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Lead Advisor

CMA Recruitment Group
Posted 6 days ago, valid for 17 hours
Location

Farnham, Surrey GU103RG, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • CMA is seeking a fully remote Lead Adviser for a progressive firm, responsible for managing a client portfolio and contributing to its growth.
  • The ideal candidate should be ACA/ACCA qualified with experience in working with business owners on cash flow forecasts, KPIs, and budgeting.
  • Knowledge of Xero is essential, along with the ability to deliver excellent customer service and build trust quickly.
  • The role offers flexible hours around core times from 10am to 4pm, ongoing training, and quarterly team-building days.
  • Salary details were not specified in the job listing, but the position likely requires several years of relevant experience.

CMA are pleased to be working again with a fully remote, highly progressive firm who are looking to add a Lead Adviser to their team.

What will the Lead Adviser role involve?

  • Be responsible for a client portfolio and its’ growth over time
  • Helping business owners have meaningful information at their fingertips
  • Get involved in interesting project work for clients
  • Get involved in developing strategic plans for the company’s growth

Suitable Candidate for the Lead Adviser vacancy:

  • ACA/ACCA qualified
  • The ability to deliver great customer service, including building trust and rapport quickly
  • Experience of dealing with business owners and helping them with cash flow forecasts, KPI’s and budgeting
  • Xero knowledge

Additional benefits and information for the role of Lead Adviser:

  • Fully remote
  • Flexible hours around core 10am-4pm hours
  • On going training
  • Team building days every quarter

CMA Recruitment Group is acting as a recruitment agency in relation to this role. CMA complies with all relevant UK legislation and doesn’t discriminate on any protected characteristics. By completing the application process, you agree to the terms outlined in our Privacy Notice and that CMA may contact you in connection with your application in relation to CMA providing you with work finding services. Our Privacy Notice can be viewed under the privacy tab on our website. CMA is currently receiving a high volume of applications.  Whilst we ensure all applications are considered, regrettably, it may not be possible to respond individually to all applications received.  

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.