Associate - Business Outsourcing Services

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.

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

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 

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.