Rating

4.8/5
  • Skills
    5.0
  • Responsibilities
    4.0
  • Support & Guidance
    5.0
  • Culture
    4.5
  • Your Impressions
    5.0

    Overview

  • 1. Please give an overview of your role and what this involves on a day-to-day basis.
  • I worked within the PCTS team, with my primary role being tax returns and doing advisory work within the firm. I was given the opportunity to try a variety of different tasks, involving remittance analysis, POA reminders, Code of Practice 9 meetings, as well as administrative work.


    Skills

  • 2. Have you learnt any new skills, or developed your existing skills?
  • I have developed my time management skills when juggling workload, as well as my ability to communicate with clients. I have also developed my knowledge of financial concepts, something I was really keen on doing as I do not come from a finance background. I have also picked up a lot of transferrable skills, particularly my skills when it comes to picking out key information from financial documents.


  • How would you rate the training provided during your experience?
  • 5/5

  • How would you rate your development of industry-specific skills during the experience?
  • 5/5

  • How would you rate your development of personal / soft skills during the experience?
  • 5/5

  • Please rate how these skills have helped you in your career development
  • 5/5

    Responsibilities

  • 3. Were you given much responsibility during your placement / internship?
  • I was given responsibility very early on within the internship, with my primary role being preparing tax returns for high-net worth clients. One notable task I was given during the internship was writing the meeting notes for a Code of Practice 9 meeting, something I did with great care as it ultimately it had the ability to really impact the client's life.


  • Please rate how meaningful the work you were doing was
  • 4/5

    Support & Guidance

  • 4. How much support and guidance did you receive during your placement / internship?
  • I received a lot of guidance through the internship when do all type of pieces of work. The Microsoft Teams groups allowed questions, not only from myself, but from other interns to be answered with speed.


  • How would you rate the support and guidance from your line manager?
  • 5/5

  • How would you rate the support and guidance from the wider team?
  • 5/5

    Culture

  • 5. What was the company culture and general atmosphere like?
  • I was pleasantly surprised with the atmosphere as it was a lot more laid back than I imagined. The work culture was to complete your work to a high-standard, but to also make sure that you didn't put work before yourself.


  • How would you rate the inclusiveness of the culture?
  • 5/5

  • How would you rate the social opportunities?
  • 5/5

  • How would you rate the diversity initiatives?
  • 4/5

  • How would you rate the charity, sustainability and corporate social responsibility (CSR) initiatives?
  • 4/5

    Your Impressions

  • 6. To what extent did you enjoy your placement / internship?
  • I enjoyed my placement greatly.


  • Please rate your level of enjoyment on your placement / internship
  • 5/5

  • Please rate how your experience met your expectations
  • 5/5

  • Please rate the future employment prospects at Evelyn Partners
  • 5/5

  • 7. Would you recommend Evelyn Partners to a friend?
  • Yes


  • 8. What advice would you give to others applying to Evelyn Partners
  • Enjoy yourself and take the time to explore different departments. Evelyn is a very open, interconnected place and it is encouraged to make sure that you find the team you fit in best with.


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Details

Internship (1 Month+)

Tax

London

August 2024


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