About Aptia

Founded to shape the future of pensions, health, and insurance solutions, Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence.​

With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind.​

Our strength lies in the combination of smart technology and expert teams, ensuring that managing pensions, health, and insurance is more effective. By focusing on innovation, accessibility, and client success, we help businesses take care of their people, so they can focus on what they do best.

And we are expanding. Aptia Group is not only fueled by our investors' backing but also by our commitment to foster the growth and success of our people. At Aptia, we're investing heavily in learning and development, paving unique career paths for our colleagues.

Specialist. Responsive. Thoughtful. Our values aren't just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term. 

Job requirements

To take overall responsibility for the project management of their own portfolio of medium-high complexity clients, from planning, preparation and peer review through to audit and completion, in accordance with agreed deadlines.

To efficiently prepare accurate accounting information for clients in compliance with regulations & in accordance with agreed Service level Agreements. To prepare ad hoc financial information as requested. Be accountable for the standard and quality of own work and peer review work undertaken by other team members and GSD.

To complete all associated routine tasks, following agreed business procedural requirements, including accurate time recording, use of standard templates, peer review, e-filing, WIP reporting and mandatory training.

Has direct reports for training/coaching/peer review purposes.

Monitoring/assisting more junior PFAs to plan and organise their portfolios.

Part-qualified AAT/ACCA examinations or equivalent experience.

Previous experience of working in an accounting environment or financial services industry.

Strong technical accounting knowledge.

Computer literate in Word/Excel/Accounts software.

Ability to work in a team as well as independently.

Ability to communicate professionally, and effectively, to build relationships with various internal parties such as GSD/Admin/SE/DCC/Cashflow/Treasury etc. and with various external parties such as auditors, Trustees, investment managers/consultants/actuaries etc.

Participate in some areas of team/management duties such as:

1. Producing Management information, such as capacity planning.
2. Caseware Development Team
3. Academy
4. Ad-hoc accounts working parties eg one platform review/SORP review
5. Business Improvement Forum
6. Prepare quotes/review tender documents/letters of engagement
7. Aptia representative for liaison with external accounting bodies, such as PRAG, ACCA
8. VAT/tax/technical/TPR specialist

To take overall responsibility for the project management of their own portfolio of medium-high complexity clients, from planning, preparation and peer review through to audit and completion, in accordance with agreed deadlines.

To efficiently prepare accurate accounting information for clients in compliance with regulations & in accordance with agreed Service level Agreements. To prepare ad hoc financial information as requested. Be accountable for the standard and quality of own work and peer review work undertaken by other team members and GSD.

To complete all associated routine tasks, following agreed business procedural requirements, including accurate time recording, use of standard templates, peer review, e-filing, WIP reporting and mandatory training. 

Has direct reports for training/coaching/peer review purposes.

Monitoring/assisting more junior PFAs to plan and organise their portfolios.

Part-qualified AAT/ACCA examinations or equivalent experience.

Previous experience of working in an accounting environment or financial services industry.

Strong technical accounting knowledge.

Computer literate in Word/Excel/Accounts software.

Ability to work in a team as well as independently.

Ability to communicate professionally, and effectively, to build relationships with various internal parties such as GSD/Admin/SE/DCC/Cashflow/Treasury etc. and with various external parties such as auditors, Trustees, investment managers/consultants/actuaries etc.

Participate in some areas of team/management duties such as:

1.    Producing Management information, such as capacity planning.
2.    Caseware Development Team
3.    Academy
4.    Ad-hoc accounts working parties eg one platform review/SORP review
5.    Business Improvement Forum 
6.    Prepare quotes/review tender documents/letters of engagement
7.    Aptia representative for liaison with external accounting bodies, such as PRAG, ACCA
8.    VAT/tax/technical/TPR specialist

How to apply

If you are interested in this role, then we’d love to hear from you. Please go ahead and click apply and submit your resume with appropriate contact information.

Aptia is committed to creating a diverse, inclusive and equitable work environment. At Aptia, fostering an equitable and inclusive environment for all our people to flourish is a priority. We are an equal opportunity employer and aim to attract and retain the best people without attention to age, background, disability, ethnic origin, family duties, political affiliation, race, religion, gender and sexual orientation.

If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to reach out to us.