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 Corporate Finance team at Evelyn Partners

Corporate Finance is part of the broader Transactions team alongside our due diligence, valuations, and modelling colleagues. The team is rapidly growing and is over 30 strong between our offices across London, Cambridge, Bristol, and Dublin.

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 many industries and we will be able to offer you a variety of experiences across the transaction process.

What will you be doing?

We provide independent mid-market advice to a wide range of clients across a variety of sectors. You will obtain a breadth of professional experience and in-depth knowledge across a range of transactions, including sell-side and buy-side. This role will involve supporting the execution of transactions and helping our clients to achieve their strategic objectives, whilst developing technical, business and commercial skills that will complement your career.

Your responsibilities will include:

• Utilising data sources to research industry trends, comparable companies, and relevant acquisitions
• Utilising databases to compile potential buyer lists and target lists
• Preparing financial analysis and support business plan modelling
• Assisting with writing marketing materials
• Project management and time management to achieve deadlines
• Study towards your professional qualification.

To be successful in this role, you should:

• Be committed to completing the Associate Chartered Accountant (ACA) qualification, on a Level 7 apprenticeship
• On course for at least a predicted 2:2 degree, in any discipline
• A Level: Minimum 112 UCAS points in top three A Levels (or equivalent), excluding General Studies
• 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.

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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.