Financial Consultant

4 weeks ago


Deeside, Flintshire, United Kingdom Accomplish Today Full time

Become an integral part of Accomplish Today as a Financial Consultant, where you will play a vital role in overseeing and advising a varied client base. We seek an individual with a robust background in 'contractor financial management' to contribute their knowledge and skills.

Key Qualifications:

  • Outstanding interpersonal abilities to foster relationships with clients and team members
  • Commitment to providing exceptional client service
  • Meticulous attention to detail and a comprehensive grasp of financial principles
  • Team-oriented approach to effectively engage with clients and colleagues
  • Self-driven with a passion for achieving objectives
  • Positive demeanor and a sense of accountability in all tasks

Core Responsibilities:

  • Oversee a diverse range of client accounts
  • Engage professionally with clients through various communication channels
  • Prioritize delivering outstanding client service
  • Educate clients on the use of financial management tools
  • Provide tax strategy and personalized advice
  • Evaluate and authorize financial documents for client review
  • Prepare tax returns for client consent

Ideal Candidate Profile:

  • Aspirational and career-oriented professional


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