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