At a Glance
- Tasks: Manage your own client portfolio and build strong relationships.
- Company: A growing accountancy firm in Chorley with a supportive culture.
- Benefits: Competitive salary, flexible working, and 23 days annual leave.
- Other info: Join an ambitious team focused on continuous improvement and development.
- Why this job: Take ownership of clients and enjoy genuine career progression opportunities.
- Qualifications: Experience in accountancy practice and managing client portfolios.
The predicted salary is between 45000 - 55000 £ per year.
Looking to take the next step in your accountancy career with a growing firm where you can genuinely take ownership of your clients?
A well-established and expanding accountancy practice in
Chorley
is looking to appoint an experienced
Client Manager
to join its team.
You'll manage your own varied portfolio of clients, ranging from sole traders and partnerships through to limited companies, while playing an important role in supporting and developing the wider team.
This is a great opportunity for someone already working within accountancy practice who enjoys the
client-facing side of the role
and wants autonomy, variety and genuine scope to progress.
- Client
- Manager
Responsibilities: Managing your own portfolio of sole traders, partnerships and limited companies.
Building and maintaining strong, long-term relationships with clients.
Developing a thorough understanding of clients' businesses and how they operate.
Planning and managing monthly workloads in line with client year ends and internal deadlines.
Preparing and reviewing year-end accounts and presenting these to clients.
Completing Personal Tax Returns alongside the preparation of client accounts.
Responding to client queries and ensuring agreed deadlines and commitments are met.
Supervising and supporting junior members of the team to ensure work is completed accurately and on time.
Identifying opportunities to provide additional support and value to clients.
Working closely with the wider team to maintain a high standard of client service.
- Client
- Manager
Attributes: Previous experience working within an
accountancy practice
is essential.
Experience managing or taking significant responsibility for a portfolio of clients.
Strong year-end accounts preparation and review experience.
Comfortable dealing directly with business owners and presenting accounts to clients.
Personal Tax Return experience would be advantageous.
Previous experience supervising or reviewing the work of junior team members.
Knowledge of
CCH software
would be beneficial but is not essential.
Strong organisational skills with the ability to manage multiple deadlines and priorities.
Good attention to detail and a proactive, self-motivated approach.
Confident Excel and general IT skills.
Able to work effectively both independently and as part of a wider team.
- Client
- Manager
Benefits: Competitive salary dependent on experience and qualifications.
Flexible working.
Free onsite parking. 23 days annual leave plus bank holidays.
Company pension.
Supportive and friendly working environment.
Healthy approach to work-life balance.
Genuine opportunities for continued career development and progression.
The opportunity to join an ambitious, expanding practice that is continually investing in and improving the business.
This would suit an experienced
Senior Accountant, Client Manager or Portfolio Manager
looking for more ownership of their clients and the opportunity to progress within a growing Chorley-based practice.
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Client Manager in Basingstoke employer: Accountable Recruitment
Join a well-established and expanding accountancy practice in Chorley, where you will have the opportunity to take ownership of your clients and manage a diverse portfolio. Our supportive work culture fosters professional growth, offering continuous development opportunities and a collaborative environment that values your contributions. With competitive benefits and a commitment to employee well-being, we are dedicated to making your career both meaningful and rewarding.
StudySmarter Expert Advice🤫
We think this is how you could land Client Manager in Basingstoke
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Accountable Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Manager in Basingstoke
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Accountable Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Accountable Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Accountable Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Accountable Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Accountable Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Accountable Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
