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- Tasks: Prepare tax returns, manage financial records, and advise clients on accounting matters.
- Company: Join a boutique wealth manager located in the heart of the City.
- Benefits: Enjoy competitive salary, professional growth opportunities, and a dynamic work environment.
- Why this job: Be part of a proactive team that values client relationships and offers impactful financial advice.
- Qualifications: Must have a professional accounting qualification and relevant experience in financial services.
- Other info: Ideal for those who thrive in a fast-paced, client-focused setting.
The predicted salary is between 40000 - 60000 £ per year.
Salary: £50,000 - £70,000
Do you have qualified accountancy experience within financial services? Do you hold a professional accounting qualification and have excellent knowledge of accounting regulations, principles and procedures within the investment space? Are you familiar with preparing tax returns and Personal Self-Assessments for a range of clients? Do you have a forward thinking, proactive approach and are you comfortable liaising with and advising clients?
Our client is a boutique wealth manager in the heart of the City, looking for a reliable and experienced accounting professional to oversee the Finance and Accounting advisory service for their client base.
What you’ll be doing day to day:
- Preparing tax and VAT returns
- Ad hoc administrative jobs, including registration for HMRC services like PAYE, self-assessment, VAT and company registration
- Assisting with the preparation and maintenance of financial records
- Performing account reconciliations and resolving discrepancies
- Assisting in completing Year-end financial accounts for most business types, including sole proprietors and limited companies
- Assisting in preparing tax returns, including Personal Self-Assessment, Partnership, and CT600 returns
- Liaising with HMRC on clients’ behalf and advising clients on any investigations
- Ensuring that all deadlines are met
- Direct client advisory on payroll and VAT matters
The skills you need to bring:
- Professional accounting qualification (e.g., ACA, ACCA, CTA, ATT)
- Proven experience as an Accountant or in a similar role
- Knowledge of accounting principles and regulations
- Strong analytical and problem-solving skills
- Proficiency in accounting software and MS Office
- High level of accuracy and attention to detail
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Ability to manage multiple clients and deadlines
- Proactive approach to improving client services and processes
- Experience with financial reporting and analysis
Accountant, Wealth Management employer: Aldrich & Co.
Contact Detail:
Aldrich & Co. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Accountant, Wealth Management
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with potential colleagues and clients. This can help you gain insights into the company culture and expectations.
✨Tip Number 2
Familiarise yourself with the latest accounting regulations and tax laws specific to wealth management. Being well-versed in these areas will not only boost your confidence but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Prepare to discuss your experience with specific accounting software during the interview. Highlight any tools you've used that are relevant to the role, as this shows your technical proficiency and readiness to hit the ground running.
✨Tip Number 4
Practice articulating your proactive approach to client advisory services. Think of examples where you've successfully improved processes or provided valuable insights to clients, as this will showcase your problem-solving skills and client-focused mindset.
We think you need these skills to ace Accountant, Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant accounting qualifications and experience in financial services. Emphasise your familiarity with tax returns and personal self-assessments, as these are key aspects of the role.
Craft a Compelling Cover Letter: In your cover letter, express your proactive approach and ability to liaise with clients. Mention specific examples of how you've successfully managed client relationships or improved processes in previous roles.
Highlight Relevant Skills: Clearly outline your proficiency in accounting software and MS Office, as well as your analytical and problem-solving skills. These are crucial for the position and should be evident in both your CV and cover letter.
Proofread Your Application: Before submitting, double-check your application for any spelling or grammatical errors. A high level of accuracy and attention to detail is essential in accounting, so make sure your application reflects that.
How to prepare for a job interview at Aldrich & Co.
✨Showcase Your Qualifications
Make sure to highlight your professional accounting qualifications, such as ACA, ACCA, CTA, or ATT. Be prepared to discuss how your education and certifications have equipped you with the knowledge of accounting regulations and principles relevant to wealth management.
✨Demonstrate Client Advisory Skills
Since the role involves direct client advisory on payroll and VAT matters, be ready to share examples of how you've successfully advised clients in the past. This will show your proactive approach and ability to build strong client relationships.
✨Prepare for Technical Questions
Expect questions related to tax returns, Personal Self-Assessments, and financial reporting. Brush up on your knowledge of these areas and be ready to explain your experience with preparing tax and VAT returns, as well as any challenges you've faced.
✨Exhibit Strong Communication Skills
As communication is key in this role, practice articulating your thoughts clearly and confidently. Be prepared to discuss how you manage multiple clients and deadlines while maintaining a high level of accuracy and attention to detail.
