Bookkeeper/Business Administrator

Role Purpose: The Bookkeeper/Financial Accountant and Business Administrator will take full responsibility for the management, control, and oversight of all corporate and personal financial affairs and associated administrative functions for a private individual.  The role is focused on ensuring financial clarity, accuracy, compliance, and long-term organisation across a varied portfolio of assets and interests. The successful candidate will act as a central point of coordination for financial information, supporting informed decision-making while maintaining the highest level of discretion and professionalism. Key ResponsibilitiesMaintain complete and accurate financial records across all accounts, ensuring all transactions are properly recorded, categorised, and reconciled in a timely manner.Prepare detailed monthly, quarterly, and annual financial reports, including income and expenditure statements, cash flow analysis, and summaries of overall financial position. Present information in a clear and practical format to support decision-making.Manage all banking activities, including monitoring balances, processing payments, setting up transfers, and completing regular reconciliations across multiple accounts. Ensure liquidity is maintained and obligations are met on time.Develop and manage budgets, tracking actual performance against forecasts. Identify variances, provide explanations, and recommend adjustments where required to maintain financial control.Oversee tax compliance in full, including preparation and coordination of all required filings. Liaise with external Tax Advisers to ensure accuracy, efficiency, and adherence to current regulations.Act as the primary point of contact for external professionals, including Accountants, Auditors, Legal Advisers, and Financial Consultants. Ensure all parties are provided with accurate and timely information.Monitor and track investment activity, maintaining up-to-date records of performance, income, and capital movements. Provide regular summaries and highlight any significant changes or risks.Establish and maintain structured filing and record management systems, both digital and physical, ensuring all financial and legal documents are securely stored and easily accessible when required. Handle day-to-day administrative responsibilities, including correspondence, document preparation, scheduling, and general organisational support.Review and improve existing financial and administrative processes, implementing more efficient systems where appropriate to enhance control and visibility.Support long-term financial planning by maintaining accurate historical data and assisting with projections, scenario analysis, and financial reviews.Ensure strict confidentiality in all matters, handling sensitive financial and personal information with the highest level of discretion at all times. Core Skills/Attributes Excellent attention to detail and a high level of accuracy.Strong organisational and time management skills, with the ability to manage multiple priorities.Ability to work independently and take ownership of responsibilities.High level of integrity and discretion. Strategic thinking and commercial acumen.  Analytical and problem-solving ability.Excellent communication and stakeholder management.Qualification/ExperiencePart qualified – ACA, ACCA, CIMA or CPA.Demonstrated experience in bookkeeping, accounting, and financial administration, ideally in a private or self-managed environment.Experience supporting private individuals or managing personal financial affairs.Familiarity with investment tracking and multi-asset financial oversight.Experience with strategic financial planning, including forecasting, budgeting, and growth alignment.Strong working knowledge of financial reporting, tax obligations, and regulatory compliance.Proficiency in accounting software and standard office systems.