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Testimonials

"We have always found both Lisa and Darran efficient and effective in their search for solutions. Their ability to think "outside the box" has connected us with candidates we might have otherwise missed out on. We have been happy to recommend Fletcher George to our clients for their recruitment needs."

Senior Partner
independent Surrey firm

"Thanks again Lisa for all you and Darran have done you two are amazing"

ACCA Part Qualified
a Top 50 firm of Accountants

"Lisa at Fletcher George has become over the last few years our first port of call regarding finding professional staff. The last three times we have taken on a new person we have had to look no further and have ended up with just what we are looking for."

Partner
A Top 100 firm

"Fletcher George have found us three senior staff in recent years, all of whom are still with us. As a small firm it's particularly important that we employ the right staff and Fletcher George have never let us down"

Partner
Well established independent firm

"We have worked with a number of agencies, but what sets FG apart from the rest is that their service is, like the best run professional service firms, based on relationships and understanding what the clients need. Lisa in particular understands the culture of our firm and whether a candidate will "fit" within our organisation."

Managing Partner
Leading Surrey firm

Position: Investment Accountant
Reference: DC-1697
Salary: 40000
County: Surrey
Type: Permanent
Description:

Our client, is a leading firm of accountants with a strong UK and international presence and an extremely diverse client base which sets this firm aside to many other Surrey based firms.

Their client portfolio includes: Business Services, Property, Engineering, Charities, LLP's, Financial Institutions, Investment Houses and many HNW clients with complex Trust Funds. 

The Partners have qualified with a Top 4, have been home grown and some have come from smaller boutique firms however they all have a high level of technical expertise and strive to develop real relationships with their clients whether they are smaller entrepreneurial businesses or the UK subsidiary of a large international business or even a niche charity.

Based in the Trust and Wealth Department you will be providing regular reports to individuals and families, consolidating their net worth over a variety of assets. Reports include wealth consolidation, investment performance, and expenditure analysis in addition to management accounts. Clients are typically UHNW individuals or families.

Day to day duties will include:

  • Preparation of customised wealth and investment reports.
  • Preparation of general ledger reporting, including trial balances, financial statements, management accounts and statutory accounts.
  • Advising clients on accounting treatments.
  • Preparation of investment performance reporting.
  • Reconciliation and analysis of data prior to report production.
  • Supervising junior members of staff to ensure all postings are performed in a timely manner.
  • Analytical review and sign off of reports prior to client distribution.
  • Client liaison to HNW/UHNW families and their advisors.
  • Contribution to the system review and upgrade process.
  • Development of processes and procedures to accommodate business changes.
  • Support of new business development opportunities.

The salary band of £35,000 - £40,000 has been set by Fletcher George and salary offered will be based on relevant experience and qualification.  In addition there is an excellent range of benefits and access to the on site gym.

Fletcher George is a Leatherhead based financial recruiter.  We specialise in placing candidates resident and wishing to work in Surrey and South West London.  Our team have over 50 years of experience recruiting Accounting and Tax professionals in the local area.

We aim to offer all registered candidates a first class service based on our local knowledge and specialist relationships.

Please do apply for this role and we will assess your suitability for the role and will be prompt to make contact where relevant. Sometimes we may consider your application is more suited to other roles we have registered and we may also consider your application for more than one role.

Fletcher George is acting as an Employment Agency and we aim to respond to all candidates relevant for the role within a 48 hour working period.

Referrals are welcome – you can receive up to £500 of Amazon vouchers when we successfully place your referral, just make sure they mention you when they register. The full details of Fletcher George’s referral scheme is on our website.

Click here to apply for this position < Back

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Please telephone us on 01372 364 160 or alternatively complete the following details.

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Register as a Candidate

Please telephone us on 01372 364 160 or alternatively complete the following details.

Refer a friend

Introduce your friends for rewards up to £500 of Amazon vouchers.

Click here for more details