Financial Analyst - London, United Kingdom - Roland White

Roland White
Roland White
Verified Company
London, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description

We are now supporting one of the UK's most exclusive private client firms with an extremely rare and unique financial analyst opportunity.


This position will directly support one of the firms leading Partners who undertakes a very different role as a Director and/or Trustee for a range of clients.


We are looking for a qualified accountant with strong commercial awareness to directly assist with key business decision making in assistance of some extremely successful and impressive clients.

Through high level analytics tasks, you will have the opportunityto affect business decision making whilst supporting this individual in fulfilling his fiduciary roles as a Director and/or Trustee for a portfolio of private and public clients.

If you are an ACA qualified accountant with recent financial analysis experience, please feel free to get in touch and/or apply


Key Responsibilities of this Financial Analyst role include but are not limited to;

  • Financial analysis
  • Analysing reports to assist in business decision making
  • Reviewing investment memorandums
  • Preparation of trustee meeting packs, minutes and other supplementary documents along with general client services and support work
  • Liaising with clients as well as business service providers such as lawyers and intermediaries
  • Handling client requests, resolving client queries and assisting in fee management

You

  • ACA / ACCA Qualified
  • Prior experience of financial / commercial analysis
  • Able to think commercially to assist in day to day business activities
  • Strong general accountancy experience, preferably with an understanding of trusts and landed estates, capital taxes, incentive schemes and M&A
  • Ability to simultaneously support multiple client projects


This is one of the most unique roles we've seen and offers the chance to gain first hand partner / board level exposure in support of one of the accounting industries most respected professionals.


If you are looking for a next step into a commercially focused role that will allow you to work with and directly impact some of the world's leading businesses, please don't hesitate to apply.


Roland White is an Accounting and Finance recruitment specialist that delivers quality driven support to businesses and individuals in a range of industries, across London and the South East.

We partner professionals and deliver a personalised service tohelp you secure the next move that is right for you

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