Would you enjoy helping create a dynamic culture focussed on client service?
Could you help us build our business as we endeavour to shape the future of Financial Planning?
We need exceptional people who are customer driven team players. You'll contribute to a busy and thriving team to support the management and control of our finances including capital & liquidity, statutory & regulatory reporting and investment accounting. We're looking for energetic professional people who are excited by the opportunities this presents and the difference they can make.
What you'll be doing
You will have line management responsibilities for at least one direct report, with operational management of other colleagues at month end.
Ownership of the production of monthly board and reporting
Owning the production of monthly board and reporting packs, including P&L, balance sheet and cashflows
Production and oversight of monthly controls pack, testing key financial controls and highlighting any risks
Manage the annual audit process, acting as a key contact for the audit team
Producing annual statutory accounts and disclosures
Assisting with the annual audit process, acting as a key contact for the audit team on costs
Providing insight and analysis into key business drivers as required
Supporting ad hoc projects as and when required
Partnering with the wider business, including cost centre managers
Your qualifications & experience
Qualified accountant (CIMA, ACCA or ACA), with at least 2 years post qualified experience (PQE) preferred
Knowledge of Workday or other similar financial accounting systems
Strong technical accounting skills
Strong analytical skills, particularly in using Excel
Experience of leading and influencing others
Experience of implementing and delivering controls testing, with a keen eye for identifying risk
Wealth or financial sector experience preferred but not essential
You belong here
At Schroders Personal Wealth, we welcome all. All colours, cultures, genders, beliefs, religions, ages, people.
We depend on the unique approaches of our team members to help us meet our ambitions.
We are committed to increasing diversity across our team and ensuring that Schroders Personal Wealth is a place where people from all backgrounds can make an impact and reach their potential.
Work in a way that works for you
When it comes to flexible working, we'll do our best to accommodate your needs with our flexible working policy. Please enquire in your interview.
What we'll give you
You can expect a career that's full of opportunity and support to help you develop. We offer a competitive total reward package, which means you share in the success you help create.
A market leading defined contribution pension scheme.
An additional 4% of your annual salary in a Flexible benefits package that you can select and pay for conveniently via a salary deduction or take as cash.
25 days holiday allowance plus bank holidays.
An incentive scheme, based on the company's performance and your contribution to it.
Schroders Personal Wealth combines over 400 years of expertise from Lloyds Banking Group and Schroders plc, two leading British companies partnering to bring financial planning services to more people in the UK.
Our focus is on the personal relationship we develop with our customers, underpinned by leading edge technology, multi-channel customer reach and global investment expertise.
We aim to become a top UK financial planning business within five years. Would you like to be part of making this possible?
Does this sound like a role that you'd like to know more about? If like us, you're more motivated by customers than by targets, and you'd thrive in a culture that is values and client led - then we'd love to hear from you.