Pensions Audit Assistant

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

Why Pensions Assurance

Our Pensions Assurance 'Centre of Excellence' delivers the audits of pension schemes and also detailed reviews of scheme-related, internal controls.

As part of our Pensions Assurance team you will be working directly with pension administrators and Trustees. Audits will be undertaken either from their own offices or working remotely from our office, checking that the accounts or internal controls stack up with fact. This means providing advice and solutions that really make a difference.

Many of our pension audits last just one or two weeks, which means you'll quickly gain exposure to a variety of pension scheme entities. You'll also build valuable client experience, developing the knowledge and skills needed to be an effective auditor and trusted adviser.

Job purpose

To plan, perform and complete the audit process for each assignment.

Key Responsibilities

Client Contact

• Regular discussions with the client to confirm progress, identify solutions to any hurdles and ensure reasonable expectations are met.
• Establish relationship with key contacts at the client.
• Identify and highlight any opportunities for Evelyn Partners apparent from work undertaken.

Staff management

• Assist and perform training of junior staff.
• Plan, assign, monitor and review work of junior staff.
• Complete assessment forms of audit team.
• Monitor adherence to budget.

Technical

• Assist with the planning of audits and internal controls assignments.
• Perform work in accordance with Evelyn Partners audit and assignment procedures.
• Ensure all areas of the work are completed with any exceptions to this being agreed with the manager.
• Prepare draft accounts/report and completion memo (including identification of control weaknesses or areas of improvement) for review by manager.
• Understand and appreciate key aspects of the client.

Organisational

• Provide regular progress reports to the manager.
• Identify and discuss with manager issues/problems and agree and complete appropriate actions.
• Ensure deadlines met.
• Be able to work on several different assignments at one time.

Staff development

• Attendance on courses.
• Technical reading.
• Attend client meetings

Qualifications

Professional Qualifications and Education

• Relevant professional qualifications desired but not essential.
• Strong academic record.

Key Skills and Experience

• Previous experience in or with the pensions industry preferred.
• 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.

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 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.