Associate - Business Outsourcing Services

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.

Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn Partners and Careers | Evelyn Partners.

Introduction

As part of our Business Outsourcing Services team, you will be working with clients and their finance teams or bookkeepers, helping them with their year-end accounts, management accounts, bookkeeping, VAT returns and cloud accounting software support. This means providing services, advice and solutions that really make a difference. You will also have exposure to working with partners gaining invaluable experience and building your confidence with senior members of staff.

You’ll build valuable client experience, developing the knowledge and skills needed to be a trusted business adviser. Alongside your work, you will receive first-class professional training as you study for the Association of Accounting Technicians (AAT) qualification (where an equivalent qualification isn’t already held), followed by the Association of Chartered Certified Accountants (ACCA) qualification (or ACA if study has already commenced) which will enable you to gain a full understanding of the technical aspects of audit, accountancy, and additional financial advisory services.

What will you be doing?

Progression within this team is fast, with responsibility from an early stage. Once studying for your chartered qualifications, you will be taking on a more senior role and helping to supervise the new intake of trainees. As your experience grows, you may have opportunities to experience other ad hoc assignments that our clients request our help with such as: one-off software implementation projects, cloud accounting software ‘health-checks’ or client secondments to assist their finance function. You will also receive internal training from the professional services learning and development team.

You will be working in a client-facing, dynamic team, developing the knowledge and skills needed to be a trusted business adviser. Additionally, you will study towards the AAT on a Level 3 and then Level 4 apprenticeship (where an equivalent qualification is not already held), followed by the ACCA (or ACA if study has already commenced) on a Level 7 Apprenticeship qualification, developing essential skills sought out in the professional services sector.

Your responsibilities will include:

• Working as part of a team to provide clients with a range of services including statutory accounts, bookkeeping, management accounts, VAT returns, software implementation and ‘health-checks’ of their systems
• Developing an understanding of our clients and their businesses
• Keeping your manager fully informed of any issues and problems, ensuring the work is completed to a level agreed with the manager and recording clearly and concisely the work carried out
• Becoming familiar with our internal accounting software as well as other cloud accounting technologies
• Providing advice and solutions to clients in response to their accounting queries
• Using automation to improve efficiencies for our clients’ finance function
• Prioritising tasks for your own portfolio of clients, whilst monitoring time against budget

To be successful in this role, you should:

• Strong academic history.
• Studying towards ACCA/ACA/AAT qualification or, alternatively, evidence of suitable work experience.

Key Competencies:

• Accuracy – to ensure transactions treated correctly.
• Judgement - be able to assess a situation and reach a suitable conclusion based on the information available or effectively communicate with a manager where unsure.
• Planning and organisation - needed throughout the process to ensure deadlines are met and client portfolios are managed.
• Customer focus - develop relationships and gain confidence of client. Ability to deal with client queries and emails on a timely basis, and have flexibility to work on-site at client’s premises if required.
• Use of IT – be able to work on bookkeeping packages, accounts production software and Excel.
• Teamwork – working with colleagues in the team.
• Flexibility – to assist with other ad hoc services that arise from time to time.
• Innovative - using technology to create efficiencies in processes.
• Technical knowledge – awareness of FRS102, FRS 102 1a and FRS105

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.