Audit Analyst

Company Overview

Evelyn Partners stands as the premier integrated wealth management and professional services organization in the UK, boasting over 186 years of expertise in empowering individuals and businesses to flourish. Our extensive portfolio of financial and professional services caters to individuals, family trusts, professional intermediaries, charities, and enterprises.

We pride ourselves on delivering an award-winning client experience by employing top-tier talent. Join us in our mission to democratize access to quality financial advice, as we believe that everyone deserves guidance tailored to their unique financial journey.

Our remarkable growth and innovation are anchored in our core principles: Personalization, which emphasizes understanding our clients' true needs; Partnership, fostering collaborative relationships with our clients; and Performance, showcasing our extensive expertise to achieve outstanding results.

Discover more about us and explore career opportunities here:

Why Choose Evelyn Partners Beaconsfield?

With a dedicated team of approximately 70 professionals at this location, we cultivate a supportive and inclusive workplace. You will engage with a diverse client portfolio across various sectors, providing exposure to stimulating and varied assignments. We prioritize continuous learning and development, ensuring you receive the support necessary to realize your full potential while contributing to our company's success.

Our office, situated in Beaconsfield's Old Town, offers convenient access to major transport routes, enhancing the commuting experience for our team members. The central location provides proximity to numerous amenities, including cafes, restaurants, and retail shops.

Role Overview

What Will You Be Responsible For?

We are looking for a skilled individual to join our Audit team in Beaconsfield. In this position, you will gain valuable experience and training across a range of accounting disciplines, including audit, enabling you to develop your skills in a professional setting and work towards qualification as either ACCA or ACA.

This position requires full-time presence in the office.

As an Analyst, your key responsibilities will include:

• Timely and effective completion of assigned tasks, adhering to firm operating procedures and processes, including full audits as well as occasional accounts, tax, and other projects.
• Allocating adequate time for professional studies to meet all academic goals set by tutors or the Line Manager, aiming for optimal exam results.
• Participating in technical courses and engaging in technical reading to maintain competence and awareness of internal procedures and communications.
• Establishing budgets with the manager at the start of each job, regularly monitoring progress against these budgets, and providing feedback to supervisors.
• Maintaining regular communication with managers, Principals, and colleagues to update them on the status of assigned work.
• Promoting teamwork and a collaborative spirit within the team.

Qualifications

To excel in this role, you should possess:

• Currently pursuing an accountancy qualification (ACA, ACCA).
• Proven audit experience within a professional services environment.
• Strong communication skills to effectively liaise with clients, directors, staff, and other professionals.
• Demonstrated experience in supervising others and delegating tasks.
• Ability to organize oneself and others to manage multiple assignments simultaneously.
• Capability to monitor costs against client budgets.

Desired Attributes

• Strong IT proficiency.
• Exceptional attention to detail.
• Up-to-date technical knowledge with an understanding of relevant regulatory frameworks appropriate to your level of experience/qualification.
• Analytical and logical thinking skills, particularly the ability to grasp high-level concepts and apply them to various contexts.
• Semi-senior candidates should have between 1- and relevant practice-based experience.

Additional Information

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

• Competitive salary.
• Private medical insurance.
• Life assurance.
• Pension contributions.
• Hybrid working model (dependent on role).
• Generous holiday package.
• Option to purchase additional holiday.
• Shared parental leave.

We are committed to valuing the diverse perspectives that a varied workforce brings, reflecting the society we serve. At Evelyn Partners, we actively support numerous employee resource groups and implement various diversity, equity, and inclusion initiatives throughout the organization. Our goal is to create a workplace where all colleagues, regardless of identity, background, or circumstance, feel respected and empowered to reach their full potential in a safe, supportive, and inclusive environment.

We are happy to accommodate any reasonable adjustments to support your needs throughout the application process. Please inform your Recruiter of any requirements.