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At Evelyn Partners (formerly Tilney Smith & Williamson), their longstanding commitment has been to provide sound advice, empowering individuals and businesses to thrive. With nearly two centuries of experience, their mission is to democratise access to quality advice, ensuring it's available to all, regardless of financial status. As the UK's premier integrated wealth management and professional services group, they cater to diverse client needs, from individual wealth management to comprehensive business services. Through a personalised approach and deep understanding, they aim to support clients in achieving their most meaningful goals.

Finance

Evelyn Partners

Placing the power of good advice into more hands

Consulting

You should have strong communication skills, IT proficiency (Excel, Word), a team mindset, flexibility, attention to detail, and the ability to prioritize under pressure while eager to learn.

You will complete tasks to high standards, meet KPIs, handle client inquiries, improve team processes, ensure accuracy, and commit to ongoing professional development.

People, HR & Administration

Banking & Finance

Glasgow

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 Careers | Evelyn Partners Job Description What will you be doing? Applying to this role will open the doors to our excellent opportunities for candidates looking to pursue a professional career within the Investments & Financial industries. The opportunities we provide will suit a candidate who may have started their first role(s) in general administration, customer services and/or further education with skillsets including; keen attention to detail, customer services experience, basic to moderate understanding of Microsoft packages (Excel, Word and Outlook). Key Responsibilities * Ensure that all tasks are completed to a high standard and work is produced within deadlines and that any anomalies are reported to your line manager within agreed timescales. * Ensure that personal and team KPIs are met, assist in collation of MI highlighting any issues to management. * Respond to telephone and email enquiries in a timely professional manner, liaising with fund managers and external parties where relevant and promptly, escalating any issues where relevant. * Log, maintain and respond to written client enquiries promptly, ensuring all client and external documents are relevant and up to date. * Contribute to the review of team tasks, identifying improvements to enhance client service. * Adopt a high-quality culture to minimise errors and ensure high-quality service levels are delivered. Ensuring all work is highly accurate, including data input, document checking and payments, and escalating to the manager or relevant department where necessary. * Ensure that fair treatment of clients is at the forefront of all activities and that all interactions are conducted openly and transparently. * Undertaking regular and appropriate continuous professional development (CPD). Qualifications To be successful in this role, you should: * Professional and pragmatic approach to all activities * Excellent written, verbal and interpersonal skills * IT literate and a competent user of MS Office, particularly Excel and Word * Ability to work within a team * Positive/flexible attitude * Initiative and willingness to learn * High attention to detail * Able to prioritise and work to challenging timescales 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.

Company DescriptionEvelyn 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 HereWealth, accountancy and business advisory services | Evelyn PartnersCareers | Evelyn PartnersJob DescriptionWhat will you be doing?Applying to this role will open the doors to our excellent opportunities for candidates looking to pursue a professional career within the Investments & Financial industries.The opportunities we provide will suit a candidate who may have started their first role(s) in general administration, customer services and/or further education with skillsets including; keen attention to detail, customer services experience, basic to moderate understanding of Microsoft packages (Excel, Word and Outlook).Key Responsibilities * Ensure that all tasks are completed to a high standard and work is produced within deadlines and that any anomalies are reported to your line manager within agreed timescales. * Ensure that personal and team KPIs are met, assist in collation of MI highlighting any issues to management. * Respond to telephone and email enquiries in a timely professional manner, liaising with fund managers and external parties where relevant and promptly, escalating any issues where relevant. * Log, maintain and respond to written client enquiries promptly, ensuring all client and external documents are relevant and up to date. * Contribute to the review of team tasks, identifying improvements to enhance client service. * Adopt a high-quality culture to minimise errors and ensure high-quality service levels are delivered. Ensuring all work is highly accurate, including data input, document checking and payments, and escalating to the manager or relevant department where necessary. * Ensure that fair treatment of clients is at the forefront of all activities and that all interactions are conducted openly and transparently. * Undertaking regular and appropriate continuous professional development (CPD).      QualificationsTo be successful in this role, you should: * Professional and pragmatic approach to all activities * Excellent written, verbal and interpersonal skills * IT literate and a competent user of MS Office, particularly Excel and Word * Ability to work within a team * Positive/flexible attitude * Initiative and willingness to learn * High attention to detail * Able to prioritise and work to challenging timescales      Additional InformationAs 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.

Entry Level - Operations Executive - Evelyn Partners

Entry Level - Operations Executive

You should have admin experience in wealth management, knowledge of financial products, support for senior management, proficiency in Xplan/Avaloq, and strong communication skills.

You will support Investment Managers, maintain client relationships, process transactions, update documentation, manage records, request policy info, and liaise with operational teams.

