Financial Consultant in London

Financial Consultant in London

London Full-Time 60000 - 80000 £ / year (est.) Home office (partial)
Balance (YC W26)

At a Glance

  • Tasks: Review and validate bookkeeping, own client relationships, and collaborate with engineers to improve the product.
  • Company: Join a fast-growing AI finance startup backed by Google Ventures.
  • Benefits: Competitive salary, equity, learning budget, and regular trips to Copenhagen.
  • Other info: Dynamic startup environment with a focus on innovation and automation.
  • Why this job: Shape the future of finance while enjoying ownership and rapid career growth.
  • Qualifications: Experience in finance, curiosity about AI, and a passion for client interaction.

The predicted salary is between 60000 - 80000 £ per year.

Balance is building the AI that takes over back-office finance: the manual, repetitive work that has eaten finance teams' time for decades.

We’ve just closed a $4.5M Seed round led by Google Ventures, and we're a team of 6 growing fast.

Balance is now looking for finance people who would rather build the future of their field than spend another decade inside a ledger.

This is not a bookkeeping job

It is three jobs you would normally have to choose between, in one role that grows as you do.

You set the standard.

Balance's AI does the bookkeeping.

You are the expert who decides whether its work is good enough, corrects it when it is not, and feeds back the judgement that makes it sharper.

You are the bar.

You own the relationship.

You look after a portfolio of clients and become the person they trust with their finances. As the AI takes on more of the work, this becomes the heart of the role.

You help build the product.

You sit close to the engineers, spot the parts of your own day that should not exist, and help automate them. Your ideas become reality.

Here is the part most finance roles cannot offer: the finance work is where you start, not where you stay.

As the AI takes more of it on, your job tilts towards the things that compound, owning clients and shaping the product.

  • What you’ll do
  • Review and validate the output of our bookkeeping agents (you’re the quality bar)
  • Own the month‑end close for a portfolio of clients
  • Be the go‑to person for your clients – the one they message when something looks off or they need a sanity check
  • Turn what you see into feedback that makes the product better and work with the engineering team on what gets built next.
  • Own and grow relationships with a portfolio of clients. Be their point of contact for everything to do with their finances.
  • You’ll fit in if
  • You have real finance experience, in a role where you have handled balance sheets, profit and loss, and the rest
  • You are genuinely curious about AI and automation.

The people who thrive here get a kick out of removing their own busywork, and some of them turn up having built things themselves

  • You want pace and ownership. The team moves fast, the days can be full, and you will carry more responsibility than you would almost anywhere else at this stage
  • You actually enjoy working with clients – not just spreadsheets
  • You’re comfortable in a startup where the playbook is still being written
  • You can be in the London office at least three days a week, full‑time.
  • What you get
  • Very competitive salary
  • Meaningful equity
  • A front‑row seat at a YC‑backed company in its first year, working directly with the founders
  • A role that grows faster than you do, in a market Balance intends to define
  • Lunch at the office
  • Learning budget – we want you getting better
  • Regular trips to our Copenhagen office

Sound like you? Apply and you will hear back quickly.

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Financial Consultant in London employer: Balance (YC W26)

At Balance, we are not just another finance company; we are pioneers in redefining the finance landscape through AI. As a Financial Consultant, you will enjoy a dynamic work culture that fosters innovation and collaboration, with opportunities for rapid personal and professional growth. With competitive salaries, meaningful equity, and a chance to shape the future of finance while working closely with founders and engineers, Balance offers a unique environment where your contributions directly impact our success.

Balance (YC W26)

Contact Details:

Balance (YC W26) Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Financial Consultant in London

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Balance (YC W26). Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Financial Consultant in London

Finance Experience
Balance Sheet Management
Profit and Loss Analysis
Client Relationship Management
Quality Assurance
Feedback Communication
Collaboration with Engineering Teams

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Balance (YC W26).

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Balance (YC W26)'s website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Balance (YC W26)

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Balance (YC W26).

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Balance (YC W26) will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Balance (YC W26) employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.