Financial Accountant – Projects & Investments

JAM Recruitment Ltd; Nether Coombe; On-site; GBP 45,000 - 50,000; Full time

Benefits offered by this job

Hybrid working after training

Job summary

JAM Recruitment Ltd seeks a qualified Financial Accountant – Projects & Investments for a Family Office near the Somerset/Dorset border. The role blends core accounting duties with investment reporting, governance and strategic projects.

You will lead process improvements, system development and automation within a small, collaborative team. A pathway to Senior Manager is available, with hybrid working after an initial training period.

Qualifications

• Qualified accountant with ACA/ACCA/CIMA
• Minimum three years' relevant experience in practice or industry
• Experience in financial reporting and process improvement
• Experience with technology and continuous improvement
• Strong Microsoft 365 skills desirable
• Excellent organisational and project management skills
• Ability to work with highly confidential information

Responsibilities

• Support delivery of finance, investment reporting and compliance activities
• Lead strategic projects and process improvements
• Support wealth and investment reporting and accuracy of information
• Assist with investment performance reporting, asset revaluations and intercompany reconciliations
• Prepare and maintain loan summaries, asset statements and supporting information
• Develop and maintain systems for investment information and records
• Support management accounts, financial statements, VAT returns and audit information across entities
• Ensure governance, company secretarial requirements and statutory filings are met

Skills

Financial reporting

Project management

Accounting systems improvement

Communication skills

Attention to detail

Education

ACA/ ACCA/ CIMA qualification

Tools

Microsoft 365

ERP systems

Job description

Based in Sherborne, this full-time post as Financial Accountant – Projects & Investments sits within a Family Office setting. The successful candidate joins a small, collaborative group, blending core accounting duties with investment and wealth reporting, statutory financial reporting and corporate governance. A qualified accountant, they will lead various projects covering process improvement, systems development and technology, seeking smarter methods of working. The position offers a broad remit unlike a traditional finance function, demanding strong technical ability alongside analytical thinking and confident communication. Salary ranges from £45,000 to £50,000 annually, reflecting the seniority of this permanent appointment. This is a genuinely interesting opportunity for a qualified accountant who enjoys the variety of a broad finance role and has a passion for improving processes, developing systems and finding better ways of working. Working as part of a small and collaborative team within a Family Office environment, you will combine your accounting expertise with responsibility for investment and wealth reporting, financial reporting, corporate governance and a range of projects focused on process improvement, systems and technology. This role would suit an accountant looking for something different from a traditional finance position, offering a broad remit and the opportunity to influence and improve the way the organisation operates. There is also excellent scope for progression, with the opportunity to develop into a Senior Manager position and ultimately take on broader responsibility for the operations of the office.

The role is based near the Somerset/Dorset border, with hybrid working available following an initial training and probationary period.

The Role

You will support the delivery of finance, investment reporting and compliance activities, whilst also taking the lead on a number of strategic projects and process improvements.

• Supporting the delivery and continuous improvement of wealth and investment reporting.
• Assisting with investment performance reporting, asset revaluations and intercompany reconciliations.
• Reviewing wealth reporting information, ensuring accuracy and delivery within agreed timescales.
• Preparing and maintaining loan summaries, schedules, asset statements and supporting financial information.
• Developing and maintaining effective systems and records for investment information, including loans and mortgages.
• Supporting the preparation and management-level review of management accounts, financial statements, VAT returns and audit information across a number of entities.
• Supporting the finance activities relating to a pension scheme and a small number of limited companies.
• Ensuring corporate governance and company secretarial requirements are met, including statutory filings, registers and corporate records.
• Identifying opportunities to improve finance, reporting and compliance processes through automation and technology.
• Leading projects from initial concept through to implementation, including project planning, system specifications, testing and user adoption.
• Working with internal stakeholders, suppliers and management to successfully implement new systems and improvements.
• Supporting and training colleagues in the effective use of new technologies, systems and processes.
• Driving a continuous programme of process and efficiency improvements across the organisation.

This is a varied position combining hands-on accounting and investment reporting with projects, systems and process improvement, offering the opportunity to make a tangible difference to how the organisation operates.

About You

We are looking for a qualified accountant with at least three years' relevant experience gained within practice or industry, who enjoys variety and is looking for an opportunity to make a genuine impact.

• ACA, ACCA or CIMA qualification.
• Strong accounting and financial reporting experience.
• Experience of reviewing financial information to a high standard.
• Experience of improving finance processes, systems or ways of working.
• A genuine interest in technology, innovation and continuous improvement.
• Strong Microsoft 365 skills, with advanced capability desirable.
• Excellent organisational and project management skills, with the ability to prioritise different workstreams.
• Strong communication skills and the confidence to work with colleagues, management and external suppliers.
• A proactive, solution-focused approach with strong attention to detail.
• The integrity and discretion required when working with highly confidential information.

We are looking for an accountant first and foremost who enjoys improving systems and processes and is interested in how technology, automation and emerging tools such as AI can be used to make things work more effectively.

You are required to be eligible to work in the UK full time without restriction.