Leeds, England, United Kingdom · Hybrid
The Private Office is currently seeking an Accounts Assistant to join our Finance Team based in Leeds. As part of a small, effective team, you’ll gain hands-on experience in a supportive environment. We’re looking for a …
Skills: Excel, Attention to detail, Organisational skills, Accounts experience, Communication skills
Leeds, England, United Kingdom · Hybrid
Are you a Diploma qualified Paraplanner looking for a new role? Do you want to work with an award-winning team? As a Paraplanner you will be working as part of a productive, high performing team to provide full support t…
Skills: CII Diploma In Financial Planning, Recommendation Report Writing, Holistic Financial Advice, Private Wealth Management, Regulatory Compliance
Bath, England, United Kingdom · Hybrid
Are you a Diploma qualified Paraplanner looking for a new role? Do you want to work with an award-winning team? As a Paraplanner you will be working as part of a productive, high performing team to provide full support t…
Skills: CII Diploma in Financial Planning, Recommendation Report Writing, Holistic Financial Advice, Private Wealth Management, Regulatory Compliance
City of London, England, United Kingdom · Hybrid
Are you a Diploma qualified Paraplanner looking for a new role? Do you want to work with an award-winning team? As a Paraplanner you will be working as part of a productive, high performing team to provide full support t…
Skills: CII Diploma in Financial Planning, Recommendation Report Writing, Holistic Financial Advice, Private Wealth Management, Regulatory Compliance
City of London, England, United Kingdom · Hybrid
As a Trainee Adviser, you would be working as part of a productive, high performing team to provide support primarily to Sales Managers (SM) and Advisers in a Trainee Adviser capacity. You should have experience of worki…
Skills: Financial Planning, Client Relationship Management, Cash Flow Modeling, Regulatory Compliance, Financial Advice
Leeds, England, United Kingdom · Hybrid
Are you looking for a rewarding career in financial services with an expanding, forward-thinking company? Do you have a friendly and approachable manner and take pride in providing a professional, high-quality and person…
Skills: Financial Planning, Client Relationship Management, FCA Regulatory Compliance, Investment Strategy, Pension Planning
Bath, England, United Kingdom · Hybrid
As a Trainee Adviser, you would be working as part of a productive, high performing team to provide support primarily to Sales Managers (SM) and Advisers in a Trainee Adviser capacity. You should have experience of worki…
Skills: Financial Planning, Client Relationship Management, Cash Flow Modeling, Regulatory Compliance, Technical Financial Analysis
Leeds, England, United Kingdom · Hybrid
As a Trainee Adviser, you would be working as part of a productive, high performing team to provide support primarily to Sales Managers (SM) and Advisers in a Trainee Adviser capacity. You should have experience of worki…
Skills: Financial Planning, Client Relationship Management, Cash Flow Modeling, Regulatory Compliance, Financial Advice
City of London, England, United Kingdom · Hybrid
Are you looking for a rewarding career in financial services with an expanding, forward-thinking company? Do you have a friendly and approachable manner and take pride in providing a professional, high-quality and person…
Skills: Financial Planning, Client Relationship Management, FCA Regulatory Compliance, Investment Strategy, Pension Planning
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The role involves processing supplier invoices and expense claims, performing credit card reconciliations, and managing the accounts team inbox. Additionally, the assistant serves as the primary contact for supplier and colleague queries while improving financial processes.
Candidates should possess strong Excel skills, including formulas and pivots, and demonstrate excellent organizational and communication abilities. Previous experience in accounts is desirable, along with a proactive and adaptable approach to learning.
The Private Office is currently seeking an Accounts Assistant to join our Finance Team based in Leeds. As part of a small, effective team, you’ll gain hands-on experience in a supportive environment. We’re looking for a candidate who is proactive, friendly, and eager to learn.
