At a Glance
- Tasks: Manage client portfolios and assist with financial reporting in a dynamic environment.
- Company: Fast-growing accountancy firm with a vibrant culture across the UK.
- Benefits: Competitive salary, wellness perks, gym membership, and flexible holiday options.
- Other info: Enjoy social events, discounts, and a supportive work-life balance.
- Why this job: Join a team where you can grow professionally while making a real impact.
- Qualifications: Level 4 ACA/ACCA or above with 5+ years' experience in accountancy.
The predicted salary is between 40500 - 49500 £ per year.
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
Financial Advisor in Luton employer: Verelogic Recruitment
As a Registered Building Inspector with our specialist Building Control and Fire Safety consultancy in Oxfordshire, you will thrive in a dynamic and supportive environment that prioritises employee growth and collaboration. We offer competitive salaries, hybrid working options, and the chance to work on diverse projects, ensuring that your career development is both meaningful and rewarding. Join us to be part of a team that values your expertise while providing the resources and flexibility needed to excel in your role.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Luton
✨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 Verelogic Recruitment. 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 Advisor in Luton
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 Verelogic Recruitment.
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 Verelogic Recruitment'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 Verelogic Recruitment
✨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 Verelogic Recruitment.
✨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 Verelogic Recruitment 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 Verelogic Recruitment 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.
