Job Description
This is an opportunity for a qualified accountant interested in leveraging their training and knowledge outside of the core accounting field Financial Planning Consultant The employer offers expert financial planning for business owners and professionals, focusing on tax-efficient wealth strategies. They currently have an opportunity for a qualified accountant with a strong interest in financial planning to join a growing team. You will possess an interest in financial regulations, tax planning, and investment strategies, supporting individuals, SMEs, and corporate clients in managing their wealth and achieving their financial goals. During the first 12 to 18 months, you will work closely with the Managing Director to gain in-depth experience and knowledge, before transitioning to their own portfolio of clients to manage independently. The role will entail providing comprehensive financial planning advice, with close client management and relationship development in providing tailored financial solutions. Key Requirements include a professional accounting qualification and a proven ability to manage and engage with clients. This role offers a unique opportunity for a newly qualified accountant who wishes to transition into financial planning, with support for professional development and career growth. The successful candidate will play a key role in driving our business forward while benefiting from a rewarding and balanced working environment. Skills: Qualified Accountant Financial Analyst Audit Senior Audit AM Tax Adviser Financial Accountant QFA