Senior Financial Strategist

1 month ago


Leeds, Leeds, United Kingdom Bhp Llp. Full time

We are seeking a highly motivated and ambitious Senior Financial Strategist to join our team at BHP, Chartered Accountants. As a key member of our Financial Planning Graduate Scheme, you will play a crucial role in helping our clients achieve their financial goals.

About the Role

This is an exceptional opportunity for a talented individual to develop their skills and expertise in financial planning while working with a leading independent firm of Chartered Accountants. You will be responsible for providing expert advice on investment and tax strategies to help our clients secure their financial futures.

As a Senior Financial Strategist, you will work closely with our clients to understand their unique financial circumstances and develop tailored plans to meet their needs. You will also collaborate with our team of experts to identify opportunities for growth and improvement in our services.

We are looking for a highly analytical and creative thinker who can apply their knowledge of financial planning principles to deliver exceptional results. If you have a passion for helping others achieve their financial goals and are committed to delivering outstanding service, we would love to hear from you.

About BHP LLP

BHP LLP is a leading independent firm of Chartered Accountants with a 150-year track record of excellence. Our Financial Planning service is designed to help individuals and families achieve their long-term financial goals, whether that's buying a home, funding education or securing a comfortable retirement.

We pride ourselves on our commitment to delivering personalized service and building strong relationships with our clients. Our team of experienced professionals is dedicated to staying up-to-date with the latest developments in financial planning and regulation, ensuring that our clients receive the best possible advice.

What We Offer
  • A competitive salary of £40,000 - £50,000 per annum, depending on experience.
  • The opportunity to work with a leading independent firm of Chartered Accountants and contribute to our success.
  • A comprehensive training program to help you develop your skills and expertise in financial planning.
  • The chance to work with a diverse range of clients and develop your ability to communicate complex financial concepts in a clear and engaging way.
Requirements

To be considered for this role, you will need to have:

  • A strong understanding of financial planning principles and practices.
  • Excellent communication and interpersonal skills.
  • The ability to analyze complex financial data and develop effective solutions.
  • Strong problem-solving skills and the ability to think creatively.
  • Good time management and organizational skills, with the ability to prioritize multiple tasks and deadlines.
How to Apply

If you are a motivated and ambitious individual with a passion for financial planning, please submit your application, including your CV and a covering letter outlining your relevant experience and qualifications.



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