Financial Planning Manager

2 days ago


Newry, United Kingdom REED Specialist Recruitment Full time

**Job Overview**

We are currently seeking a Financial Planning Manager to join our team in Newry. The successful candidate will be responsible for overseeing various accounting functions and client accounts, with a focus on financial planning and management.

The ideal candidate will have a minimum of 3 years post-qualified experience and hold either ACA or ACCA qualifications. You will develop exceptional client relationships, formulate effective financial plans, and provide expert advice on financial management.

The salary range for this position is approximately £50,000 - £70,000 per annum, depending on experience.

Key Responsibilities:

  • Client Relationships: Establish and nurture strong client relationships, comprehend business objectives, and offer strategic advice and solutions.
  • Financial Planning and Advisory: Develop and implement effective financial plans to optimize clients' financial positions, providing expert advice on financial management and strategy.
  • Financial Compliance & Reporting: Prepare and review timely financial reports for individuals, corporations, and partnerships, ensuring adherence to financial laws and regulations.
  • Client Work Oversight: Supervise the preparation and review of client work, including accounts for Sole Traders, Partnerships, and Limited Companies.
  • Deadline Management: Coordinate and actively manage month-end and period-end deadlines, tracking job progress and billing targets.

Requirements:

  • Fully qualified Accountant (ACA/ACCA)
  • Minimum of 3 years in an Accountancy Practice
  • Experience working with clients across a range of sectors
  • Professional, technical and pro-active approach to delivering advice to clients
  • Sound knowledge of income tax and corporation tax
  • Good knowledge and understanding of Accounting Software packages and MS Office packages with a strong proficiency in Excel.


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