Financial adviser Work, Jobs in Rosedale, Hrt (with Salaries)

Chartered Accountant (in-house)
Velos —London
- From £50,000 a year
- Full-time
- Microsoft Excel
- Analysis skills
- Bachelor's degree
Quick apply
Trainee Financial Advisor
Humboldt Financial —London
- £37,500 - £45,000 a year
- Full-time
- Bachelor's degree
- Financial services
- In-person
- Work from home
Quick apply
3d
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Junior Data Analyst
Castell Wealth Management —London
- £26,500 - £27,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Salesforce
- English
Quick apply
3d
Mortgage & Protection Administrator
The Orchard Practice (TOPFS) —Borehamwood
- £27,000 - £35,000 a year
- Full-time
- Basic maths
- Financial services
- In-person
- Free parking
- Annual leave
Quick apply
8d
Client Services Executive
AFH Financial Group —Bishop's Stortford
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Financial Controller
M Group —Stevenage
- Oracle
- Continuous improvement
- Communication skills
- Annual leave
- Employee assistance programme
Senior M&A Adviser – Deal Closing (M&A Advisory – buy side)
Chelsea Corporate Limited —London
- £45,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- English
- Analysis skills
- Work from home
Quick apply
4d
Executive Assistant to the Artistic Director (Part-time)
Darbar Arts Culture Heritage Trust —London
- £38,000 - £42,000 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Quick apply
3d
Trainee Financial Adviser
The Private Office —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Protection Adviser
Partnership Recruitment —London
- Remote
- Sales
- Customer service
- English
Trainee Mortgage Adviser
The New Homes Group —Luton
- £25,000 - £50,000 a year
- Full-time
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Referral programme
Quick apply
Finance and Business Manager
NowMedical Ltd —Chiswick
- £50,000 a year
- Full-time
- Management
- QuickBooks
- IT
Quick apply
1d
Client Servicing Assistant
Financial Lifestyle Management —London
- £45,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
HR Business Partner
People —Basildon
- £40,000 - £50,000 a year
- Full-time
- Human resources
- Communication skills
- Employee assistance programme
- Employee discount
Quick apply
10d
Partner Relationship Associate
PortfolioMetrix —London
- From £35,000 a year
- Full-time
- Salesforce
- English
- Analysis skills
Quick apply
Associate Wealth Adviser
Apollo Private Wealth —London
- £32,000 - £35,000 a year
- Remote
- Banking
- Time management
Quick apply
Team Assistant
Pzena Investment Management —London
- Monday to Friday
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
23h
Compliance & Finance Manager
JSM Group —Potters Bar
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Quick apply
14d
Paid Media Executive
Unbiased —London
- Hybrid work
- Annual leave
- Life insurance

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Chartered Accountant (in-house)

Velos
London

Quick apply

Job details

Full-time
From £50,000 a year

Qualifications

Sage
Microsoft Excel
Chartered Accountant
Regulatory reporting
Accounting software
Financial report writing
NetSuite
Xero
Analysis skills
Bachelor's degree
Accounting
QuickBooks
Financial services
Bookkeeping
Accounting
Communication skills
Tax experience
Technical accounting

Full job description

About the Role

We are seeking a qualified Chartered Accountant with a minimum of 5 years post-qualification experience (PQE) to join our growing financial services group.

This is a broad and hands-on role offering responsibility across multiple entities operating within financial services and consumers. The successful candidate will take ownership of accounting, financial reporting and finance operations for certain businesses, while coordinating the work of external accountants, auditors and tax advisers for other entities within the group.

Working closely with senior management, the successful candidate will play a key role in ensuring the integrity of financial reporting, maintaining strong financial controls, supporting business decision-making and contributing to the continued development of the group's finance function.

This role is ideally suited to an ambitious accountant seeking a long-term opportunity within a dynamic and entrepreneurial business environment, with direct exposure to senior management and a diverse range of business activities.

