Management Accountant – Wealth Management

LGT Crestone Wealth Management Limited; Greater London; On-site; GBP 50,000 - 70,000; Full time

Job summary

LGT Wealth Management UK LLP is seeking a qualified finance professional to lead monthly management accounts, balance sheet reconciliations and intercompany reporting across UK entities.

The role requires strong technical accounting skills, audit exposure, and advanced Excel. You will support external audits, regulatory reporting and the preparation of financial statements for WMUK entities.

Qualifications

• 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.
• Advanced Excel skills – VLOOKUP, pivot tables.

Responsibilities

• Prepare monthly management accounts for the Jersey entity and support other UK entities as required.
• Prepare month-end management and board information including AuA, NAI, ROA, Jersey team and entity reporting.
• Conduct analysis on financials with commentary.
• Support junior staff with Purchase Invoices, staff expenses and bank reconciliations.
• Prepare monthly management journals – accruals, prepayments and salaries.
• Maintain balance sheet reconciliations and Fixed Asset register.
• Intercompany reconciliations with UK Group and wider Group. Liaise with Group counterparts and external auditors.
• Act as UK audit contact alongside Head of Accounting; provide information and respond to queries.
• Assist in preparation of financial statements for WMUK entities; adhere to tight external audit timelines.
• Handle regulatory reporting and tax filings.

Skills

Numeracy

Communication skills

Time management

Attention to detail

Financial services experience

Education

ACA/ACCA qualified or equivalent

Recently qualified or 1 year post-qualified experience

Tools

Excel

Accounting software

Job description

LGT Wealth Management UK LLP is seeking a qualified finance professional to lead monthly management accounts, balance sheet reconciliations and intercompany reporting across UK entities.

The role requires strong technical accounting skills, audit exposure, and advanced Excel. You will support external audits, regulatory reporting and the preparation of financial statements for WMUK entities.