Trainee Management Accountant

£19-25,000 plus outstanding benefits

We are an award winning, fast-growing entrepreneurial wealth management company that offers a genuinely personalised financial and investment management service that gives our clients confidence now and in the future. We understand the importance of harnessing talent and our aim is to educate on all aspects of the wealth management life cycle.

We are seeking forward thinking, diligent, individuals to join the team.

In this role we would expect you to experience all aspects of the Management Accountant role including;

  • Preparing vat returns
  • Reconcile bank accounts
  • Involvement in budgeting process
  • Submit fee forms
  • Be responsible for the data integrity of some of the business systems
  • Prepare basic reporting to the management team and senior partners
  • Assist in month end processes and reporting, including management accounts
  • Provide cover for other members of the accounts team
  • Dealing with accruals and pre-payments

The ideal candidate for this role will possess;

  • A minimum of either a 2:1 in an accounting/finance related degree OR AAT accreditation
  • Experience within an accounting function
  • High computer literacy with excellent excel skills and the ability to pick up new systems very quickly
  • Good communication skills are essential to liaise with staff at all levels of the business
  • Ability to work individually or as part of a team
  • Motivated candidate with strong attention to detail is desirable
  • Have the ambition to pursue further qualifications (CIMA/ ACA)

What we offer in return;

We recognise the importance of our staff and as such reward all with a highly competitive salary along with a fantastic benefits package;

  • Complimentary breakfast for all staff every day
  • Very generous holiday entitlement of 33 days plus bank holidays rising to 38 days P.A.
  • Study support will be provided to assist professional development
  • We will also be offering to contribute financially towards further qualifications and accreditation
  • Company performance bonus
  • Contributory pension
  • Life assurance (4x salary)
  • Income protection insurance


If you believe you can be an asset to our award winning business and want to work in a positive and inclusive environment then please do not hesitate to send your cv to