Financial Planning Specialist

1 month ago


Swansea, City and County of Swansea, United Kingdom Autograph Recruitment Full time
Financial Planning Specialist
We are seeking a highly skilled Financial Planning Specialist to join our team at Autograph Recruitment. As a key member of our client services department, you will be responsible for providing exceptional financial planning services to our clients, building strong relationships and delivering accurate financial statements and tax returns.

About the Role:
• Build strong relationships with clients, providing proactive financial planning advice and guidance
• Oversee the preparation of financial statements, tax returns and other regulatory filings
• Manage a portfolio of clients, providing comprehensive accounting and tax advice

Requirements:
• ACCA qualified
• Minimum of 4 years of experience in an accountancy practice
• Strong organizational and time management skills

Benefits:
• Competitive salary and benefits package
• Opportunities for professional development and career advancement
• Supportive and collaborative work environment

Estimated Salary: £58,000 per annum.

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