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Management Accountant

Succession Wealth
Plymouth, Devon (GB)
£35,000 to £45,000
Closing date
21 Feb 2023

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Banking, finance and investment
Salary band
£30,000 - £40,000
Contract type
Full Time
Where will they be working?
Hybrid - mostly home
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Management Accountant (NQ / 0-2 yrs PQE)

Location: Plymouth, hybrid role – part home based, part office based

Salary: £35,000 to £45,000 (DOE)

Excellent benefits including 25 days annual leave increasing with service, flexible and agile working opportunities to allow for a great work/life balance, Company Maternity and Paternity Pay, a Group Pension scheme with generous employer contribution, Employee Assistance Programme, Death in Service 8 x salary plus the option to flex your benefits.

Succession Wealth is one of the UK's leading, independent financial planning businesses, with a national network of Wealth Advisors and support teams providing holistic, wealth management and financial planning services to individuals and organisations.

Now is a fantastic time to join Succession as, with the backing of our parent company Aviva, we are entering an exciting new phase of planned growth which will see our business develop and flourish even further. As a growing business we have fantastic opportunities for career progression and will also support with sponsorship and study time for relevant qualifications.

The role…

We now have an opportunity within our Plymouth based Finance department for a Newly Qualified or 1-2 yrs PQE Accountant to join our expanding Central Finance team. The key purpose of this role is to work closely with Finance Managers and Senior Leaders throughout the business to provide efficient and effective reporting and analysis.

This role would suit someone with a keen eye for detail, who enjoys data analysis and is looking for company to grow and develop a long term career with.

Key activities will include:

  • Preparation of accurate and timely management accounts
  • Preparation of variable pay financials including analysis and insight
  • Financial integration of acquired companies into Succession & subsequent management reporting of EBITDA and other metrics.
  • Liaising and supporting budget holders across the business to manage overheads and understand performance against budget
  • Insightful KPI and performance monitoring, including monthly variance analysis
  • Performing and reviewing reconciliations
  • Budgeting and forecasting cycles, supporting Finance Managers, Business Partners and the Finance Group Reporting team


Knowledge, skills & experience:

We are looking for a motivated and proactive individual with excellent communication and interpersonal skills and an enthusiasm for learning and professional growth.

You will also need:

  • To be a UK qualified Accountant (ACA, ACCA or CIMA)
  • Have a genuine desire to build a career within in-house finance/ accountancy
  • To enjoy the buzz of a fast paced and agile working environment
  • Ability to quickly analyse and understand financial information
  • Strong data analysis skills
  • Advanced Excel skills
  • Ideally have some financial service industry knowledge
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