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

• Strong analytical ability with excellent attention to detail.
• Advanced Excel skills and a genuine interest in developing financial modelling expertise.
• Excellent written and verbal communication skills.
• Strong interpersonal skills with the confidence to build relationships with clients, legal advisers and other professional stakeholders.
• Ability to manage competing priorities and perform effectively under pressure.

Benefits

Medicash Plan – We have teamed up with Medicash to provide a range of cash back towards everyday healthcare bills and a wide range of other wellbeing benefits

Subsidised Gym Membership – Following the successful roll out of our Flexible Working Policy, we have continued our approach in promoting a healthy work life balance and therefore offer subsidised gym membership

Death in Service (4x Salary) * – In order to protect our staff should the worst ever happen we provide a death in service scheme. This scheme will pay out a lump sum to a nominated dependant.

Buy and Sell Holidays – Whether staff would like additional annual leave for a special occasion or would prefer to use less of their entitlement, we now offer a buy and sell holiday scheme.

Social Club – Each of our clients Office has its own Social Committee which organises funded/subsided social events throughout the year both locally and nationally.

Season Ticket Loan – Our offices are all near to public transport and we encourage staff to consider using a train or bus to get to work. Staff can apply for an interest-free loan to buy a season ticket on public transport, which is paid back out of monthly salaries.

Retailer Discounts – Enjoy exclusive discounts at a variety of retailers as part of your Medicash plan benefits.

Employee & Client Referral Scheme – Be a part of our growth and success and get rewards for referring talented individuals to join our team or for bringing in new clients.

Enhanced Sick Pay – Unlike Statutory Sick Pay, our programme provides colleagues with more comprehensive salary coverage during times of health challenges.

Annual Professional Subscriptions – Invest in your career growth and let us support you in staying connected with your industry’s latest developments.

Employee Assistance Programme and Wellness Resources – Access free and confidential information and counselling services, providing support when you need it most.

Contributory Pension Scheme – All eligible colleagues will be auto-enrolled into a workplace pension to make the most of their retirement savings.