Business Advisory Trainee - 2026 Intake

Key Responsibilities

• Providing assistance to the team in undertaking the work for a portfolio of clients, ensuring work undertaken is completed to a high standard before submitting for review, clearly highlighting issues and providing potential solutions to those issues and endeavouring to exceed client expectations. 
• Preparing financial statements, where applicable, or reviewing client-prepared financial statements in preparation for review and sign-off by more senior team members. 
• Preparing management accounts, bookkeeping and other services as required, potentially at client premises.
• Monitoring of own WIP and ensuring a positive contribution is made to departmental billing.
• Maintaining good client relationships, keeping up-to-date with significant changes in client affairs and identifying further business opportunities.
• Completing other ad hoc tasks, as required. 
• Understanding the firm’s products and services and identifying opportunities to cross-sell. ·
• Understanding the client base and being able to build relationships to ensure client retention and growth.
• Acting as an ambassador of the firm, building relationships and promoting the firm at every opportunity to facilitate new business opportunities.
• Obtaining a relevant professional qualification, if applicable, in accordance with a signed training agreement.  

Skills, Knowledge and Expertise

• Highly PC literate with good knowledge of Windows software and Microsoft 365.
• Possesses excellent planning, organisational and time management skills.
• Is a team player but also has the confidence to work alone on certain engagements. 
• Has attention to detail to ensure that the quality of work will meet the required ethical and professional standards.
• Ability to work under pressure and to deadlines coupled with a flexible attitude and a proactive approach to work. 
• Displays initiative and lateral thinking coupled with the ability to solve routine problems. 
• Analytical with the ability to analyse data from a variety of different sources.
• Has excellent interpersonal and communication skills and has the confidence to deal with people at all levels.
• Committed to effective client service.
• Ability to apply the technical knowledge gained via the studies towards the professional qualification, if applicable.