Financial Operations Specialist

5 hours ago


Bath, Bath and North East Somerset, United Kingdom Signature Recruitment Full time
Job Description

We are seeking an experienced Financial Operations Specialist to join our team in a full-time, hybrid role. As a Client Advisor, you will play a pivotal role in supporting the day-to-day financial operations of our practice.

Key Responsibilities:
  • Managing a portfolio of clients and specialist assignments, collating all information to meet client needs, compliance, and budget.
  • Reporting back into partner level to justify any additional fees.
  • Assisting with the Tax and VAT department.
  • Building and maintaining consultative client relationships and building the business portfolio.
  • Supporting the training and development of staff within the team.
Requirements:
  • ACCA, ACA, or CIMA qualified.
  • Proficiency in relevant accounting software (e.g., Xero, QuickBooks).
  • Excellent attention to detail and organisational skills.
  • Need to have experience with a portfolio of clients.
  • Have practise experience (preferred).

The salary for this role is up to £35,000-£50,000 per annum, depending on experience. If you're ready to take your career to the next level, we encourage you to apply by submitting your CV.



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