Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Head of Fund Accounting and Asset Valuations Date: 23 May 2025 Location: London, GB Company: Royal London Group Job Title: Head of Fund Accounting and Asset Valuations Contract Type: Permanent Location: London Working style: Hybrid 50% home/office based Closing date: 24th June 2025 We are looking for a dynamic Head of Fund Accounting and Asset Valuations to lead our Fund Accounting and Alternate/Private Accounting teams. The ideal candidate will oversee all aspects of fund accounting, ensure accurate asset valuations, and provide strategic leadership to drive operational excellence. If you have extensive experience in Asset Management and a passion for Fund Accounting and Asset Valuations, we encourage you to apply. This position requires a technical understanding of investment accounting practices covering; fixed income, equites, derivatives, CLOs, private asset/debt securities, and direct and indirect real estate. The assets are held in various vehicle structures, including OEICs/UTs to complex LP/GP structures. The role involves overseeing valuations across all asset types. About the role Manage the team (including outsourced activities) to ensure our people are engaged, motivated and developed to maintain high quality teams that proactively exceed client expectations. Support the growth of Private and Real Assets through robust valuation governance and valuation practices The effective development and delivery of investment accounting, reporting and asset valuation procedures and controls. Support the successful delivery of change initiatives according to the priorities and business strategies agreed within the business Drive and support the strategic development of a continuous improvement and operational efficiency culture within the business Accountability and responsibility for the supervision, monitoring and sign-off of Fund/Investment accounting and valuation activities, whether operated internally or outsourced. Ensure the valuations team are independent and possess the necessary expertise. About you Qualified accountant with demonstrable relevant Investment Accounting experience from an Asset Management background. Must cover liquid and illiquid investment accounting experience. Proven strategic leadership and management experience. Outstanding business partner to investment, client and trading areas. Deep technical knowledge of investment accounting and valuation practices. Strong regulatory awareness, understanding impact of current and future changes. Understanding of investment instruments including equities, fixed Interest, money market, derivatives (futures, options, swaps, CFD, CDS, etc), private debt/assets, direct and indirect real estate . Understanding of trade life cycle and investment management processes. Ability to network effectively both internally and externally. Strong influencing and communication skills. About Royal London Asset Management Royal London Asset Management (RLAM), part of the Royal London Group, is one of the UK's leading fund management companies working with a wide range of clients across the globe to achieve their investment goals. Our long-term, client-driven focus means that we have a long-standing commitment to responsible investment. We act as responsible stewards of our clients' capital, exercising their rights and influencing positive change. Our People Promise to our colleagues is that we will all work somewhere inclusive, responsible, enjoyable and fulfilling. This is underpinned by our Spirit of Royal London values; Empowered, Trustworthy, Collaborate, Achieve. We've always been proud to reward employees by offering great workplace benefits such as 28 days annual leave in addition to bank holidays, an up to 14% employer matching pension scheme and private medical insurance. You can see all our benefits here - Our Benefits Inclusion, diversity and belonging We're an Inclusive employer. We celebrate and value different backgrounds and cultures across Royal London. Our diverse people and perspectives give us a range of skills which are recognised and respected - whatever their background.
Jun 15, 2025
Full time
Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Head of Fund Accounting and Asset Valuations Date: 23 May 2025 Location: London, GB Company: Royal London Group Job Title: Head of Fund Accounting and Asset Valuations Contract Type: Permanent Location: London Working style: Hybrid 50% home/office based Closing date: 24th June 2025 We are looking for a dynamic Head of Fund Accounting and Asset Valuations to lead our Fund Accounting and Alternate/Private Accounting teams. The ideal candidate will oversee all aspects of fund accounting, ensure accurate asset valuations, and provide strategic leadership to drive operational excellence. If you have extensive experience in Asset Management and a passion for Fund Accounting and Asset Valuations, we encourage you to apply. This position requires a technical understanding of investment accounting practices covering; fixed income, equites, derivatives, CLOs, private asset/debt securities, and direct and indirect real estate. The assets are held in various vehicle structures, including OEICs/UTs to complex LP/GP structures. The role involves overseeing valuations across all asset types. About the role Manage the team (including outsourced activities) to ensure our people are engaged, motivated and developed to maintain high quality teams that proactively exceed client expectations. Support the growth of Private and Real Assets through robust valuation governance and valuation practices The effective development and delivery of investment accounting, reporting and asset valuation procedures and controls. Support the successful delivery of change initiatives according to the priorities and business strategies agreed within the business Drive and support the strategic development of a continuous improvement and operational efficiency culture within the business Accountability and responsibility for the supervision, monitoring and sign-off of Fund/Investment accounting and valuation activities, whether operated internally or outsourced. Ensure the valuations team are independent and possess the necessary expertise. About you Qualified accountant with demonstrable relevant Investment Accounting experience from an Asset Management background. Must cover liquid and illiquid investment accounting experience. Proven strategic leadership and management experience. Outstanding business partner to investment, client and trading areas. Deep technical knowledge of investment accounting and valuation practices. Strong regulatory awareness, understanding impact of current and future changes. Understanding of investment instruments including equities, fixed Interest, money market, derivatives (futures, options, swaps, CFD, CDS, etc), private debt/assets, direct and indirect real estate . Understanding of trade life cycle and investment management processes. Ability to network effectively both internally and externally. Strong influencing and communication skills. About Royal London Asset Management Royal London Asset Management (RLAM), part of the Royal London Group, is one of the UK's leading fund management companies working with a wide range of clients across the globe to achieve their investment goals. Our long-term, client-driven focus means that we have a long-standing commitment to responsible investment. We act as responsible stewards of our clients' capital, exercising their rights and influencing positive change. Our People Promise to our colleagues is that we will all work somewhere inclusive, responsible, enjoyable and fulfilling. This is underpinned by our Spirit of Royal London values; Empowered, Trustworthy, Collaborate, Achieve. We've always been proud to reward employees by offering great workplace benefits such as 28 days annual leave in addition to bank holidays, an up to 14% employer matching pension scheme and private medical insurance. You can see all our benefits here - Our Benefits Inclusion, diversity and belonging We're an Inclusive employer. We celebrate and value different backgrounds and cultures across Royal London. Our diverse people and perspectives give us a range of skills which are recognised and respected - whatever their background.
Head of the Real Estate & Infrastructure Operations - Fixed term Contract - Swindon Our client Working for my client you'll find growth and career opportunities across all their businesses. They have intentionally built to help you succeed. Their reach is expansive with a global team of 2,500 people working together. Their expertise is diverse, with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Their clients have access to a broad array of investment strategies, and they have the capability to create bespoke solutions matched to clients' specific requirements. They are a people business and recognise that their success is due to their talented people, who bring diversity of thought, complementary skills and capabilities. They are committed to providing an inclusive workplace that supports the diversity of their employees and reflects their broader communities and client-base. The role Head of the Real Estate & Infrastructure Operations team that provides end-to-end specialist accounting and operational support in respect of Investments circa. £7BN UK Real Estate and Infrastructure businesses. Alongside accountability for the team that delivers business-as-usual accounting and operational support, this role is accountable for managing change and delivering operational excellence in response to the strategic and tactical goals of the business. How you will spend your time Responsible for departmental planning to manage change and achieve the strategic goals of the business. Responsible for driving through departmental and cross-team improvements to achieve operational excellence. Responsible for management of three direct reports and accountable for a team of c. 40 indirect reports in respect of recruitment, training, motivation and development. Representing the department internally and externally, for example, at board meetings, committee meetings and with key investors. Accountable for all aspects of running the Operations Member of the Property Business Management Team with joint responsibility for meeting the committee's objectives including To be successful in this role, you will have Post-qualified accountant - ACA, ACCA or CIMA. Experience working with UK Real Estate and Infrastructure funds would also be of benefit. Experience in a senior management position within a Financial Services environment. Experience working across multiple jurisdictions, including the UK, Jersey and Luxembourg. Clear and concise communicator dealing with clients and colleagues at all levels (including Fund Managers, boards, committees, fund administrators, investors, suppliers and auditors). Experience managing and motivating a team with multiple competing priorities. Ability to identify and drive through cross-team operational efficiencies and control improvements, managing risks appropriately on own initiative. Ability to deal with complex issues as they arise. Client focus-driven. Forward-thinking with excellent planning skills. Self-starter, deadline-driven and can work on your own initiative. What you will receive In return, you will receive a competitive salary and retention bonus on completion of the 12-month contract as well as fantastic experience working with an employer of choice within the Wiltshire market. #
Jun 13, 2025
Full time
Head of the Real Estate & Infrastructure Operations - Fixed term Contract - Swindon Our client Working for my client you'll find growth and career opportunities across all their businesses. They have intentionally built to help you succeed. Their reach is expansive with a global team of 2,500 people working together. Their expertise is diverse, with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Their clients have access to a broad array of investment strategies, and they have the capability to create bespoke solutions matched to clients' specific requirements. They are a people business and recognise that their success is due to their talented people, who bring diversity of thought, complementary skills and capabilities. They are committed to providing an inclusive workplace that supports the diversity of their employees and reflects their broader communities and client-base. The role Head of the Real Estate & Infrastructure Operations team that provides end-to-end specialist accounting and operational support in respect of Investments circa. £7BN UK Real Estate and Infrastructure businesses. Alongside accountability for the team that delivers business-as-usual accounting and operational support, this role is accountable for managing change and delivering operational excellence in response to the strategic and tactical goals of the business. How you will spend your time Responsible for departmental planning to manage change and achieve the strategic goals of the business. Responsible for driving through departmental and cross-team improvements to achieve operational excellence. Responsible for management of three direct reports and accountable for a team of c. 40 indirect reports in respect of recruitment, training, motivation and development. Representing the department internally and externally, for example, at board meetings, committee meetings and with key investors. Accountable for all aspects of running the Operations Member of the Property Business Management Team with joint responsibility for meeting the committee's objectives including To be successful in this role, you will have Post-qualified accountant - ACA, ACCA or CIMA. Experience working with UK Real Estate and Infrastructure funds would also be of benefit. Experience in a senior management position within a Financial Services environment. Experience working across multiple jurisdictions, including the UK, Jersey and Luxembourg. Clear and concise communicator dealing with clients and colleagues at all levels (including Fund Managers, boards, committees, fund administrators, investors, suppliers and auditors). Experience managing and motivating a team with multiple competing priorities. Ability to identify and drive through cross-team operational efficiencies and control improvements, managing risks appropriately on own initiative. Ability to deal with complex issues as they arise. Client focus-driven. Forward-thinking with excellent planning skills. Self-starter, deadline-driven and can work on your own initiative. What you will receive In return, you will receive a competitive salary and retention bonus on completion of the 12-month contract as well as fantastic experience working with an employer of choice within the Wiltshire market. #
About the job Marks Sattin Executive Search is working with a prestigious HNW Family Office based in Central London in search of a highly capable Finance Director at a pivotal time of growth and transition. This is a rare opportunity to join a sophisticated, fast-moving organisation with a significant portfolio of investments The Finance Director will play a central role in leading the finance function through a period of systems transformation and operational restructuring. The role will take full ownership of all non-real estate financial matters, while also overseeing the Real Estate Financial Controller. A key part of the remit will include developing financial systems, streamlining reporting processes, and bringing selected outsourced real estate finance activities back in-house. This is a broad and high-impact role with responsibility for managing the day-to-day operations of the investment finance team, covering accounts, valuations, and consolidated reporting across a wide range of UK and offshore entities. This includes ownership of monthly and annual accounts, tax submissions, cash flow and valuation analysis, and managing the audit process. You will also act as a key advisor and, stepping in where needed and playing an integral role in shaping the direction of the function. With the department expanding, you will also have the opportunity to mentor and develop a growing team, helping embed best practices and a high-performance culture. This role is suited to a commercially minded finance leader with strong technical grounding, excellent stakeholder management skills, and the ability to operate in a fluid, evolving environment. The Ideal Candidate: A fully qualified accountant (ACA, ACCA, or ACMA), ideally chartered Experienced in investment or real estate finance, ideally within a family office, fund, or multi-entity business Technically strong, with a deep understanding of financial reporting, valuations, consolidations, and cash flow management Commercially astute and capable of stepping into a strategic leadership role when required Confident managing audits, tax processes, and liaising with external advisors Comfortable leading teams through periods of change, including systems upgrades or restructures A collaborative, hands-on leader with the ability to mentor, develop, and inspire finance professionals Due to the high level of applications, we can only reply to those candidates with relevant experience.