Dublin

<div>
 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.
 Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn Partners and Careers | Evelyn Partners Job Description
 What will you be doing?
 We’re seeking an ambitious individual to join our Wealth Management team in Dublin, you will be responsible for providing full administrative support 1 to 2 Investment Managers, as well as building relationships with clients to deliver a positive and sleek client experience.
 What’s in it for me? 
 As a Client Administrator at Evelyn Partners you will be supported to grow personally and professionally, you will have access to a structured training programme offering Training &amp; Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.
 This is a hybrid working role with a requirement to be in the office 3 days per week.
 Some of your responsibilities will be to:
 <ul>
 <li>To work closely with the aligned Investment Managers to deliver excellent client outcomes.</li>
 <li>To build relationships with clients and maintain regular contact.</li>
 <li>Accurately processing transactions and queries by following procedures correctly and meeting agreed deadlines.</li>
 <li>Reviewing and updating procedures and documentation.</li>
 <li>Maintain back-office systems and client records in line with the company policies.</li>
 <li>Request policy information from third party policy providers if applicable.</li>
 <li>Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.</li>
 </ul> Qualifications
 To be successful in this role, you should have:
 <ul>
 <li>Previous experience working within wealth management in an administrative support role</li>
 <li>Experience and knowledge of financial products i.e. Pensions, ISAs, Investments, Bonds</li>
 <li>Experience of supporting Senior Management and Investment Managers</li>
 <li>Experience of providing end to end support</li>
 <li>Experience using Xplan and/ or Avaloq would be preferred</li>
 <li>Desirable to hold QFA Certificate in Professional Financial Advice or studying towards</li>
 <li>Excellent communication skills both written and verbal, influencing and organisational skills.</li>
 </ul> Additional Information
 As a colleague here at Evelyn Partners, you will have access to benefits that include:
 <ul>
 <li>Competitive salary</li>
 <li>Private medical insurance</li>
 <li>Life assurance</li>
 <li>Pension contribution</li>
 <li>Hybrid working model (role dependant)</li>
 <li>Generous holiday package</li>
 <li>Option to purchase additional holiday</li>
 <li>Shared parental leave</li>
 </ul>
 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.
</div>


 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.
 Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn Partners and Careers | Evelyn Partners Job Description
  What will you be doing?
 We’re seeking an ambitious individual to join our Wealth Management team in Dublin, you will be responsible for providing full administrative support 1 to 2 Investment Managers, as well as building relationships with clients to deliver a positive and sleek client experience.
  What’s in it for me? 
 As a Client Administrator at Evelyn Partners you will be supported to grow personally and professionally, you will have access to a structured training programme offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.
 This is a hybrid working role with a requirement to be in the office 3 days per week.
  Some of your responsibilities will be to:
 
  To work closely with the aligned Investment Managers to deliver excellent client outcomes.
  To build relationships with clients and maintain regular contact.
  Accurately processing transactions and queries by following procedures correctly and meeting agreed deadlines.
  Reviewing and updating procedures and documentation.
  Maintain back-office systems and client records in line with the company policies.
  Request policy information from third party policy providers if applicable.
  Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
   Qualifications
  To be successful in this role, you should have:
 
  Previous experience working within wealth management in an administrative support role
  Experience and knowledge of financial products i.e. Pensions, ISAs, Investments, Bonds
  Experience of supporting Senior Management and Investment Managers
  Experience of providing end to end support
  Experience using Xplan and/ or Avaloq would be preferred
  Desirable to hold QFA Certificate in Professional Financial Advice or studying towards
  Excellent communication skills both written and verbal, influencing and organisational skills.
   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.


Private Client Administrator - Evelyn Partners

Private Client Administrator

You should have a strong academic background, be studying ACCA/ACA or have relevant experience, know cloud accounting, understand standards like FRS102, and work well both independently and in a team.

You will prepare financial statements, manage client portfolios, input transactions, prepare management accounts, handle VAT returns, assist with tax services, and communicate issues to your manager.

