Financial Planning Manager
3 weeks ago
Job Role Summary
We are seeking an experienced Chartered Accountant to join our team as a Financial Planning Manager. As a key member of our team, you will be responsible for managing a portfolio of clients, preparing business plans and forecasts, and producing compliance documents.
Key Responsibilities
- Lead accounting and finance input for clients.
- Develop and implement business plans and forecasts.
- Produce high-quality compliance documents, including annual statutory accounts and confirmation statements.
- Conduct thorough risk assessments and identify opportunities for clients.
- Deliver tax efficient planning solutions to clients.
- Present financial performance and set strategic goals at client board meetings.
Requirements
- ACCA/ACA/CIMA/ICAEW qualified.
- Strong technical knowledge of accounting standards and financial reporting.
- Excellent communication and leadership skills.
- Ability to work effectively in a team environment.
What We Offer
- Competitive salary: £55,000-£70,000 per annum.
- Pension scheme.
- IT equipment and branded t-shirt.
- Social events and reward system.
About Us
Retrack Personnel Holdings Limited is a leading provider of accountancy services to growing businesses. Our team of professionals uses the latest technology to deliver valued services.
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