Financial Planning Specialist

4 days ago

StratforduponAvon, Warwickshire, United Kingdom Imperium Financial Recruitment Full time

Job Title: Financial Planning Specialist

Company Overview:
A well-established firm of Chartered Accountants is seeking a talented Financial Planning Specialist to join their dynamic team. The firm offers a wide range of services, including financial planning, tax planning, and advisory services for SMEs, and is known for its commitment to client success.

Position Overview:
This role is ideal for a recently qualified accountant looking to take on a challenging and rewarding position within a thriving firm. As a Financial Planning Specialist, you will work with a diverse client portfolio, providing tailored financial insights and accounting support. Your responsibilities will include preparing financial plans, overseeing financial statements, and offering strategic business advice to clients.

Key Responsibilities:

  • Financial Planning: Prepare comprehensive financial plans for a range of clients, providing detailed analysis and insights.
  • Financial Reporting: Assist with the preparation of year-end financial statements and statutory accounts for SMEs.
  • Client Advisory: Offer expert financial and business advice, helping clients make informed decisions.
  • Budgeting & Forecasting: Support clients with budgeting, forecasting, and cash flow management to improve financial performance.
  • Compliance: Ensure all accounting and tax regulations are adhered to, providing timely and accurate submissions.

Qualifications & Skills:
ACA/ACCA/CIMA qualified accountant with post-qualification experience in practice. Strong technical accounting skills, including financial planning and financial reporting. Excellent communication and client management skills. Ability to work independently and as part of a team.

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