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Posted 7 months 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

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