Financial Planning Specialist
3 weeks ago
We are seeking a skilled Financial Planning Specialist to join our team at Service Care Solutions. As a key member of our Corporate Department, you will be responsible for delivering high-quality financial planning services to clients.
Location: Oxfordshire
Contract: Permanent
Rate: £35,000 - £45,000 per annum
Main Responsibilities:- Support partners and managers in the Corporate Department to deliver quality service to clients with compliance and planning matters.
- Manage and deliver ad hoc projects and assignments.
- Review and prepare client accounts, tax or VAT-based work from information supplied by clients to the required standards.
- Undertake remuneration planning exercises.
- Complete and supervise Audit assignments at a client site or remotely.
- Assist with higher-level, technical client audit, accounts, and taxation compliance work for corporate clients.
- Finalise paperwork for dispatch to clients and HMRC in a timely manner meeting required deadlines and quality.
- Liaise with clients to obtain relevant information for their accounts, acting in a proactive way and ensuring attention to details and effective questioning of client.
Estimated Salary: £40,000 per annum. This is an estimate based on the job title, location, and industry standards.
Candidate Criteria:- ACA/ACCA Qualified or Part-Qualified with significant experience
- Minimum of 2 years of proven accounts/audit experience within a practice environment
- Experience with cloud accounting software such as Xero is desirable
- Strong client management skills with the ability to manage workload effectively
- Great communication skills and ability to work professionally and adapt to any team fit.
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