Key Responsibilities (including but not limited to)

Accounting, Reporting & Financial Control

Take ownership of the accounting and finance function across multiple group entities.
Prepare monthly, quarterly and annual management accounts for designated group companies.
Maintain accurate accounting records and oversee bookkeeping and accounting activities for relevant entities.
Review balance sheet reconciliations and ensure the integrity of financial records.
Participate in annual statutory accounts preparation for certain group companies and coordinate year-end reporting requirements.
Ensure compliance with UK GAAP, Companies Act requirements and applicable accounting standards.
Maintain organised accounting records and ensure appropriate supporting documentation is available and up to date.

External Accountants, Tax Advisers & Professional Providers

Act as the primary point of contact for external accountants, tax advisers and professional service providers.
Liaise with external accountants responsible for outsourced accounting functions and review their work where appropriate.
Oversee Companies House filings and related corporate compliance requirements.

Tax, Compliance & Regulatory Reporting

Coordinate corporation tax, VAT and other statutory compliance processes across the different businesses.
Support regulatory and compliance reporting requirements applicable to regulated group entities.
Monitor changes in accounting, tax and regulatory requirements and assess their impact on the business.
Ensure finance-related deadlines, filings and reporting obligations are met.

Budgeting, Forecasting & Process Improvement

Assist with budgeting, forecasting and business planning activities.
Identify opportunities to improve financial controls, reporting quality and operational efficiency.
Implement scalable finance processes to support business growth.
Drive continuous improvement of accounting systems, reporting frameworks and internal controls.

Candidate Requirements

Essential

ACA, ACCA or equivalent Chartered Accountant qualification.
Minimum 5 years post-qualification experience (PQE).
Degree in Accountancy, Accounting, Finance or a related discipline.
Strong experience in financial reporting, management accounts and statutory accounts preparation.
Excellent understanding of UK GAAP and corporate reporting requirements.
Strong understanding of VAT, corporation tax and statutory compliance obligations.
Advanced Microsoft Excel skills and strong analytical capability.
Experience using accounting systems such as Xero, Sage, QuickBooks, NetSuite or similar.
Excellent written and verbal communication skills.
Ability to operate independently and manage multiple priorities across a group structure.
High level of accuracy, attention to detail and professional integrity.

Preferred

Experience within financial services, lending, asset management, investment management, private equity, family office or other regulated environments.
Familiarity with FCA-regulated businesses and regulatory reporting requirements.
Knowledge of LLPs, SPVs and investment-related structures.
Experience implementing accounting process improvements and internal controls.

Personal Attributes

Commercially minded with strong business judgement.
High level of integrity, professionalism and discretion.
Detail-oriented with strong technical accounting skills.
Proactive, organised and solutions-focused.
Comfortable working directly with directors and senior executives.
Strong organisational and project management capabilities.
Able to work effectively in a fast-paced entrepreneurial environment.
Reliable, accountable and committed to maintaining high professional standards.

Why Join Us?

This is an excellent opportunity for a qualified accountant seeking a broad and commercially focused role within a growing financial services group.

The successful candidate will gain direct exposure to senior management, regulated businesses and a diverse range of commercial activities. The role offers significant responsibility, autonomy and long-term career progression within a professional and ambitious organisation.

Pay: From £50,000.00 per year

Ability to commute/relocate:

London EC3V 9BS: reliably commute or plan to relocate before starting work (required)

Education:

Bachelor's (preferred)

Experience:

Accounting: 4 years (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

financial adviser jobs in rosedale, hrt

Chartered Accountant (in-house)

Trainee Financial Advisor

Associate Financial Advisor - Hybrid

Junior Data Analyst

Mortgage & Protection Administrator

Client Services Executive

Financial Controller

Senior M&A Adviser – Deal Closing (M&A Advisory – buy side)

Executive Assistant to the Artistic Director (Part-time)

Trainee Financial Adviser

Protection Adviser

Trainee Mortgage Adviser

Finance and Business Manager

Client Servicing Assistant

HR Business Partner

Partner Relationship Associate

Associate Wealth Adviser

Team Assistant

Compliance & Finance Manager

Paid Media Executive

I want to receive the latest job alerts for financial adviser in rosedale, hrt

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