Evelyn Partners

Audit Director

London, Greater London, United Kingdom, United Kingdom
Competitive salary
11 Jun 2024
10 Jul 2024
Approved employers
Approved employer
Experience level
Company Description

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

Job Description

You will work closely with the local Partner in all aspects of developing and implementing our offering at Evelyn. This will include contributing to the strategic direction of the office, and recruitment into, and leadership of, the team. In addition, you will play a key role in developing the office's market proposition, as well as a personal marketing approach and your own target list and opportunities. You will also be expected to act as RI on a small portfolio of clients, and support delivery on some larger/complex existing clients alongside the wider team in order to support your technical development and understanding of the firm methodology. This would be a relatively small element of the role initially. The delivery element will increase as the business grows and you develop your own portfolio as a Responsible Individual, and will continue to be alongside a longer-term leadership role.

Key Responsibilities

Business/Practise Development
  • To work closely with the Partner to develop, and execute, a go-to-market plan for the office.
  • To support the Partner in key recruitment decisions and initiatives, and to develop the tone and culture of the office in line with the local market and Evelyn Partners core values.
  • To prepare proposals for new work, attendance at marketing events, development of personal contacts, and identification and development of opportunities for Evelyn Partners with current clients.
  • To develop and carry out a continuous marketing programme that delivers further work for the firm.
Team Management
  • Support a range of staff working on client engagements, ensuring that they are clear about the functions required, properly trained and receive appropriate feedback.
  • To delegate appropriate work to more junior staff, including managers, aiding their development
  • Department Administration - monitoring of qualified and student bookings and workloads to ensure the most efficient use of resources. Liaison with junior staff to assess any issues that need dealing with.
Client Contact
  • To ensure that clients receive an efficient and proactive service and client expectations are exceeded throughout the year. Liaison with client Partners and other Evelyn Partners staff where appropriate to ensure all are kept up to date with relevant issues.
  • To add value to the client relationship, identifying and developing opportunities to improve the clients' businesses and/or develop additional services for Evelyn Partners (costs/fees).
  • Manage client billing and margins effectively.
  • Audit strategy and setting budgets - awareness of commercial aspects of the client's businesses and impact on our work.
  • Review colleagues' work in accordance with Evelyn Partners audit and assignment procedures and provide technical advice/support where necessary in order to support signing opinions.
Training and development
  • To ensure assessment forms are completed and feedback given to staff on all jobs. Ensuring appropriate in-house and external training received personally.
  • On-the-job coaching and development of key team members.

Key Skills and Experience
  • Significant external audit experience gained within a professional services environment.
  • Experience of working with entrepreneurial, OMB, SME, and AIM listed clients.
  • Experience of (and appetite for) business development activities such as targeting, preparation of proposal documents, proposal presentations, and attendance of networking events
  • Demonstrable working knowledge of accounting and auditing standards, industry specifics, and their application.
  • Good working knowledge of skill requirements of staff at various levels to ensure work undertaken by the appropriate individual.
  • Strong communication skills in order to liaise with clients, Partners, staff and other professionals.
  • Previous experience of management and motivation of staff to ensure best performance.
  • Organisation to ensure needs of clients, partners and staff are all met.
  • Monitoring costs against budget for individual clients.
Professional Qualifications and Education
  • Qualified accountant (ACA, CA, ACCA).
Key Competencies
  • Planning and organising - to ensure all market and client work is carried out within the appropriate timescales through continual monitoring of progression of the work.
  • Technical expertise - to ensure audit conducted to correct standard and accounts preparation is accurate and meaningful for the type of industry. To be able to answer staff and client technical queries and make technical decisions.
  • Commercial awareness - to have a good understanding of the commercial factors affecting the client and to be able to monitor the commercial effectiveness of work done by Evelyn Partners by reviewing costs against budget.
  • Teamwork - working as a team with Senior Managers, Partners and staff to ensure the department as a whole meets its objectives and all client demands are exceeded and dealing with differences.
  • Problem solving - technical knowledge to resolve client issues and organisation to be flexible to meet client and director demands.
  • Customer focus - ensuring clients expectations are exceeded, by providing a first class service at all times.
  • Business Development - ability to develop trusted advisor status with clients
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.

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