Financial Professional

2 months ago


Glasgow, Glasgow City, United Kingdom Puro Accountancy Full time
About the Role

We are seeking a highly skilled and experienced Financial Professional to join our team at Puro Accountancy. As an Accounting Specialist, you will play a key role in delivering exceptional financial services to our clients.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong, professional relationships with clients, ensuring their financial needs are met and exceeded.
  • Financial Planning and Analysis: Prepare and review statutory and management accounts, providing insightful financial analysis and recommendations to clients.
  • Team Leadership: Manage and support junior members of staff, providing guidance and mentorship to ensure their professional growth and development.
  • Client Meetings and Liaison: Conduct client meetings and liaise with HMRC, ensuring seamless communication and resolution of client issues.
  • Portfolio Management: Manage your own portfolio of clients, providing tailored financial services and solutions to meet their unique needs.
Requirements
  • Qualifications: ACA or ACCA Qualified
  • Experience: At least 3 years of experience in practice, with a proven track record of delivering exceptional financial services.
  • Skills: Highly experienced and proficient in accounts, with a strong focus on client satisfaction and a proactive approach to solving client issues.


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