Accounting & Tax

Business, Operations & Strategy

<div>
 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
 The role is predominately the preparation of the annual financial accounts within the timeframe agreed with the client or required by statute. Also, as required, accurate processing of clients’ financial data and the preparation of monthly/quarterly management accounts and undertaking the preparation of VAT returns and other VAT compliance.
 There is the possibility of ACCA/ACA support in the role for the right candidate.
 Key Responsibilities:
 <ul>
 <li>Prepare annual financial statements including statutory accounts predominately under FRS102 and FRS102 1A, partnership accounts, sole trader accounts and trust accounts for tax purposes.</li>
 <li>Manage portfolio of clients.</li>
 <li>Visit client premises to undertake on-site accounting needs as required.</li>
 <li>Prepare and input client transactions into a computerised ledger system, as required.</li>
 <li>The preparation of monthly/quarterly management accounts for clients, as required.</li>
 <li>Preparation of monthly/quarterly/annual VAT returns from financial information supplied by client, if required. Preparing Intrastat and VIES sales lists for clients.</li>
 <li>Where applicable, completion of other tax services including attending to tax registrations, de-registrations etc.</li>
 <li>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.</li>
 </ul>
 Key Competencies:
 <ul>
 <li>Accuracy – to ensure transactions treated correctly.</li>
 <li>Judgement - be able to assess a situation and reach a suitable conclusion based on the information available or effectively communicate with a manager where unsure.</li>
 <li>Planning and organisation - needed throughout the process to ensure deadlines are met and client portfolios are managed.</li>
 <li>Client/Customer focus - develop relationships and gain confidence of client. Ability to deal with client queries and emails on a timely basis, and have flexibility to work on-site at client’s premises if required.</li>
 <li>Use of IT – be able to work on bookkeeping packages, accounts production software and Excel.</li>
 <li>Teamwork – working with colleagues in the team.</li>
 <li>Flexibility – to assist with other ad hoc services that arise from time to time.</li>
 <li>Innovative - using technology to create efficiencies in processes.</li>
 <li>Technical knowledge – awareness of FRS102, FRS 102 1a and FRS105</li>
 </ul> Qualifications
 Education/Qualifications:
 <ul>
 <li>Strong academic history.</li>
 <li>Studying towards ACCA/ACA qualification or, alternatively, evidence of suitable work experience.</li>
 </ul>
 Key Experience/Skills:
 <ul>
 <li>Prior experience of computerised accounting packages including cloud-based software.</li>
 <li>Ability to work independently but as part of a wider team.</li>
 <li>Results orientated to meet and exceed client expectations, with a key focus on delivering high quality work that consistently meets internal and/or external client deadlines.</li>
 <li>Understanding of accounting standards.</li>
 <li>Monitoring costs against budget for individual clients.</li>
 </ul> Additional Information
 As a colleague here at Evelyn Partners, you will have access to benefits that include:
 <ul>
 <li>Competitive salary</li>
 <li>Private medical insurance</li>
 <li>Life assurance</li>
 <li>Pension contribution</li>
 <li>Hybrid working model (role dependant)</li>
 <li>Generous holiday package</li>
 <li>Option to purchase additional holiday</li>
 <li>Shared parental leave</li>
 </ul>
 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.
</div>


 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
  The role is predominately the preparation of the annual financial accounts within the timeframe agreed with the client or required by statute. Also, as required, accurate processing of clients’ financial data and the preparation of monthly/quarterly management accounts and undertaking the preparation of VAT returns and other VAT compliance.
 There is the possibility of ACCA/ACA support in the role for the right candidate.
  Key Responsibilities:
 
  Prepare annual financial statements including statutory accounts predominately under FRS102 and FRS102 1A, partnership accounts, sole trader accounts and trust accounts for tax purposes.
  Manage portfolio of clients.
  Visit client premises to undertake on-site accounting needs as required.
  Prepare and input client transactions into a computerised ledger system, as required.
  The preparation of monthly/quarterly management accounts for clients, as required.
  Preparation of monthly/quarterly/annual VAT returns from financial information supplied by client, if required. Preparing Intrastat and VIES sales lists for clients.
  Where applicable, completion of other tax services including attending to tax registrations, de-registrations etc.
  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.
 
  Key Competencies:
 
  Accuracy – to ensure transactions treated correctly.
  Judgement - be able to assess a situation and reach a suitable conclusion based on the information available or effectively communicate with a manager where unsure.
  Planning and organisation - needed throughout the process to ensure deadlines are met and client portfolios are managed.
  Client/Customer focus - develop relationships and gain confidence of client. Ability to deal with client queries and emails on a timely basis, and have flexibility to work on-site at client’s premises if required.
  Use of IT – be able to work on bookkeeping packages, accounts production software and Excel.
  Teamwork – working with colleagues in the team.
  Flexibility – to assist with other ad hoc services that arise from time to time.
  Innovative - using technology to create efficiencies in processes.
  Technical knowledge – awareness of FRS102, FRS 102 1a and FRS105
   Qualifications
  Education/Qualifications:
 
  Strong academic history.
  Studying towards ACCA/ACA qualification or, alternatively, evidence of suitable work experience.
 
