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Investment Management Associate Location: Blackpool (hybrid working available) Salary: £35,000-£60,000 Overview An established discretionary wealth management firm is seeking an Assistant Investment Manager (Client Dealing) to support Investment Managers in delivering high-quality portfolio management and client service. This role provides comprehensive investment and administrative support, ensuring efficient portfolio oversight, accurate client reporting, and adherence to regulatory and internal governance standards. The successful candidate will act with integrity and professionalism at all times, prioritising positive client outcomes and regulatory compliance. Key Responsibilities Client & Investment Support • Work closely with an Investment Manager to support the development and maintenance of client relationships, delivering excellent service and adapting appropriately for vulnerable clients., • Draft client correspondence and meeting documentation., • Prepare portfolio reports, performance data and supporting materials for client meetings and presentations., • Assist with suitability reviews by collating relevant client and portfolio information., • Maintain accurate and up-to-date client records, including documentation of meetings and communications. Portfolio Monitoring & Administration • Support ongoing portfolio monitoring in line with firm models and procedures., • Assist with reviewing tolerance and exception reports, highlighting discrepancies for Investment Manager review and supporting follow-up actions., • Ensure client valuations and tax documentation are accurate, complete and issued in accordance with regulatory standards., • Provide administrative support for account opening, client onboarding (including CDD/KYC), stock transfers and day-to-day portfolio administration., • Assist in resolving client queries or complaints, escalating to Compliance where required., • Support remedial actions arising from compliance monitoring or advice reviews within agreed timescales. Dealing & Execution • Place trades based on instructions from Investment Managers, ensuring accurate execution and booking within the relevant systems., • Accept and process client execution-only orders for non-complex instruments in line with documented procedures and regulatory requirements., • Following certification, undertake investment research under the direction of the Investment Manager and within firm guidelines. Business Development & Relationship Management • Assist with preparing pitch materials and presentations for prospective clients., • Support the management and updating of new business pipeline reporting., • Liaise, at the direction of the Investment Manager, with financial planners, intermediaries and product providers regarding client investments and tax matters., • Identify opportunities to introduce clients to additional services within the wider organisation., • Contribute to the achievement of team targets through efficient servicing of existing and new clients. Additional Responsibilities • Maintain FCA Certification requirements, demonstrating ongoing Fitness & Propriety., • Complete and record appropriate Continuing Professional Development (CPD)., • Identify opportunities for process improvement and contribute to efficiency initiatives., • Support wider team projects and assist in the development of junior colleagues where required., • Provide broader front-office support as needed. Candidate Profile Qualifications • RQF Level 3 (CISI) qualification – desirable., • Commitment to achieving RQF Level 4 (e.g. CISI Investment Advice Diploma) within an agreed timeframe (minimum requirement for Certification)., • Assessed as Fit & Proper under the FCA Certification Regime (or eligible to obtain). Technical Skills • Strong working knowledge of Microsoft Word, Excel and PowerPoint., • Experience with portfolio management and trading systems., • Familiarity with market data systems such as Bloomberg, FactSet, Fidessa or equivalent., • Understanding of internal procedures and regulatory frameworks relevant to client dealing. Regulatory & Conduct Awareness • Sound understanding of FCA regulatory requirements applicable to client dealing roles., • Demonstrates integrity, due skill and care, and commitment to fair client outcomes., • Maintains high standards of market conduct and regulatory cooperation.

We are recruiting for an Audit & Financial Reporting Manager on behalf of a successful, dynamic accountancy practice that has been going through a period of ongoing growth, and the successful candidate will be a part of this continued growth.

We are partnering with a well-known business based near Tadcaster, currently seeking a Financial Reporting Manager to join their core accounting team. About the Role:You will be responsible for delivering high-quality statutory and management reporting, en.

Financial Reporting & System Manager Global Markets Global FMCG Business Hybrid Working 2/3 days in South East, Kent OfficeWere looking for a Financial Reporting & System Manager to join the Global Markets Group Finance Centre of Excellence within a leading global FMCG organisation.

