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Posted 25 days ago

Are you an ambitious, qualified Accountant wishing to develop your career in a growing financial services firm? A leading family office have a new opportunity where you will be able to build on your existing accounting experience, whilst being part of a high performing team.

In this role you will be responsible for preparing financial information and reports for an allocated portfolio of clients, ensuring all client deliverables are met in a timely manner.

Responsibilities will include:

  • Accurately recording financial transactions within wealth management structures

  • Preparing financial reports, including financial statements, investment reporting, management reporting and other financial analyses 

  • Reconciling accounts to ensure all accounting ledgers are up to date 

  • Arranging payments and following up on the execution of transactions 

  • Monitoring task boxes and assisting with training and technical queries

Experience and skills required:

  • Hold a recognised professional accounting qualification

  • Minimum 5 years’ experience in the financial or wealth management industry 

  • Good working knowledge of UK tax 

  • Excellent analytical and numeracy skills 

  • Ability to deal with large and complex structures 

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk

We are an equal opportunity employer and value diversity at all times.