Jun 08, 2025
Full time
About the job Marks Sattin Executive Search is working with a prestigious HNW Family Office based in Central London in search of a highly capable Finance Director at a pivotal time of growth and transition. This is a rare opportunity to join a sophisticated, fast-moving organisation with a significant portfolio of investments The Finance Director will play a central role in leading the finance function through a period of systems transformation and operational restructuring. The role will take full ownership of all non-real estate financial matters, while also overseeing the Real Estate Financial Controller. A key part of the remit will include developing financial systems, streamlining reporting processes, and bringing selected outsourced real estate finance activities back in-house. This is a broad and high-impact role with responsibility for managing the day-to-day operations of the investment finance team, covering accounts, valuations, and consolidated reporting across a wide range of UK and offshore entities. This includes ownership of monthly and annual accounts, tax submissions, cash flow and valuation analysis, and managing the audit process. You will also act as a key advisor and, stepping in where needed and playing an integral role in shaping the direction of the function. With the department expanding, you will also have the opportunity to mentor and develop a growing team, helping embed best practices and a high-performance culture. This role is suited to a commercially minded finance leader with strong technical grounding, excellent stakeholder management skills, and the ability to operate in a fluid, evolving environment. The Ideal Candidate: A fully qualified accountant (ACA, ACCA, or ACMA), ideally chartered Experienced in investment or real estate finance, ideally within a family office, fund, or multi-entity business Technically strong, with a deep understanding of financial reporting, valuations, consolidations, and cash flow management Commercially astute and capable of stepping into a strategic leadership role when required Confident managing audits, tax processes, and liaising with external advisors Comfortable leading teams through periods of change, including systems upgrades or restructures A collaborative, hands-on leader with the ability to mentor, develop, and inspire finance professionals Due to the high level of applications, we can only reply to those candidates with relevant experience.
About Us At Plentific, we're redefining property management in real time. Our mission, is to lead real estate through the transformative journey into "The World of Now," enabling us to empower property professionals through our innovative, cloud-based platform. We harness cutting-edge technology and data-driven insights to streamline operations for landlords, letting agents, and property managers-enabling them to optimize maintenance, manage repairs, and make informed decisions instantly. Our platform is designed to create seamless, real-time workflows that transform traditional property management into a dynamic, digital experience. Backed by a world-class group of investors-including Noa, Highland Europe, Brookfields, Mubadala, RXR Digital Ventures, and Target Global-Plentific is at the forefront of the proptech revolution. Headquartered in London with a global outlook, we're continually expanding our reach and impact. We're looking for forward-thinking, passionate professionals who are ready to contribute to our mission and drive industry innovation. If you're excited about making an immediate impact and shaping the future of property management, explore career opportunities with us at Plentific. The Role We are seeking a dynamic and experienced Chief Financial Officer (CFO) with a strong background in the tech industry and a proven track record in managing complex financial strategies. The ideal candidate will have extensive experience working with venture capital (VC) firms, securing loans, dealing with lenders, and leading fundraising efforts through multiple funding rounds. As CFO, you will be responsible for leading and overseeing the financial department, implementing effective risk management strategies, and driving the company's financial planning across global operations. You will play a key role in managing investor relations, presenting to the Board, and developing business plans that support both short-term goals and long-term growth. Responsibilities Lead the company's financial strategy, including operational financial management and long-term planning Oversee and manage the organisation's fundraising efforts, including multiple VC rounds, liaising with VCs, lenders, and investors Secure financing and manage relationships with lenders, ensuring the company has appropriate funding at each stage of growth Lead roadshows and other fundraising activities, including presenting to prospective investors and stakeholders Oversee the company's financial performance, setting and managing OKRs for the finance team and broader organisation Own and develop business plans, ensuring they align with overall strategic goals and performance targets Drive the company's M&A strategy, managing financial due diligence and negotiations Lead and manage a small high-performing finance team, ensuring operational efficiency and fostering a culture of teamwork and development Manage investor relations, ensuring clear and consistent communication and relationship-building with both existing and potential investors Create and present board packs, ensuring the Board has timely and relevant financial information to make informed decisions Develop and maintain an effective financial forecasting and budgeting process Use data analysis and storytelling techniques to effectively communicate financial insights to lenders, investors, and stakeholders Manage cash flow to ensure liquidity and operational success Ensure compliance with relevant laws, regulations, and company policies Lead the finance IT systems setup and management Provide leadership, guidance, and mentorship to the finance team, fostering a high-performance culture Skills Problem-solving skills, with the ability to think strategically and solve complex financial issues Strong ability to create and develop business plans, and drive performance through strategic OKR management Skilled in storytelling and presenting complex financial data in a compelling and accessible way to lenders, investors, and Board members Analytical mindset, with strong attention to detail and the ability to drive data-driven decision-making Experience & Qualifications: Proven experience as CFO or in a senior finance leadership role within the tech industry Extensive experience in securing loans, dealing with lenders, and managing relationships with financial institutions Strong track record of leading multiple VC funding rounds and raising capital Hands-on experience with operational financial management and the implementation of effective financial strategies Expertise in managing investor relations and presenting to prospective investors and Board members Experience managing M&A processes, including financial due diligence and negotiations Proven ability to lead and build high-performing teams Experience preparing and presenting board packs, providing strategic financial recommendations Qualified accountant (ACA, CIMA, ACCA) is a strong advantage BSc/BA in Accounting, Finance, or related field; MSc/MBA is a plus Benefits As you can see, we are quickly progressing with our ambitious plans and are eager to grow our team of doers to achieve our vision of managing over 2 million properties through our platform across various countries. You can help us shape the future of property management across the globe. Here's what we offer: A competitive compensation package 25 days annual holiday Flexible working environment including the option to work abroad Private health care for you and immediate family members with discounted gym membership, optical, dental and private GP Enhanced parental leave Life insurance (4x salary) Employee assistance program Company volunteering day and charity salary sacrifice scheme Learning management system powered by Udemy Referral bonus and charity donation if someone you introduce joins the company Season ticket loan, Cycle to work, Electric vehicle and Techscheme programs Pension scheme Work abroad scheme Company-sponsored lunches, dinners and social gatherings Fully stocked kitchen with drinks, snacks, fruit, breakfast cereal etc.
Jun 07, 2025
Full time
About Us At Plentific, we're redefining property management in real time. Our mission, is to lead real estate through the transformative journey into "The World of Now," enabling us to empower property professionals through our innovative, cloud-based platform. We harness cutting-edge technology and data-driven insights to streamline operations for landlords, letting agents, and property managers-enabling them to optimize maintenance, manage repairs, and make informed decisions instantly. Our platform is designed to create seamless, real-time workflows that transform traditional property management into a dynamic, digital experience. Backed by a world-class group of investors-including Noa, Highland Europe, Brookfields, Mubadala, RXR Digital Ventures, and Target Global-Plentific is at the forefront of the proptech revolution. Headquartered in London with a global outlook, we're continually expanding our reach and impact. We're looking for forward-thinking, passionate professionals who are ready to contribute to our mission and drive industry innovation. If you're excited about making an immediate impact and shaping the future of property management, explore career opportunities with us at Plentific. The Role We are seeking a dynamic and experienced Chief Financial Officer (CFO) with a strong background in the tech industry and a proven track record in managing complex financial strategies. The ideal candidate will have extensive experience working with venture capital (VC) firms, securing loans, dealing with lenders, and leading fundraising efforts through multiple funding rounds. As CFO, you will be responsible for leading and overseeing the financial department, implementing effective risk management strategies, and driving the company's financial planning across global operations. You will play a key role in managing investor relations, presenting to the Board, and developing business plans that support both short-term goals and long-term growth. Responsibilities Lead the company's financial strategy, including operational financial management and long-term planning Oversee and manage the organisation's fundraising efforts, including multiple VC rounds, liaising with VCs, lenders, and investors Secure financing and manage relationships with lenders, ensuring the company has appropriate funding at each stage of growth Lead roadshows and other fundraising activities, including presenting to prospective investors and stakeholders Oversee the company's financial performance, setting and managing OKRs for the finance team and broader organisation Own and develop business plans, ensuring they align with overall strategic goals and performance targets Drive the company's M&A strategy, managing financial due diligence and negotiations Lead and manage a small high-performing finance team, ensuring operational efficiency and fostering a culture of teamwork and development Manage investor relations, ensuring clear and consistent communication and relationship-building with both existing and potential investors Create and present board packs, ensuring the Board has timely and relevant financial information to make informed decisions Develop and maintain an effective financial forecasting and budgeting process Use data analysis and storytelling techniques to effectively communicate financial insights to lenders, investors, and stakeholders Manage cash flow to ensure liquidity and operational success Ensure compliance with relevant laws, regulations, and company policies Lead the finance IT systems setup and management Provide leadership, guidance, and mentorship to the finance team, fostering a high-performance culture Skills Problem-solving skills, with the ability to think strategically and solve complex financial issues Strong ability to create and develop business plans, and drive performance through strategic OKR management Skilled in storytelling and presenting complex financial data in a compelling and accessible way to lenders, investors, and Board members Analytical mindset, with strong attention to detail and the ability to drive data-driven decision-making Experience & Qualifications: Proven experience as CFO or in a senior finance leadership role within the tech industry Extensive experience in securing loans, dealing with lenders, and managing relationships with financial institutions Strong track record of leading multiple VC funding rounds and raising capital Hands-on experience with operational financial management and the implementation of effective financial strategies Expertise in managing investor relations and presenting to prospective investors and Board members Experience managing M&A processes, including financial due diligence and negotiations Proven ability to lead and build high-performing teams Experience preparing and presenting board packs, providing strategic financial recommendations Qualified accountant (ACA, CIMA, ACCA) is a strong advantage BSc/BA in Accounting, Finance, or related field; MSc/MBA is a plus Benefits As you can see, we are quickly progressing with our ambitious plans and are eager to grow our team of doers to achieve our vision of managing over 2 million properties through our platform across various countries. You can help us shape the future of property management across the globe. Here's what we offer: A competitive compensation package 25 days annual holiday Flexible working environment including the option to work abroad Private health care for you and immediate family members with discounted gym membership, optical, dental and private GP Enhanced parental leave Life insurance (4x salary) Employee assistance program Company volunteering day and charity salary sacrifice scheme Learning management system powered by Udemy Referral bonus and charity donation if someone you introduce joins the company Season ticket loan, Cycle to work, Electric vehicle and Techscheme programs Pension scheme Work abroad scheme Company-sponsored lunches, dinners and social gatherings Fully stocked kitchen with drinks, snacks, fruit, breakfast cereal etc.
