Financial Planning Specialist

4 weeks ago


StokeonTrent, Stoke-on-Trent, United Kingdom DJH Full time
Financial Planning Specialist

At DJH, we're seeking a skilled Financial Planning Specialist to join our Finance team. As a key member of our team, you'll be responsible for providing financial guidance to our clients.

Key Responsibilities:
  • Prepare monthly management accounts for companies within the Great Things Together Group
  • Support with daily bookkeeping duties and collaborate with the team to ensure accurate financial records
  • Collate management packs for presentation to the board, highlighting key financial performance indicators
  • Assist with year-end and statutory accounts, cashflow forecasting, and budgeting
  • Prepare weekly reports, including staff analysis, chargeability, and performance packs

Requirements:
  • Nearly or newly qualified, with industry or practice experience
  • Competitive salary and benefits package
  • Generous holiday allowance and flexible hybrid working
  • Company pension and health MOTs
  • Mental health support and a fully loaded wellbeing, social & community calendar

About the Role:
This is an exciting opportunity to join our Finance team and contribute to the success of our clients. If you're a motivated and detail-oriented individual with a passion for finance, we'd love to hear from you.

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