At a Glance
- Tasks: Lead projects and improve finance processes while managing investment reporting.
- Company: Join a collaborative Family Office in Sherborne with a focus on innovation.
- Benefits: Competitive salary, hybrid working, and opportunities for career progression.
- Other info: Exciting opportunity to influence operations and develop into a Senior Manager role.
- Why this job: Make a real impact by improving systems and processes in a dynamic environment.
- Qualifications: Qualified accountant with strong financial reporting and process improvement experience.
The predicted salary is between 45000 - 50000 £ per year.
Based in Sherborne, this full-time post as Financial Accountant – Projects & Investments sits within a Family Office setting.
The successful candidate joins a small, collaborative group, blending core accounting duties with investment and wealth reporting, statutory financial reporting and corporate governance.
A qualified accountant, they will lead various projects covering process improvement, systems development and technology, seeking smarter methods of working.
The position offers a broad remit unlike a traditional finance function, demanding strong technical ability alongside analytical thinking and confident communication.
Salary ranges from £45,000 to £50,000 annually, reflecting the seniority of this permanent appointment.
This is a genuinely interesting opportunity for a qualified accountant who enjoys the variety of a broad finance role and has a passion for improving processes, developing systems and finding better ways of working.
Working as part of a small and collaborative team within a Family Office environment, you will combine your accounting expertise with responsibility for investment and wealth reporting, financial reporting, corporate governance and a range of projects focused on process improvement, systems and technology.
This role would suit an accountant looking for something different from a traditional finance position, offering a broad remit and the opportunity to influence and improve the way the organisation operates.
There is also excellent scope for progression, with the opportunity to develop into a Senior Manager position and ultimately take on broader responsibility for the operations of the office.
The role is based near the Somerset/Dorset border, with hybrid working available following an initial training and probationary period.
The Role
You will support the delivery of finance, investment reporting and compliance activities, whilst also taking the lead on a number of strategic projects and process improvements.
- Supporting the delivery and continuous improvement of wealth and investment reporting.
- Assisting with investment performance reporting, asset revaluations and intercompany reconciliations.
- Reviewing wealth reporting information, ensuring accuracy and delivery within agreed timescales.
- Preparing and maintaining loan summaries, schedules, asset statements and supporting financial information.
- Developing and maintaining effective systems and records for investment information, including loans and mortgages.
- Supporting the preparation and management-level review of management accounts, financial statements, VAT returns and audit information across a number of entities.
- Supporting the finance activities relating to a pension scheme and a small number of limited companies.
- Ensuring corporate governance and company secretarial requirements are met, including statutory filings, registers and corporate records.
- Identifying opportunities to improve finance, reporting and compliance processes through automation and technology.
- Leading projects from initial concept through to implementation, including project planning, system specifications, testing and user adoption.
- Working with internal stakeholders, suppliers and management to successfully implement new systems and improvements.
- Supporting and training colleagues in the effective use of new technologies, systems and processes.
- Driving a continuous programme of process and efficiency improvements across the organisation.
This is a varied position combining hands-on accounting and investment reporting with projects, systems and process improvement, offering the opportunity to make a tangible difference to how the organisation operates.
About You
We are looking for a qualified accountant with at least three years' relevant experience gained within practice or industry, who enjoys variety and is looking for an opportunity to make a genuine impact.
- ACA, ACCA or CIMA qualification.
- Strong accounting and financial reporting experience.
- Experience of reviewing financial information to a high standard.
- Experience of improving finance processes, systems or ways of working.
- A genuine interest in technology, innovation and continuous improvement.
- Strong Microsoft 365 skills, with advanced capability desirable.
- Excellent organisational and project management skills, with the ability to prioritise different workstreams.
- Strong communication skills and the confidence to work with colleagues, management and external suppliers.
- A proactive, solution-focused approach with strong attention to detail.
- The integrity and discretion required when working with highly confidential information.
We are looking for an accountant first and foremost who enjoys improving systems and processes and is interested in how technology, automation and emerging tools such as AI can be used to make things work more effectively.
You are required to be eligible to work in the UK full time without restriction.
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Financial Accountant – Projects & Investments employer: JAM Recruitment Ltd
BAE Systems is an exceptional employer, offering a dynamic work environment where innovation and collaboration thrive. With a strong focus on employee growth and development, you will have access to cutting-edge technology and the opportunity to contribute to meaningful projects that enhance global security. Located in Christchurch or Frimley, you will be part of a diverse team dedicated to pioneering advancements in defence and aerospace, ensuring a rewarding career path in a company that values your unique skills and perspectives.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Accountant – Projects & Investments
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like JAM Recruitment Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Accountant – Projects & Investments
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to JAM Recruitment Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on JAM Recruitment Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at JAM Recruitment Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with JAM Recruitment Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at JAM Recruitment Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former JAM Recruitment Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
