Private Client Accounts & Advisory Specialist

Brewer Morris; Greater London; On-site; GBP 55,000 - 90,000; Full time

Job summary

Brewer Morris in London seeks an ACA/ACCA-qualified professional to provide lead advisory, accounting, and audit services to private clients. You will support partners with a growing portfolio, handling accounts, cashflow forecasting, and varied advisory work.

The role requires strong FRS102/FRS105 knowledge, excellent client service, and the ability to manage multiple deadlines across portfolios. Training and CTA/STEP study support offered.

Qualifications

• ACA/ACCA qualification required.
• Experience with trust structures and FRS102/FRS105.
• Experience managing a portfolio of clients for multiple partners.
• Strong interpersonal and organisational skills.
• Ability to meet multiple deadlines and manage workload.

Responsibilities

• Provide lead advisory, accounting services and audit to private clients.
• Support partners and directors with accounts and advisory workload.
• Deliver statutory accounts under FRS102/FRS105 and provide general advice.
• Coordinate with client teams to ensure timely delivery and respond to ad hoc queries.
• Budgeting and invoicing clients.
• Staff training and development.
• Networking opportunities with intermediaries.
• Assist with advisory opportunities within business valuation.

Skills

Interpersonal skills

Organisational skills

Self-motivation

Proactive problem solving

Client management

Education

ACA/ACCA qualification

Tools

MS Teams

Excel

Word

CCH Audit Automation

CCH Accounts Production

Job description

Brewer Morris in London seeks an ACA/ACCA-qualified professional to provide lead advisory, accounting, and audit services to private clients. You will support partners with a growing portfolio, handling accounts, cashflow forecasting, and varied advisory work.

The role requires strong FRS102/FRS105 knowledge, excellent client service, and the ability to manage multiple deadlines across portfolios. Training and CTA/STEP study support offered.