Monthly financial reporting for legal entities including WorldFirst and Alipay. In close collaboration with partners, we support merchants of all sizes worldwide to realize their growth aspirations through a comprehensive range of tech-driven digital payment and financial services solutions. Regulat

You will also collaborate with ALB facing accounts teams to support the development of a group wide financial accounting Centre of Expertise, enabling consistent, high quality financial reporting and technical advice. As Financial Accounting Manager, you will provide strong leadership to the existin

We are partnering with a leading Manufacturing business in East Kent to find an experienced Financial Reporting Manager to drive accurate reporting, optimise systems and provide insights that help shape strategic decisions. What You'll Do As Financial Reporting Manager. What's On Offer Financial Rep

Responsibilities include preparing audit deliverables and improving financial reporting. The role involves strategic financial insight, preparation of statutory accounts, and balance sheet forecasting. Candidates should have a strong understanding of financial regulations and previous experience in

A reputable financial services firm in Greater London seeks a qualified accountant to oversee financial reporting and analysis. Responsibilities include preparing financial reports, supervising the Assistant Finance Manager, and ensuring compliance with accounting standards. Ideal candidates will ha

Group Financial Reporting Manager. Halliday Marx have partnered with a rapidly expanding PE backed business who are looking to hire an Interim Group Financial Reporting Manager on an interim basis for 12 months. Responsible for ensuring reporting is done in line with IFRS technical requirements, spe

You will support informed decision-making and effective financial stewardship by proactively identifying opportunities to improve financial reporting, control effectiveness, and data quality. Work closely with the FP&A, Financial Processing and Payroll teams to help them complete accurate monthly Gr

Interim Head of Financial Reporting for an initial 6 months period. Lead on statutory and regulatory reporting process under IFRS 17. Responsible for cyclical close and reporting process, working closely with small team.

A leading services provider in the United Kingdom is seeking a Group Reporting Manager responsible for completing statutory returns and producing month end management accounts.

Additional benefits and information for the role of Financial Reporting Assistant Manager:. What will the Financial Reporting Assistant Manager role involve?. ACA, ACCA qualified accountant or equivalent with practical experience in statutory accounts preparation and financial reporting.

Axon Moore are supporting a global consumer business with the appointment of an Interim Group Financial Reporting Manager, to work in their Group head office in Central London. Interim Group Financial Reporting Manager – French Speaking. This role will be instrumental in the group financial report

A practical understanding of international tax concepts such as PFICs, CFCs, and foreign information reporting (Form 926, Form 8865, Form 8621, Form 5471, etc. Background in financial services, ideally working with private equity funds in a US tax capacity.

We are seeking an experienced Financial Reporting Manager to support a large and complex renewable energy group through its year‑end close, statutory reporting, and external audit process. Strong SAP expertise (including knowledge of SAP Group Reporting) is essential, as the role will work extensi

Financial Reporting Manager | Media Industry. We are delighted to be recruiting an exciting new opportunity for a Financial Reporting Manager at a work leading media agency. This newly created role will partner with the CFO and lead the Group’s financial reporting, tax, and working capital process

A prominent London Borough is seeking a Financial Reporting Manager to oversee the annual closing process and produce financial statements.

Financial Reporting Manager applications are being handled confidentially. Keeping the internal reporting library current and practical for teams to use. Confident working across IFRS and UK GAAP, and comfortable with UK reporting and governance requirements.

A leading financial recruitment firm is seeking an Interim Group Financial Reporting Manager for a 12-month duration in Central London. This hybrid role involves managing a team, ensuring compliance with IFRS reporting standards, and liaising with auditors.

Financial Reporting Manager to support the Head of Finance and take ownership of group reporting across multiple European and overseas markets. You’ll act as the Financial Controller’s number two on all aspects of financial reporting, while leading and developing a small team of qualified accoun

The Financial Reporting & Control team covers financial reporting, systems, control and tax, as part of the Finance Shared Service for London Borough of Sutton and Royal Borough of Kingston Upon Thames. As our Financial Reporting Manager, you will hold a senior leadership position within the Shared

A well-established company in Portsmouth is seeking a Financial Reporting Manager for a 12-month fixed-term contract.

A global insurance leader is seeking a Financial Reporting Manager to oversee the timely and accurate financial reporting process under US GAAP and UK GAAP.

Dynamite Recruitment is currently recruiting for a Financial Reporting Manager to join a well-established company based in Portsmouth on a 12-month FTC. This role will be responsible for delivering financial reporting & analytics, supporting system implementation, financial modelling and insight-dri

Tax practice continues to see strong growth driven by rising demand from European asset managers with U. Strong judgement with the ability to translate technical state tax concepts into practical, commercial advice for asset managers. SALT experience, ideally within financial services.

