Wealth Management Accountant

West Midlands, United Kingdom

Job Description


Are you a financial wizard who thrives on managing intricate wealth portfolios? Do you have a passion for working with high-net-worth individuals and their families? If you are looking for an exciting opportunity to showcase your expertise and make a profound impact on the personal financial management of this family, then this position is tailor-made for you!

To apply or register your interest for this role please contact Penny on 0121 454 1004, or if out of hours is easier on 07779 613717 or email penny.trotman@enllegal.co.uk with a copy of your CV.

JOB TITLE: Senior Accountant
LOCATION: West Midlands (hybrid working available)
SALARY: Staring salary circa \xc2\xa3100,000 plus excellent benefits scheme

THE ROLE:
A leading entrepreneur is looking to appoint a seasoned Accountant to work closely alongside them in order to take charge of personal and family funds. As the successfully appointed individual, you will be responsible for overseeing all of the family\'s financial matters, devise investment strategies and ensure the family\'s assets are protected and optimised.

Key responsibilities of this role will be to collaborate closely with the family in order to understand their financial goals, risk tolerance and long term objectives. You will be tasked with developing customised financial plans and investment strategies and will also conduct in depth financial analysis providing insights into asset allocation, tax planning and wealth preservation. You will monitor investment portfolios and handle complex accounting and tax related matters efficiently. You will also ensure you keep abreast of industry trends, regulatory changes and economic developments to provide up to date financial advice.

THE CANDIDATE:
In order to apply for this role you must be ACA / ACCA / CIMA or CA qualified and will be highly experienced in working with MS office, Outlook, Word, advanced Excel including V look-ups and pivot tables. An awareness of financial regulations, compliance and risk management is also key.

You must be a driven and ambitious individual who can think on their feet at all times and manage a large and diverse portfolio of financial assets. You must be able to demonstrate proven experience in managing the financial affairs of high-net-worth individuals and have an exceptional knowledge of tax laws, investment strategies and wealth management practices.

Excellent communication skills, a personable nature, along with the ability to present complex financial concepts in a clear and concise manner are key to your success in this role.

SALARY & BENEFITS:
On offer is a highly attractive starting salary of circa \xc2\xa3100,000 combined with a comprehensive benefits package, to include an excellent pension scheme, BUPA, death in service, critical illness cover and car parking on site.

YOUR CONSULTANT:
Penny\'s aim is to give candidates and clients the best level of service professionally possible. Her role is to help people make the best career decisions, assisting them to personally progress and take the next step on the career ladder. With over 18 years\' recruitment experience within the professional services sector and a strong network of connections, Penny is well placed to assist you in your next move.

HOW TO APPLY:
Contact Penny Trotman at eNL on 0121 454 1004 or email penny.trotman@enllegal.co.uk with your CV, or simply call for a confidential discussion. eNL will never share your CV with a third party without your express permission. As part of our candidate care process, we aim to respond to all applications in 7 days. If you have not been contacted within this timescale, your application has been unsuccessful on this occasion. Please note our advertisements use PQE/salary levels purely as a guide.

At eNL we value diversity and inclusion. We want to attract people at all levels and encourage applications from all suitably qualified candidates whatever your ethnicity, religion, age, physical or mental disability, sexual orientation, gender identity or any other characteristics protected by law in the jurisdictions in which we operate.

eNL Legal

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Job Detail

  • Job Id
    JD2991944
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    West Midlands, United Kingdom
  • Education
    Not mentioned