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Assistant Investment Accountant, Leatherhead

Our client, is a leading firm of accountants with a strong UK and international presence and an extremely diverse client base which sets this firm aside to many other Surrey based firms.

The role is based in the Trust and Wealth Department which provides regular reports to individuals and families, consolidating their net worth over a variety of assets. Reports include wealth consolidation, investment performance, and expenditure analysis in addition to management accounts. Clients are typically UHNW individuals or families.

Day to day duties of the Assistant Investment Accountant will include:

  • Assisting with the preparation of customised wealth and investment reports.
  • Assisting with the preparation of general ledger reporting, including trial balances, financial statements, management accounts and statutory accounts.
  • Assisting with the preparation of investment performance reporting.
  • Bookkeeping and Reconciliation of client accounts..

6 / 12 months experience of working in Practice is essential.

The salary guide of up to £22,000 plus a study package has been set by Fletcher George and salary offered will be based on relevant experience and qualification.  In addition there is an excellent range of benefits and access to the on site gym.

Location is Leatherhead and is commutable from Guildford, Woking, Epsom, Redhill and surrounding areas.

Fletcher George is a Leatherhead based financial recruiter.  We specialise in placing candidates resident and wishing to work in Surrey and South West London.  Our team have over 50 years of experience recruiting Accounting and Tax professionals in the local area.

We aim to offer all registered candidates a first class service based on our local knowledge and specialist relationships.

Please do apply for this role and we will assess your suitability for the role and will be prompt to make contact where relevant. Sometimes we may consider your application is more suited to other roles we have registered and we may also consider your application for more than one role.

Fletcher George is acting as an Employment Agency and we aim to respond to all candidates relevant for the role within a 48 hour working period.

Referrals are welcome – you can receive up to £500 of Amazon vouchers when we successfully place your referral, just make sure they mention you when they register. The full details of Fletcher George’s referral scheme is on our website.