Investment Specialist at Private Bank developing and managing financial products and services. Supporting UHNWIs and Family Offices with banking, investment, and credit needs.
Responsibilities
- Manage a portfolio of financial reporting matters for audit
- Plan and prioritise assignments in line with internal standards
- Prepare and review technically complex accounts, including consolidations
- Supervise and support seniors, semi-seniors, and assistants
- Provide feedback and training to junior team members
- Act as a key contact for Audit teams, ensuring smooth collaboration
- Monitor progress and manage expectations around deadlines and quality
- Contribute to process improvements and team development
- Contribute to our go to market strategy
Requirements
- Strong technical knowledge of financial reporting and accounts preparation
- Experience preparing complex accounts including:-
- IFRS/FRS 101/FRS 102/Global consolidations
- Experience in reviewing simple accounts and identifying complex technical areas
- Proven ability to supervise and develop junior team members
- Excellent communication and collaboration skills
- Ability to manage multiple assignments and meet deadlines
- A proactive approach to problem-solving and continuous improvement
- Experience in using Caseware for accounts production, including the ability to edit and adapt templates and add bespoke reports and notes to financial statements
Benefits
- Financial wellbeing – competitive salary, contributory pension scheme, Life Assurance, Health Cash Plan, Income Protection Scheme and Perks at Work discounts and rewards.
- Leave – 25.5 days plus bank holidays, holiday buying Mental wellbeing – hybrid working (3 days in the office/2 from home) and flexible working policies, Employee Assistance Programme and counselling
- Physical wellbeing –Private Medical Insurance, Critical Illness Insurance and an annual flu jab.
- Recognition – monthly nominations for financial awards based on culture and values
- Development – we offer continuous support and development with clear mapped progression routes across the business, as well as access to internal and external training courses
- Diversity, inclusion and belonging – we operate several family-friendly policies and take proactive steps to create an inclusive environment
- ESG – give as you earn, 1 extra day off each year to take up volunteering opportunities. Opportunities to support our commitment to charitable causes
- Travel – other optional benefits include: cycle to work scheme, interest-free season ticket loan (London only), interest-free car/motorbike loan
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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