Financial Accountant - Trusts and Investments
Financial Accountant - Trusts and Investments

Financial Accountant - Trusts and Investments

England Full-Time 49500 - 60500 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage financial records for trusts and investments while ensuring compliance and accuracy.
  • Company: Join a respected not-for-profit organisation focused on impactful initiatives in Oxford.
  • Benefits: Enjoy a competitive salary, permanent role, and professional development opportunities.
  • Why this job: Be part of a supportive team that values financial integrity and offers career growth.
  • Qualifications: Professional accounting qualification and experience in trusts or investments required.
  • Other info: Engaging work environment with opportunities to enhance your expertise.

The predicted salary is between 49500 - 60500 £ per year.

This role seeks a Financial Accountant specialising in trusts and investments to provide expert financial oversight within a renowned academic institute. Based in Oxford, you will play a key part in ensuring accurate accounting and compliance for financial activities.

Client Details

This is a well-established organisation in the not-for-profit sector, known for its focus on impactful initiatives and financial integrity. The team operates in a supportive, professional environment, offering excellent opportunities for career growth in its accounting and finance department.

Description

  • Prepare and maintain accurate financial records for trusts and investments.
  • Ensure compliance with relevant accounting standards and regulatory requirements.
  • Reconcile accounts and perform detailed financial analysis as required.
  • Assist in preparing financial statements and reports for internal and external stakeholders.
  • Collaborate with the wider accounting and finance team to support budgeting and forecasting activities.
  • Provide insights and recommendations to enhance financial processes and controls.
  • Support the audit process by supplying necessary documentation and explanations.
  • Act as a point of contact for queries related to trusts and investments.

Profile

A successful Financial Accountant – Trusts and Investments should have:

  • A professional accounting qualification or equivalent educational background.
  • Experience in trusts, investments, or a related area within the not-for-profit sector.
  • Strong knowledge of accounting principles and financial regulations.
  • Excellent analytical skills and attention to detail.
  • Proficiency in financial software and tools.
  • Ability to communicate complex financial information clearly and effectively.

Job Offer

  • A competitive salary ranging from £49500 to £60500, depending on experience.
  • Permanent role with opportunities for professional development in Oxford.
  • Be part of a respected organisation within the not-for-profit sector.
  • Engaging work environment with a focus on impactful initiatives.
  • Opportunity to expand your expertise in trusts and investments.

If you are ready to take the next step in your career as a Financial Accountant – Trusts and Investments, we encourage you to apply today!

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Financial Accountant - Trusts and Investments employer: Pantalent

Join a prestigious academic institute in Oxford as a Financial Accountant specialising in trusts and investments, where you will thrive in a supportive and professional environment. This not-for-profit organisation is dedicated to impactful initiatives, offering excellent career growth opportunities and a competitive salary, all while fostering a culture of financial integrity and collaboration. Be part of a team that values your expertise and provides the chance to enhance your skills in a meaningful way.
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Contact Detail:

Pantalent Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Accountant - Trusts and Investments

✨Tip Number 1

Familiarise yourself with the specific accounting standards and regulations that apply to trusts and investments. This knowledge will not only help you in interviews but also demonstrate your commitment to the role.

✨Tip Number 2

Network with professionals in the not-for-profit sector, especially those who work in financial roles. Attend relevant events or join online forums to gain insights and potentially get referrals for the position.

✨Tip Number 3

Prepare to discuss your experience with financial software and tools during the interview. Be ready to provide examples of how you've used these tools to enhance financial processes in previous roles.

✨Tip Number 4

Research the organisation's recent initiatives and projects within the not-for-profit sector. Being able to speak knowledgeably about their work will show your genuine interest and help you stand out as a candidate.

We think you need these skills to ace Financial Accountant - Trusts and Investments

Professional Accounting Qualification
Knowledge of Trusts and Investments
Understanding of Not-for-Profit Sector
Strong Knowledge of Accounting Principles
Familiarity with Financial Regulations
Analytical Skills
Attention to Detail
Proficiency in Financial Software
Financial Reporting Skills
Account Reconciliation
Budgeting and Forecasting
Communication Skills
Ability to Provide Financial Insights
Support for Audit Processes

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your professional accounting qualifications and relevant experience in trusts and investments. Use specific examples to demonstrate your expertise in financial oversight and compliance.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the not-for-profit sector and your understanding of the role. Mention how your skills align with the responsibilities outlined in the job description, particularly in financial analysis and reporting.

Highlight Relevant Skills: In your application, emphasise your analytical skills, attention to detail, and proficiency in financial software. These are crucial for the role and should be clearly articulated to show you meet the job requirements.

Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as these can detract from your professionalism and attention to detail.

How to prepare for a job interview at Pantalent

✨Know Your Numbers

As a Financial Accountant, you'll need to demonstrate your expertise in financial records and compliance. Brush up on relevant accounting standards and be prepared to discuss how you've applied them in previous roles.

✨Showcase Your Analytical Skills

Expect questions that assess your analytical abilities. Be ready to provide examples of how you've performed detailed financial analysis or reconciled accounts in the past, highlighting your attention to detail.

✨Communicate Clearly

You'll need to explain complex financial information to various stakeholders. Practice articulating your thoughts clearly and concisely, ensuring you can convey your insights effectively during the interview.

✨Prepare for Scenario Questions

Interviewers may present hypothetical scenarios related to trusts and investments. Think through potential challenges you might face in this role and how you would address them, showcasing your problem-solving skills.

Financial Accountant - Trusts and Investments
Pantalent
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  • Financial Accountant - Trusts and Investments

    England
    Full-Time
    49500 - 60500 £ / year (est.)

    Application deadline: 2027-09-05

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    Pantalent

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