  Key Experience/Skills:
 
  Prior experience of computerised accounting packages including cloud-based software.
  Ability to work independently but as part of a wider team.
  Results orientated to meet and exceed client expectations, with a key focus on delivering high quality work that consistently meets internal and/or external client deadlines.
  Understanding of accounting standards.
  Monitoring costs against budget for individual 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.


Accounts Assistant - Evelyn Partners

Accounts Assistant

You must have payroll and accounting experience, be organized, detail-oriented, and decisive. An IPASS qualification and Sage proficiency are essential.

You will maintain payroll records, produce monthly payroll reports, assist with pension reconciliations, handle bookkeeping, and support ad hoc tasks within the department as needed.

<div>
 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
 What will you be doing?
 We’re seeking a talented person to join our team in Dublin, which is responsible for supporting payroll and accounting.
 If you want to join the team of industry professionals and passionates who are eager to share their experience and knowledge with you, this role is the one that you are looking for.
 As Associate, your responsibilities will include among others
 <ul>
 <li>To assist with maintaining payroll records</li>
 <li>To assist in producing monthly payroll reports</li>
 <li>To assist with pension reconciliations and month end payments/downloads to providers</li>
 <li>Bookkeeping</li>
 <li>To assist with other ad hoc tasks within the department when required</li>
 </ul> Qualifications
 To be successful in this role, you should have
 <ul>
 <li>Experience in a busy payroll environment</li>
 <li>Accounting experience</li>
 <li>Well organized</li>
 <li>Abilty to make decisions quickly</li>
 <li>Good attention to detail</li>
 </ul>
 Desired
 <ul>
 <li>IPASS qualification</li>
 <li>Sage experience</li>
 </ul> Additional Information
 As a colleague here at Evelyn Partners, you will have access to benefits that include:
 <ul>
 <li>Competitive salary</li>
 <li>Private medical insurance</li>
 <li>Life assurance</li>
 <li>Pension contribution</li>
 <li>Hybrid working model (role dependant)</li>
 <li>Generous holiday package</li>
 <li>Option to purchase additional holiday</li>
 <li>Shared parental leave</li>
 </ul>
 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.
</div>


 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
  What will you be doing?
 We’re seeking a talented person to join our team in Dublin, which is responsible for supporting payroll and accounting.
 If you want to join the team of industry professionals and passionates who are eager to share their experience and knowledge with you, this role is the one that you are looking for.
  As Associate, your responsibilities will include among others
 
  To assist with maintaining payroll records
  To assist in producing monthly payroll reports
  To assist with pension reconciliations and month end payments/downloads to providers
  Bookkeeping
  To assist with other ad hoc tasks within the department when required
  Qualifications
  To be successful in this role, you should have
 
  Experience in a busy payroll environment
  Accounting experience
  Well organized
  Abilty to make decisions quickly
  Good attention to detail
 
  Desired
 
  IPASS qualification
  Sage experience
  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.


Payroll Associate - Evelyn Partners

Payroll Associate

You need knowledge of FSMA 2000, PRA, FCA, and LSE regulations, wealth management experience, strong decision-making skills, a degree, and relevant qualifications are a plus.

You will assist in compliance reviews, report drafting, issue tracking, regulatory advice, training development, breach reporting, and maintaining procedures while collaborating across the organization.

