Private Client Accountant

Change Recruitment Group are looking to recruit a Client Accountant for our Edinburgh-based client on a full-time, permanent basis with the option of flexible & hybrid working and a salary range of circa £35k – £40k.

Within the role, you will undertake accounting and personal financial management for private clients who have lost capacity under the authority of a power of attorney. Additionally, you will prepare trust accounts and charity accounts for submission to the Charity Regulator.

This role would be well suited to a Qualified or Part-Qualified Accountant looking to join a supportive team with a flexible approach, good work-life balance and study support to further their professional development. Those able to demonstrate the ability to work well in diverse teams and who possess a good understanding of financial ledgers and record of effective financial recording would be well positioned to apply.

Key responsibilities:

• Review and maintain bank statements and financial records to prepare accounts for client’s financial position for budgeting and financial planning

• Liaise with banks and other financial institutions to lodge power of attorney and request information

• Reviewing trust minute books and financial records to prepare annual trust accounts

• Supporting the streamlining of the personal finances of clients

• Managing the payment of bills including insurance premiums, household bills etc

• Preparing and submitting OSCR charity accounts, liaising with charity trustees and independent examiner

Key skills and experience:

• Strong record keeping, particularly clear and accurate client financial records

• Demonstrable ability to understand financial ledgers

• Good IT skills, particularly being skilled in Microsoft Excel

• Excellent team working skills

If you’d like to find out more, please get in touch and send your CV at the earliest opportunity to fergus.wade@changerecruitmentgroup.com.