Accounts Assistant - Investment Job in Leatherhead, Surrey

Accounts Assistant – Investment Job in Leatherhead, Surrey. Apply for the latest Leatherhead, Surrey jobs in Accounting/Financial/Insurance.

Accounts Assistant – Investment Job in Leatherhead, Surrey

Job Description
Assistant Accountant (Investment)

Are you studying or qualified in AAT?

Do you have an interest in wealth or investments?

If so……please read on!

£23,000 – £26,000 plus 25 days holiday, pension, private medical insurance, free on-site gym, dress down Fridays and much more!

Leatherhead with on-site parking

Full time, Hybrid working

Start date: Asap!

Overview:

A rare opportunity to join a professional accounting firm who is looking for a Junior Investment Accountant. You will ideally have experience of working in practice or experience within a financial role.

The Wealth team delivers regular investment analysis to individuals and families, consolidating their entire net worth. Report types include wealth consolidation, investment performance, expenditure analysis and management accounts.

Their clients are typically Ultra High Net Wealth (UHNW) individuals or families, each of whom are unique and all require a precisely tailored service.

Sounds interesting?…Daily duties include:

Bookkeeping client accounts
Responsibility for data integrity
Performing reconciliation of bank records vs systems
Working closely with the investment accountants, to sign off on client records
Assisting in the preparation of wealth reports, performance reports, expenditure analysis and management accounts
General administration on behalf of clients
Cash flow analysis and raising payments
Day to day filing and archiving
Development of processes and procedures to accommodate changing client requirementsTo be successful in this role you'll have:

Have previous bookkeeping or back-office experience
Have the desire to always produce work of the highest quality on a timely basis
Have strong IT skills
Be interested in an accounting or investment career.

If this is for you then you should apply today! If you know someone else who may be suitable, please pass on their details or ask them to apply!

Click on the apply button or call me, Katie Sandford for more information on the role on (phone number removed).

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website

Job Type: Permanent, Full Time
Location: Leatherhead, Surrey
Category: Accounting/Financial/Insurance
City: Leatherhead
County: Surrey
Country: United Kingdom
Salary: £23000 – £26000/annum
Benefits: