Commercial Project Financial Accountant

England, Gloucestershire
£50000 - £55000 per annum
04 Jul 2018
03 Aug 2018
May Travis
Job Role
Qualification Level
Fully qualified
Professional Membership
Seniority Level
Contract Type

Our client is a large Wealth Management Company with £89.91bn of Client Funds under their management.

They are currently looking for a Commercial Project Financial Accountant to join the business and offer financial support to the commercial division.

Client Details

Their focus on achieving and maintaining a thorough understanding of your financial needs and aspirations. They believe passionately that the best wealth management service is provided through personal, face-to-face advice.

Their Partners deliver that service, supported by a comprehensive range of financial solutions and a distinctive approach to investment management, which enables them to create financial plans that can adapt to your changing needs and circumstances.


As part of a newly cretaed role, the Commercial Project Financail Accountant will be required to:

  • Undertake ad-hoc commercial finance projects for the St. James's Place Large & Medium Business Unit (LMBU)

  • Provide support to LMBU businesses with finance related matters

  • Analysis of LMBU finance metrics for Corporate decision making

  • Appraise financial issues which impact owner managed businesses and apply findings to similar SJP businesses and the wider Corporate

  • Use findings/deliverables to apply to other SJP Partner businesses and therefore use to drive company-wide policies and guidance


The successfulcandiate will have the following:
  • Strong Microsoft Excel knowledge (e.g. pivot tables, financial modelling

  • Qualified accountant (ACA, ACCA, CIMA)

  • Financial services experience and expertise is of benefit, but not essential

  • Excellent report writing skills and drafting of persuasive Board papers

  • Project management experience with Board level deliverables

  • Ability to prioritise and manage numerous projects to tight deadlines

  • Excellent analytical skills, ability to draw conclusions and contribute to finance strategy

  • Ability to use expertise to solve complex problems and queries

  • Work independently and with a large degree of autonomy

  • Uses multiple sources of information for problem solving

  • Ability to develop deep relationships with both internal and external contacts

  • Ability to convey complex ideas and theories and to engage with technical specialists

Job Offer

Attractive Package

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