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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
We’re seeking a talented individual to join our Audit team in Southampton.
As a Manager in the Southampton Audit team, you will be responsible for dealing with all matters relating to the management of a portfolio of audit clients. You will also provide assistance to Partners in both client work and in the management of the group, and on occasions the wider firm. Where appropriate, you may become involved in special assignments on an ad hoc basis.
Audit work and setting budgets - awareness of commercial aspects of clients business and impact on our work.
Arrangement of timetable, booking of staff, planning review and completion of audit and other related assignments.
Client billing.
Staff Management:
Liaison with junior staff to assess any issues that need dealing with.
Ensure appropriate in house and external training received personally.
Attend relevant client segment focus group meetings.
An accounting Qualification such as ACA, CA, ACCA.
Significant external audit experience gained within a professional services environment.
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.
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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Manager, Pension Services
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Southampton, United Kingdom Evelyn Partners Group Full timeEvelyn 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...
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Southampton, United Kingdom Evelyn Partners Group Full timeEvelyn 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...
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Southampton, United Kingdom Evelyn Partners Full timeEvelyn 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...
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