Finance Controller - UK Location: South West London Contract: Permanent, Full-time (40 hours per week) We are looking for an experienced Finance Controller to manage and oversee the day-to-day accounting for the UK operations and global projects of this Developer & Build' business. This role will involve leading a small team , ensuring financial processes are efficient, and supporting the implementation of a new ERP system . The role is critical in maintaining strong financial controls , meeting reporting deadlines , and managing external funder requirements . Key Responsibilities: Oversee financial operations , ensuring compliance with internal policies and external regulations. Lead a small finance team (currently 2-3 direct reports), providing mentorship and professional development. Ensure monthly management accounts and financial reports are prepared and reviewed on time. Manage budgeting, forecasting, and cash flow planning across multiple entities. Supervise intercompany transactions and reconciliations across multiple currencies. Lead the annual audit process , ensuring compliance and accurate reporting. Support the implementation of a new ERP system and drive process improvements. Oversee tax compliance , including VAT returns, corporate tax planning, and R&D tax relief. Work closely with external funders, auditors, and internal stakeholders. Key Requirements: Qualified Accountant (CIMA, ACCA, or ACA) . Strong hands-on experience with accounting transactions, management accounts, and reporting . Experience in construction, real estate development, infrastructure, or capital-intensive industries . Proficiency in financial software such as Xero, Concur, and Anaplan (preferred). Strong Excel skills and ability to manage multi-currency transactions. Excellent leadership, communication, and problem-solving skills . What We Offer: Opportunity to be part of a global, high-growth organization . Exposure to large-scale projects in the UK and internationally. Hybrid working and flexibility in working hours. A collaborative and supportive work environment with career development opportunities . Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
Mar 09, 2025
Full time
Finance Controller - UK Location: South West London Contract: Permanent, Full-time (40 hours per week) We are looking for an experienced Finance Controller to manage and oversee the day-to-day accounting for the UK operations and global projects of this Developer & Build' business. This role will involve leading a small team , ensuring financial processes are efficient, and supporting the implementation of a new ERP system . The role is critical in maintaining strong financial controls , meeting reporting deadlines , and managing external funder requirements . Key Responsibilities: Oversee financial operations , ensuring compliance with internal policies and external regulations. Lead a small finance team (currently 2-3 direct reports), providing mentorship and professional development. Ensure monthly management accounts and financial reports are prepared and reviewed on time. Manage budgeting, forecasting, and cash flow planning across multiple entities. Supervise intercompany transactions and reconciliations across multiple currencies. Lead the annual audit process , ensuring compliance and accurate reporting. Support the implementation of a new ERP system and drive process improvements. Oversee tax compliance , including VAT returns, corporate tax planning, and R&D tax relief. Work closely with external funders, auditors, and internal stakeholders. Key Requirements: Qualified Accountant (CIMA, ACCA, or ACA) . Strong hands-on experience with accounting transactions, management accounts, and reporting . Experience in construction, real estate development, infrastructure, or capital-intensive industries . Proficiency in financial software such as Xero, Concur, and Anaplan (preferred). Strong Excel skills and ability to manage multi-currency transactions. Excellent leadership, communication, and problem-solving skills . What We Offer: Opportunity to be part of a global, high-growth organization . Exposure to large-scale projects in the UK and internationally. Hybrid working and flexibility in working hours. A collaborative and supportive work environment with career development opportunities . Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
PQ Accountant - Property Investment North London 5 days per week in the office - full time office-based role 42,000 - 45,000 (depending on relevant experience) Study support + discretionary end of year bonus Cedar have partnered with a well-established and highly successful property investment firm looking for an ambitious Part-Qualified Accountant to join their team. This is a fantastic opportunity to gain hands-on experience across financial reporting, management accounts, and treasury, working closely with the Senior Financial Controller. Responsibilities: Prepare year-end accounts files to trial balance, including P&L and balance sheet. Handle bookkeeping and quarterly VAT returns. Support treasury functions, managing cash balances and payments. Assist in preparing management accounts, cash flow reports, and bank reports. Conduct ad-hoc financial analysis and management reporting. Person Specification Part-Qualified (PQ) / AAT / QBE with strong accounting fundamentals. Practice experience (highly desirable). Solid understanding of double-entry bookkeeping and VAT. Experience preparing accounts files, with knowledge of partial exemption and tax-sensitive items (desirable). Strong IT skills and adaptability to new accounting systems. Please note only shortlisted candidates will be contacted.
Mar 07, 2025
Full time
PQ Accountant - Property Investment North London 5 days per week in the office - full time office-based role 42,000 - 45,000 (depending on relevant experience) Study support + discretionary end of year bonus Cedar have partnered with a well-established and highly successful property investment firm looking for an ambitious Part-Qualified Accountant to join their team. This is a fantastic opportunity to gain hands-on experience across financial reporting, management accounts, and treasury, working closely with the Senior Financial Controller. Responsibilities: Prepare year-end accounts files to trial balance, including P&L and balance sheet. Handle bookkeeping and quarterly VAT returns. Support treasury functions, managing cash balances and payments. Assist in preparing management accounts, cash flow reports, and bank reports. Conduct ad-hoc financial analysis and management reporting. Person Specification Part-Qualified (PQ) / AAT / QBE with strong accounting fundamentals. Practice experience (highly desirable). Solid understanding of double-entry bookkeeping and VAT. Experience preparing accounts files, with knowledge of partial exemption and tax-sensitive items (desirable). Strong IT skills and adaptability to new accounting systems. Please note only shortlisted candidates will be contacted.
Accounts Assistant - London Our Client, a niche property services company specialising in property management of Commercial and Residential properties, are looking for a Client/ Service Charge Accountant to join their team due to expansion. THE ROLE will involve the following: Working on a mixed portfolio of commercial and residential block properties. Balancing service charge reconciliations; posting adjustment journals, preparing for audit, checking for lease restrictions and calculating capped charges. Performing a cash reconciliation on the service charge fund and clearing the Landlord account within the fund for VAT surplus/ deficit and other movements. Advancing the year end and raising balancing charges. Responsible for preparing client reports. Setting up allocated new managements on the property management system. Responsible for Service charge handovers on new and outgoing managements Updating on system service charge budgets. Periodic running of Client statements/ VAT Reports. Paying cleared rents to Clients after making relevant deductions. Advising credit control and Property Managers on disputed arrears. Raising tenant interest charges as appropriate on late payment. Creation, disposal and maintenance of units and tenants on system Charge maintenance on system- setting up of periodic rent and service charges including diarising of future fixed changes and rent reviews. Calculating interest on rent reviews and back charging of rent. Calculating and raising insurance and other directly recoverable tenant recharges. Assisting with reconciling bank statements THE PERSON: To apply for this role as an Assistant Service Charge Accountant you will: Previous experience preparing year-end service charge accounts. Experience of using a property management systems such as QUBE, TRAMPS, YARDI is a must. THE BENEFITS: 2 days WFH (url removed) Follow us on LinkedIn Please note that due to volume we cannot get back to everyone, however every application is looked at and considered and will be held on Trident International's database for review. If you have not heard back from us within 5 working days you should assume your initial application has been unsuccessful, however if suitable roles arise in the future, we will make every effort to contact you. By applying for this job, you accept the Privacy Policy and Disclaimers which can be found on our website.
Mar 07, 2025
Full time
Accounts Assistant - London Our Client, a niche property services company specialising in property management of Commercial and Residential properties, are looking for a Client/ Service Charge Accountant to join their team due to expansion. THE ROLE will involve the following: Working on a mixed portfolio of commercial and residential block properties. Balancing service charge reconciliations; posting adjustment journals, preparing for audit, checking for lease restrictions and calculating capped charges. Performing a cash reconciliation on the service charge fund and clearing the Landlord account within the fund for VAT surplus/ deficit and other movements. Advancing the year end and raising balancing charges. Responsible for preparing client reports. Setting up allocated new managements on the property management system. Responsible for Service charge handovers on new and outgoing managements Updating on system service charge budgets. Periodic running of Client statements/ VAT Reports. Paying cleared rents to Clients after making relevant deductions. Advising credit control and Property Managers on disputed arrears. Raising tenant interest charges as appropriate on late payment. Creation, disposal and maintenance of units and tenants on system Charge maintenance on system- setting up of periodic rent and service charges including diarising of future fixed changes and rent reviews. Calculating interest on rent reviews and back charging of rent. Calculating and raising insurance and other directly recoverable tenant recharges. Assisting with reconciling bank statements THE PERSON: To apply for this role as an Assistant Service Charge Accountant you will: Previous experience preparing year-end service charge accounts. Experience of using a property management systems such as QUBE, TRAMPS, YARDI is a must. THE BENEFITS: 2 days WFH (url removed) Follow us on LinkedIn Please note that due to volume we cannot get back to everyone, however every application is looked at and considered and will be held on Trident International's database for review. If you have not heard back from us within 5 working days you should assume your initial application has been unsuccessful, however if suitable roles arise in the future, we will make every effort to contact you. By applying for this job, you accept the Privacy Policy and Disclaimers which can be found on our website.
Senior Fund Accountant - REAL ESTATE. OUR CLIENT are an award-winning pan-European real estate investment and development firm with an AUM of over 40bn. They are now looking for a Senior Fund Accountant to join their Fund Operations Team. THE ROLE responsibilities of the Senior Fund Accountant include: Reviewing management accounts prepared by third party administrators. Preparing GAAP adjustments, cash flows, distributions and liquidity forecasts. Performing NAV reconciliations. Preparing, managing and monitoring budgets, and analysing budget performance results against budgeted figures. Maintaining and reconciling project expenditures and project cash tracker. Preparing recommendations to trustee for any capital drawdowns and distributions. Working with tax advisors and reviewing tax computations (UK VAT return and CIS returns) and updating cash flow modelling. Completing quarterly investor reports with performance metrics and detailed analysis of recent performance. Organising payments runs with external service providers. THE PERSON skills and requirements for the Senior Fund Accountant are: Must be a qualified accountant (ACA, ACCA or CIMA) with at least 3 years of real estate fund accounting / property investment accounting. Strong knowledge of UK GAAP and IFRS. Self-starter with ability to take ownership of responsibilities. Good team player and communicator with strong analytical skills. A positive attitude and flexible mindset in order to work closely with other teams. BENEFITS: Health and well-being benefits, like virtual fitness classes and mental health offerings. Hybrid (3 days office). Development programs and mentorship. Extra paid holidays for social engagement. Please note that due to volume we cannot get back to everyone, however every application is looked at and considered and will be held on Trident International's database for review. If you have not heard back from us within 5 working days you should assume your initial application has been unsuccessful, however if suitable roles arise in the future, we will make every effort to contact you. By applying for this job, you accept the Privacy Policy and Disclaimers which can be found on our website. To learn more about our company and vacancies we are currently working on, visit our website and follow us on LinkedIn
Feb 19, 2025
Full time
Senior Fund Accountant - REAL ESTATE. OUR CLIENT are an award-winning pan-European real estate investment and development firm with an AUM of over 40bn. They are now looking for a Senior Fund Accountant to join their Fund Operations Team. THE ROLE responsibilities of the Senior Fund Accountant include: Reviewing management accounts prepared by third party administrators. Preparing GAAP adjustments, cash flows, distributions and liquidity forecasts. Performing NAV reconciliations. Preparing, managing and monitoring budgets, and analysing budget performance results against budgeted figures. Maintaining and reconciling project expenditures and project cash tracker. Preparing recommendations to trustee for any capital drawdowns and distributions. Working with tax advisors and reviewing tax computations (UK VAT return and CIS returns) and updating cash flow modelling. Completing quarterly investor reports with performance metrics and detailed analysis of recent performance. Organising payments runs with external service providers. THE PERSON skills and requirements for the Senior Fund Accountant are: Must be a qualified accountant (ACA, ACCA or CIMA) with at least 3 years of real estate fund accounting / property investment accounting. Strong knowledge of UK GAAP and IFRS. Self-starter with ability to take ownership of responsibilities. Good team player and communicator with strong analytical skills. A positive attitude and flexible mindset in order to work closely with other teams. BENEFITS: Health and well-being benefits, like virtual fitness classes and mental health offerings. Hybrid (3 days office). Development programs and mentorship. Extra paid holidays for social engagement. Please note that due to volume we cannot get back to everyone, however every application is looked at and considered and will be held on Trident International's database for review. If you have not heard back from us within 5 working days you should assume your initial application has been unsuccessful, however if suitable roles arise in the future, we will make every effort to contact you. By applying for this job, you accept the Privacy Policy and Disclaimers which can be found on our website. To learn more about our company and vacancies we are currently working on, visit our website and follow us on LinkedIn
Our client, a HNW Family Office / Property Company in Gerrards Cross is seeking an experienced senior finance professional as Finance and Operations Director, to oversee its finance and investment strategy across its equity investments, property portfolio and statutory entities. Reporting to the Family Office principals, the role will include: Providing operational and administrative support to the family office, acting as a gatekeeper. Implementation of a long-term investment strategy across real estate, equities, funds etc. Oversee the reporting of wealth managers and their investment returns. Evaluating the cash flow requirements and tax ramifications of any investment decisions Management of all financial reporting for various entities, overseeing a small finance team Preparation of agendas and minutes/records of family office meetings as required. Oversee maintenance and refurbishment of family properties across various locations. Liaise with Accountants, Finance, Legal and Insurance representatives on the principals' behalf. Ensure adequate controls and legislative regulations and disclosures are adhered to. Ensure all company secretarial regulations and duties are dealt with. Oversee the preparation of annual accounts for all entities, liaising with external auditors. Comply with all fiduciary duties appertaining to directors. Carry out research for the principals and manage ad-hoc projects as and when required. This senior finance, investment and operations role requires an accomplished Finance Director with at least 20 years' experience, from a similar background - Family Office, Real Estate/Property Investment, an Accountancy Practice or Wealth/Investment Management. You should have a proven track record at Finance Director or Partner level in an environment that requires the strictest of confidentiality and a high degree of discretion. You will have excellent communications skills, strong problem-solving ability, be self-motivated, highly driven and have a strong sense of commitment and loyalty. This will be a long term and rewarding opportunity.
