Management Accountant

Lgtwm; Greater London; Hybrid; GBP 55,000 - 75,000; Full time

Job summary

LGT Wealth Management UK LLP is a UK-based partnership within the LGT group, offering bespoke wealth management solutions. We are looking for an ACA/ACCA qualified finance professional with strong accounting experience to join our London-based finance team and support UK/Jersey reporting, audits and regulatory filings.

You will prepare management accounts, assist with audits, maintain reconciliations and contribute to timely financial statements.

Qualifications

• ACA/ACCA qualified or equivalent is required.
• Recently qualified or 1 year post-qualified experience necessary.
• Excellent numeracy and communication skills are essential.
• Advanced Excel skills (VLOOKUP, pivot tables) requested.

Responsibilities

• Prepare monthly management accounts for the Jersey entity and support UK entities as required.
• Prepare month-end management and board information (AuA, NAI, ROA, Jersey reporting).
• Perform financial analysis with commentary and review.
• Assist junior staff with invoices, staff expenses and reconciliations.
• Prepare monthly journals (accruals, prepayments, salaries).
• Maintain balance sheet reconciliations and fixed asset register.
• Conduct intercompany reconciliations with UK Group and wider LGT group.
• Liaise with external auditors and act as UK audit contact.
• Assist in preparation of financial statements and adhere to tight audit timelines.
• Handle regulatory reporting and tax filings.

Skills

Numeracy

Oral & written communication

Time management

Attention to detail

Financial services experience

Advanced Excel

Education

ACA/ACCA qualified or equivalent

Job description

LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients’ needs.
Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff.

Key Responsibilities:

• Preparing monthly management accounts for the LGT WM Jersey entity (including support across the other LGT WM UK entities when required).
• Prepare month end Management and Board Information – including AuA, NAI, ROA, Jersey Team and Jersey Entity reporting.
• Analysis on the financials – including analytical review and commentary.
• Support to junior staff responsible for Purchase Invoices, staff expenses and bank reconciliations.
• Monthly management journals – accruals, prepayments and salaries etc.
• Maintaining balance sheet reconciliations and Fixed Asset register.
• Intercompany reconciliations with LGT WM UK Group and the wider LGT group, including communications with Group counterparts.
• Key UK audit contact for all WMUK entities, alongside the Head of Accounting. Liaising with external auditors, providing relevant and accurate information and answering auditor queries.
• Assist in preparation of financial statements for all WMUK entities. Adhering to tight timelines set with external auditors.
• Regulatory reporting and tax filings.

Your profile

Key Skills and Technical Requirements:

• ACA/ACCA qualified or equivalent.
• Recently qualified or 1 year post-qualified experience necessary.
• Prior use of an accounting system preferred.
• Either from an audit background or prior experience of audit involvement.

Other Skills and Attributes:

• Excellent numeracy, oral & written communication skills.
• Ability to meet tight deadlines and time management.
• Attention to detail, accuracy and quality of work.
• Experience in financial services sector desirable.
• Advanced Excel skills – VLOOKUP, pivot tables.

Employee Value Proposition

A place for people from all walks of life: our unique culture and values are what make our company stand out from other firms.

At LGT, we offer more than investment expertise - we bring a legacy of trust and long-term thinking shaped by the values of the Princely Family of Liechtenstein. Discover the people and principles behind our client‑first approach.