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A leading financial services firm in London is seeking a motivated professional to manage client financial relationships, deliver strategic insights, and ensure compliance with financial regulations. Key responsibilities include forecasting, automation, and providing essential bookkeeping services. Ideal candidates are ACA or ACCA qualified, detail-oriented, and proficient in financial software like Xero. This role offers a flexible work environment and various employee benefits, including generous leave policies.
Reporting to the Client Relationship Director (CRD) you will be part of a client-focused team, dedicated to providing exceptional service. In this role you will build trusted relationships with clients, proactively guiding them through financial decisions, solving real business challenges, and helping them grow with confidence. Whether it’s forecasting, automation, or insightful reporting, your impact will reassure clients that their finances are fully under control.
A key part of the Blu Sky client delivery team, you will be responsible for delivering accurate, timely management information, while also supporting clients with cash flow forecasting, payment runs, board reporting, finance process automation, and strategic decision-making. You will provide essential compliance services such as bookkeeping and VAT, but more importantly, you’ll add value by taking the pressure off clients when it comes to managing their finances, giving them peace of mind and the headspace to grow their business.
Experience:
Qualifications:
Desirable:
Progression is based on performance and alignment with company values. As we continue to grow our client portfolio and advisory services, there will be opportunities to progress over the medium to long term. For the right individual, there may also be the potential to explore equity participation as part of their future with the business.
At Blu Sky, we believe work should work for you. That means trusting our people, supporting your wellbeing, and rewarding your impact – with flexibility, fairness, and a healthy dose of fun. Here’s what you can expect as part of the Blu Sky team:
Time off that works for you: We know balance looks different for everyone – and we’ve built our leave package with that in mind;
Family-friendly support: Whether you\'re growing your family or navigating change, we’ve got your back;
Health & peace of mind
Smart benefits: Make the most of our salary sacrifice options;
Recognition & reward
Flexibility that’s built on trust: We focus on outcomes, not where or when you work;