Feb 15, 2025
Full time
Our client, a HNW Family Office / Property Company in Gerrards Cross is seeking an experienced senior finance professional as Finance and Operations Director, to oversee its finance and investment strategy across its equity investments, property portfolio and statutory entities. Reporting to the Family Office principals, the role will include: Providing operational and administrative support to the family office, acting as a gatekeeper. Implementation of a long-term investment strategy across real estate, equities, funds etc. Oversee the reporting of wealth managers and their investment returns. Evaluating the cash flow requirements and tax ramifications of any investment decisions Management of all financial reporting for various entities, overseeing a small finance team Preparation of agendas and minutes/records of family office meetings as required. Oversee maintenance and refurbishment of family properties across various locations. Liaise with Accountants, Finance, Legal and Insurance representatives on the principals' behalf. Ensure adequate controls and legislative regulations and disclosures are adhered to. Ensure all company secretarial regulations and duties are dealt with. Oversee the preparation of annual accounts for all entities, liaising with external auditors. Comply with all fiduciary duties appertaining to directors. Carry out research for the principals and manage ad-hoc projects as and when required. This senior finance, investment and operations role requires an accomplished Finance Director with at least 20 years' experience, from a similar background - Family Office, Real Estate/Property Investment, an Accountancy Practice or Wealth/Investment Management. You should have a proven track record at Finance Director or Partner level in an environment that requires the strictest of confidentiality and a high degree of discretion. You will have excellent communications skills, strong problem-solving ability, be self-motivated, highly driven and have a strong sense of commitment and loyalty. This will be a long term and rewarding opportunity.
Our client, a HNW Family Office / Property Company in Gerrards Cross is seeking an experienced senior finance professional as Finance and Operations Director, to oversee its finance and investment strategy across its equity investments, property portfolio and statutory entities. Reporting to the Family Office principals, the role will include: Providing operational and administrative support to the family office, acting as a gatekeeper. Implementation of a long-term investment strategy across real estate, equities, funds etc. Oversee the reporting of wealth managers and their investment returns. Evaluating the cash flow requirements and tax ramifications of any investment decisions Management of all financial reporting for various entities, overseeing a small finance team Preparation of agendas and minutes/records of family office meetings as required. Oversee maintenance and refurbishment of family properties across various locations. Liaise with Accountants, Finance, Legal and Insurance representatives on the principals' behalf. Ensure adequate controls and legislative regulations and disclosures are adhered to. Ensure all company secretarial regulations and duties are dealt with. Oversee the preparation of annual accounts for all entities, liaising with external auditors. Comply with all fiduciary duties appertaining to directors. Carry out research for the principals and manage ad-hoc projects as and when required. This senior finance, investment and operations role requires an accomplished Finance Director with at least 20 years' experience, from a similar background - Family Office, Real Estate/Property Investment, an Accountancy Practice or Wealth/Investment Management. You should have a proven track record at Finance Director or Partner level in an environment that requires the strictest of confidentiality and a high degree of discretion. You will have excellent communications skills, strong problem-solving ability, be self-motivated, highly driven and have a strong sense of commitment and loyalty. This will be a long term and rewarding opportunity.
Feb 14, 2025
Full time
Our client, a HNW Family Office / Property Company in Gerrards Cross is seeking an experienced senior finance professional as Finance and Operations Director, to oversee its finance and investment strategy across its equity investments, property portfolio and statutory entities. Reporting to the Family Office principals, the role will include: Providing operational and administrative support to the family office, acting as a gatekeeper. Implementation of a long-term investment strategy across real estate, equities, funds etc. Oversee the reporting of wealth managers and their investment returns. Evaluating the cash flow requirements and tax ramifications of any investment decisions Management of all financial reporting for various entities, overseeing a small finance team Preparation of agendas and minutes/records of family office meetings as required. Oversee maintenance and refurbishment of family properties across various locations. Liaise with Accountants, Finance, Legal and Insurance representatives on the principals' behalf. Ensure adequate controls and legislative regulations and disclosures are adhered to. Ensure all company secretarial regulations and duties are dealt with. Oversee the preparation of annual accounts for all entities, liaising with external auditors. Comply with all fiduciary duties appertaining to directors. Carry out research for the principals and manage ad-hoc projects as and when required. This senior finance, investment and operations role requires an accomplished Finance Director with at least 20 years' experience, from a similar background - Family Office, Real Estate/Property Investment, an Accountancy Practice or Wealth/Investment Management. You should have a proven track record at Finance Director or Partner level in an environment that requires the strictest of confidentiality and a high degree of discretion. You will have excellent communications skills, strong problem-solving ability, be self-motivated, highly driven and have a strong sense of commitment and loyalty. This will be a long term and rewarding opportunity.
The role of the Management Accountant demands strong accounting technical expertise, a collaborative approach, an entrepreneurial nature, and the ability to provide comprehensive accounting guidance and support across the business. Client Details A private family office with a focus on real estate investments is seeking a Management Accountant. Reporting to the Financial Controller. This an office based role (Marylebone). Description Reporting to the Financial Controller, your role will be broad in scope and include: Financial Processes Management: Ensure accurate, timely financial reporting. Monitor fund transfers, payments, and SPV financial health. Financial Statements and Reporting: Assist in preparing consolidated financial statements, ensuring IFRS compliance. Streamline the financial close process. Track intercompany balances, fund requirements, and payments. Audit and Compliance: Support external audits under IFRS standards. Ensure compliance with annual/semi-annual forecasts and VAT returns. Collaborate with auditors for timely issue resolution. Treasury: Monitor cash balances and identify funding shortfalls. Maintain banking relationships for external debt sourcing. Prepare quarterly bank reports and ensure compliance with Facility Agreements. Profile Ideally Qualified (ACA, ACCA or CIMA) Strong Qualified by Experience considered Strong technical accounting expertise, particularly with IFRS Proven experience in financial reporting Highly desirable - knowledge of real estate industry Able to manage external auditors and ensuring compliance with regulatory requirements Excellent communication and interpersonal skills This is an office based role (5 days) so applicant must be comfortable working in an office full time Job Offer Competitive salary and benefits package including healthcare and dental Hands on broad role working on both UK and overseas entities Scope to grow career in Financial Services / Real estate investment
Feb 04, 2025
Full time
The role of the Management Accountant demands strong accounting technical expertise, a collaborative approach, an entrepreneurial nature, and the ability to provide comprehensive accounting guidance and support across the business. Client Details A private family office with a focus on real estate investments is seeking a Management Accountant. Reporting to the Financial Controller. This an office based role (Marylebone). Description Reporting to the Financial Controller, your role will be broad in scope and include: Financial Processes Management: Ensure accurate, timely financial reporting. Monitor fund transfers, payments, and SPV financial health. Financial Statements and Reporting: Assist in preparing consolidated financial statements, ensuring IFRS compliance. Streamline the financial close process. Track intercompany balances, fund requirements, and payments. Audit and Compliance: Support external audits under IFRS standards. Ensure compliance with annual/semi-annual forecasts and VAT returns. Collaborate with auditors for timely issue resolution. Treasury: Monitor cash balances and identify funding shortfalls. Maintain banking relationships for external debt sourcing. Prepare quarterly bank reports and ensure compliance with Facility Agreements. Profile Ideally Qualified (ACA, ACCA or CIMA) Strong Qualified by Experience considered Strong technical accounting expertise, particularly with IFRS Proven experience in financial reporting Highly desirable - knowledge of real estate industry Able to manage external auditors and ensuring compliance with regulatory requirements Excellent communication and interpersonal skills This is an office based role (5 days) so applicant must be comfortable working in an office full time Job Offer Competitive salary and benefits package including healthcare and dental Hands on broad role working on both UK and overseas entities Scope to grow career in Financial Services / Real estate investment
My client is seeking a qualified accountant to oversee the fund accounting and operations for up to two of my clients real estate funds, ensuring delivery of high-quality fund pricing and reporting. This role sits within the Real Estate and Infrastructure Operations Team, which manages the accounting and operations of real estate and infrastructure funds domiciled in the UK, Jersey and Luxembourg. These funds collectively hold a gross asset value of 8 billion, with a primary focus on UK property investments. This role also includes providing the investment team with support for real estate transactions and new product launches. How you'll spend your time Relationships Management of two direct reports, and up to two indirect reports. Serve as the primary point of contact for the Fund Manager and Senior Fund Controller for all matters related to the funds under your responsibility. Fund Accounting and Reporting Manage and review the integrity of the fund accounting and management accounts produced by the fund accountants (including Feeders, Masterfund, Holding companies and SPVs). Manage and oversee fund reporting, including loan reporting to external lenders, VAT, AIFMD Annex IV regulatory reporting and MSCI benchmark reporting. Manage the statutory reporting process for the annual financial statements. Manage the timely filing of tax returns, payment of liabilities and accurate recording of tax accruals through liaison with external advisors Fund Administrator Oversight Provide effective oversight of external fund administrators, ensuring deliverables meet agreed deadlines and quality standards. Cash Management Monitor fund liquidity with reference to capital calls, distributions, external debt and capex projections. Project Support Provide acquisition and disposal support to the Investment Team, including facilitating the funding required for completion. With the support of the Senior Fund Controller, provide support for real estate and infrastructure projects and product launches. To be successful in this role you will have Fully qualified accountant (CA, ACA, ACCA or CIMA). Excellent understanding of UK GAAP and IFRS. Strong analytical skills with thorough attention to detail. Strong organisational skills, with the ability to manage multiple deadlines and projects simultaneously. Ability to manage external advisors and ensure delivery of high-quality outputs. Excellent communication and stakeholder management skills. Self-motivated, with the ability to work independently while collaborating effectively with internal and external teams.- Prior experience in Management of a small team. It would be great if you also had Prior experience in Real Estate and/or Infrastructure Fund Accounting Prior experience in Financial Services Experience in project managing change related projects Prior experience in actively managing third party Fund Administrators What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Jan 29, 2025
Full time
