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Partner (qualified accountant with additional qualifications)

CFO Services UK
Oxford Circus, Central London, United Kingdom
Competitive Salary
Closing date
Feb 13, 2024

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Job Role
Finance Business Partner
Contract Type
Full Time
Partner (qualified accountant with additional qualifications) at CFO Services UK
  • Partner level professional for an accounting practice, advisory and CFO services.
  • SMEs accounting, investment / fund reporting and corporate finance practice (UK qualified accountant holding formal qualifications CCAB meeting FCA/PRA compliance).

  • Management and oversight of accounting, legal and compliance matters for startups, SMEs, fund and investment vehicles.
  • Provide support to SMEs, fund accounting, tax, and portfolio management teams.
  • Review, advise and guide on accounting, compliance, investment documents, contractual obligations and regulations relevant to funds and investments.
  • Review and supervise compliance on investor relations, document provisions and fundraises.
  • Identify and mitigate conflicts of interest advising on informing relevant parties and preparing disclosures.
  • Review and supervise investment processes, policies and procedures.
  • Manage accounting, legal and compliance functions including preparing regulatory filings / returns (e.g. AIFMD, UCITS, etc) and ensure timely submission.
  • Manage and review compliance on prospective and existing investors (AML, KYC, due diligence, etc).


Qualified, detail-oriented, process-driven, and have a genuine desire to learn and grow in a collaborative team-based setting. The successful candidate should have:
  • Qualified accountant (ACCA, ACA, etc) with additional qualifications (CISI, ICAEW, etc) / PQE meeting FCA/PRA compliance; ideally with funds or/and investment experience.
  • Strong team player with a desire to contribute to a collaborative work environment.
  • Exceptional ability to independently manage disparate workstreams.
  • Strong work ethic.
  • Professional maturity and judgment.
  • Initiative, creativity, and drive.
  • Integrity and professionalism.

The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position.

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