Financial Accountant (Investments)

Royal London; Alderley Edge; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

A leading financial services provider in Alderley Edge is looking for a Financial Accountant (Investments). In this role, you will assist in the preparation of financial statements, support month-end processes, and conduct investment data analysis. The ideal candidate is a qualified accountant or someone with a strong knowledge of investment products. This position offers a hybrid working model and competitive benefits including 28 days annual leave and a pension scheme.

Benefits

28 days annual leave

14% employer matching pension scheme

Private medical insurance

Qualifications

• Qualified / Part Qualified Accountant, or strong investment product knowledge.
• Strong analytical and problem-solving skills essential.
• Excellent attention to detail and accuracy needed.
• Good communication and interpersonal skills required.
• Ability to work independently and in a team is important.

Responsibilities

• Assist with the preparation of financial statements and reports.
• Support month-end and year-end close processes.
• Conduct investment data analysis and provide insights.
• Provide support for the implementation of investment projects.
• Assist with budgeting and forecasting activities.
• Ensure compliance with accounting standards and regulations.
• Collaborate with different departments to gather financial data.
• Participate in audits and implement audit recommendations.

Skills

Analytical skills

Problem-solving skills

Attention to detail

Communication skills

Interpersonal skills

Excel proficiency

Teamwork

Education

Qualified / Part Qualified Accountant

Tools

Microsoft Excel

Job description

Financial Accountant (Investments)

Date: 6 Oct 2025

Company: Royal London Group

Job Title: Financial Accountant (Investments)

Contract Type: Permanent

Working style: Hybrid 50% home/office based

We are looking for a motivated and enthusiastic Financial Accountant (Investments) to join our team at Alderley Park. This is an exciting opportunity to be part of a dynamic business unit where you will work on various projects and add significant value.

About the role

The role is within the Investment Accounting team within Group Finance, which is responsible for accounting and valuation assurance over the investment assets of Royal London.

The role will involve:

• Assisting with the preparation of financial statements and reports in respect of the investment portfolio of assets
• Supporting the month-end and year-end close processes
• Conducting investment data analysis and providing insights
• Providing support for the implementation of investment projects
• Assisting with budgeting and forecasting activities
• Ensuring compliance with accounting standards and regulations
• Collaborating with different departments to gather financial data
• Participating in audits and implementing audit recommendations

About you

• Qualified / Part Qualified Accountant or alternatively with strong investment product or accounting knowledge and willing to study for a professional accountancy qualification
• Strong analytical and problem-solving skills
• Excellent attention to detail and accuracy
• Good communication and interpersonal skills
• Proficiency in Microsoft Office, especially Excel
• Ability to work independently and as part of a team
• A willingness to learn and develop your accounting skills

About Royal London

We’re the UK’s largest mutual life, pensions and investment company, offering protection, long-term savings and asset management products and services.

Our People Promise to our colleagues is that we will all work somewhere inclusive, responsible, enjoyable and fulfilling. This is underpinned by our Spirit of Royal London values; Empowered, Trustworthy, Collaborate, Achieve.

We've always been proud to reward employees by offering great workplace benefits such as 28 days annual leave in addition to bank holidays, an up to 14% employer matching pension scheme and private medical insurance.

Inclusion, diversity and belonging

We’re an Inclusive employer. We celebrate and value different backgrounds and cultures across Royal London. Our diverse people and perspectives give us a range of skills which are recognised and respected – whatever their background.

We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation, age or gender identity.