My client is seeking a qualified accountant to oversee the fund accounting and operations for up to two of my clients real estate funds, ensuring delivery of high-quality fund pricing and reporting. This role sits within the Real Estate and Infrastructure Operations Team, which manages the accounting and operations of real estate and infrastructure funds domiciled in the UK, Jersey and Luxembourg. These funds collectively hold a gross asset value of 8 billion, with a primary focus on UK property investments. This role also includes providing the investment team with support for real estate transactions and new product launches. How you'll spend your time Relationships Management of two direct reports, and up to two indirect reports. Serve as the primary point of contact for the Fund Manager and Senior Fund Controller for all matters related to the funds under your responsibility. Fund Accounting and Reporting Manage and review the integrity of the fund accounting and management accounts produced by the fund accountants (including Feeders, Masterfund, Holding companies and SPVs). Manage and oversee fund reporting, including loan reporting to external lenders, VAT, AIFMD Annex IV regulatory reporting and MSCI benchmark reporting. Manage the statutory reporting process for the annual financial statements. Manage the timely filing of tax returns, payment of liabilities and accurate recording of tax accruals through liaison with external advisors Fund Administrator Oversight Provide effective oversight of external fund administrators, ensuring deliverables meet agreed deadlines and quality standards. Cash Management Monitor fund liquidity with reference to capital calls, distributions, external debt and capex projections. Project Support Provide acquisition and disposal support to the Investment Team, including facilitating the funding required for completion. With the support of the Senior Fund Controller, provide support for real estate and infrastructure projects and product launches. To be successful in this role you will have Fully qualified accountant (CA, ACA, ACCA or CIMA). Excellent understanding of UK GAAP and IFRS. Strong analytical skills with thorough attention to detail. Strong organisational skills, with the ability to manage multiple deadlines and projects simultaneously. Ability to manage external advisors and ensure delivery of high-quality outputs. Excellent communication and stakeholder management skills. Self-motivated, with the ability to work independently while collaborating effectively with internal and external teams.- Prior experience in Management of a small team. It would be great if you also had Prior experience in Real Estate and/or Infrastructure Fund Accounting Prior experience in Financial Services Experience in project managing change related projects Prior experience in actively managing third party Fund Administrators What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
We have a unique opportunity for an experienced and proactive Property Asset Manager to join this leading UK Property Investment Firm in Cardiff who specialise in funding, acquiring and managing residential and commercial rental properties. The company are offering the position of Property Asset Manager on either a full-time or part-time basis, at least 20 hours per week, Monday to Friday with flexible start and finish times. About the role As a Property Asset Manager this role requires an organised, discreet and detail-oriented individual with extensive property management expertise. Key responsibilities include: Optimising the performance of property management firms, ensuring leases, rental payments and maintenance works are efficiently managed Overseeing compliance with legal and financial obligations including insurances, in collaboration with solicitors and brokers Liaising with the in-house accountant and communicating financial requirements to the owner Identifying opportunities for portfolio expansion and collaborate with the MD on acquisitions Working with management companies to ensure all properties meet health and safety regulations Managing contract and vendor contracts and coordinating renovations with contractors Liaising with architects, builders, and other professionals for development projects Managing digital records and databases for properties and personal affairs Prioritising and responding to essential messages and acting as gatekeeper for the owner About the rewards In the role of Property Asset Manager, the owner is happy for you to manage solely the administrational duties and sustain the business and there is on offer: A salary on offer of £65,000 to £70,000 per annum, depending on experience and the calibre of the of the applicant Up to 5% share on profits on property deals If you have the ability and experiences to take full responsibility to expand the business by acquiring more properties, then the owner has funds to invest along with an established network of building contractors and other professionals and you would be awarded with a very good profit-sharing incentive. About you As a Property Asset Manager you must have / be: Ideally MRICS qualified Proven experience in property management, ideally with high-net-worth clients Excellent organisational and multitasking skills High level of discretion and confidentiality Strong communication and stakeholder management skills Trustworthy and reliable with strong integrity Proactive and resourceful, with excellent problem-solving skills Meticulous and detail-oriented in task management Adaptable and capable of managing diverse responsibilities seamlessly Eager to learn and grow professionally If you are a dedicated professional with a passion for property asset management, apply now to join a thriving firm which provides the potential for the right person to become a successful property developer, with excellent incentives! How to Apply Please note that eRecruitSmart is advertising the role of Property Asset Manager on behalf of the Hiring Company and your CV will be sent to the Hiring Manager who is responsible for the vacancy that you have applied to. Please only apply if you consent to these terms. You must reside in and have eligibility to work and reside in the UK. Please note, only suitable applicants will be contacted. If your address and contact details are not on your CV, you will not be considered. We look forward to hearing from you!
Jan 29, 2025
Full time
We have a unique opportunity for an experienced and proactive Property Asset Manager to join this leading UK Property Investment Firm in Cardiff who specialise in funding, acquiring and managing residential and commercial rental properties. The company are offering the position of Property Asset Manager on either a full-time or part-time basis, at least 20 hours per week, Monday to Friday with flexible start and finish times. About the role As a Property Asset Manager this role requires an organised, discreet and detail-oriented individual with extensive property management expertise. Key responsibilities include: Optimising the performance of property management firms, ensuring leases, rental payments and maintenance works are efficiently managed Overseeing compliance with legal and financial obligations including insurances, in collaboration with solicitors and brokers Liaising with the in-house accountant and communicating financial requirements to the owner Identifying opportunities for portfolio expansion and collaborate with the MD on acquisitions Working with management companies to ensure all properties meet health and safety regulations Managing contract and vendor contracts and coordinating renovations with contractors Liaising with architects, builders, and other professionals for development projects Managing digital records and databases for properties and personal affairs Prioritising and responding to essential messages and acting as gatekeeper for the owner About the rewards In the role of Property Asset Manager, the owner is happy for you to manage solely the administrational duties and sustain the business and there is on offer: A salary on offer of £65,000 to £70,000 per annum, depending on experience and the calibre of the of the applicant Up to 5% share on profits on property deals If you have the ability and experiences to take full responsibility to expand the business by acquiring more properties, then the owner has funds to invest along with an established network of building contractors and other professionals and you would be awarded with a very good profit-sharing incentive. About you As a Property Asset Manager you must have / be: Ideally MRICS qualified Proven experience in property management, ideally with high-net-worth clients Excellent organisational and multitasking skills High level of discretion and confidentiality Strong communication and stakeholder management skills Trustworthy and reliable with strong integrity Proactive and resourceful, with excellent problem-solving skills Meticulous and detail-oriented in task management Adaptable and capable of managing diverse responsibilities seamlessly Eager to learn and grow professionally If you are a dedicated professional with a passion for property asset management, apply now to join a thriving firm which provides the potential for the right person to become a successful property developer, with excellent incentives! How to Apply Please note that eRecruitSmart is advertising the role of Property Asset Manager on behalf of the Hiring Company and your CV will be sent to the Hiring Manager who is responsible for the vacancy that you have applied to. Please only apply if you consent to these terms. You must reside in and have eligibility to work and reside in the UK. Please note, only suitable applicants will be contacted. If your address and contact details are not on your CV, you will not be considered. We look forward to hearing from you!
PwC's Asset and Wealth Management (AWM) practice is the market leading AWM audit business. Our business is a national practice comprising over 600 staff with a presence in 12 offices across the UK, and comprises both financial audit and non-audit assurance businesses. Working in AWM will provide opportunities to gain experience working across a variety of clients including FTSE listed, global private companies, private partnerships, funds and Private Equity and Venture Capitalist backed companies. You'll work across a wide variety of industry sectors including, Real Estate, Hedge Funds, Pensions, Private Equity, traditional Asset and Wealth management, as well as technology and asset servicing businesses. This breadth of client base gives our people an unmatchable opportunity to gain deep understanding and experience across the whole AWM sector. As a Senior Manager, you'll lead a team of forward-thinking individuals to deliver high quality audits. You'll be responsible, alongside the audit engagement leader, to develop and nurture relationships with our client's senior leaders and work with them to plan the audit process from beginning to end. A rewarding career path awaits - join our team to develop yourself as a strategic leader, benefit from the wide range of development opportunities at PwC alongside contributing to the success of the audit business. The responsibilities include but are not limited to: Leading large multi-location, often international, teams using your people and relationship management skills to deliver high quality audit work from project planning to completion; Developing trusted senior client relationships and demonstrating curiosity that allows you to have insightful conversations and provide appropriate challenge during the Audit; Building connections across teams and specialist areas within PwC to bring insight to the organisations we audit. This includes managing specialist teams supporting the audit, building consensus around conflicting views and making recommendations where appropriate; Leading the delivery of the areas of complex or judgemental audit work, including identifying issues, analysing multiple data points to draw informed conclusions and clearly articulate these conclusions in written and verbal form to senior stakeholders; Ensuring the team's audit documentation meets the highest standards, reviewing financial statements to ensure they comply with relevant requirements; Managing the financial and resource aspects of Audit engagements, demonstrating a commercial approach throughout; Leading internal projects supporting PwC and the lines of service, as well as acting as a role model, mentor and coach for junior staff members in your business unit; Putting the team first by coaching with purpose, being present with the team and openly communicating expectations; and Encouraging an inclusive team environment that promotes innovative thinking, collaboration and constructive challenge - helping people realise their potential and support their long-term aspirations. Essential Skills and Experience: Be Chartered Accountant / ACA / ACCA / ICAS qualified accountant (or international equivalent) or have equivalent work experience in Audit (including international candidates who technically qualify in their home country by experience); A high level of experience of IFRS and/or UK GAAP and be highly skilled in using international standards on auditing; Highly developed project management skills and a strong track record of managing larger or more complex audits to the highest standard from planning to completion; Has the ability to communicate complex or contentious audit matters clearly and concisely in both verbal and written form to colleagues and senior client stakeholders; Has the ability to offer considered points of view in client conversations around broader industry topics and provide knowledgeable challenge to senior clients in the context of an audit; and Takes pride in their work and in the Audit profession. Shows resilience and demonstrates dedication to self development including being agile and innovative in the digital world
Feb 01, 2024
Full time
