An established firm of accountants based in Ashby-De-La-Zouch are looking to hire a job vacancy for a position, due to expanding workloads and growth of the firm.

Research and analyse financial products to meet clients' needs and objectives. Construct financial planning solutions (investment, retirement, tax, and estate planning) backed by detailed cash-flow models and reports. Prepare suitability letters and client reports, liaising with administrators and advisers throughout the advice process. Produce accurate IHT calculations, client reviews, and investment performance summaries. Keep client records and back-office systems (Salesforce, Voyant, etc.) fully up to date. Ensure all recommendations are compliant with SJP and FCA standards. Stay on top of legislative and regulatory changes, contributing ideas and insights in team meetings.