Financial Planning Specialist

4 days ago


Reading, Reading, United Kingdom Austin Fraser Full time

Austin Fraser is a leading recruitment agency, offering exciting opportunities for experienced professionals.

We are currently seeking a skilled Financial Planning Specialist to join our team in a key role.

Job Summary:

The successful candidate will be responsible for reviewing financial accounts, management accounts, bookkeeping, and VAT returns prepared by junior team members.

They will also meet with clients to discuss their accounts and provide expert advice on strategic financial planning and tax compliance.

Key Responsibilities:

  • Reviewing financial statements and providing recommendations for improvement.
  • Meeting with clients to discuss their financial plans and goals.
  • Providing expert advice on tax compliance and strategic financial planning.

Requirements:

  • Strong knowledge of accounting principles and financial analysis.
  • Experience in tax planning and compliance.
  • Proficiency in accounting software.

Salary: £60,000 - £80,000 per annum (dependent on experience).



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