Financial Planning Manager

1 month ago


Chippenham, Wiltshire, United Kingdom The HR Dept Full time

About Us

Purple Lime is a leading provider of outsourced accounting and finance services to ambitious businesses. Our mission is to deliver high-quality accountancy services using a blend of skilled professionals and the latest technology.

Purpose of the Role

We are seeking a qualified accountant with strong technical knowledge and excellent communication skills to join our team. The successful candidate will be responsible for managing a portfolio of clients, preparing financial plans and forecasts, and ensuring compliance with regulatory requirements.

Key Responsibilities

  1. Manage a portfolio of clients and provide lead accounting and finance input.
  2. Prepare business plans and forecasts using Excel and/or dedicated forecasting software.
  3. Produce, review, and submit annual statutory accounts, confirmation statements, and other compliance documents.
  4. Conduct pre-year end checks with clients to identify risks and opportunities.
  5. Identify tax-efficient planning opportunities for clients and deliver through to completion.
  6. Produce monthly management information and debrief the management team.

Requirements

  • ACCA/ACA/CIMA qualified.
  • Strong technical knowledge and excellent communication skills.
  • Ability to manage workload and prioritize tasks.
  • Experience in preparing management and year-end statutory accounts.

Location

Purple Lime operates a hybrid working model, allowing for flexible working arrangements. Our newly refurbished office in Callow Park, Brinkworth, provides a collaborative and productive environment.



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