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Senior Financial Planner

1 month ago

Southampton, Southampton, United Kingdom CMA Recruitment Group Full time

As a key member of our team at CMA Recruitment Group, the Senior Financial Planner will play a vital role in advising clients on personal financial and tax planning issues, helping them achieve security and peace of mind, now and for the future.

The role requires an experienced practice accountant with an emphasis on client service, assignment delivery, and the development of more junior staff through coaching.

Key responsibilities include:

  • Managing a portfolio of clients delivering accounts-based services
  • Supervising the work of more junior staff, including planning, briefing, guiding, review, and feedback

We are looking for a professionally qualified individual with relevant experience in managing clients and supporting team members. The ideal candidate will be proactive in offering assistance and have a flexible working approach.

Additional benefits of the role include a competitive benefits package and a hybrid work-from-home policy.

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