Evelyn Partners is the UK’s top wealth management and professional services firm, with over 186 years of experience in helping people, businesses, and families succeed. We offer a wide range of financial services to individuals, family trusts, charities, businesses, and more.

We pride ourselves on providing award-winning services by employing the best talent. Join us in our mission to make good financial advice accessible to everyone, no matter where they are on their financial journey.

Audit Training & Development Manager at Evelyn Partners

Company Overview

Evelyn Partners is the UK’s top wealth management and professional services firm, with over 186 years of experience in helping people, businesses, and families succeed. We offer a wide range of financial services to individuals, family trusts, charities, businesses, and more.

We pride ourselves on providing award-winning services by employing the best talent. Join us in our mission to make good financial advice accessible to everyone, no matter where they are on their financial journey.

Our growth and innovation are built on three core values:

• Personal: Offering advice that truly reflects our clients’ needs.
• Partnership: Working closely with clients for collaborative success.
• Performance: Using our expertise to deliver excellent results.

Job Description

We are looking for an enthusiastic Audit Training & Development Manager to join our ABS Training and Development team. This role is crucial in training staff on how to handle the company’s regulatory and reputational risks, while also supporting audit quality improvements.

As part of a national team that includes both full-time staff and volunteers, you will work closely with audit teams to provide relevant, practical training. You’ll also collaborate with the Assurance Technical and Training (ATAT) group and Learning and Development team to ensure we deliver effective training programs.

Also Find This: Audit Training & Development Manager at Evelyn Partners

Key Responsibilities

• Work with key stakeholders, including the Training and Development Lead, to keep everyone informed about training initiatives and gather feedback.
• Plan, develop, review, and deliver training within agreed timeframes.
• Prepare proposals for training development, attend internal meetings, and build a strong network of contacts.
• Manage or co-manage a small portfolio of audit clients to maintain up-to-date knowledge and experience.

Qualifications

To succeed in this role, you should have:

• A professional qualification (ACA, CA, ACCA) and significant external audit experience in a professional services environment.
• Strong knowledge of accounting and auditing standards, and how to apply them in practice.
• A good understanding of the skills required at different staff levels to ensure tasks are appropriately assigned.
• Excellent communication skills to engage effectively with all stakeholders.

Desired Skills:

• Experience in developing and delivering practical training.
• A passion for helping people grow and improving audit quality.
• The ability to create and present audit content tailored to the business’s needs.

Additional Information

At Evelyn Partners, you will enjoy a range of benefits, including:

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

We are committed to creating a diverse and inclusive workforce that represents our clients and society. We have several employee resource groups and are continuously rolling out diversity, equity, and inclusion initiatives across the company. We want all colleagues to feel respected and supported, and to achieve their full potential in a safe and welcoming environment.

If you need any reasonable adjustments during the application process, please let your recruiter know.

Vacant Positions