrid working model (depending on the role)
• Generous holiday allowance with an option to purchase additional days
• Shared parental leave

We value diversity and are committed to creating a workplace where all employees, regardless of background or identity, feel respected and supported. If you require any adjustments during the application process, please let your recruiter know.

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