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- Tasks: Join our Audit team to plan and lead audits, assess risks, and deliver insights to clients.
- Company: Evelyn Partners is a top UK wealth management group with 186 years of experience in financial services.
- Benefits: Enjoy competitive salary, private medical insurance, hybrid working, and generous holiday packages.
- Why this job: Be part of a mission-driven company that values diversity and offers growth opportunities in a supportive environment.
- Qualifications: Excellent communication skills and ACA qualification are essential for this role.
- Other info: We embrace diversity and provide a safe, inclusive workspace for all employees.
The predicted salary is between 28800 - 48000 £ per year.
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;
- Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.
Job Description
What will you be doing?
We’re seeking a talented individual to join our Audit team in Newcastle. As an Audit Associate, your responsibilities will include:
- Planning audit assignments, identifying key risks, assessing how to test them, assessing and reviewing the budgets through to completing an analytical review.
- Leading smaller audits, supervising, delegating and reviewing work of other associates.
- Delivering information to clients in a timely manner whilst displaying in-depth client and industry knowledge.
- Identifying cross selling opportunities.
- Monitoring stock takes, managing bank letter processes and completing AFF (Assignment Feedback Forms) where appropriate.
- Communicating to management on the progress of workload and planning for efficient completion.
Qualifications
To be successful in this role, you should:
- Have excellent communication skills in a range of situations, both written and oral.
- Provide guidance to other associates to deliver high-quality work to the client.
- Be part ACA qualified.
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 dependent)
- 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 your needs throughout the application process. Please let your Recruiter know.
Audit Associate employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Audit Associate
✨Tip Number 1
Familiarise yourself with the core values of Evelyn Partners: Personal, Partnership, and Performance. During your interactions, whether in interviews or networking, demonstrate how your experiences align with these values to show that you are a good cultural fit.
✨Tip Number 2
Research the latest trends and challenges in the audit industry, particularly those affecting wealth management. Being able to discuss these topics intelligently will showcase your industry knowledge and commitment to staying informed.
✨Tip Number 3
Network with current employees at Evelyn Partners through platforms like LinkedIn. Engaging with them can provide insights into the company culture and the specific expectations for the Audit Associate role, which can be invaluable during your application process.
✨Tip Number 4
Prepare to discuss your experience with leading audits and managing teams. Highlight specific examples where you've successfully supervised others and delivered high-quality results, as this is a key responsibility of the Audit Associate position.
We think you need these skills to ace Audit Associate
Some tips for your application 🫡
Understand the Company: Familiarise yourself with Evelyn Partners by exploring their website and understanding their values, services, and mission. This will help you tailor your application to align with their ethos.
Highlight Relevant Skills: In your CV and cover letter, emphasise your communication skills and any experience in audit or financial services. Mention your ACA qualification prominently, as it is a key requirement for the role.
Showcase Teamwork and Leadership: Since the role involves supervising and guiding other associates, provide examples of your leadership experience and ability to work collaboratively in teams. This can set you apart from other candidates.
Tailor Your Application: Customise your cover letter to reflect your understanding of the specific responsibilities of the Audit Associate role. Mention how your background and skills make you a perfect fit for the position at Evelyn Partners.
How to prepare for a job interview at Evelyn Partners
✨Understand the Company Values
Before your interview, take some time to research Evelyn Partners' core values: Personal, Partnership, and Performance. Be prepared to discuss how your own values align with theirs and provide examples from your past experiences that demonstrate these qualities.
✨Showcase Your Communication Skills
As an Audit Associate, excellent communication skills are crucial. During the interview, practice articulating your thoughts clearly and concisely. You might be asked to explain complex audit concepts, so ensure you can do this in a way that's easy to understand.
✨Prepare for Technical Questions
Expect technical questions related to auditing principles and practices. Brush up on your ACA knowledge and be ready to discuss how you would approach planning an audit assignment or identifying key risks. This will show your expertise and readiness for the role.
✨Demonstrate Team Leadership
Since the role involves supervising and guiding other associates, be prepared to share examples of how you've successfully led teams in the past. Highlight your ability to delegate tasks effectively and ensure high-quality work is delivered to clients.