Senior Financial Advisor

14 hours ago


Salisbury, Wiltshire, United Kingdom Personnel Placements Full time

Persuaded that your skills and experience would make you an excellent fit for this Senior Financial Advisor role with Personnel Placements? We offer a competitive salary of £55,000 - £70,000 per annum, depending on experience, and a comprehensive benefits package, including:

  • Pension: Up to 5% employer contribution
  • Holidays: 25 days annual leave + bank holidays, with the option to buy up to 5 additional days
  • Work-Life Balance: Business closure over Christmas (subject to business needs)
  • Wellbeing: Life assurance (x4 annual salary), enhanced family leave, and sick pay policies
  • Support: 24/7 Employee Assistance Programme for free, confidential advice

As a Senior Financial Advisor, you will be responsible for managing client portfolios, providing financial guidance, and ensuring the delivery of high-quality services. Key responsibilities include:

Key Responsibilities:
  • Manage a portfolio of clients, leading client meetings and providing expert financial advice
  • Assist in preparing management and annual accounts, forecasts, and performance reports
  • Build connections with professional contacts to secure referrals and support for clients
  • Mentor team members, providing feedback, training, and guidance to maintain high standards of service

You must be ACCA or ACA qualified with relevant accountancy practice experience, preferably in tax. Proficiency in UK accounting standards, tax legislation, and accounting software such as Sage, Xero, or QuickBooks is essential.



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