Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.
Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
What will you be doing ?
We are looking for an experienced Senior Financial Analyst to join our Management Accounting team in London on a 6 month FTC. You will be responsible for liaising closely with finance personnel and operational teams to ensure that information is recorded and presented accurately and within deadlines.
As a Senior Financial Analyst, your responsibilities will include among others:
- Extracting revenue data from source systems to collate/review and post revenue and accruals
- Reconciliation of revenue postings to cash received with timely follow up on anomalies
- Updating reconciliations for control frameworks and files provided to auditors
- Contributing to the collation of Revenue data for regulatory returns and Audit
- Formatting large data sets into professional excel reports and providing commentary
- Preparation of respective monthly balance sheets reconciliation
To be successful in this role, you should:
- Qualified Accountant - ACCA/CIMA
- Experience with month end reporting is desired
- Demonstrable interest in financial services industry
- Working knowledge of Microsoft Office packages: Minimum basic Word, advanced Excel & intermediate PowerPoint
- Strong Interpersonal skills are essential, with the ability to communicate well both written and verbally to senior audiences and an ability to work well in a team and comfortable to work individually
- Demonstrate an ability to understand and summarise complex information in a professional and concise manner, high levels of accuracy and attention to detail with an ability to solve problems quickly
Desired:
- Experience gained working in a management accounts team is desired
- Experience within a financial services institution is advantageous but not essential
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.
Skills Required
- Qualified Accountant with ACCA or CIMA qualification
- Experience with month-end reporting
- Demonstrable interest in the financial services industry
- Basic proficiency in Microsoft Word
- Advanced proficiency in Microsoft Excel
- Intermediate proficiency in Microsoft PowerPoint
- Strong written and verbal interpersonal communication skills
- Ability to understand and summarize complex information concisely
- High accuracy and attention to detail
- Ability to solve problems quickly
- Experience working in a management accounts team
- Experience within a financial services institution
What We Do
Life is full of decisions that shape our future, but to make great decisions we need certainty and good advice. At Evelyn Partners (formerly Tilney Smith & Williamson), we have been giving good advice and helping people and businesses flourish for almost 200 years. Our mission is ‘to place the power of good advice into more hands’. We’re committed to giving more people and businesses access to good advice, regardless of their wealth or the size of their company. We are the UK’s leading integrated wealth management and professional services group. We can look after the combined wealth and tax needs of our clients and provide specialist accountancy, assurance, tax and advisory services for businesses. Our clients range from online investors to those requiring bespoke wealth management, and from charities to entrepreneurs and corporate businesses. By understanding you and partnering with you, our advice can help you achieve what matters to you most
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