Reporting to the CFO, the Financial Reporting Manager will lead the Group’s financial reporting, tax, and working capital processes, ensuring accuracy and driving continuous improvement. Financial Reporting Manager – Temporary (Potential Temp-to-Perm for the right candidate). Ensure compliance w

Reporting to the Head of Finance Operations you’ll lead a team (x5) and oversee all financial accounting, finance system interfaces and finance operations (expenses, AP, treasury) ensuring accuracy, timely delivery against month end and reporting period close timetables whilst championing continuo

You will support informed decision-making and effective financial stewardship by proactively identifying opportunities to improve financial reporting, control effectiveness, and data quality. You will provide strategic financial insight and challenge, and lead on balance sheet and cashflow forecasti

In this role you will collaborate with our client's senior team, take ownership of reporting financial results within group financial control, and focus on month‑end reporting and statutory reporting at half‑year and year‑end. Eaton Syalon, in exclusive partnership with one of the East Midland

You will also collaborate with ALB‑facing accounts teams to support the development of a group‑wide financial accounting Centre of Expertise, enabling consistent, high‑quality financial reporting and technical advice. As Financial Accounting Manager, you will provide strong leadership to the e

Monthly financial reporting for legal entities. Regulatory reporting for above entities.

This role will also provide analytical review and challenge on reporting processes in the Controllership team:* Working with the onshore and offshore teams to deliver a robust, efficient and accurate process for AIG UK’s financial results on both US GAAP and UK GAAP basis* Provide analytical revie

The Financial Reporting & Control team covers financial reporting, systems, control and tax, as part of the Finance Shared Service for London Borough of Sutton and Royal Borough of Kingston Upon Thames. As our Financial Reporting Manager, you will hold a senior leadership position within the Shared

A leading financial services company in the Bristol region requires a Data Governance / Data Reporting Manager to join its growing team. Get notified about new Reporting Manager jobs in. Develop quarterly reporting data management to increasing levels of automation, using the Opus Nebula platform.

An exciting opportunity has arisen for an experienced Tax Compliance & Reporting senior Manager to join a complex, fast-paced international group within a high-performing EMEA & APAC tax team. Leading Pillar 2 reporting requirements in collaboration with regional financial controllers. This position

We are looking for an Accounting and Financial Reporting Manager who will support within our ‘Accounting and Financial Reporting’ team across our London offices. In depth understanding of UK financial reporting requirements. Lifestyle, Health, and Wellbeing including financial wellbeing benefits

Reporting directly to the Finance Director, you will lead all aspects of financial reporting, compliance, and control, while developing a high-performing finance team. This is a pivotal leadership position, offering real influence over financial governance, reporting strategy, and business performan

Leading privately owned fashion brand is currently looking for a Financial Reporting Manager to join their team. You will take ownership of core financial accounting activities, strengthen controls, and lead continuous improvement initiatives, while delivering year-end reporting, statutory accounts

A leading pharmaceutical company in Essex is seeking a Financial Reporting Manager. Candidates should have significant experience in financial reporting, especially in multi-entity settings, and should be ACA or ACCA qualified.

This role involves managing financial reporting and client relationships, ensuring compliance with UK standards. Ideal candidates will be ACA or ACCA qualified with a strong understanding of UK financial reporting. A leading consulting firm in Greater London is seeking an Assistant Manager for their

Group Reporting Manager required for a high-growth international digital media group (Hybrid – London). Proven experience managing month-end close and reporting cycles in complex structures. Lead and manage the month-end close process, ensuring efficient and accurate group reporting.

We are looking for an Assistant Manager to join our Finance Function Support team in London, to assist managers to profitably deliver Accounting and Financial Reporting work across a portfolio of corporate clients. Lifestyle, Health, and Wellbeing including financial wellbeing benefits such as finan

This Group Financial Reporting Manager is based in Milton Keynes and has a salary of £70,000 - £80,000 plus bonus and other company specific benefits. Robert Walters is partnering with an international listed PLC to appoint a Group Financial Reporting Manager into a key role within its Group finan

This is a high-impact Financial Reporting Manager role, owning the financial reporting for Halfords Autocentres’ complex 3PL supply chain. Own end-to-end financial reporting for the Autocentres 3PL supply chain, covering both management and statutory reporting. Qualified accountant (ACA, ACCA or e

The Financial Reporting Managerrole will play a pivotal role in the UK Controllership team, who are responsible for the delivery of the US GAAP and UK GAAP quarterly close process, ensuring completeness, accuracy and timeliness of group, Board and other internal reporting deliverables. Join us as a

Join to apply for the Senior Manager, SAP Financial Accounting & Group Reporting Lead role at ACCA Careers. Senior Manager, SAP Financial Accounting & Group Reporting Lead. Subject matter expertise in core SAP S/4HANA Financial Accounting including General Ledger, Group Reporting, Asset Accounting,