Legal

London

<div>
 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
 Careers | Evelyn Partners
 Why Evelyn Partners London?
 Our team operates from the Evelyn Partners head office, fostering collaboration among 1,600 colleagues in a modern environment.
 We prioritise audit quality through regular training sessions and social events to encourage best practice sharing and teamwork. Additionally, our office is divided into smaller pastoral care teams to foster relationships and ensure a supportive culture, emphasising wellbeing. Job Description
 Job Purpose
 Reporting to the Team Head, provide regulatory input to support delivery of (a) good client outcomes, (b) a compliant and risk aware culture and (c) the Group’s business model and strategy.
 Key Responsibilities
 Compliance Monitoring:
 <ul>
 <li>Assist in the completion of thematic reviews in accordance with the annual compliance monitoring programme, using appropriate tools and methodologies, and documenting the outcome accurately and in a timely fashion.</li>
 <li>Assist with the drafting of high quality reports which outline the findings of assurance activity.</li>
 <li>Assist with tracking the resolution of issues identified and action points agreed.</li>
 <li>Assist with the completion of any ad hoc project work that may occur throughout the course of business.</li>
 <li>Assist with the ongoing Second Line of Defence assessment of regulatory and conduct risks to ensure the assurance activity completed remains risk based.</li>
 </ul>
 Advice:
 <ul>
 <li>Provide advice on propositional developments, new business opportunities and regulatory change initiatives, ensuring a strong focus on good client outcomes at all times.</li>
 <li>Provide responses to general queries on the FCA Handbook and Evelyn Partners policies and procedures, escalating queries to the senior members of the Compliance team where assistance is required.</li>
 <li>Support ad hoc regulatory projects as directed by Compliance line management.</li>
 <li>Support the review of regulatory publications and assist with the drafting of briefing notes for business stakeholders.</li>
 <li>Support the development of regulatory training materials.</li>
 </ul>
 Breaches and Incidents:
 <ul>
 <li>Identify, investigate and report on breaches and incidents, ensuring that these are logged promptly and accurately in the Governance Risk &amp; Control platform and resolved within an appropriate timeframe.</li>
 </ul>
 General:
 <ul>
 <li>Assist the Compliance department to maintain up-to-date departmental procedures.</li>
 <li>Collaborate with colleagues from across the 3 Lines of Defence to support the embedding of a client and risk focused culture across the Group.</li>
 </ul> Qualifications
 Key Skills and Experience:
 <ul>
 <li>Good knowledge and understanding of relevant regulatory requirements, including FSMA 2000, PRA and FCA rulebooks, LSE Rulebook and ISA Regulations</li>
 <li>Experience of wealth management, suitable advice and good client outcomes preferred</li>
 <li>Good inter-personal skills, judgement and decision-making ability, and a determined and proactive approach</li>
 </ul>
 Professional Qualifications and Education:
 <ul>
 <li>Educated to Degree level</li>
 <li>Relevant regulatory qualifications an advantage</li>
 </ul> Additional Information
 As a colleague here at Evelyn Partners, you will have access to benefits that include:
 <ul>
 <li>Competitive salary</li>
 <li>Private medical insurance</li>
 <li>Life assurance</li>
 <li>Pension contribution</li>
 <li>Hybrid working model (role dependant)</li>
 <li>Generous holiday package</li>
 <li>Option to purchase additional holiday</li>
 <li>Shared parental leave</li>
 </ul>
 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.
</div>


 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
 Careers | Evelyn Partners
  Why Evelyn Partners London?
 Our team operates from the Evelyn Partners head office, fostering collaboration among 1,600 colleagues in a modern environment.
 We prioritise audit quality through regular training sessions and social events to encourage best practice sharing and teamwork. Additionally, our office is divided into smaller pastoral care teams to foster relationships and ensure a supportive culture, emphasising wellbeing. Job Description
  Job Purpose
 Reporting to the Team Head, provide regulatory input to support delivery of (a) good client outcomes, (b) a compliant and risk aware culture and (c) the Group’s business model and strategy.
  Key Responsibilities
  Compliance Monitoring:
 
  Assist in the completion of thematic reviews in accordance with the annual compliance monitoring programme, using appropriate tools and methodologies, and documenting the outcome accurately and in a timely fashion.
  Assist with the drafting of high quality reports which outline the findings of assurance activity.
  Assist with tracking the resolution of issues identified and action points agreed.
  Assist with the completion of any ad hoc project work that may occur throughout the course of business.
  Assist with the ongoing Second Line of Defence assessment of regulatory and conduct risks to ensure the assurance activity completed remains risk based.
 
  Advice:
 
  Provide advice on propositional developments, new business opportunities and regulatory change initiatives, ensuring a strong focus on good client outcomes at all times.
  Provide responses to general queries on the FCA Handbook and Evelyn Partners policies and procedures, escalating queries to the senior members of the Compliance team where assistance is required.
  Support ad hoc regulatory projects as directed by Compliance line management.
  Support the review of regulatory publications and assist with the drafting of briefing notes for business stakeholders.
  Support the development of regulatory training materials.
 
  Breaches and Incidents:
 
  Identify, investigate and report on breaches and incidents, ensuring that these are logged promptly and accurately in the Governance Risk & Control platform and resolved within an appropriate timeframe.
 
  General:
 
  Assist the Compliance department to maintain up-to-date departmental procedures.
  Collaborate with colleagues from across the 3 Lines of Defence to support the embedding of a client and risk focused culture across the Group.
   Qualifications
  Key Skills and Experience:
 
  Good knowledge and understanding of relevant regulatory requirements, including FSMA 2000, PRA and FCA rulebooks, LSE Rulebook and ISA Regulations
  Experience of wealth management, suitable advice and good client outcomes preferred
  Good inter-personal skills, judgement and decision-making ability, and a determined and proactive approach
 
  Professional Qualifications and Education:
 
  Educated to Degree level
  Relevant regulatory qualifications an advantage
   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.
