Senior Client Accountant, Private Wealth

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 40,000 - 55,000; Full time

Job summary

A leading provider of bespoke private wealth services in the United Kingdom is seeking a Senior Client Accountant for their Private Wealth division. The role involves preparing financial statements, assisting junior team members, and liaising with clients. Ideal candidates will be part ACCA qualified with a minimum of 3 years' experience in Trust and Company accounts preparation. This full-time role offers professional growth and development opportunities.

Benefits

Career development opportunities

Collaborative work environment

Professional growth and training

Qualifications

• Minimum of 3 years' experience in Trust and Company accounts preparation.
• Experience with IFRS, FRS 102, and FRS 102 Section 1A accounts.
• Ability to prepare accounts of a moderately simple nature for Trusts and Companies.

Responsibilities

• Prepare a small portfolio of financial statements.
• Assist junior team members in resolving simple queries.
• Prepare ad-hoc reporting, including management accounts and loan interest schedules.
• Liaise with clients regarding accounting-related matters.
• Promote the company's values and foster team morale.

Skills

Numeracy skills

Interpersonal skills

Organizational skills

Detail-oriented

Spreadsheet applications

Education

Part ACCA qualified

Job description

Our client, an independent and leading provider of bespoke private wealth, corporate administration, and yacht services, is seeking a Senior Client Accountant for their Private Wealth division. This position presents a fantastic opportunity for those pursuing an accounting qualification, with responsibility for a small portfolio of clients and oversight of junior team members as required. This is a full-time role.

Job Duties

• Prepare a small portfolio of financial statements.
• Assist junior team members in resolving simple queries.
• Prepare ad-hoc reporting, including management accounts, loan interest schedules, and asset statements.
• Collaborate closely with the team to provide necessary support.
• Liaise with clients and their professional representatives regarding accounting‑related matters, as required.
• Foster team morale by actively promoting the company's values and nurturing a culture of professionalism, teamwork, and leadership.
• Identify personal development areas and seek assistance to enhance knowledge and skills.

Job Requirements

• Part ACCA qualified.
• Minimum of 3 years' experience in Trust and Company accounts preparation.
• Experience with IFRS, FRS 102, and FRS 102 Section 1A accounts.
• Ability to prepare accounts of a moderately simple nature for Trusts and Companies.
• Excellent numeracy and computer skills, particularly with spreadsheet applications.
• Highly organised and detail‑oriented professional.
• Excellent communication and interpersonal skills.
• Positive can‑do attitude with the ability to meet deadlines.

What You'll Love

This role offers the chance to play a key part in maintaining and enhancing the organisation's reputation. You will work in a collaborative environment with opportunities to develop your skills in regulatory oversight, policy creation, and risk‑based supervision. The organisation values professional growth and offers ample opportunities for training and career development.

Interested?

Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here