Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Accountant, wealth management

London
Aldrich & Co.
Wealth manager
Posted: 27 September
Offer description

Salary:£50,000 - £70,000

Do you have qualified accountancy experience within financial services?

Do you hold a professional accounting qualification and have excellent knowledge of accounting regulations, principles and procedures within the investment space?

Are you familiar with preparing tax returns and Personal Self-Assessments for a range of clients?

Do you have a forward thinking, proactive approach and are you comfortable liaising with and advising clients?

Our client is a boutique wealth manager in the heart of the City, looking for a reliable and experienced accounting professional to oversee the Finance and Accounting advisory service for their client base.


What you’ll be doing day to day:

1. Preparing tax and VAT returns
2. Ad hoc administrative jobs, including registration for HMRC services like PAYE, self-assessment, VAT and company registration
3. Assisting with the preparation and maintenance of financial records
4. Performing account reconciliations and resolving discrepancies
5. Assisting in completing Year-end financial accounts for most business types, including sole proprietors and limited companies
6. Assisting in preparing tax returns, including Personal Self-Assessment, Partnership, and CT600 returns
7. Liaising with HMRC on clients’ behalf and advising clients on any investigations
8. Ensuring that all deadlines are met
9. Direct client advisory on payroll and VAT matters


The skills you need to bring:

1. Professional accounting qualification (e.g., ACA, ACCA, CTA, ATT)
2. Proven experience as an Accountant or in a similar role
3. Knowledge of accounting principles and regulations
4. Strong analytical and problem-solving skills
5. Proficiency in accounting software and MS Office
6. High level of accuracy and attention to detail
7. Excellent communication and interpersonal skills
8. Ability to work independently and as part of a team
9. Ability to manage multiple clients and deadlines
10. Proactive approach to improving client services and processes
11. Experience with financial reporting and analysis

+ benefits


J-18808-Ljbffr

Apply
Create E-mail Alert
Job alert activated
Saved
Save
Similar job
Associate wealth manager
London
Barbara Houghton
Wealth manager
Similar job
Client due diligence manager, client onboarding team manager, wealth management
London
JJ SEARCH LIMITED
Wealth manager
Similar job
Fees analyst, advisor commissions, xplan, wealth management
London
JJ SEARCH LIMITED
Wealth manager
See more jobs
Similar jobs
Banking jobs in London
jobs London
jobs Greater London
jobs England
Home > Jobs > Banking jobs > Wealth manager jobs > Wealth manager jobs in London > Accountant, Wealth Management

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2025 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save