Responsibilities
Supplier invoice processing, including checking, coding, appropriate VAT treatment and electronic maintenance of records
Expense claim processing.. Ensure authorisation for non-routine items
Credit card reconciliation
Checking of sales invoices
Maintaining the accounts team inbox and Jira ticketing system
Setting up supplier payments
First port of call for colleague enquiries
First point of contact for all supplier queries
Reviewing supplier & expense systems, processes and making improvements where necessary
Other ad hoc duties (dependent on experience)
Benefits
💵 Company discretionary bonus scheme;
⏰ Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch;
🌞 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
💼 Company Pension scheme;
🚑 Private Healthcare;
🔐 Group Income Protection;
📑 Life Assurance;
👓 Eye Care Scheme;
🙌 Wellbeing programme;
🚴♀️ Bike to Work Scheme;
🎓 Full support with professional qualifications;
after qualifying period
Knowledge, Skills and Experience
· Strong excel skills – e.g. formulas, pivots, lookups,
· Attention to detail and organisational skills
· Previous accounts experience is desirable
· Good communication skills
· Good problem-solving abilities
· Team player
· Adaptable.
· Good time management skills
Award-winning chartered Independent financial planners, experts in wealth management and financial planning.
The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts to provide wealth management, financial planning solutions and independent financial advice. We offer tailored planning across a breadth of sectors and services, including: • Personal Financial Planning • Structural Financial Planning • Long-term Care Planning • Expert / Professional Witness Cases • Clinical Negligence / Catastrophic Personal Injury Planning • Corporate Financial Planning • Employee Benefits / Automatic Enrolment • UK & Specialist Pension Planning • Investment Portfolio Management • Alternative and Esoteric Investments • Tax, Estate and Inheritance Tax (IHT) Planning • Charity Investment Management • Legacy and Succession Planning • Entrepreneurial Planning • Media, Music and Entertainment Our team of independent financial advisers specialise in helping clients create, sustain, protect and grow wealth. In October 2016 The Private Office acquired PQR Financial Planning strengthening its London presence. We are also in the process of establishing a permanent presence in Bath. The Private Office is, and always has been, fully independent. This means that we operate without restriction and without bias or affiliation to any product or provider on the market. For further information about the firm please visit our website www.theprivateoffice.com or contact us on 0333 323 9060. Connect with us: Website: www.theprivateoffice.com Please note: The Financial Conduct Authority does not regulate Tax Advice or Estate Planning. The value of investments can fall as well as rise. You may not get back what you invest.
Offices: No 2 The Bourse, Leeds, LS1 5DE, GB · 69 Carter Lane, London, England, GB · Cambridge House, Henry St, Bath, BA1 1BT, GB
Award-winning chartered Independent financial planners, experts in wealth management and financial planning.
The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts to provide wealth management, financial planning solutions and independent financial advice. We offer tailored planning across a breadth of sectors and services, including: • Personal Financial Planning • Structural Financial Planning • Long-term Care Planning • Expert / Professional Witness Cases • Clinical Negligence / Catastrophic Personal Injury Planning • Corporate Financial Planning • Employee Benefits / Automatic Enrolment • UK & Specialist Pension Planning • Investment Portfolio Management • Alternative and Esoteric Investments • Tax, Estate and Inheritance Tax (IHT) Planning • Charity Investment Management • Legacy and Succession Planning • Entrepreneurial Planning • Media, Music and Entertainment Our team of independent financial advisers specialise in helping clients create, sustain, protect and grow wealth. In October 2016 The Private Office acquired PQR Financial Planning strengthening its London presence. We are also in the process of establishing a permanent presence in Bath. The Private Office is, and always has been, fully independent. This means that we operate without restriction and without bias or affiliation to any product or provider on the market. For further information about the firm please visit our website www.theprivateoffice.com or contact us on 0333 323 9060. Connect with us: Website: www.theprivateoffice.com Please note: The Financial Conduct Authority does not regulate Tax Advice or Estate Planning. The value of investments can fall as well as rise. You may not get back what you invest.
Offices: No 2 The Bourse, Leeds, LS1 5DE, GB · 69 Carter Lane, London, England, GB · Cambridge House, Henry St, Bath, BA1 1BT, GB
