Director Audit Services
3 weeks ago
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.
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; 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
You will work closely with the local Partner in all aspects of developing and implementing our offering at Evelyn. This will include contributing to the strategic direction of the office, and recruitment into, and leadership of, the team. In addition, you will play a key role in developing the office’s market proposition, as well as a personal marketing approach and your own target list and opportunities. The delivery element will increase as the business grows and you develop your own portfolio as a Responsible Individual, and will continue to be alongside a longer-term leadership role.
To work closely with the Partner to develop, and execute, a go-to-market plan for the office.
To support the Partner in key recruitment decisions and initiatives, and to develop the tone and culture of the office in line with the local market and Evelyn Partners core values.
To prepare proposals for new work, attendance at marketing events, development of personal contacts, and identification and development of opportunities for Evelyn Partners with current clients.
Team Management
To delegate appropriate work to more junior staff, including managers, aiding their development
Department Administration - monitoring of qualified and student bookings and workloads to ensure the most efficient use of resources. Liaison with junior staff to assess any issues that need dealing with.
Manage client billing and margins effectively.
Audit strategy and setting budgets - awareness of commercial aspects of the client’s businesses and impact on our work.
Review colleagues’ work in accordance with Evelyn Partners audit and assignment procedures and provide technical advice/support where necessary in order to support signing opinions.
Training and development
Ensuring appropriate in-house and external training received personally.
Significant external audit experience gained within a professional services environment.
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.
Previous experience of management and motivation of staff to ensure best performance.
Monitoring costs against budget for individual clients.
Qualified accountant (ACA, CA, ACCA).
Planning and organising - to ensure all market and client work is carried out within the appropriate timescales through continual monitoring of progression of the work.
Technical expertise - to ensure audit conducted to correct standard and accounts preparation is accurate and meaningful for the type of industry. Commercial awareness - to have a good understanding of the commercial factors affecting the client and to be able to monitor the commercial effectiveness of work done by Evelyn Partners by reviewing costs against budget.
Teamwork - working as a team with Senior Managers, Partners and staff to ensure the department as a whole meets its objectives and all client demands are exceeded and dealing with differences.
Problem solving - technical knowledge to resolve client issues and organisation to be flexible to meet client and director demands.
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
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.
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