Financial Services Specialist

3 weeks ago


Glasgow, Glasgow City, United Kingdom Meraki Talent Ltd Full time
Role Overview:

Meraki Talent Ltd is seeking a highly skilled Financial Services Specialist to join their team. As a Client Relationship Manager, you will be responsible for managing client relationships and overseeing client accounts. This role requires excellent communication skills, with the ability to build trust and clearly explain complex financial information to a diverse client base.

Key Responsibilities:
  • Client Relationship Management: Managing portfolio of clients
  • Collaboration: Build strong client relationships internally & externally
  • Advisory duties: offering tailored financial advice and solutions)
  • Overseeing compliance and work review: year-end accounting, tax returns, developing and mentoring juniors

Requirements:
  • Experience: prior experience in a similar role within an accountancy practice, with a solid understanding of accounting principles.
  • Qualifications: The role is suited to individuals who are fully or part-qualified in a relevant professional accountancy qualification or QBE. Support for completing qualifications is available if required.
  • Communication Skills: The successful candidate will have excellent communication skills, with the ability to build trust and clearly explain complex financial information to a diverse client base.
  • Team Player: The ideal candidate will thrive in a collaborative environment, working closely with colleagues to meet deadlines and share knowledge.


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