At a Glance
- Tasks: Deliver high-quality accounting services and manage client financial queries.
- Company: Webster Hart, a leader in client accounting for UHNW individuals.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Collaborative culture with opportunities for growth and mentorship.
- Why this job: Join a dynamic team and make a real impact on clients' financial success.
- Qualifications: Part-qualified accountant with experience in bookkeeping and client accounting.
The predicted salary is between 35000 - 45000 £ per year.
The Client Accountant is responsible for delivering high-quality accounting and financial administration services to Webster Hart’s clients, including UHNW individuals, family offices, and private estates. This role involves managing day-to-day bookkeeping, preparing financial reports, and supporting both the CFO and Finance Manager in ensuring the accuracy, compliance, and efficiency of all client accounting operations.
Subject to the agreed scope of services, duties include but are not limited to:
- CLIENT ACCOUNTING & BOOKKEEPING
- Maintain accurate accounting records for client entities and households, ensuring all transactions are properly recorded and reconciled.
- Prepare bank reconciliations and assist with cash flow reporting for multiple client accounts.
- Process supplier invoices, purchase orders, and expense claims in accordance with Webster Hart’s control procedures.
- Manage client payment runs, ensuring all authorisations and approvals are obtained in line with internal policy.
- Support the Finance Manager and CFO in preparing bespoke reports tailored to individual client requirements.
- Maintain accounting systems and digital filing structures for accuracy, consistency, and confidentiality.
- Support the preparation and submission of UK VAT returns and international equivalents as required.
- CLIENT LIAISON & RELATIONSHIP MANAGEMENT
- Act as a day-to-day point of contact for client financial queries, maintaining a professional and responsive approach.
- Liaise directly with clients, family offices, and household staff to coordinate accounting and payment activities.
- Support the Property team in providing financial insight.
- Uphold Webster Hart’s commitment to discretion, confidentiality, and exceptional client service.
- TEAM COLLABORATION & PROCESS IMPROVEMENT
- Work collaboratively with the Finance, Property, and Operations teams to ensure accurate, timely, and compliant accounting.
- Contribute to the development of internal finance procedures and system improvements.
- Provide administrative and technical support to the wider Finance function as required.
- Support the training and mentoring of junior finance staff, sharing best practices and promoting accuracy and integrity.
QUALIFICATIONS / SKILLS / EXPERIENCE
- Part-qualified or newly qualified accountant (ACCA, ACA, CIMA, or equivalent) or qualified by experience.
- Minimum of 3 years’ experience in bookkeeping, management accounting, or client accounting (family office or property environment preferred).
- Strong understanding of accounting principles, VAT, and financial controls.
- Proficiency in Xero or other cloud-based accounting software.
- Proficient in Excel and experience preparing management reports is advantageous.
- Highly organised with strong attention to detail and accuracy.
- Excellent communication and interpersonal skills, with a professional and client-service mindset.
- Ability to manage multiple accounts and priorities while maintaining accuracy under pressure.
- Discreet and trustworthy, able to handle confidential financial information appropriately.
- Collaborative team player who demonstrates initiative and accountability.
Client Accountant employer: Webster Hart
Webster Hart is an exceptional employer that prioritises employee growth and development, offering a collaborative work culture where team members are encouraged to share best practices and support one another. Located in a vibrant area, the company provides a dynamic environment for Client Accountants to thrive, with opportunities to engage directly with UHNW clients and contribute to bespoke financial solutions. Employees benefit from a commitment to discretion and exceptional service, ensuring a rewarding and meaningful career path.
StudySmarter Expert Advice🤫
We think this is how you could land Client Accountant
✨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 Webster Hart. 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 Client Accountant
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 Webster Hart.
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 Webster Hart'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 Webster Hart
✨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 Webster Hart.
✨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 Webster Hart 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 Webster Hart 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.
