At a Glance
- Tasks: Manage client portfolios and provide expert financial advice.
- Company: Established accountancy firm with a supportive culture.
- Benefits: Competitive salary, professional development, and strong client exposure.
- Other info: Opportunity for career progression in a forward-thinking firm.
- Why this job: Take ownership of your portfolio and grow in a dynamic environment.
- Qualifications: 2-3+ years in accountancy, AAT/ACCA/ACA qualified or part-qualified.
The predicted salary is between 40500 - 49500 £ per year.
I’m currently working with a well-established and growing accountancy firm looking to recruit a Senior Client Advisor to join their Accounting & Business Services team in Plymouth. This is a fantastic opportunity for someone with practice experience who enjoys a client-facing role and wants to take ownership of their own portfolio, while continuing to develop both technically and professionally.
The role will involve:
- Managing a portfolio of clients, acting as a key point of contact
- Preparing and reviewing management accounts, VAT returns, and statutory accounts
- Supporting with corporation tax and general compliance work
- Reviewing work of junior team members and providing guidance
- Working closely with clients, including attending meetings and advising on financial matters
- Assisting with onboarding, systems (Xero), and improving processes
The ideal candidate will have:
- 2–3+ years’ experience within an accountancy practice
- AAT / ACCA / ACA qualified or part-qualified
- Strong communication skills and confidence working with clients
- Experience with software such as Xero, IRIS, or similar
This role offers a varied workload, strong client exposure, and the opportunity to progress within a supportive and forward-thinking firm. If this sounds of interest, please get in touch for more details.
Client Manager in Plymouth employer: Autograph Recruitment Ltd Careers
Join a thriving family-owned business in South Devon that prioritises employee well-being and professional growth. With modern open-plan offices, free on-site parking, and a supportive finance team, you'll find a collaborative environment where your contributions are valued and you can make a genuine impact. This role offers a unique opportunity to develop your career while being part of a company that is committed to investing in its people and future success.
Contact Details:
Autograph Recruitment Ltd Careers Recruitment Team
