Responsibilities
- To begin to develop a knowledge of accounting and auditing techniques and show commitment to passing the professional examinations (ACA)
- To begin to develop an understanding of the Financial Services sector, including insurance, funds and fund management and the associated accounting and auditing issues
- Undertake the work allocated by the assignment leader
- Keep the assignment leader informed about progress at daily meetings
- Ensure attendance at briefing meetings and understand the audit plan
- Complete the work within the budget for each area
- Adopt high professional standards with a business‑like approach to work
- Develop a comprehensive working knowledge of double entry bookkeeping
- Be able to complete sections in the audit file by obtaining and documenting sufficient and appropriate audit evidence, to include the following sections:
- Fixed assets section
- Bank section
- Document accounting systems and complete systems testing
- Substantive testing on the Profit and Loss analysis – including attention to tax requirements
- Develop a basic knowledge of current accounting standards
- Develop a basic knowledge of the laws and regulations affecting FS clients including Lloyd’s/FCA regulations and client money rules
- Pass relevant professional examinations first time
- Complete the required CII study exams
- Be able to advise on basic accounting issues
- Be aware of Institute and internal ethical guidelines
- To accept responsibility for all work performed
Person Specification
- Minimum of a 2.2 degree, attained or expected.
- Minimum of 112 UCAS points (2017 tariff), from three A Levels A‑C (excluding general studies), or equivalent.
- Minimum grade 6 in Maths and English Language GCSEs.
Personal Attributes
- Be commercially aware
- Computer literate
- Team player
- Good communication skills
- Flexibility
- Strong organisational skills
- Systematic
- Enthusiastic
- Able to work on own initiative
- Good attention to detail
- Ability to prioritise workloadWork to deadlines
- Ability to spot new business
- Initiative
- Problem solver
- Persuasive
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