Audit Associate

3 weeks ago

Newcastle upon Tyne, United Kingdom Evelyn Partners Full time

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.

Job Description

What will you be doing?

We’re seeking a talented individual to join our Audit team in Newcastle. 

As an Audit Associate, your responsibilities will include among others:

The work will be varied and you will be exposed to lots of different areas of the audit process including:

  • Planning audit assignments, identifying key risks, assessing how to test them, assessing and reviewing the budgets through to completing an analytical review.
  • Leading smaller audits, supervising, delegating and reviewing work of other associates.
  • Delivering information to clients in a timely manner whilst displaying in-depth client and industry knowledge.
  • Identifying cross selling opportunities.
  • Monitoring stock takes, managing bank letter processes and completing AFF (Assignment Feedback Forms) where appropriate.
  • Communicating to management on the progress of workload and planning for efficient completion.

Qualifications

To be successful in this role, you should:

  • Excellent communication skills in a range of situations both written and oral.
  • Providing guidance to other associates to deliver high quality work to the client.
  • Part ACA qualified.

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.

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