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- Tasks: Manage client portfolios and lead the audit process in asset and wealth management.
- Company: Join a leading independent accounting firm with a focus on growth and internal development.
- Benefits: Enjoy a supportive culture, improved work-life balance, and opportunities for progression.
- Why this job: Be part of a close-knit team led by industry experts, making a real impact in financial services.
- Qualifications: Must be ACA/ACCA/ICAS qualified with experience in UK wealth and asset management.
- Other info: Flexible working options available across the UK; all levels from Assistant Manager to Partner considered.
The predicted salary is between 43200 - 72000 £ per year.
A leading independent accounting firm are experiencing significant growth in their Financial Services Audit team and keen to strengthen this with hires across a range of levels. Led by ex-partners from Big 4 and other top firms, this is an environment geared towards internal development and progression alongside. Attrition rates are very low and showcase the supportive and close-knit team, improved work-life balance and better culture comparative to other top firms.
The firm is hiring in line with their growth, with consideration for candidates being flexible across the main hub of the United Kingdom. All post-qualified seniorities from Assistant Manager up to Partner will be considered. As a team of sector specialists, you too will have demonstrable experience managing a portfolio of clients within the asset and wealth management space.
General responsibilities:
– Manage a portfolio of clients within the wealth and asset management sector
– Lead all aspects of the audit process, across planning and fieldwork through to reporting
– Uphold the firm’s reputation as sector specialists in engaging and advising clients, and working collaboratively with colleagues where relevant to broaden business relationships and technical expertise
– Supervise daily operations of the team, and actively leading junior team members through training and reviewing work
– Not only acting as a subject matter expert with your clients but also continuing to develop new relationships to bring in new opportunities
Requirements:
– ACA/ACCA/ICAS qualified or equivalent
– Sector experience gained in the UK working with wealth management and/or asset management clients
– Adept with UK GAAP and IFRS. Additional expertise around PCAOB, SOX or CASS audits are a plus
– Collaborative and driven to continually learn and develop
Please note our advertisements use PQE/salary levels purely as a guide. However, we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.
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Asset & Wealth Management Audit employer: Brewer Morris
Contact Detail:
Brewer Morris Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Asset & Wealth Management Audit
✨Tip Number 1
Network with professionals in the asset and wealth management sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and learn more about the firm’s culture and values.
✨Tip Number 2
Research the firm’s recent projects and achievements in the financial services audit space. Being knowledgeable about their work will help you engage in meaningful conversations during interviews.
✨Tip Number 3
Prepare to discuss your experience managing client portfolios specifically within asset and wealth management. Highlight any successful audits you've led and how you’ve contributed to team development.
✨Tip Number 4
Showcase your commitment to continuous learning and professional development. Mention any relevant certifications or training you've undertaken that align with the firm’s focus on internal growth and expertise.
We think you need these skills to ace Asset & Wealth Management Audit
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in asset and wealth management. Focus on relevant roles, responsibilities, and achievements that align with the job description provided by the accounting firm.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the firm. Mention specific experiences that demonstrate your ability to manage client portfolios and lead audit processes, as well as your qualifications like ACA/ACCA/ICAS.
Highlight Relevant Skills: In your application, emphasise your knowledge of UK GAAP and IFRS, and any additional expertise in PCAOB, SOX, or CASS audits. This will show that you are well-prepared for the technical aspects of the role.
Showcase Your Collaborative Spirit: Since the firm values collaboration and internal development, include examples of how you've worked effectively in teams, trained junior members, or built relationships with clients to enhance business opportunities.
How to prepare for a job interview at Brewer Morris
✨Showcase Your Sector Knowledge
Make sure to demonstrate your understanding of the asset and wealth management sector during the interview. Be prepared to discuss recent trends, challenges, and how they impact audit processes. This will show that you are not only qualified but also genuinely interested in the field.
✨Highlight Your Leadership Skills
Since the role involves supervising junior team members, be ready to share examples of your leadership experience. Discuss how you've trained or mentored others in previous roles, and how you approach team dynamics to foster a supportive environment.
✨Prepare for Technical Questions
Expect questions related to UK GAAP, IFRS, and any specific audits like PCAOB or SOX. Brush up on these topics and be ready to explain your experience with them. Providing clear examples of how you've applied this knowledge in past roles can set you apart.
✨Demonstrate Your Collaborative Spirit
The firm values collaboration, so be prepared to discuss how you've worked effectively within teams. Share instances where you've engaged with colleagues to solve problems or enhance client relationships, showcasing your ability to work well in a close-knit environment.