PwC's Asset and Wealth Management (AWM) practice is the market leading AWM audit business. Our business is a national practice comprising over 600 staff with a presence in 12 offices across the UK, and comprises both financial audit and non-audit assurance businesses. Working in AWM will provide opportunities to gain experience working across a variety of clients including FTSE listed, global private companies, private partnerships, funds and Private Equity and Venture Capitalist backed companies. You'll work across a wide variety of industry sectors including, Real Estate, Hedge Funds, Pensions, Private Equity, traditional Asset and Wealth management, as well as technology and asset servicing businesses. This breadth of client base gives our people an unmatchable opportunity to gain deep understanding and experience across the whole AWM sector. As a Senior Manager, you'll lead a team of forward-thinking individuals to deliver high quality audits. You'll be responsible, alongside the audit engagement leader, to develop and nurture relationships with our client's senior leaders and work with them to plan the audit process from beginning to end. A rewarding career path awaits - join our team to develop yourself as a strategic leader, benefit from the wide range of development opportunities at PwC alongside contributing to the success of the audit business. The responsibilities include but are not limited to: Leading large multi-location, often international, teams using your people and relationship management skills to deliver high quality audit work from project planning to completion; Developing trusted senior client relationships and demonstrating curiosity that allows you to have insightful conversations and provide appropriate challenge during the Audit; Building connections across teams and specialist areas within PwC to bring insight to the organisations we audit. This includes managing specialist teams supporting the audit, building consensus around conflicting views and making recommendations where appropriate; Leading the delivery of the areas of complex or judgemental audit work, including identifying issues, analysing multiple data points to draw informed conclusions and clearly articulate these conclusions in written and verbal form to senior stakeholders; Ensuring the team's audit documentation meets the highest standards, reviewing financial statements to ensure they comply with relevant requirements; Managing the financial and resource aspects of Audit engagements, demonstrating a commercial approach throughout; Leading internal projects supporting PwC and the lines of service, as well as acting as a role model, mentor and coach for junior staff members in your business unit; Putting the team first by coaching with purpose, being present with the team and openly communicating expectations; and Encouraging an inclusive team environment that promotes innovative thinking, collaboration and constructive challenge - helping people realise their potential and support their long-term aspirations. Essential Skills and Experience: Be Chartered Accountant / ACA / ACCA / ICAS qualified accountant (or international equivalent) or have equivalent work experience in Audit (including international candidates who technically qualify in their home country by experience); A high level of experience of IFRS and/or UK GAAP and be highly skilled in using international standards on auditing; Highly developed project management skills and a strong track record of managing larger or more complex audits to the highest standard from planning to completion; Has the ability to communicate complex or contentious audit matters clearly and concisely in both verbal and written form to colleagues and senior client stakeholders; Has the ability to offer considered points of view in client conversations around broader industry topics and provide knowledgeable challenge to senior clients in the context of an audit; and Takes pride in their work and in the Audit profession. Shows resilience and demonstrates dedication to self development including being agile and innovative in the digital world
Head of Client Accounting - Property / Manchester Location / Salary £55,000 - £65,000 + Bonus + Benefits + Hybrid Working / Property Experience Essential / Permanent Role / Fantastic Opportunity NC Associates are working with a rapidy expanding property management business based in Manchester to help recruit a Head of Client Accounting. This is a pivotal role within the finance team and will require someone who has a wealth of experience within property management. As the Head of Client Accounting you will manage a team of Client Accountants and work closely with the senior management team in developing the team. Duties Managing a team of Client Accountants with regular 1-2-1, training and development, recruitment of the team Raise charges and demands via prompts from automatic reporting produced weekly. Monthly Bank Reconciliations on Qube. Reporting - SC Year end Audit Packs, Owner Statements run at fund level, Debtors, Bank statement, Bank rec each fund. Budgets - To load budget and raise charges via instruction received from PM Monitoring all cash balances, moving service charge/rent funds to correct accounts. Production and submission of quarterly VAT returns to HMRC. Updating and maintaining the property management accounting systems and other databases Provide training on property systems and service charge Advise on annual service charge budgets and upload onto QUBE including tenant apportionments Month end shut down and client reporting. Analyse pre purchase service charge data Produce Cash Balance Report and liaise with the Purchase Ledger and Credit Control departments to resolve funding issues on properties to ensure all services are provided to each building Manually bill insurance apportioning the charges where necessary Service Charge Accounting - generating balancing charges when required. Essential Experience Required To be successful in your application for this role you MUST have the following experience Previous experience as a Senior Client Accountant / Manager Previous management experience Experience of working within the property sector ideally commercial property Excellent communicational skills Strong Excel and reporting experience What's on Offer? This is a unique position which offers and very attractive salary and benefits package which includes a bonus and hybrid working, they also offer career development and an opportunity to work closely with the senior management team. Please send your CV for a confidential chat to Wayne Caunce at NC Associates or call 01 We are committed to diversity and inclusion. We welcome all applicants of identity, personal characteristics, or background.
Dec 20, 2022
Full time
Head of Client Accounting - Property / Manchester Location / Salary £55,000 - £65,000 + Bonus + Benefits + Hybrid Working / Property Experience Essential / Permanent Role / Fantastic Opportunity NC Associates are working with a rapidy expanding property management business based in Manchester to help recruit a Head of Client Accounting. This is a pivotal role within the finance team and will require someone who has a wealth of experience within property management. As the Head of Client Accounting you will manage a team of Client Accountants and work closely with the senior management team in developing the team. Duties Managing a team of Client Accountants with regular 1-2-1, training and development, recruitment of the team Raise charges and demands via prompts from automatic reporting produced weekly. Monthly Bank Reconciliations on Qube. Reporting - SC Year end Audit Packs, Owner Statements run at fund level, Debtors, Bank statement, Bank rec each fund. Budgets - To load budget and raise charges via instruction received from PM Monitoring all cash balances, moving service charge/rent funds to correct accounts. Production and submission of quarterly VAT returns to HMRC. Updating and maintaining the property management accounting systems and other databases Provide training on property systems and service charge Advise on annual service charge budgets and upload onto QUBE including tenant apportionments Month end shut down and client reporting. Analyse pre purchase service charge data Produce Cash Balance Report and liaise with the Purchase Ledger and Credit Control departments to resolve funding issues on properties to ensure all services are provided to each building Manually bill insurance apportioning the charges where necessary Service Charge Accounting - generating balancing charges when required. Essential Experience Required To be successful in your application for this role you MUST have the following experience Previous experience as a Senior Client Accountant / Manager Previous management experience Experience of working within the property sector ideally commercial property Excellent communicational skills Strong Excel and reporting experience What's on Offer? This is a unique position which offers and very attractive salary and benefits package which includes a bonus and hybrid working, they also offer career development and an opportunity to work closely with the senior management team. Please send your CV for a confidential chat to Wayne Caunce at NC Associates or call 01 We are committed to diversity and inclusion. We welcome all applicants of identity, personal characteristics, or background.
Hybrid working YARDI Operations Analyst - OUR CLIENT are a well-established and active international Investment and Asset Management group. As a part of their continued transformation and efficiency drive, they are now looking to appoint a YARDI Operations Analyst to join their Real Estate Operations team based in London. THE ROLE - The successful applicant will focus on an on-going strategy of broadening the use of YARDI, striving for platform excellence and developing knowledge and skills of business users to make best use of the available technology. If successful you will be charged with undertaking the following tasks - amongst others: Supporting the Yardi Fund Operations Manager to drive and implement Yardi strategy across the wider fund operations teams, which are spread over a number of geographical locations. Supporting the Yardi Fund Operations Manager in the review and subsequent implementation of a number of strategic Yardi improvement projects. Ongoing management and governance of Yardi data at legal entity level. Maintaining and reviewing security groups for Yardi operations. Account Tree Maintenance. Updating / maintaining user manuals - relating to fund operations activities. Providing on-going training to new users within fund operations. Resolving Yardi accounting related queries. Assisting the onboarding of new mandates at Fund/Legal entity level. Assisting the change of accounting providers and Yardi related issues. Providing the Yardi support for the fund operations team. THE PERSON: To be considered for this role, you will ideally be a qualified Accountant (ACA, ACCA, CIMA or equivalent) or possess strong relevant operation or fund accounting roots with experience of working with YARDI VOYAGER and ideally with knowledge/understanding of core accounting processes and requirements. You should be able to communicate technical details to a non-technical audience. Knowledge of YARDI Investment Management module would be beneficial and ideally you should have experience of working within Real Estate Investment Management. You should be able to demonstrate strong business analysis skills and experience with process documentation as well as experience of system support and requirements analysis. This is great job opportunity for a person who is passionate about technology and delivering efficient business solutions, who is also able to work with a wide range of business users and can advise decision making in a structured way with confidence. Please visit our website to view all our vacancies. Follow us on Twitter or on LinkedIn or like us on Facebook. Please note that due to volume we cannot get back to everyone, however every application is looked at and considered and will be held on Trident International's database for review. If you have not heard back from us within 5 working days you should assume your initial application has been unsuccessful, however if suitable roles arise in the future we will make every effort to contact you.
Dec 19, 2022
Full time
Hybrid working YARDI Operations Analyst - OUR CLIENT are a well-established and active international Investment and Asset Management group. As a part of their continued transformation and efficiency drive, they are now looking to appoint a YARDI Operations Analyst to join their Real Estate Operations team based in London. THE ROLE - The successful applicant will focus on an on-going strategy of broadening the use of YARDI, striving for platform excellence and developing knowledge and skills of business users to make best use of the available technology. If successful you will be charged with undertaking the following tasks - amongst others: Supporting the Yardi Fund Operations Manager to drive and implement Yardi strategy across the wider fund operations teams, which are spread over a number of geographical locations. Supporting the Yardi Fund Operations Manager in the review and subsequent implementation of a number of strategic Yardi improvement projects. Ongoing management and governance of Yardi data at legal entity level. Maintaining and reviewing security groups for Yardi operations. Account Tree Maintenance. Updating / maintaining user manuals - relating to fund operations activities. Providing on-going training to new users within fund operations. Resolving Yardi accounting related queries. Assisting the onboarding of new mandates at Fund/Legal entity level. Assisting the change of accounting providers and Yardi related issues. Providing the Yardi support for the fund operations team. THE PERSON: To be considered for this role, you will ideally be a qualified Accountant (ACA, ACCA, CIMA or equivalent) or possess strong relevant operation or fund accounting roots with experience of working with YARDI VOYAGER and ideally with knowledge/understanding of core accounting processes and requirements. You should be able to communicate technical details to a non-technical audience. Knowledge of YARDI Investment Management module would be beneficial and ideally you should have experience of working within Real Estate Investment Management. You should be able to demonstrate strong business analysis skills and experience with process documentation as well as experience of system support and requirements analysis. This is great job opportunity for a person who is passionate about technology and delivering efficient business solutions, who is also able to work with a wide range of business users and can advise decision making in a structured way with confidence. Please visit our website to view all our vacancies. Follow us on Twitter or on LinkedIn or like us on Facebook. Please note that due to volume we cannot get back to everyone, however every application is looked at and considered and will be held on Trident International's database for review. If you have not heard back from us within 5 working days you should assume your initial application has been unsuccessful, however if suitable roles arise in the future we will make every effort to contact you.
