Evelyn Partners is the UK’s leading wealth management and professional services group, with over 186 years of experience helping individuals, businesses, and families grow and succeed. We offer a wide range of financial services to clients including individuals, family trusts, intermediaries, charities, and businesses.

Our award-winning service is powered by talented people. Join us in our mission to provide quality advice for everyone, no matter where they are in their financial journey.

Audit Training & Development Manager 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, and families grow and succeed. We offer a wide range of financial services to clients including individuals, family trusts, intermediaries, charities, and businesses.

Our award-winning service is powered by talented people. Join us in our mission to provide quality advice for everyone, no matter where they are in their financial journey.

Our success is built on three core values:

• Personal: Providing advice based on deep understanding of our clients’ needs.
• Partnership: Collaborating closely with our clients to achieve their goals.
• Performance: Delivering top-quality results through our expertise and knowledge.

Job Description

Role Overview

We are looking for a dedicated Audit Training & Development Manager to join our national ABS Training and Development team. In this role, you will play a key part in training our staff on managing regulatory and reputational risks, while also working to improve audit quality in a challenging environment.

You’ll be part of a team that works directly with audit teams, delivering ongoing, practical training. We also collaborate closely with the Assurance Technical and Training (ATAT) group and Learning and Development to provide a well-rounded training experience.

Also Find This Jobs: Audit Assistant Manager at Evelyn Partners

Key Responsibilities

• Collaborating with stakeholders, including the Training and Development Lead, to keep everyone updated on training initiatives and gather feedback.
• I am organising, developing, reviewing, and delivering training programs within agreed timelines.
• Preparing proposals for training development, attending internal meetings and sessions, and building a strong network of contacts.
• Managing or co-managing a small portfolio of audit clients to stay current with industry practices and issues.

Qualifications

To excel in this role, you should have:

• Professional qualification (ACA, CA, ACCA) with strong external audit experience from a professional services firm.
• Deep understanding of accounting and auditing standards and how to apply them.
• Awareness of the skill levels required at different stages to ensure appropriate task delegation.
• Excellent communication skills to engage with all stakeholders.

Preferred Skills:

• Experience in developing and delivering practical training.
• A passion for helping others grow and improving audit quality.
• Ability to create and present practical audit content that meets business needs.

Additional Information

As part of Evelyn Partners, you’ll enjoy several benefits, including:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contributions
• Generous holiday package with the option to purchase more
• Shared parental leave

At Evelyn Partners, we value a diverse workforce that reflects society and our clients. We are proud of our active employee resource groups and diversity, equity, and inclusion initiatives, ensuring everyone can achieve their full potential in a supportive, respectful, and inclusive environment.

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