Accountant

• Creation of goals based financial plans and investment solutions for clients, incorporating pension, tax and investment disciplines solving the clients needs.
  
• Liaising with technical specialists within the team and Private Client Adviser s in preparing and delivering financial plans, applying knowledge and skills you will acquire.
  
• Engaging with clients both personally and digitally in the end-to-end process from fact finding to presenting financial plans.
  
• Produce regular reviews of financial plans to meet the changing needs of our clients.
  

Requirements

• Degree or Masters level qualification
  
• Knowledge of or previous experience within pension, tax and/or investment disciplines desirable but not essential
  
• QFA, CFP qualification (or willingness to complete)
  
• Exceptional interpersonal skills, listening and communication skill with a high level of empathy
  
• A flexible, positive attitude towards work
  

Benefits

This is an excellent opportunity for an individual who is looking to continute to develop their career in the area of Financial Planning.

For more information and to arrange a confidential conversation please contact Aoife Stokes at