Business Advisory Graduate Trainee

Wbg is where ambitious careers are built to last. We’re a growing firm where your name is known, your development is taken seriously, and the work you do from day one makes a real difference and is genuinely valued by clients and colleagues alike. Combining deep expertise with insight-led, technology- enabled solutions, we work together to help our clients achieve stronger outcomes.

Our culture is straightforward. We’re open in how we communicate, supportive in how we work together and ambitious in what we’re building. Grounded, consistent, and focused on doing things well. It’s a place where standards are high, but so is the level of support around you.

We are looking for a Graduate to join our Accounts & Business Advisory team, based in our Glasgow office.

Our Accounts & Business Advisory team is at the heart of Wbg, providing first-class advice to clients through both compliance and advisory services. This includes statutory accounts for limited companies and unincorporated businesses, alongside outsourced financial services such as bookkeeping, VAT, management accounts, budgeting, cashflow forecasting and virtual finance function support. The team works with clients of different sizes, sectors and locations, with specialisms including Healthcare, Food and Drink, Construction, Agriculture and Not for profit.

The Graduate Client Advisor supports the Accounts & Business Advisory team in delivering compliance and advisory services to a varied client base. With direction and support from senior colleagues, the role provides practical experience in accounts preparation, bookkeeping and client service, while building the skills and confidence needed to develop a career in accountancy.

The role offers the opportunity to work with clients across a range of sectors, develop strong working relationships with clients and colleagues, and balance client work with professional study towards the ACCA qualification.

• Prepare accounts for a range of clients, working with information provided by clients, outsource bookkeeping teams and colleagues.
• Undertake bookkeeping processing for clients, including month-end, quarter-end and year-end entries as required.
• Prepare VAT returns and support the production of management accounts for a varied client base.
• Reconcile client data and ensure financial information is processed accurately and consistently.
• Develop an understanding of the financial information being prepared and the story it tells about the client’s business, rather than focusing solely on completing the processing.
• Review financial information with an increasingly commercial mindset, identifying trends, anomalies, inconsistencies or matters requiring further investigation.
• Work to agreed deadlines and budgets, managing priorities and keeping colleagues informed of progress, queries, risks and potential delays.
• Liaise with clients as necessary, responding to queries and gathering information in a professional and timely way.
• Build confidence in client interactions and develop an understanding of the client’s business, sector, priorities and wider needs.

• Prepare work accurately and with attention to detail, applying agreed team processes and quality standards.
• Identify questions, missing information or issues arising during assignments and elevate these appropriately.
• Support effective workflow management by keeping assignments up to date and communicating clearly with Senior Client Advisors and the Pod Lead.
• Help ensure work is completed first time, on time and in…