Associate Director - Fund Management - Real Estate. OUR CLIENT are one of the world's leading investment brand names with hundreds of billions of pounds in assets under management in active, ethical investing for a variety of investors around the world. They operate worldwide within public and private investments and have instructed us to help them hire an experienced Associate Director - to join their commercial fund management team to work closely with Fund Manager and ensure investment appraisals, reporting and business planning is accurate. THE ROLE: Working with and reporting to the designated Fund Manager on a £multi-billion, you will require undertake the following: With oversight from the Fund Manager, forming part of the valuation process for the portfolio through liaising with the Investment Management Team (IMT) to ensure independent valuer has all the relevant information, including attending meetings with the valuer on a quarterly basis. Leading on a Readiness for Sale initiative across the UK portfolio, liaising the lawyers, Investment Managers and Property Managers to collate key information. Working with the Fund Manager fulfil the role as the investment liaison with the IMT to ensure a clear knowledge of significant projects, the potential impact on the asset's value, that the investment rationale is clearly articulated to form the basis of a recommendation to the Executive Director or, when required, the Investment Executive. Investment Appraisals - under the guidance of the Executive Director, the Fund Manager and, where appropriate, the Executive Director Business Management (EDBM) collate detailed information on the assets and the market to enable a realistic assessment of the future revenue and expenditure and carry out detailed cash flow appraisals in Excel and/or Argus, modelling relevant scenarios to determine whether an asset should be sold, retained or acquired. Investment Executive - once the strategy has been agreed for any particular asset, drafting the investment executive paper and, on occasion, presenting the recommendation at the Investment Executive or Joint Venture Board meeting. Client Reporting - coordinating the various individuals within the team as necessary to ensure any update report, investment recommendation or board report is accurate. Similarly with the strategic joint ventures ensuring a similar approach with the IMT to ensure all activity is accurately reported and appraised for any board paper or investment recommendation. Transactions - working with the Fund Manager recommend the purchase and sale of investments to the Executive Director. Appropriate Documentation and Transfer to the IMT - nearing the completion of any purchase ensuring there is a comprehensive file of all purchase documentation and due diligence; and ensuring that the relevant Investment Manager is fully briefed on issues and opportunities prior to the client becoming legally contracted. Valuations - in conjunction with the Fund Manager providing appropriate information on and, when necessary, market evidence for the independent quarterly valuation process. Coordinating updates from the finance, asset and development management teams, attend meetings and reviewing valuations highlighting any errors identified and generally assisting them where required in delivering accurate valuations. Bottom Up Understanding and Business Planning - working with the Fund Manager and the IMT ensuring that the underlying assets in both the portfolio and in any joint venture are kept under constant review and, when required, assisting in the production of the asset level business plans to clearly articulate the strategy. Regulatory Responsibilities - adhering to the FCA's Conduct Rules, understanding that they set basic standards of good personal conduct. THE PERSON: To apply for this role, you MUST be a Qualified Accountant (ACA, ACCA or Equivalent), Property Corporate Finance or Chartered Surveyor with an experience in a real estate investment focussed organisation or business. Understanding of financial appraisals, project management and reporting and business planning duties is the key. You should be able to demonstrate an understanding of how to deliver performance from a real estate investment. You should feel confident using MS office tools including Excel (modelling) as well as other Property/ accounting system such as Argus Enterprise for valuations. You have to be a self-starter able to prioritise work and focus on issues. You should possess strong interpersonal, organisational and communication skills able to present fluently in writing and verbally. If you feel strong about the above duties and requirement, you are a great team player, and enthusiastic about the role, this is opportunity to extend your experience within well established and strong business on the contract basis offering hybrid work model. Follow us on Twitter and on LinkedIn or like us on Facebook Please note that due to volume we cannot get back to everyone, however every application is looked at and considered and will be held on Trident International's database for review. If you have not heard back from us within 5 working days you should assume your initial application has been unsuccessful, however if suitable roles arise in the future, we will make every effort to contact you. By applying for this job, you accept the Privacy Policy and Disclaimers which can be found on our website.
Dec 18, 2022
Full time
Associate Director - Fund Management - Real Estate. OUR CLIENT are one of the world's leading investment brand names with hundreds of billions of pounds in assets under management in active, ethical investing for a variety of investors around the world. They operate worldwide within public and private investments and have instructed us to help them hire an experienced Associate Director - to join their commercial fund management team to work closely with Fund Manager and ensure investment appraisals, reporting and business planning is accurate. THE ROLE: Working with and reporting to the designated Fund Manager on a £multi-billion, you will require undertake the following: With oversight from the Fund Manager, forming part of the valuation process for the portfolio through liaising with the Investment Management Team (IMT) to ensure independent valuer has all the relevant information, including attending meetings with the valuer on a quarterly basis. Leading on a Readiness for Sale initiative across the UK portfolio, liaising the lawyers, Investment Managers and Property Managers to collate key information. Working with the Fund Manager fulfil the role as the investment liaison with the IMT to ensure a clear knowledge of significant projects, the potential impact on the asset's value, that the investment rationale is clearly articulated to form the basis of a recommendation to the Executive Director or, when required, the Investment Executive. Investment Appraisals - under the guidance of the Executive Director, the Fund Manager and, where appropriate, the Executive Director Business Management (EDBM) collate detailed information on the assets and the market to enable a realistic assessment of the future revenue and expenditure and carry out detailed cash flow appraisals in Excel and/or Argus, modelling relevant scenarios to determine whether an asset should be sold, retained or acquired. Investment Executive - once the strategy has been agreed for any particular asset, drafting the investment executive paper and, on occasion, presenting the recommendation at the Investment Executive or Joint Venture Board meeting. Client Reporting - coordinating the various individuals within the team as necessary to ensure any update report, investment recommendation or board report is accurate. Similarly with the strategic joint ventures ensuring a similar approach with the IMT to ensure all activity is accurately reported and appraised for any board paper or investment recommendation. Transactions - working with the Fund Manager recommend the purchase and sale of investments to the Executive Director. Appropriate Documentation and Transfer to the IMT - nearing the completion of any purchase ensuring there is a comprehensive file of all purchase documentation and due diligence; and ensuring that the relevant Investment Manager is fully briefed on issues and opportunities prior to the client becoming legally contracted. Valuations - in conjunction with the Fund Manager providing appropriate information on and, when necessary, market evidence for the independent quarterly valuation process. Coordinating updates from the finance, asset and development management teams, attend meetings and reviewing valuations highlighting any errors identified and generally assisting them where required in delivering accurate valuations. Bottom Up Understanding and Business Planning - working with the Fund Manager and the IMT ensuring that the underlying assets in both the portfolio and in any joint venture are kept under constant review and, when required, assisting in the production of the asset level business plans to clearly articulate the strategy. Regulatory Responsibilities - adhering to the FCA's Conduct Rules, understanding that they set basic standards of good personal conduct. THE PERSON: To apply for this role, you MUST be a Qualified Accountant (ACA, ACCA or Equivalent), Property Corporate Finance or Chartered Surveyor with an experience in a real estate investment focussed organisation or business. Understanding of financial appraisals, project management and reporting and business planning duties is the key. You should be able to demonstrate an understanding of how to deliver performance from a real estate investment. You should feel confident using MS office tools including Excel (modelling) as well as other Property/ accounting system such as Argus Enterprise for valuations. You have to be a self-starter able to prioritise work and focus on issues. You should possess strong interpersonal, organisational and communication skills able to present fluently in writing and verbally. If you feel strong about the above duties and requirement, you are a great team player, and enthusiastic about the role, this is opportunity to extend your experience within well established and strong business on the contract basis offering hybrid work model. Follow us on Twitter and on LinkedIn or like us on Facebook Please note that due to volume we cannot get back to everyone, however every application is looked at and considered and will be held on Trident International's database for review. If you have not heard back from us within 5 working days you should assume your initial application has been unsuccessful, however if suitable roles arise in the future, we will make every effort to contact you. By applying for this job, you accept the Privacy Policy and Disclaimers which can be found on our website.
A tax manager specialising in business taxation (Corporation Tax primarily, but with some knowledge of VAT, etc.) in an independent practice with a varied and dynamic client base ranging from entrepreneurs through established family businesses to substantial real estate groups including funds. Client Details A thriving independent firm of Chartered Accountants and tax advisers. The client base is diverse with many high net worth, often internationally based, private clients as well as private companies/partnerships operating in many different business sectors. The business tax team has a portfolio of well over 500 entities with a UK tax presence and based mainly in London and south east England. The firm tends to attract energetic and pragmatic people from a variety of backgrounds who wish to take their training and profession seriously and develop successful careers. Description The tax manager will work as part of the Business Tax team. It is a client facing role which requires a mixture of good technical knowledge, a commercial approach and an ability to work with a wide variety of individuals both inside and outside the practice, often at a senior level. Being in a small but high quality tax team brings a great range of work, and there is ample opportunity to develop as a rounded tax practitioner. The role includes taking ownership of client relationships alongside the partner and director, having day to day management of compliance and being key to the delivery of advisory projects. Profile Good oral and written communication skills are essential, as the firm has a reputation for work of a very high standard. The firm can advise on a wide range of business opportunities with a degree of competence comparable with much larger organisations. The successful candidate will be ACA / ACCA / CTA qualified with predominately corporate tax experience and be at least two years post qualified. An interest in real estate tax work and experience in a current or a previous employment would be of benefit. Job Offer In line with market rate for contractors.
Dec 17, 2022
Full time
A tax manager specialising in business taxation (Corporation Tax primarily, but with some knowledge of VAT, etc.) in an independent practice with a varied and dynamic client base ranging from entrepreneurs through established family businesses to substantial real estate groups including funds. Client Details A thriving independent firm of Chartered Accountants and tax advisers. The client base is diverse with many high net worth, often internationally based, private clients as well as private companies/partnerships operating in many different business sectors. The business tax team has a portfolio of well over 500 entities with a UK tax presence and based mainly in London and south east England. The firm tends to attract energetic and pragmatic people from a variety of backgrounds who wish to take their training and profession seriously and develop successful careers. Description The tax manager will work as part of the Business Tax team. It is a client facing role which requires a mixture of good technical knowledge, a commercial approach and an ability to work with a wide variety of individuals both inside and outside the practice, often at a senior level. Being in a small but high quality tax team brings a great range of work, and there is ample opportunity to develop as a rounded tax practitioner. The role includes taking ownership of client relationships alongside the partner and director, having day to day management of compliance and being key to the delivery of advisory projects. Profile Good oral and written communication skills are essential, as the firm has a reputation for work of a very high standard. The firm can advise on a wide range of business opportunities with a degree of competence comparable with much larger organisations. The successful candidate will be ACA / ACCA / CTA qualified with predominately corporate tax experience and be at least two years post qualified. An interest in real estate tax work and experience in a current or a previous employment would be of benefit. Job Offer In line with market rate for contractors.
