Assistant Investment Accountant

Fletcher George Financial Recruitment; Leatherhead; Hybrid; GBP 23,000 - 28,000; Full time

Job summary

A leading accountancy recruitment agency is seeking an Assistant Investment Accountant to join their Trust & Wealth team in Leatherhead. The candidate will prepare wealth reports for UHNW clients, assist with management accounts, and support investment analysis. Ideal for those with 12+ months of accountancy experience and strong analytical skills. The role offers a salary between £23,000 - £28,000 and hybrid working after probation.

Benefits

Fantastic range of benefits

Hybrid working

Qualifications

• 12+ months’ experience in an accountancy practice.
• Strong analytical skills and attention to detail.

Responsibilities

• Prepare customised wealth and investment reports for UHNW clients.
• Assist with management accounts and statutory accounts.
• Support investment performance and expenditure analysis.
• Handle bookkeeping and reconciliations for complex portfolios.

Skills

Attention to detail

Analytical skills

Excel proficiency

Interest in wealth management

Tools

Accounting software

Job description

Assistant Investment Accountant – Surrey

Join a top-tier accountancy firm with a global reach and an exceptionally diverse client portfolio.

We’re looking for an Assistant Investment Accountant to join our Trust & Wealth team, supporting UHNW individuals and families with high-quality financial and investment reporting. You’ll help consolidate wealth across multiple asset classes and provide quality reporting.

What You’ll Do

• Prepare customised wealth and investment reports for UHNW clients.
• Assist with management accounts, trial balances, and statutory accounts.
• Support investment performance and expenditure analysis.
• Handle bookkeeping and reconciliations for complex client portfolios.

What We’re Looking For

• 12+ months’ experience in an accountancy practice.
• Sharp attention to detail and strong analytical skills.
• Confident with Excel and accounting software.
• A genuine interest in wealth management and investments.

What is on offer

• A salary range of £23,000 - £28,000 has been set by Fletcher George as a guide
• A fantastic range of benefits
• Hybrid working (after a probationary period)

Next steps – please apply to this Assistant Investment Accountant role and we will aim to reply to all suitable applicants within 48 hours.

Fletcher George is an inclusive financial recruiter welcoming all applications relevant to the role. We are committed to attracting a diverse pool of applicants and to assist talent to find career opportunities in which they can thrive.

We are an accountancy and finance recruitment agency acting as an Employment Agency.

Referrals are welcome - you can receive up to £500 of Amazon or John Lewis vouchers when we successfully place your referral, just make sure they mention you when they register. The full details of Fletcher George’s referral scheme is on our website.