You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy. To excel in this tightly regulated role you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market.
You will be working as part of the customer support team, dealing with customer enquiries by telephone and email, and providing an efficient and professional service for our customers, ensuring that we deliver an excellent experience, every time. We are looking for enthusiastic individuals with strong communication and people skills.
You will be responsible for: - Managing and maintaining accurate financial records - Preparing statutory accounts and financial statements
You will be an experienced accountant who is: - Confident managing accounts and tax matters independently - Detail-oriented with strong organisational skills
You must be eligible to work in the UK to apply for this vacancy; Clarion are not able to offer visa sponsorship. You are required to reside in England or Wales for the duration of your employment. At Clarion Housing Group, we support the responsible use of AI. Please visit our website to view your guide to using AI during your recruitment process.
You must be eligible to work in the UK to apply for this vacancy; Clarion are not able to offer visa sponsorship. You are required to reside in England or Wales for the duration of your employment. At Clarion Housing Group, we support the responsible use of AI. Please visit our website to view your guide to using AI during your recruitment process.
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