Financial Advisor

Job Title:
Financial Advisor

Location:
Hertfordshire

Salary:
Competitive

Our client, who is a fast growing, fast paced, accountancy firm with office locations across the UK, are looking for the right people to join their firm.

They are currently seeking to hire a Financial Advisor to join their team in the Hertford office and continue to grow both personally and professionally within this role

Key Responsibilities

• Manage a portfolio of clients (limited companies and sole traders, including dentists)
• Act as the main day-to-day point of contact for clients
• Assist with and prepare management accounts and financial reporting
• Ensure all client deadlines are met and work is delivered to a high standard
• Liaise with internal team members to manage workflow and resolve queries
• Work alongside Directors on Financial Due Diligence assignments for corporate and private equity clients.
• Assist senior colleagues on larger, more complex transactions while acting as the primary day-to-day contact on smaller engagements.
• Build strong relationships with clients and stakeholders, communicating effectively throughout transaction processes.

Key Skills

• Level 4 ACA/ACCA or above
• 5+ years' experience working within an accountancy firm
...