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For Companies At a Glance
- Tasks: Manage client portfolios and deliver expert financial advice in a collaborative team.
- Company: Join a supportive Salisbury-based firm that values innovation and professional growth.
- Benefits: Enjoy 25 days holiday, flexible benefits, and a comprehensive wellbeing package.
- Why this job: This role offers mentorship opportunities and the chance to build strong client relationships.
- Qualifications: ACCA or ACA qualified with relevant accountancy practice experience required.
- Other info: Contact Lynne at 01722 334433 for more information.
The predicted salary is between 36000 - 60000 £ per year.
Client Manager
Are you an ACCA-qualified professional looking for your next challenge? Join this Salisbury based team as an Client Manager, where you’ll play a pivotal role in delivering outstanding service to their clients. This is a fantastic opportunity to showcase your expertise while working in a supportive, collaborative environment that values innovation and professional growth.
This business believes in rewarding your talent and dedication. Their comprehensive benefits package includes:
Pension: Employer contribution of 3.5%, employee contribution of 5%.
Holidays: 25 days annual leave + bank holidays, with the option to buy up to 5 additional days.
Work-Life Balance: Business closure over Christmas (subject to business needs).
Wellbeing: Life assurance (x4 annual salary), enhanced family leave, and sick pay policies.
Support: 24/7 Employee Assistance Programme for free, confidential advice.
Perks: Access to a Corporate Discounts Platform and a Flexible Benefits scheme, offering insurances such as PMI, dental, and cycle-to-work schemes.
As the Client Manager, you will be responsible for managing client portfolios, building strong client relationships, and ensuring the delivery of high-quality financial services. Reporting directly to the Directors, you will collaborate with a talented team and have opportunities to mentor colleagues, helping them develop their skills and achieve success.
Key Responsibilities
- Manage a portfolio of clients, leading client meetings and providing expert financial advice.
- Handle all aspects of client relationships, including quoting, service agreements, invoicing, and renewals.
- Assist in preparing management and annual accounts, forecasts, and performance reports.
- Build connections with professional contacts, such as IFAs, solicitors, and financial institutions, to secure referrals and support for clients.
- Mentor team members, providing feedback, training, and guidance to maintain high standards of service.
- Report on portfolio performance and internal targets to Directors.
What experience would weneed you to have?
- ACCA or ACA qualified.
- Relevant accountancy practice experience (tax experience is a plus).
- Proficient in UK accounting standards, tax legislation, and accounting software (e.g., Sage, Xero, QuickBooks).
- A natural relationship-builder with internal and external stakeholders.
- A confident, professional, and ethical leader who’s organised, analytical, and commercially savvy.
If you’re ready to take the next step in your accounting career, we’d love to hear from you. Apply now or give Lynne a call on 01722 334433
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Client Manager employer: Personnel Placements
Contact Detail:
Personnel Placements Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager
✨Tip Number 1
Network with professionals in the accounting field, especially those who are already working as Client Managers or in similar roles. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights into the company culture.
✨Tip Number 2
Research the company thoroughly to understand their values, services, and client base. This knowledge will help you tailor your conversations during interviews and demonstrate your genuine interest in contributing to their success.
✨Tip Number 3
Prepare to discuss specific examples from your past experience that showcase your ability to manage client relationships and deliver high-quality financial services. Highlight any mentoring experiences you've had, as this aligns with the role's responsibilities.
✨Tip Number 4
Be ready to articulate your understanding of UK accounting standards and tax legislation, as well as your proficiency with accounting software like Sage, Xero, or QuickBooks. This will demonstrate your technical expertise and readiness for the role.
We think you need these skills to ace Client Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your ACCA qualification and relevant accountancy practice experience. Emphasise your proficiency in UK accounting standards and any experience with accounting software like Sage, Xero, or QuickBooks.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client management and your ability to build strong relationships. Mention specific examples of how you've successfully managed client portfolios and provided expert financial advice in the past.
Highlight Leadership Skills: Since the role involves mentoring team members, be sure to include any leadership experiences you have. Discuss how you've trained or guided colleagues in previous roles, and how you maintain high standards of service.
Showcase Your Soft Skills: In addition to technical skills, highlight your interpersonal abilities. Being a natural relationship-builder is key for this role, so provide examples of how you've effectively communicated and collaborated with clients and stakeholders.
How to prepare for a job interview at Personnel Placements
✨Showcase Your ACCA Qualification
Make sure to highlight your ACCA qualification during the interview. Discuss how your training has equipped you with the skills necessary for managing client portfolios and providing expert financial advice.
✨Demonstrate Relationship-Building Skills
Prepare examples of how you've successfully built and maintained client relationships in the past. This role requires a natural relationship-builder, so be ready to discuss your approach to connecting with clients and stakeholders.
✨Familiarise Yourself with Relevant Software
Since proficiency in accounting software like Sage, Xero, or QuickBooks is essential, brush up on your knowledge of these tools. Be prepared to discuss how you've used them in previous roles to manage accounts and prepare reports.
✨Prepare for Team Mentoring Questions
As mentoring team members is part of the role, think about your past experiences in training or guiding colleagues. Be ready to share specific instances where you provided feedback or support to help others succeed.
