Full-Time

Trainee Fund Accountant

Confirmed live in the last 24 hours

Aptia

Aptia

1,001-5,000 employees

Pension and employee benefits consulting services

Consulting
Financial Services

Entry

Glasgow, UK

This is a hybrid position, requiring work from home and in-office presence in Glasgow.

Category
Financial Accounting
Financial Analysis
Management Accounting
Accounting
Required Skills
Word/Pages/Docs
Excel/Numbers/Sheets

You match the following Aptia's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • GCSE grade C or above in Maths and English
  • Commence AAT/ACCA examinations
  • Computer literate in Word/Excel
  • Ability to work in a team, as well as independently
  • Ability to follow processes and organise daily tasks, as allocated
  • Communicate professionally and effectively to build relationships with internal teams
Responsibilities
  • Efficiently prepare accurate accounting information and complete assigned tasks in accordance with agreed Service Level Agreements (SLAs) for low complexity schemes, as allocated by supervisor
  • Perform pension calculations with the support of your team
  • Enter pensions data or answer inquiries
  • Work as part of a team, collaborating to continuously improve processes and service to clients
  • Be accountable for the standard and quality of own work
  • Ensure own work is peer reviewed by a more senior accountant
  • Complete all associated routine tasks following agreed business procedural requirements, including accurate time recording, use of standard templates, peer review, e-filing, and WIP reporting
  • Participate in mandatory training sessions

Aptia provides pension and employee benefits solutions to organizations, helping them manage retirement planning and employee benefit programs. Their services include designing and managing pension plans, ensuring compliance with legal requirements, and optimizing cost-effectiveness. Aptia also offers consulting on health and wellness programs, insurance plans, and other employee perks to enhance satisfaction and retention. What sets Aptia apart is their client-centric approach, focusing on building long-term relationships and delivering expert advice tailored to each client's needs. Their goal is to ensure that benefit programs are compliant, cost-effective, and aligned with the broader business objectives of their clients.

Company Size

1,001-5,000

Company Stage

Growth Equity (Non-Venture Capital)

Total Funding

N/A

Headquarters

London, United Kingdom

Founded

2023

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for personalized benefits solutions enhances employee satisfaction and retention.
  • Interest in sustainable investments within pension plans attracts environmentally conscious clients.
  • Digital platforms and AI in benefits administration offer innovation opportunities for Aptia.

What critics are saying

  • Increased competition from modernized HR outsourcing firms pressures Aptia to innovate quickly.
  • New U.S. President Jeff Williams may disrupt existing client relationships or processes.
  • Bain Capital Insurance's involvement may pressure Aptia for financial performance, affecting strategy.

What makes Aptia unique

  • Aptia specializes in comprehensive pension and employee benefits solutions tailored to client needs.
  • The firm excels in designing compliant, cost-effective, and sustainable pension plans.
  • Aptia offers a client-centric approach, focusing on long-term relationships and personalized service.

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Benefits

Professional Development Budget

Hybrid Work Options

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

22%

2 year growth

0%
Sharewise
Jul 19th, 2024
U.S. Firms Transform HR with Modernized Outsourcing

In addition, Aptia and Infosys are named as Rising Stars - companies with a "promising portfolio" and "high future potential" by ISG's definition - in one quadrant each.

Business Wire
Mar 5th, 2024
Aptia Announces Jeff Williams As U.S. President

LONDON BOSTON--(BUSINESS WIRE)--New health, benefits, and pensions administrator Aptia today announced the appointment of Jeff Williams as U.S. President and CEO. Based out of Aptia’s U.S. headquarters in Boston, Jeff will be responsible for Aptia’s benefits administration services book of business and will report directly to Bala Viswanathan, Aptia Founder Group CEO. “We are excited to welcome Jeff to Aptia as he brings a wealth of experience and knowledge in the North American benefits administration industry,” said Viswanathan. “With his strategic vision and proven track record, we are confident in Jeff’s ability to elevate our capabilities, drive innovation, and deliver exceptional value to our clients, their employees, and their retirees.”

Business Wire
Mar 5th, 2024
Aptia Announces Jeff Williams as U.S. President

Aptia announces Jeff Williams as U.S. President.

Agency Hackers
Jan 17th, 2024
Smoking Gun Secures International Project with Aptia Group

Smoking Gun has been appointed by the new pensions and health and benefits administrator Aptia Group.

Professional Pensions
Dec 22nd, 2023
People Moves: Week ending Friday 22 December 2023

Aptia has appointed Chris Rayner as its chief financial officer ahead of the company's launch next year.