Management Account

About the Role

[Employer hidden — sign up to reveal] is more than just a Chartered Financial Planning company - we’re an award-winning, independent firm based in Handforth, Cheshire, with one clear purpose: making people’s lives better. Whether it’s our clients, our team, our community, or anyone who crosses our path. We believe in creating a positive impact in everything we do. Plus, we’re proudly managing over £1.3bn in assets for our clients. Ready to be part of something big? This is where it all happens!

Finding the right people is the secret to our success. We're incredibly proud of our amazing team and their dedication to excellence. Join us and you'll enjoy fantastic benefits, a challenging, exciting role, with boundless opportunities for growth and development. We’re serious about what we do, we don’t take ourselves too seriously though, and make time for fun along the way too!

Responsibilities

• Maintain accurate and complete financial records, ensuring all transactions are correctly recorded in the Accounts IQ accounting system.
• Support the preparation of monthly management accounts, helping to produce clear and timely reporting with meaningful commentary.
• Assist with balance sheet reconciliations, ensuring differences are identified, investigated, and resolved.
• Work with the Finance Manager on budgeting and forecasting processes, helping to build and maintain an accurate financial plan.
• Assist with income reconciliation processes, ensuring strong controls and accuracy of reported income.
• Support risk management and compliance activities, including VAT returns, regulatory reporting, and payroll review processes.
• Ensure compliance with legal requirements, accounting standards, and internal policies, building knowledge of regulatory expectations.
• Assist with the annual audit process, working with both internal teams and external auditors to ensure a smooth and efficient audit.
• Identify opportunities to improve processes and controls, particularly through better use of Excel and systems, as your confidence grows.
• Contribute to ad-hoc projects and wider team initiatives as the business continues to grow and evolve.

Qualifications and Experience

• ACA qualified.
• Practice-trained with hands-on experience across audit and/or accounts preparation.
• Likely coming from a small to mid-sized firm where you’ve gained broad exposure rather than a highly specialised role.

Why Join Us?

At [Employer hidden — sign up to reveal], we live our values through the following: Integrity, Growth, Simplicity, Excellence.

So why join us? At [Employer hidden — sign up to reveal], the work environment is fast-paced. We have a hard-working, energetic team, who adapt to change easily. We are a friendly and supportive bunch, and [Employer hidden — sign up to reveal]’s culture is rooted in fun, collaboration, learning, and growth. We strive for excellence, setting high standards, while fully committing to supporting and nurturing your development, which means we expect your best but we’ll also give you ours.

Helping people live the lives they want to live, look after those they love, and leave powerful legacies is part of the day job. We genuinely want to help create more choices and more freedom for our clients, ultimately making their lives, and the lives of those around them, better.

To support our team's development, we cover the costs of study materials and exam fees for relevant qualifications. Additionally, we offer paid study and exam leave. To ensure a healthy work-life balance, we offer a generous annual leave package. We also offer a flexible working framework, allowing team members to work from home when appropriate and where reasonable, flex their work hours, in line with business requirements. We also provide the benefits you’d expect from an award-winning company such as bonuses, pension, death in service, income protection and more.

Additional Information

This vacancy has now been closed. Thank you for your interest.

Closing Date: 30/04/2026 | Location: Ascot House | Department: Finance and Insight | Job Title: Management Account | Salary: up to £60,000 | City: Wilmslow | Country: United Kingdom