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For Companies At a Glance
- Tasks: Support finance team with accounts payable, sales stats, banking, reconciliations, and financial analysis.
- Company: Join Quanta Group, a next-gen financial services leader managing £17bn in assets.
- Benefits: Gain support for accountancy qualifications and enjoy career progression opportunities.
- Why this job: Kickstart your finance career in a dynamic environment with real impact on clients' wealth.
- Qualifications: Degree-level education and ambition to develop in finance; Excel skills required.
- Other info: Flexible role with exposure across various companies within the group.
The predicted salary is between 25000 - 32000 £ per year.
About Us
Quanta Group is a next‑generation financial services Group, responsible for assets under advice of around £17bn and nearly 75,000 clients across platform, DFM and advice. Quanta Group provides a full wealth management service through three core businesses – an investment platform, financial planning and advice business, and discretionary fund manager. Each business operates independently yet gives financial planners the flexibility to deliver advice using any combination of our products, investments and services.
Our Core Businesses:
- Wealthtime – an award‑winning investment platform that helps advisers deliver the best outcomes for their clients, bringing together smart technology and expert support.
- Copia Capital Management – a leading discretionary fund manager that works exclusively with advisers to provide a range of managed portfolio services.
- Craven Street Wealth – an award‑winning independent Chartered financial planning and wealth management firm with offices in London and across the south of England.
About The Role
The purpose of the role is to support the Group Reporting Manager, Group Financial Controller and other members of the Finance Team in delivering the Quanta Group’s core financial function and to assist with other aspects of general management as required. It will offer a broad range of exposure and scope for future progression. The role will span different companies within Quanta Group and so will require flexibility to work with varying systems and processes. Quanta Group is expanding and accordingly we seek applicants who have a flexible approach and are willing to respond to the challenges of a dynamic, fast‑paced environment. The role holder will be supported in their studies towards an accountancy qualification (ACCA or CIMA) and therefore we seek applicants with the ambition and drive to gain further qualifications and to develop a career in finance.
Key Responsibilities:
- Accounts Payable – joint management of the accounts payable function alongside the Finance Assistant, ensuring that all invoices and expenses received are correctly recorded and validated, that outstanding balances are paid on time and any queries are addressed and resolved.
- Sales Statistics – compiling and circulating daily, weekly and monthly statistics on sales performance, including ad‑hoc queries of new business inflows.
- Banking/Payments – ensure payments are made on a timely basis, mainly in respect of the Group’s daily funding requirements to ensure regulatory compliance. Be the point of contact for any banking queries or updates.
- Reconciliations – performance of key reconciliations including weekly bank and income reconciliations.
- Financial Transactions – posting of financial journals to the general ledger, ensuring that all transactions are captured to the Group’s accounting package.
- Finance KPIs – compiling weekly KPIs containing a variety of finance and business data to be issued to the Group’s Board and shareholders. The role holder will be the main point of contact for any questions or queries arising from these reports.
- Supporting the external audit with preparation of reports and schedules, responding to audit queries and other assistance as required.
- Ad‑Hoc Financial Analysis – additional ad‑hoc analysis to support the business, including interrogation of sales data, reviewing costs, cash flow analysis, assisting in compiling the budget and a range of other tasks.
About You
Essential:
- Educated to degree level (or equivalent, having gained professional qualification through sponsored work programme).
- Numerate with an understanding of finance and bookkeeping, gained either through a related university degree or through experience of working in a similar role.
- Ambition to progress and to develop a career within finance and desire to gain an accountancy qualification.
- Competent user of MS Excel.
- Organised, methodical approach to work.
- Experience of using at least one major financial software package (e.g., NetSuite, SAP, Sage, Great Plains, Microsoft 360 or another equivalent).
Desirable:
- Experience of working within a finance team.
- Experience of working within financial services, ideally at either a platform, wealth manager or financial advisory business.
- Experience of using at least one major financial software package (e.g., NetSuite, SAP, Sage, Great Plains, Microsoft 360 or another equivalent).
Trainee Accountant employer: Wealthtime
Contact Detail:
Wealthtime Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Accountant
✨Tip Number 1
Network like a pro! Reach out to people in the finance industry, especially those who work at Quanta Group or similar firms. Attend events, join online forums, and don’t be shy about asking for informational interviews. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching Quanta Group thoroughly. Understand their core businesses and recent developments. This will not only help you answer questions but also show your genuine interest in the company. Plus, it’ll give you some great talking points!
✨Tip Number 3
Practice your financial skills! Brush up on your Excel and accounting knowledge, as these are crucial for a Trainee Accountant role. Consider doing mock interviews with friends or using online resources to get comfortable discussing financial concepts.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Don’t forget to follow up after applying; a little persistence can go a long way!
We think you need these skills to ace Trainee Accountant
Some tips for your application 🫡
Show Your Passion for Finance: When writing your application, let us see your enthusiasm for finance and accountancy. Share any relevant experiences or projects that sparked your interest in this field. We love candidates who are eager to learn and grow with us!
Tailor Your CV and Cover Letter: Make sure to customise your CV and cover letter for the Trainee Accountant role. Highlight your skills and experiences that align with our needs at Quanta Group. A personal touch goes a long way in making your application stand out!
Be Clear and Concise: Keep your application clear and to the point. Use straightforward language and avoid jargon. We appreciate candidates who can communicate effectively, so make sure your writing reflects that!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to the right people. Plus, it shows us you’re serious about joining the Quanta Group family!
How to prepare for a job interview at Wealthtime
✨Know Your Numbers
As a Trainee Accountant, it's crucial to brush up on your financial knowledge. Familiarise yourself with basic accounting principles and be ready to discuss how you've applied them in your studies or previous roles. This shows your understanding of the field and your readiness to dive into the role.
✨Show Your Flexibility
Quanta Group values flexibility, so be prepared to discuss how you adapt to changing environments. Share examples from your past experiences where you successfully managed multiple tasks or adjusted to new systems. This will demonstrate that you're ready for the dynamic nature of the job.
✨Excel Skills Are Key
Since the role requires competent use of MS Excel, make sure you can talk about your experience with it. Highlight any specific functions or tools you’re familiar with, like pivot tables or VLOOKUP. If you have any projects where you used Excel to analyse data, bring those up!
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the types of projects you might work on, or how the company supports professional development. This shows your genuine interest in the role and helps you gauge if it's the right fit for you.