Client ManagerHours: Full Time
Salary: £55,000-65,000 depending on experience
The Role
Due to continued business growth, they are looking for an experienced Client Manager to join the team and provide an outstanding service to their clients.
This role includes traditional accountancy tasks and also goes beyond this; it involves acting as a commercial sounding board for the client, guiding clients through their financial journey with strategic advice and actionable insights.
There will be a mix of traditional year-end work and providing virtual finance manager and virtual finance director services.
This role requires a proactive approach to client service, exceptional problem-solving skills, and a strong understanding of commercial drivers.
Managing workload, stakeholders, and deadlines will be a key part of the role.
There is an opportunity to help shape the service provided, with the ideal candidate being able to suggest improvements and additions to the virtual finance manager and director service lines.
Responsibilities Client Relationship Management: Act as the first point of contact for clients, especially when they have new ideas or require guidance, ensuring a high level of service and support.Financial Reporting: Produce reports that include analysis of profit and loss, balance sheet, customers and bank balance reviews, adding valuable commentary and comparisons to highlight significant changes.Client Portfolio Management: Manage your portfolio of clients to ensure that submissions are all delivered ahead of deadline, including accounts, VAT returns, etc.Data Management and Improvement: Oversee the accuracy of financial data, identify areas for improvement, and alert clients to potential pitfalls in a timely manner.Financial Oversight and Advisory: Support clients in understanding their financial figures, helping them interpret data to make informed decisions.
Provide a "second opinion" and evaluate the pros and cons of potential business moves.Strategic Planning: Offer strategic advice on cash flow management, foreign exchange, and other critical financial areas.
Provide detailed reports with useful analysis, comparisons, and commentary to assist in strategic decision-making.Self Development: Drive and motivate yourself to acquire new knowledge and skills to be the best that you can be.Team Development: Sharing knowledge, experience and insights with team members.
Delegate where needed – we believe strongly in the Task Triangle and Delegate to Elevate.Business Development: Identify, communicate and implement opportunities to improve processes that contribute to the improvement of the business.The Requirements Committed to 5-star serviceAccountancy practice and industry experience (7+ years)Strong technical skills and understanding of accounting and tax rulesACA / ACCA / CIMA qualified (if no qualification then demonstrable experience will be required)Experience in going beyond traditional accounting requirements of reporting and helping clients improveThe Rewards Full time roleOffice based or hybrid workingFree onsite parkingComfortable modern officesQuarterly team lunch or away day to discuss strategyFlexible start / finish times to suit commitmentsSalary: £55,000-65,000 depending on experiencePersonalised development planPerformance related bonus scheme3% pension contribution23 days holiday + 8 bank holidaysFor more information, please contact the below:
Ross Tremayne
Recruitment Consultant
T: 07955 269 094
E: ******
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