Restructuring advisory - get the career you want at RSM Our restructuring advisory graduate apprenticeship programme will give you all the skills and support you need to unlock a future that's packed with opportunities and new experiences. You'll enjoy a fast-tracked business career that recognises your potential and rewards your ambition. Whether you join our core restructuring advisory team or our special investigations team, you'll enjoy a powerful combination of on-the-job learning and structured training - not to mention an impressive client list to work with. You'll discover a culture that nurtures individuality and an environment where everyone is supported to reach their potential. With us, you'll always be moving forward. What does our restructuring advisory team do? Our core restructuring advisory team work with organisations and their advisers, lenders, trustees and creditors to prevent, manage and address issues related to financial difficulty. This could include advice on how to: Develop an effective turnaround strategy; Manage risk by simplifying corporate structure; Review defined benefit pension covenant strength; Monitor emerging financial risks; Preserve value on distressed real estate projects; Realise value and optimise the outcome of a formal insolvency; Secure an appropriate funding solution; Identify and recover assets after contentious insolvency; Navigate an accelerated transaction. Our special investigations restructuring advisory team focus on contentious insolvency and fraud investigations with a demonstrated history of recovering assets from both the UK and overseas. Our multi-disciplinary team deal with enforcement actions and local and international asset tracing working with legal advisers and forensic experts to identify and recover assets and to bring claims against those accountable for fraud, misfeasance, or breach of duty. We deal with cross-border issues, complex litigation and numerous contentious issues, as well as liquidations and high-profile bankruptcies. What can you expect? RSM's graduate apprenticeship in restructuring advisory offers top quality career development. The depth of services and clients you'll be exposed to will help you kick-start your career. You could be working with a wide variety of organisations, including large listed financial institutions, national retail chains, and high- profile charities, as well as some of our international clients that operate throughout the UK and beyond. At RSM, you'll be a key member of our team from day one. You'll get involved in client work very quickly, initially working as part of a larger team before taking on individual responsibility for projects. Once you've completed your initial professional qualifications, the complexity of your workload will increase, and you'll have the opportunity to take on more individual responsibilities and get involved in more challenging issues. With us, you'll have the space to grow and be challenged. Alongside hands-on experience, you'll benefit from on-the-job training from more senior members of the team and gain access to our internal training courses that will help you develop in the role. With our support, you'll become a true trusted adviser to your clients in the future. When you join this team, you'll first work towards the CPI qualification (Certificate of Proficiency in Insolvency) followed by the ACA qualification with the Institute of Chartered Accountants of England and Wales (ICAEW), or your Chartered Accountancy (CA) qualification with the Institute of Chartered Accountants of Scotland (ICAS) or with Chartered Accountants Ireland (CAI). What we look for We're on the lookout for enthusiastic self-starters who are always up for a challenge. Restructuring advisory is a technically demanding discipline, so we look for students who are quick to grasp new subjects. It's important to have an inquisitive mind and pay close attention to detail. You'll often need to review complex financial information and report on any unusual transactions or patterns which you spot, so you'll need excellent written and verbal communication skills. What separates us from our competitors is the financial acumen we demonstrate, and we expect that right from the start from our people. If that sounds like you, we know you'll enjoy being part of our team. Flexible working At RSM we work hard to create an environment where our people can make a difference - to themselves, their career, their teams, and to the success of our firm and clients. We support all our people to work flexibly, to manage their family and other responsibilities alongside their work commitments; we believe this is key to achieving an inspiring and fulfilling working environment. Diversity and inclusion at RSM At RSM, inclusion and diversity are central to our values. We have an authentic focus on intentional inclusion, enabling our people to feel they can bring their whole self to work and ensuring everyone feels supported, respected and confident to make a valuable contribution. To find out more, please visit our diversity and inclusion page on our careers website. Our recruitment process Please note, for those who perform well throughout our assessment process, should your first preference be unavailable, you could potentially be offered a role in another location or department. This would always be discussed with you in this instance. RSM will only take one application into consideration per recruitment cycle. We do not accept multiple applications to different vacancies. Minimum Qualifications Entry requirements At RSM, we don't just look for good exam results. We think passion, personality and originality are just as important. You will need: 112 UCAS points across 3 A Levels or an equivalent level 3 qualification, or 104 UCAS points across 4 Scottish Highers/Advanced Highers or Irish Leaving Certificate (Higher Level); A predicted/obtained honours degree. Please note, RSM does not accept General Studies, AS levels or the Extended Project Qualification (EPQ).
Dec 17, 2022
Full time
Restructuring advisory - get the career you want at RSM Our restructuring advisory graduate apprenticeship programme will give you all the skills and support you need to unlock a future that's packed with opportunities and new experiences. You'll enjoy a fast-tracked business career that recognises your potential and rewards your ambition. Whether you join our core restructuring advisory team or our special investigations team, you'll enjoy a powerful combination of on-the-job learning and structured training - not to mention an impressive client list to work with. You'll discover a culture that nurtures individuality and an environment where everyone is supported to reach their potential. With us, you'll always be moving forward. What does our restructuring advisory team do? Our core restructuring advisory team work with organisations and their advisers, lenders, trustees and creditors to prevent, manage and address issues related to financial difficulty. This could include advice on how to: Develop an effective turnaround strategy; Manage risk by simplifying corporate structure; Review defined benefit pension covenant strength; Monitor emerging financial risks; Preserve value on distressed real estate projects; Realise value and optimise the outcome of a formal insolvency; Secure an appropriate funding solution; Identify and recover assets after contentious insolvency; Navigate an accelerated transaction. Our special investigations restructuring advisory team focus on contentious insolvency and fraud investigations with a demonstrated history of recovering assets from both the UK and overseas. Our multi-disciplinary team deal with enforcement actions and local and international asset tracing working with legal advisers and forensic experts to identify and recover assets and to bring claims against those accountable for fraud, misfeasance, or breach of duty. We deal with cross-border issues, complex litigation and numerous contentious issues, as well as liquidations and high-profile bankruptcies. What can you expect? RSM's graduate apprenticeship in restructuring advisory offers top quality career development. The depth of services and clients you'll be exposed to will help you kick-start your career. You could be working with a wide variety of organisations, including large listed financial institutions, national retail chains, and high- profile charities, as well as some of our international clients that operate throughout the UK and beyond. At RSM, you'll be a key member of our team from day one. You'll get involved in client work very quickly, initially working as part of a larger team before taking on individual responsibility for projects. Once you've completed your initial professional qualifications, the complexity of your workload will increase, and you'll have the opportunity to take on more individual responsibilities and get involved in more challenging issues. With us, you'll have the space to grow and be challenged. Alongside hands-on experience, you'll benefit from on-the-job training from more senior members of the team and gain access to our internal training courses that will help you develop in the role. With our support, you'll become a true trusted adviser to your clients in the future. When you join this team, you'll first work towards the CPI qualification (Certificate of Proficiency in Insolvency) followed by the ACA qualification with the Institute of Chartered Accountants of England and Wales (ICAEW), or your Chartered Accountancy (CA) qualification with the Institute of Chartered Accountants of Scotland (ICAS) or with Chartered Accountants Ireland (CAI). What we look for We're on the lookout for enthusiastic self-starters who are always up for a challenge. Restructuring advisory is a technically demanding discipline, so we look for students who are quick to grasp new subjects. It's important to have an inquisitive mind and pay close attention to detail. You'll often need to review complex financial information and report on any unusual transactions or patterns which you spot, so you'll need excellent written and verbal communication skills. What separates us from our competitors is the financial acumen we demonstrate, and we expect that right from the start from our people. If that sounds like you, we know you'll enjoy being part of our team. Flexible working At RSM we work hard to create an environment where our people can make a difference - to themselves, their career, their teams, and to the success of our firm and clients. We support all our people to work flexibly, to manage their family and other responsibilities alongside their work commitments; we believe this is key to achieving an inspiring and fulfilling working environment. Diversity and inclusion at RSM At RSM, inclusion and diversity are central to our values. We have an authentic focus on intentional inclusion, enabling our people to feel they can bring their whole self to work and ensuring everyone feels supported, respected and confident to make a valuable contribution. To find out more, please visit our diversity and inclusion page on our careers website. Our recruitment process Please note, for those who perform well throughout our assessment process, should your first preference be unavailable, you could potentially be offered a role in another location or department. This would always be discussed with you in this instance. RSM will only take one application into consideration per recruitment cycle. We do not accept multiple applications to different vacancies. Minimum Qualifications Entry requirements At RSM, we don't just look for good exam results. We think passion, personality and originality are just as important. You will need: 112 UCAS points across 3 A Levels or an equivalent level 3 qualification, or 104 UCAS points across 4 Scottish Highers/Advanced Highers or Irish Leaving Certificate (Higher Level); A predicted/obtained honours degree. Please note, RSM does not accept General Studies, AS levels or the Extended Project Qualification (EPQ).
Job Title: Independent Financial Adviser Location: Enfield Salary: £45,000 - £50,000 basic, plus bonus/commission About the firm Our client is a well-established, Independent Financial Adviser just outside of London with loyal clients who appreciate their personalised service. They have a friendly working environment, which is reflected in their low staff turnover. Their staff have over 250 years of experience in the world of finance and as a group, they are amongst the most well qualified, across a broad range of financial skills, of any financial advice company in the UK. They specialise in discretionary fund management, although they also offer an advisory service. Their advice covers areas including but not restricted to, investment and savings; pensions and retirement; estate planning and wealth distribution between generations; and the efficient use of wealth to mitigate income, capital gains and inheritance taxes. About the role This is a really good opportunity that would suit an experienced Adviser who is looking to move into a role within a small but successful IFA firm. In this role, the successful candidate would inherit an existing client bank where there are no individual targets or a need for advisers to generate leads. There also is an option for a junior Adviser who is early on in their career to be successful within this role too. The successful candidate would need to have experience of devising, implementing and monitoring strategies to obtain client goals and requirements, particularly with High Net Worth Individuals. Roles and Responsibilities Conducting and recording in-depth reviews of a range of clients' financial circumstances and future aims, at various locations or over the telephone, by Zoom or post, as appropriate. Devising and explaining recommendations or strategies to clients on ways to best utilise their money or achieve their goals. Analysing and re-evaluating investment portfolios, based on asset allocation, risk tolerance and each client's individual financial needs and objectives. Ensuring all regulatory requirements appropriate to a registered individual are adhered to, including the annual retention of a Statement of Professional Standing. Ensuring an adequate level of qualifications is maintained and appropriate Continuing Professional Development is undertaken and correctly recorded, including keeping up to date with legislative and product changes. Researching products, providers and funds on a whole of market basis, with a view to joining the Investment Committee when appropriate. Liaising with other professionals including accountants and solicitors, as appropriate. A full benefits package is available with this role, including (but not limited to); a company wide bonus scheme, employer pension contribution without matching and 25 days holiday plus bank holidays. If you would like to discuss this role in further detail, please apply and one of out specialist consultants will be in touch.
Dec 16, 2022
Full time
Job Title: Independent Financial Adviser Location: Enfield Salary: £45,000 - £50,000 basic, plus bonus/commission About the firm Our client is a well-established, Independent Financial Adviser just outside of London with loyal clients who appreciate their personalised service. They have a friendly working environment, which is reflected in their low staff turnover. Their staff have over 250 years of experience in the world of finance and as a group, they are amongst the most well qualified, across a broad range of financial skills, of any financial advice company in the UK. They specialise in discretionary fund management, although they also offer an advisory service. Their advice covers areas including but not restricted to, investment and savings; pensions and retirement; estate planning and wealth distribution between generations; and the efficient use of wealth to mitigate income, capital gains and inheritance taxes. About the role This is a really good opportunity that would suit an experienced Adviser who is looking to move into a role within a small but successful IFA firm. In this role, the successful candidate would inherit an existing client bank where there are no individual targets or a need for advisers to generate leads. There also is an option for a junior Adviser who is early on in their career to be successful within this role too. The successful candidate would need to have experience of devising, implementing and monitoring strategies to obtain client goals and requirements, particularly with High Net Worth Individuals. Roles and Responsibilities Conducting and recording in-depth reviews of a range of clients' financial circumstances and future aims, at various locations or over the telephone, by Zoom or post, as appropriate. Devising and explaining recommendations or strategies to clients on ways to best utilise their money or achieve their goals. Analysing and re-evaluating investment portfolios, based on asset allocation, risk tolerance and each client's individual financial needs and objectives. Ensuring all regulatory requirements appropriate to a registered individual are adhered to, including the annual retention of a Statement of Professional Standing. Ensuring an adequate level of qualifications is maintained and appropriate Continuing Professional Development is undertaken and correctly recorded, including keeping up to date with legislative and product changes. Researching products, providers and funds on a whole of market basis, with a view to joining the Investment Committee when appropriate. Liaising with other professionals including accountants and solicitors, as appropriate. A full benefits package is available with this role, including (but not limited to); a company wide bonus scheme, employer pension contribution without matching and 25 days holiday plus bank holidays. If you would like to discuss this role in further detail, please apply and one of out specialist consultants will be in touch.
