
Expert Financial Advisor
5 days ago
Financial Expert Wanted
We are seeking a highly skilled financial expert to join our team. This role will involve working closely with high-net-worth individuals and families, providing expert financial guidance and advice.
Key Responsibilities:
- Management reporting and accounting support across multiple entity types
- Financial analysis and modelling to identify risks and opportunities
- Building relationships with clients and their advisors
- Mentoring junior team members and leading onboarding of new clients
About You
- Minimum 5 years' experience in consulting, tax or accounting
- Ability to perform complex analysis and deliver clear advice
- Bachelor's degree in Finance, Accounting or related field
- CPA, CA or CFA qualification
Why Choose Us?
- Work with sophisticated clients and interesting financial structures
- Join a collaborative and transparent team
- Ongoing professional development and career progression opportunities
Your Colleagues
- Directly with high-net-worth individuals and families
- Internally across Bookkeeping, Wealth, Tax and Debt Advisory teams
- With client-side external providers
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