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For over 180 years, Evelyn Partners has been a leading force in UK professional services and wealth management. Our legacy is built on a commitment to helping businesses and individuals achieve better outcomes. We believe that expert 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, our values and available career opportunities here:

Wealth, accountancy and business advisory services | Evelyn Partners

Careers | Evelyn Partners

Introduction to the Valuations & Modelling team at Evelyn Partners

We are part of a broader Transactions team alongside our due diligence, valuations and modelling and corporate finance colleagues. We also directly connected to other fast-growing teams like performance improvement, forensics and restructuring teams. The team has doubled in size in the last two years and is currently 30 people strong, across our London and Birmingham facilities.

Being a dynamic and collaborative team, we give our people an opportunity to receive hands-on coaching and client exposure from day one. Our client base spans across many industries and we will be able to offer you a variety of experiences, whilst facilitating development in the areas that spark your most interest.

What will you be doing?

The Valuations and Modelling team prepares a wide range of valuations and financial models for accounting, tax and commercial purposes. In addition to business and share valuations, the team also prepares valuations of key intangible assets (trademarks, patents and other technology assets) and incentive scheme awards (e.g. share options and management share plans).

Your responsibilities will include:

• Taking ownership of allocated tasks and being accountable for the quality of the deliverable provided
• Learning and implementing key valuation methodologies and concepts
• Preparing and analysing financial data
• Being involved in financial modelling activities
• Using available data sources, performing clear and concise industry research including industry trends, comparable companies and key metrics observed on transactions
• Being involved in project management and time management to achieve deadlines

To be successful in this role, you should:

• Be committed to completing the Certificate in Corporate Finance qualification followed by the Diploma in Corporate Finance qualification
• Have obtained or be predicted a minimum 2:2 degree, in any discipline
• A level: Minimum 112 UCAS points in top 3 A levels excluding General Studies (or equivalent)
• GCSE: Minimum Grade 5 (or equivalent), in English Language and Maths respectively

Learning & Development

You’ll be supported in completing your qualification; gaining the finance knowledge, accountancy skills and real-world business experience to jumpstart your career in accountancy, tax and business advisory. And you won’t do it alone - you’ll be joining as part of a cohort with your own personal support network, including a buddy to offer first-hand experience. Your qualification training will be supported by a leading UK training provider, and you’ll be given the space and time to study whilst developing a variety of skills to become a well-rounded advisor. You’ll receive guidance and support each step of the way by our dedicated Learning & Development team and training contact for your department to make sure you have everything you need to realise your potential from day one.

As a colleague here at Evelyn Partners you will have access to benefits that include:

• Fully funded training towards professional qualifications
• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Generous holiday package
• Option to purchase additional holiday
• Cycle to work scheme
• Season ticket loan
• Eye care support
• Shared parental leave

We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you'll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives. We’re dedicated to creating a workplace where you can thrive and reach your full potential.

We are committed to providing reasonable adjustments throughout the application process. Please don’t hesitate to discuss your needs with your recruiter.

Video

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IMPORTANT NOTES FOR COMPLETING YOUR APPLICATION

When you click on the ‘I’m interested’ button you’ll be taken to your profile page. We’re in the process of updating it but in the meantime:

• We can only accept one application to any of our programmes in a recruitment season. If you are unsuccessful, you will need to wait until the next September when we re-open applications for the following year.
• Under the ‘Experience’ section, if you do not have any experience please enter ‘N/A’ into the ‘Title’ text box and choose a random end and start date
• Under the ‘Education’ section you do NOT need to include all your education details as we’ll ask for this separately once you’ve completed your profile. All you need to do is fill in the ‘Institution’ (aka University) question which is mandatory. If you have more than one degree please include your latest one.
• Under the ‘Resume’ (aka CV) section, it is mandatory for you to upload a document as this will be reviewed by the hiring manager.
• The ‘Message to Hiring Manager’ text box is NOT mandatory and will not be formally reviewed.