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Financial Accountant - Investment Management - Rebates

Posted on Nov 3, 2022 by Resource Solutions - Legal & General

Cardiff, South Glamorgan, United Kingdom
Accountancy
Immediate Start
£200 - £300 Daily
Contract/Project

Legal & General Investment Management are currently looking for a Financial Accountant to support a rebate/review project within their Revenue team.

For the right candidate, we can offer up to £300 p/d inside of IR35 (plus 18.55% Umbrella uplift) to join LGIM on an initial 12-week contract, with a view to extend up to 26 weeks, subject to business requirements. Based out the Cardiff office, you will work on a hybrid basis, attending the office at least once per week.

You will be supporting with the full review of the rebate process with the primary aim being to confirm that current calculations align to customer legal agreements, and quickly and accurately resolving any identified discrepancies.

Key accountabilities will include:

  1. Liaising with Legal and Onboarding colleagues to catalogue customer legal agreements and other relevant documentation.
  2. Maintaining and developing controls and processes to ensure that all rebate related transactions for clients are calculated and recorded accurately and where necessary, settled effectively.
  3. Preparing regular rebate calculations and/or undertaking other tasks as necessary to support the restructuring of responsibilities within the Revenue team.
  4. Supporting the Finance Manager with any new responsibilities that may emerge.
  5. Ensuring that appropriate processes and systems are maintained to enable the LGIM Finance team to contribute to the division's ongoing compliance with L&G's TCF and customer experience policies.

Our ideal candidate will be able to demonstrate the following qualifications, knowledge, and skills:

  • Part/fully qualified accountant with ACA, ACCA or CIMA will be required.
  • Significant in role accounting experience within a Financial Service organisation is essential - Investment Management experience is preferred.
  • Knowledge of rebates (to include rebate calculations) is a must for the role.
  • An understanding of legal documents and agreements will be required.
  • You must be able to hit the ground running and be thorough, accurate and well-organised.

If you are the Financial Accountant we are looking for, then do not delay in applying as we are looking for you to join L&G ASAP!

Reference: 1780900480

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