Date posted:
Job type:
Full time
Home working/office
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Short Company Profile

Established in 2012, the Beaufort Group of Companies was created to address an increasing need for retail financial services advice and products.  Our aim is to deliver sophisticated financial planning and investment management to individuals and companies in a transparent and value driven manner through partnerships with advisory firms.

Role Responsibilities and Key Objectives


  • Responsibility for the Operational Finance function – General Ledger, Purchase & Sales Ledger and Cash Books
  • Monitoring & controlling cash flow
  • Developing financial models & budgets in accordance with the strategy determined by the Board
  • Maintain accounting controls by preparing and recommending policies and procedures
  • Preparation of data for annual accounts (prepared by external) & control of external audit
  • Develop & maintain relationships with external advisors, auditors, lawyers, banks etc.
  • Produce month end accounts, including group consolidation, to a strict timetable for review by CEO & Board
  • Work with Operational and Risk & Compliance teams to produce financial data for periodic FCA reporting Reconciliation and cost centre analysis of commissions income and investment income
  • Ensure treatment of VAT is compliant with HMRC – special emphasis on advisory/DFM charging, partial exemption rules and develop optimum group structure
  • Analysis of data and identify areas for cost saving/revenue improvement
  • Process payments from the bank when correctly approved
  • Ad hoc reporting & duties as required

Competencies and Behaviours Required

  • Communication – Ability to communicate with all levels of the organisation, with Partners, Advisers, Investors, Banks, Audit firms, Customers & Suppliers
  • Teamwork – Ability to build a small team and work cross functionally with Operations
  • Problem Solving – High level of problem solving and troubleshooting skills. The ability to analyse problems and offer solutions objectively
  • Self-Management – Key
  • Planning and Organising – Key; there are many deadlines both internal and regulatory time
  • Technology – Cloud solutions. Hosted Desktop. Intermediate Excel. Word & Power point. XERO Software experience desirable level
  • Learning – Ability to identify learning gaps in self and staff and action solutions to fill those gaps
  • Initiative and enterprise  – Key


  • Qualified – ACA/ACCA/CIMA – Essential
  • Experience in FCA regulated environment – desirable
  • Good commercial and business awareness – essential
  • Experience of managing a small team – desirable
  • Industry knowledge & product / regulatory development awareness – desirable