Are you ready to take the next step in your advisory career and make a real impact with a growing portfolio of ambitious businesses?
At Hall Morrice, we are looking for a motivated and commercially minded Senior Analyst to join our Business Advisory team. This is an exciting opportunity to move into a more client-facing, hands-on role where you’ll work closely with owner-managed businesses, helping them understand their numbers and make better decisions.
About Hall Morrice
Hall Morrice is a well-established independent audit and advisory firm based in Aberdeen. With a dedicated team of over 85 skilled professionals, we have built a strong reputation for excellence, delivering tailored solutions to a diverse client base while maintaining the highest technical standards.
Our success is rooted in our values. We pride ourselves on building strong relationships with our clients and each other, fostering a supportive and inclusive culture where everyone is encouraged to grow and succeed. We treat one another with respect, collaborate through true teamwork, and demonstrate a genuine commitment to delivering exceptional service in everything we do.
As a forward-thinking firm, we embrace being innovative—continually improving our processes, adopting new technologies, and encouraging fresh ideas from across the team. Alongside this, we offer personalised development plans to ensure every individual has the opportunity to reach their full potential.
The Opportunity
- Take ownership of defined advisory assignments and contribute meaningfully to client meetings, management reporting and practical financial support for a growing portfolio of owner-managed businesses.
- Develop your advisory skills and commercial confidence by working closely with managers, supporting forecasting discussions, business reviews and cross-referral activity.
- Build genuine working relationships with clients and contribute to the development of junior analysts in the team.
Key Responsibilities
Operational Delivery
- Manage defined advisory assignments with appropriate manager oversight.
- Prepare and explain management accounts and financial information in client meetings, making it clear and actionable for non-specialist business owners.
- Support forecasting and budgeting discussions: prepare models, explain assumptions and update outputs in response to client conversations.
- Identify practical operational or financial improvement opportunities during client work and raise with the manager.
- Coordinate advisory workflow across assignments: track progress, maintain documentation and manage client information requests.
- Support cross-referral coordination: identify potential referrals to Audit, Accounts and Tax and flag to the manager.
- Prepare advisory notes, summaries and reports for client meetings to a clear, professional standard.
Technical & Compliance
- Maintain accuracy and integrity in all financial modelling and advisory outputs.
- Apply GDPR standards in all client data handling.
- Observe professional conduct and confidentiality standards.
Review & Supervision
- Review and provide feedback on work produced by Business Advisory Analysts.
- Support on-the-job development of junior analysts.
- Identify quality issues and escalate to the manager promptly.
Client Engagement
- Act as a day-to-day contact for clients on active advisory assignments.
- Build genuine professional relationships with client contacts — take an interest in their businesses and be someone they find reliably helpful.
- Support client meetings professionally, contributing to discussions and following up on actions.
Planning & Coordination
- Manage own time effectively across concurrent advisory assignments.
- Coordinate advisory assignment workflow and track progress against timelines.
- Communicate issues and progress to the manager proactively.
Commercial Awareness
- Maintain accurate WIP records and raise cost or schedule concerns promptly.
- Develop a practical understanding of advisory project economics and billing.
- Begin to identify advisory pipeline opportunities within the client base and refer to the manager.
Systems & Digital
- Excel: financial modelling and analysis used in day-to-day advisory work.
- Cloud accounting platforms: Sage Online, Xero, QuickBooks, FreeAgent — working proficiency.
- CCH: assignment and practice management.
- Microsoft 365 and Teams in daily use.
Quality & Standards
- Deliver advisory outputs that are accurate, clearly presented and genuinely useful to clients.
- Maintain consistent attention to detail across all assignments.
Qualifications & Experience
- ACA/ACCA/CA finalist or qualified, ATT, or equivalent (desirable, not essential).
- Typically two or more years of accounts, finance or advisory experience in practice.
- A practical approach and genuine interest in how businesses work.
Technical Skills
- Excel: financial modelling and analysis.
- Management accounts: preparation and interpretation.
- Cloud accounting platforms: Sage Online, Xero or QuickBooks proficiency.
- Forecasting and budgeting: developing capability.
- VAT processing and VAT compliance experience
Communication Skills
- Clear and professional with clients and colleagues.
- Able to explain financial information clearly to non-specialist business owners.
- Gives constructive feedback to junior analysts.
Personal Attributes
- Commercially curious and building genuine client awareness.
- Organised and reliable across a concurrent assignment load.
- Proactive in identifying issues and flagging them early.
- A collaborative and supportive member of the advisory team.
Professionalism
- Maintains confidentiality in all client and firm matters.
- Demonstrates integrity and accuracy in all advisory work.
- Committed to ongoing professional development.
- Represents Hall Morrice professionally.
Pay: From £1.00 per year
Benefits:
- Company events
- Company pension
- Health & wellbeing programme
- Life insurance
- Private medical insurance
- Referral programme
- Sick pay
Work Location: In person
