Financial Planning Expert
5 days ago
We are looking for a talented Financial Planning Expert to join our team in London and the Home Counties. As part of our top UK 100 accountancy firm, you will have the opportunity to work with sector-led services and deliver one-stop shop propositions to our clients.
In this role, you will be responsible for financial analyses, planning, and financial modelling, as well as communication with clients as necessary. You will also update client files, check-lists, records, and procedures.
The ideal candidate will have a strong understanding of current economic and market trends and be able to demonstrate their knowledge of firm services, issues regarding advice, and regulation and compliance. A working knowledge of Xero accounting software is preferred.
This is an excellent opportunity for career progression, with the possibility of becoming a Partner. Our friendly and supportive environment offers regular appraisals and continuous training and personal development.
Key Responsibilities:
- Financial analyses, planning, and financial modelling
- Communication with clients as necessary
- Update client files, check-lists, records, and procedures
Person Specification:
- Registered ACCA or student with 2 years' experience
- Educated up to degree level or CTS
- Working knowledge of firm services, issues regarding advice, and regulation and compliance
- Demonstrable knowledge of current economic and market trends
Estimated Salary: £60,000 - £80,000 per annum
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