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089f1a2c2616Job Views:

6Posted:

19.08.2025Expiry Date:

03.10.2025col-wideJob Description:

Key aspects of the role include:Working on a portfolio of clients within the Financial Planning Team.Assisting with the preparation of reports and research for meetings and client advice.Considering planning opportunities and producing suggestions for senior team members.Recommending improvements to clients’ records, systems, and practices, and assisting as needed.Organising and managing each assignment efficiently to meet the firm’s standards and ensure timely review by senior team members.Training ProvidedNew joiners can study towards the RQF level 4 Regulated Diploma in Financial Planning, covering financial services, investment principles, key products, and technical skills. The training includes private study, exams, and on-the-job training, with paid study leave and all course and exam fees covered.About BuzzacottAs the UK''s largest single-office accountancy firm, we pride ourselves on being friendly and professional, with values rooted in trust, client focus, exceptional service, and approachability. Our team collaborates closely, providing opportunities to build relationships and grow from day one.What’s in it for you?We support your development through structured tuition, mentorship, and incremental salary increases as you achieve milestones. You will be supported by managers, mentors, partners, and a dedicated Training and Development Coordinator.Candidate profile:A graduate with an inquisitive mind, sociable, a problem solver with high standards, thriving in a meritocracy.Ability to build meaningful relationships with clients and colleagues.Early ownership and a commitment to excellent client service.Strong multitasking skills, balancing studying and work.Qualifications:Expected 2.1 degree or equivalent.Minimum 120 UCAS points from top 3 A-levels or equivalent.Level 6 (B grade) GCSE in Maths and English or equivalent.Right to work in the UK without restrictions during the training contract.Please note, applications from part-qualified applicants and those with General Studies are not accepted.Why Buzzacott?We offer deep expertise across various fields while maintaining a personal touch. You will work with experienced professionals committed to your growth and contribute to our team''s and clients'' success.We are committed to equal opportunities, making employment decisions based on merit. For more about our Rewards and Benefits, follow this link:

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