- Delivery and ownership of the SJPWM monthly management accounts.
- Review, challenge, and sign-off the monthly SJPWM controls pack.
- Provide senior management with relevant commentary on the financial performance of the business on a monthly basis.
- Own and develop the SJPWM monthly management information and forecasts.
- Conduct margin analysis to drive better understanding, disclosure, and communication of fee and commission margins within SJPWM.
- Review, challenge, and sign-off the monthly remuneration control & Accelerated asset accounts.
- Own and deliver the SJPWM statutory accounts and manage external audit queries.
- Actively supervise, manage, and report the solvency status of SJPWM.
- Provide oversight and delivery of the SJPWM regulatory reporting.
- Delivery and oversight of management accounts, controls pack, and statutory accounts for SJPPCP.
- Fulfil treasury responsibilities as an appointed payment authoriser.
- People management may be required in this position, with the expectation of task management of at least one financial accountant to assist in job requirements.
- In-depth knowledge of financial accounting and ability to understand and interpret financial information.
- Experience in the financial services sector, particularly with fees and commission.
- Strong statutory accounting knowledge.
- Proficiency in Microsoft Excel, Word, and PowerPoint.
- Demonstrates a strong understanding of relevant entities and challenges processes and outcomes, suggesting proposals & solutions.
- Ability to communicate accounting principles/judgements to non-accountants.
- Must be a post-qualified accountant.
- Private Medical paid for by Company.
- Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness.*
- Non-Contributory Pension – 10% (increasing with length of service up to 15%) with further pension matching.
- Parental leave – 6 months full pay
- 28 days holiday entitlement plus bank holidays (based on full-time equivalent) with the option to buy up to an additional 5 days holiday
Senior Financial Accountant - Cirencester, United Kingdom - St. James's Place
Description
St. James's Place (SJP) works inpartnership to plan, grow and protect our clients' financial futures. Wedeliver personalised, face-to-face financial advice to our clients, who trustus to manage their money to reach their goals. We provide this service via thePartnership, a network of qualified, expert advisors. We put financialwellbeing and responsible business choices at the heart of everything we do. Webelieve in the value of difference and know that diverse teams can help usproblem solve and innovate for clients.
We look for people to join SJP to make animpact and to contribute to our culture which is based around long termrelationships, doing the right thing, and being the best version of ourselves.
Location: Cirencester Office
Workplace Type: Hybrid
Employment Type: Permanent
Seniority: Mid-Senior Level
We are currently seeking a proactive and experienced Senior Financial Accountant to join our team. You'll be responsible for leading all aspects of and delivering the monthly management accounts and associated financial, regulatory, and statutory reporting for SJP Wealth Management (SJPWM). Additionally, you will serve as the subject matter expert in the financial reporting of all UK remuneration across the Group.
What you'll be doing:
Who we're looking for:
Special Requirements:
What's in it for you?
*Not applicable to Fixed-Term Contracts (standard uplift applies in lieu of the protection benefits)
Flexible Working
We know that everyone works best indifferent ways, at different times and in different environments. We haveintroduced a hybrid working policy to provide greater flexibility for part-timework, job-sharing, remote working, and flexibility on hours. Our people areencouraged to work in a flexible way that suits their lifestyle, so please askthe question and start a conversation
Research tells us that applicants(especially those from underrepresented groups) can be put off from applyingfor a role if they do not meet all the criteria or have been on an extendedcareer-break. If you think you would be a good match for this role and candemonstrate some transferable experience please apply, regardless of whetheryou tick every box.
Reasonable Adjustments
We're anequal opportunities employer and want to ensure our recruitment process isaccessible and inclusive for all, if you require reasonable adjustment(s) atany stage please let us know by emailing us at