Financial Advisor in Watford

Financial Advisor in Watford

Watford Full-Time 40500 - 49500 Β£ / year (est.) No working from home possible
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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 Β£ 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 – A range of cash back towards everyday healthcare bills and a wide range of other wellbeing benefits
  • Subsidised Gym Membership – Promoting a healthy work-life balance
  • Death in Service (4x Salary) – Provides a lump sum to a nominated dependant
  • Buy and Sell Holidays – Additional annual leave options
  • Social Club – Organises funded/subsided social events throughout the year
  • Season Ticket Loan – Interest-free loan for public transport season tickets
  • Retailer Discounts – Exclusive discounts at a variety of retailers
  • Employee & Client Referral Scheme – Rewards for referring talented individuals or new clients
  • Enhanced Sick Pay – More comprehensive salary coverage during health challenges
  • Annual Professional Subscriptions – Support for career growth and industry connection
  • Employee Assistance Programme and Wellness Resources – Free and confidential information and counselling services
  • Contributory Pension Scheme – Auto-enrolment into a workplace pension

Financial Advisor in Watford 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.

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Contact Details:

Verelogic Recruitment Recruitment Team

We think you need these skills to ace Financial Advisor in Watford

Level 4 ACA/ACCA or above
5+ years' experience in an accountancy firm
Analytical Ability
Attention to Detail
Advanced Excel Skills
Financial Modelling Expertise
Written Communication Skills