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Job Title: Financial Advisor \n Location: Hertfordshire \n Salary: Competitive \n 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. \n 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 \n Key Responsibilities \n\n • Manage a portfolio of clients (limited companies and sole traders, including dentists)\n, • Act as the main day-to-day point of contact for clients\n, • Assist with and prepare management accounts and financial reporting\n, • Ensure all client deadlines are met and work is delivered to a high standard\n, • Liaise with internal team members to manage workflow and resolve queries\n, • Work alongside Directors on Financial Due Diligence assignments for corporate and private equity clients.\n, • Assist senior colleagues on larger, more complex transactions while acting as the primary day-to-day contact on smaller engagements.\n, • Build strong relationships with clients and stakeholders, communicating effectively throughout transaction processes.\n\n Key Skills \n\n • Level 4 ACA/ACCA or above\n, • 5+ years’ experience working within an accountancy firm\n\n\n, • Strong analytical ability with excellent attention to detail.\n, • Advanced Excel skills and a genuine interest in developing financial modelling expertise.\n, • Excellent written and verbal communication skills.\n, • Strong interpersonal skills with the confidence to build relationships with clients, legal advisers and other professional stakeholders.\n, • Ability to manage competing priorities and perform effectively under pressure.\n\n Benefits \n 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 \n 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 \n 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. \n 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. \n 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. \n 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. \n Retailer Discounts – Enjoy exclusive discounts at a variety of retailers as part of your Medicash plan benefits. \n 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. \n Enhanced Sick Pay – Unlike Statutory Sick Pay, our programme provides colleagues with more comprehensive salary coverage during times of health challenges. \n Annual Professional Subscriptions – Invest in your career growth and let us support you in staying connected with your industry’s latest developments. \n Employee Assistance Programme and Wellness Resources – Access free and confidential information and counselling services, providing support when you need it most. \n Contributory Pension Scheme – All eligible colleagues will be auto-enrolled into a workplace pension to make the most of their retirement savings. \n

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-

Are you an experienced Financial Advisor ready to take ownership of an established client bank with a reputable wealth management firm? This Financial Advisor position offers immediate impact and genuine career progression. Ready to take the next step in your advisory career? Apply today to discuss

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