Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy, and consent to receive emails from Rise
Jobs / Job page
Associate - Business Outsourcing Services image - Rise Careers
Job details

Associate - Business Outsourcing Services

Company Description

For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality.

Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.

Job Description

What will you be doing ?

We are seeking a talented Associate to join our Business Outsourcing Services team in Beaconsfield. In your role, 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 with senior members of staff.

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.

As an Associate - Business Outsourcing Services, you responsibilities will include among others

  • 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

Qualifications

To be successful in this role, you should:

  • Hold the Association of Accounting Technicians (AAT) qualification, or equivalent
  • Have demonstrable experience working in professional practice 
  • Experience working on statutory accounts preparation, VAT returns, accounts management 
  • Be committed to completing the Association of Chartered Certified Accountants (ACCA) qualification (or ACA where study has already commenced)

Experience of the following software is desirable: 

  • Xero
  • Sage
  • Quickbooks
  • Excel 
  • Silverfin 

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.

Similar Jobs
Photo of the Rise User
NICE Hybrid Hoboken, New Jersey, United States
Posted 9 days ago

Join NICE as a Temp Assistant Controller and support financial operations in a fast-paced environment.

Crunchyroll, LLC Hybrid Los Angeles, California, United States
Posted yesterday

Take the helm as Director of Content Accounting at Crunchyroll, where your expertise will shape the future of our financial operations in the dynamic anime industry.

TAMUS Hybrid College Station, TX
Posted 12 hours ago

Join the Texas A&M University System as a Senior Internal Auditor II and play a pivotal role in enhancing auditing processes and team performance.

Photo of the Rise User
Rezilient Health Remote No location specified
Posted 8 days ago

Join Rezilient Health as an Accounting Associate to support innovative primary care through meticulous financial operations.

HANDLER LAW LLP Hybrid Chicago, Illinois, United States
Posted yesterday

Join Handler Law, LLP as a Senior Tax Associate or Junior Tax Associate and contribute to one of the premier private client law firms in the world, focusing on comprehensive tax solutions.

Photo of the Rise User

Join our finance team as a Senior Accountant, responsible for corporate accounting and external reporting, especially in equity management.

Photo of the Rise User
Ingredion Hybrid Westchester, IL
Posted 2 days ago

Ingredion is looking for a detail-oriented Senior Internal Auditor to enhance audit processes and drive business performance through innovative data analysis and compliance reviews.

Photo of the Rise User
Posted 9 days ago

The Future of Finance team at GM is looking for a Senior Analyst with expertise in OneStream Reporting to enhance financial reporting processes.

Photo of the Rise User
Kinective Remote Gilbert, Arizona, United States
Posted 9 days ago

Join Kinective as an Assistant Controller and play a key role in revolutionizing the financial technology landscape.

Join our innovative Legal Tech firm as an AP/AR Specialist, where you'll streamline billing and payment operations from the comfort of your home.

Photo of the Rise User
American Express Hybrid New York, New York, United States
Posted 2 days ago
Inclusive & Diverse
Empathetic
Collaboration over Competition
Growth & Learning
Transparent & Candid
Medical Insurance
Dental Insurance
Mental Health Resources
Life insurance
Disability Insurance
Child Care stipend
Employee Resource Groups
Learning & Development

Join American Express as a Manager - Controller to play a critical role in ensuring financial integrity and compliance within our SEC Reporting team.

Photo of the Rise User
Inclusive & Diverse
Collaboration over Competition
Fast-Paced
Growth & Learning
Empathetic

Join Deel, a leader in fintech innovation, as a Senior Payroll Associate to oversee payroll processes while contributing to a diverse and inclusive workplace.

Photo of the Rise User
Panasonic Hybrid Newark, New Jersey, United States
Posted 3 days ago

Join Panasonic as a Tax Accountant and contribute to innovative tax strategies while supporting a culture of inclusion.

MATCH
Calculating your matching score...
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
No info
HQ LOCATION
No info
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
February 17, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!