Private Client Assistant Manager

At Sedulo we are building a world class team to deliver our mission to make positive change in the communities we work in. We do this by:

• Working with our clients to transform their business and personal finances
• Connecting and contributing to the business community in the cities we are located in
• Working with charities by fundraising and influencing change both now and in the future through the Sedulo Foundation
• Being a great place to work and develop your career

At Sedulo we embrace a holistic and innovative culture with diversity and integrity at the heart. We are working to build an open and inclusive environment which supports the needs of all our team members.

We are looking for people to join the team who want to deliver beyond expectation and get results. Whether this be through embracing feedback, creating fulfilling relationships with colleagues and clients by being the best version of themselves. At Sedulo, we know how important it is to create an environment for positive change, both in work and in the communities we work within. This is demonstrated through our persistent commitment to charitable projects and a strong focus on innovation in everything that we do. Alongside all of this, our events team ensure we also have a lot of fun – with countless wellbeing activities and events being hosted at all our offices every week!

We understand that to be a world class organisation, we must embrace uniqueness and choose courage over comfort. Everything we strive to be is grounded in our core values: Personable, Integrity, Holistic, Innovative and Delivery Beyond Expectation.

The Role

We are looking for an Assistant Manager from a practice background, with strong experience across management accounts, VAT, and compliance to join our London team. You will work closely with a Partner and Manager within the Private Client team to manage a portfolio of high-profile individuals and entrepreneurs, delivering and reviewing their financial reporting requirements, including statutory accounts, management accounts, and VAT returns, while providing ongoing advice and guidance.

Our client base is diverse and dynamic, spanning sport, media, and entertainment, as well as many of our most successful entrepreneurs. This is a highly client-facing role requiring exceptional communication skills, strong relationship-building ability, and the utmost discretion.

Role Objectives

• Provide a high level of service and trusted advisory support to a portfolio of key Private Clients through regular face-to-face, video, and email communications
• Prepare and/or review statutory accounts, management accounts, and VAT returns for Private Clients.
• Support the oversight, management, and development of junior team members within the Private Client team, including future recruits as the team continues to grow.
• Assist with business development activities and the onboarding of new Private Clients.
• Manage client work in progress, reviews, and billing, ensuring monthly targets and statutory filing deadlines are consistently met.
• Co-ordinate closely with the Wealth Management and Tax teams to deliver comprehensive, high-quality reporting packs for clients.

Knowledge, Skills and Experience Required

• Newly qualified ACCA or ACA with experience within a practice environment where main duties have related to statutory year end accounts or management accounts.
• Experience of preparing and reviewing financial reporting packs.
• Up to date experience of accounting and reporting software, including CCH and Xero.
• Personal tax experience would be beneficial but is not essential.

What we are looking for

• Ability to strengthen and build credible and personable relationships with a key portfolio of clients
• A genuine interest in a highly client focused role and willingness to make a positive contribution
• Highly organised, with a flexible and proactive approach to work and the ability to work under pressure

What we offer

• 26 days’ holiday per year (including your birthday as a paid day off), plus all public bank holidays and two paid volunteering days.
• Flexible & Hybrid Working: Enjoy flexible working hours with core hours between 10am and 4pm, and the option to work remotely for up to 20% of your working week. You can also work abroad for up to one month per year and flex up to 2 of your UK bank holidays to suit your personal beliefs or preferences.
• Financial Security & Support: Pension scheme with Royal London, plus free access to financial and mortgage advice, life insurance cover, and income protection from day one.
• Health & Wellbeing: Access a range of discounted health, wellbeing, and retail benefits to help you stay healthy and make the most of your downtime through Help@Hand, Medicash and Zest.
• Learning & Development: Continuous professional and personal development opportunities to support your career growth.
• Culture & Community: Enjoy access to our exclusive members’ club facilities, including complimentary breakfast and refreshments, regular social and networking events, and our legendary annual Christmas trip abroad.
• Family-Friendly Policies: Enhanced maternity and paternity leave with additional family friendly policies to support you.
• Travel & Lifestyle Perks: Annual travel ticket loan, Cycle to Work Scheme, and access to our salary sacrifice Electric Vehicle scheme through Octopus EV.