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For Companies At a Glance
- Tasks: Engage with clients, providing tailored financial advice and insights to drive their growth.
- Company: Join a dynamic advisory team at Bagnall Hopkins, supporting businesses across various industries.
- Benefits: Enjoy flexible working arrangements and opportunities for professional development in a collaborative culture.
- Why this job: Make a real impact while building trusted relationships and enhancing your advisory skills.
- Qualifications: ACCA or ACA qualified with 5 years' experience; strong interpersonal skills are essential.
- Other info: This role offers varied tasks and the chance to mentor junior team members.
The predicted salary is between 43200 - 72000 £ per year.
Location: Hybrid (Office/Remote + On-site client visits)
Employment Type: Full-time, Permanent
About the Role: Are you a commercially-minded finance professional with a passion for helping businesses grow? We're looking for Client-Facing Portfolio Finance Managers to join our expanding advisory team, working directly with clients across a range of industries. You'll be at the heart of their financial journey, understanding their business, streamlining processes, providing strategic insights, and helping drive growth.
Your Responsibilities:
- Build trusted relationships with clients on-site and virtually
- Provide tailored financial advice, management reporting, and commercial insights
- Review VAT returns, CIS, management accounts & bookkeeping
- Prepare year-end accounts, CT600s, and self-assessment tax returns
- Create forecasts, cash flows, and scenario planning using tools like Xero, Sage, and forecasting software
- Offer tax planning strategies and growth advice
- Help implement and automate efficient finance systems
- Mentor and support junior team members
What We're Looking For:
- ACCA or ACA qualified
- Minimum 5 years' experience in practice
- Strong interpersonal and advisory skills; client relationships are key
- Proficient in Xero, Sage, and general cloud accounting software
- Ambitious, solutions-focused, and self-driven
- Ideally experience (or interest in learning) automation and forecasting software
In return:
- Work closely with growing businesses; be their trusted finance partner
- Varied and impactful work; no two days are the same
- Collaborative, supportive team culture
- Opportunities to develop advisory skills and leadership experience
- Flexible working arrangements
If you enjoy real conversations, real impact, and a flexible, collaborative environment this could be your next move.
Client Support Manager employer: Bagnall Hopkins Recruitment Ltd
Contact Detail:
Bagnall Hopkins Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support Manager
✨Tip Number 1
Familiarise yourself with the specific industries that the company serves. Understanding their unique challenges and financial needs will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Showcase your interpersonal skills by preparing examples of how you've built strong client relationships in the past. Be ready to discuss how you can apply these skills to foster trust and collaboration with clients at StudySmarter.
✨Tip Number 3
Brush up on your knowledge of Xero, Sage, and other cloud accounting software. Being able to demonstrate your proficiency with these tools will set you apart as a candidate who can hit the ground running.
✨Tip Number 4
Prepare to discuss your experience with automation and forecasting software. Highlight any relevant projects or initiatives where you've successfully implemented these tools to improve financial processes.
We think you need these skills to ace Client Support Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in finance and client management. Emphasise your qualifications, such as ACCA or ACA, and showcase your proficiency with tools like Xero and Sage.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for helping businesses grow. Mention specific examples of how you've built client relationships and provided strategic financial insights in previous roles.
Highlight Interpersonal Skills: Since strong interpersonal skills are key for this role, include examples in your application that demonstrate your ability to build trusted relationships with clients, both on-site and virtually.
Showcase Your Problem-Solving Abilities: In your application, provide instances where you've implemented efficient finance systems or offered innovative tax planning strategies. This will show your ambition and solutions-focused mindset.
How to prepare for a job interview at Bagnall Hopkins Recruitment Ltd
✨Showcase Your Interpersonal Skills
As a Client Support Manager, building trusted relationships is key. Be prepared to discuss examples of how you've successfully managed client relationships in the past, highlighting your communication and interpersonal skills.
✨Demonstrate Your Financial Expertise
Make sure to brush up on your knowledge of financial reporting, VAT returns, and tax planning strategies. Be ready to explain how you would approach these tasks and provide insights that could help clients grow their businesses.
✨Familiarise Yourself with Relevant Software
Since proficiency in tools like Xero and Sage is essential, ensure you can discuss your experience with these platforms. If you have experience with automation and forecasting software, be sure to mention it as well.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities. Prepare to discuss specific scenarios where you've had to provide tailored financial advice or implement efficient finance systems, showcasing your solutions-focused mindset.
