Wealth Management Advisor

2 weeks ago


Central London, United Kingdom Aldrich & Company Limited Full time
Job Title: Wealth Management Advisor

We are seeking an experienced Wealth Management Advisor to join our team and provide exceptional wealth management services to our clients.

The successful candidate will have a professional accounting qualification, excellent knowledge of accounting regulations, principles, and procedures within the investment space, and experience preparing tax returns and Personal Self-Assessments.

The salary for this role is approximately £65,000-£85,000 + benefits, depending on experience.

About the Role:

The Wealth Management Advisor will be responsible for providing high-quality wealth management services to our clients, including preparing tax and VAT returns, ad hoc administrative jobs, and assisting with the preparation and maintenance of financial records.

The ideal candidate will have strong analytical and problem-solving skills, proficiency in accounting software and MS Office, and excellent communication and interpersonal skills.

Requirements:
  • Professional accounting qualification (e.g., ACA, ACCA, CTA, ATT)
  • Proven experience as an Accountant or in a similar role
  • Knowledge of accounting principles and regulations
  • Strong analytical and problem-solving skills
  • Proficiency in accounting software and MS Office


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