Audit Associate - Birmingham
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Position Overview & Specifications
Location
Birmingham
Employment type
Permanent
Hours
Full time
Closing date
28/07/2023
Description
Evelyn Partners is the UK’s leading integrated wealth management and professional services group. With £56 billion of assets under management (as of November 2021), we rank as the third largest UK wealth manager measured by revenues and the sixth largest professional services firm ranked by fee income (source: Accountancy Age 50+50 rankings, 2021).
We are driven by our purpose to place the power of good advice into more hands for both individuals and businesses. Our purpose is supported by our 3 core values:
Personal — we treat you as an individual
Partnership — we go further together
Performance — we strive for more
What will you be doing?
We are seeking a talented individual to join our Audit team in our Birmingham office. You will be responsible for planning, performing and completing the audit process for each assignment.
As Audit Assistant Manager, some of your responsibilities will include:
- Regular discussions with the client to confirm progress, identify solutions to any hurdles and ensure reasonable expectations are met.
- Identify and highlight any opportunities for S&W apparent from work undertaken.
- Assist and perform training of junior staff.
- Complete assessment forms of audit team.
- Perform work in accordance with S&W audit and assignment procedures.
- Prepare draft accounts/report and completion memo (including identification of control weaknesses or areas of improvement) for review by manager
To be successful in this role, you should have:
- ACA/ACCA qualified or equivalent
- Demonstrable audit and accounts experience gained within a professional services firm.
- Strong communication skills, both internally and directly with clients.
- Demonstrable experience of supervising others and delegation of work.
- Demonstrable ability to organise self and others, such that you can work on several different assignments at one time.
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 value the differences that a diverse workforce brings, representative of our society and clients. We are committed to providing a work environment 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.
If you need any reasonable adjustments for your application process, please let your recruiter know.
Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
United Kingdom Right to Work & Skilled Worker Visa Guide
Employment in the United Kingdom requires legal Right to Work verified under the Home Office Points-Based Immigration System:
Sponsoring employers must hold an active Home Office A-rated Sponsor License and assign a valid Certificate of Sponsorship (CoS). Role must meet the general minimum salary threshold (£38,700) or occupation going rate.
Continuous employment under Skilled Worker status establishes eligibility for Indefinite Leave to Remain (ILR) after 5 continuous years, leading to British Citizenship.
Candidate Preparation Blueprint: Investment & Asset Management
Based on transatlantic hiring benchmarks for Audit Associate - Birmingham roles across Evelyn Partners's corporate sector, successful applicants typically excel across three core dimensions:
Demonstrated portfolio evidence, architecture/system design case studies, or validated professional certifications directly applicable to Investment & Asset Management.
STAR method competency responses highlighting cross-functional leadership, conflict resolution, and delivering measurable enterprise ROI under tight timelines.
Total compensation expectation aligned within the benchmarked £26,984 - £50,172 bracket, including retirement vesting and health parity.
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