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- Tasks: Manage client portfolios and provide expert financial advice in a dynamic environment.
- Company: Established accountancy firm with a focus on growth and client relationships.
- Benefits: Competitive salary, professional development, and strong client exposure.
- Other info: Supportive team culture with opportunities for career progression.
- Why this job: Take ownership of your portfolio and make a real impact in clients' financial success.
- Qualifications: 2-3+ years in accountancy practice and AAT/ACCA/ACA qualification preferred.
The predicted salary is between 35000 - 45000 £ 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
Contact Detail:
Autograph Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager in Plymouth
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy world, especially those who might know about openings at firms like the one you're eyeing. A friendly chat can sometimes lead to opportunities that aren’t even advertised!
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and client management skills. Think about real-life examples where you've excelled in these areas, as they’ll help you stand out when discussing your experience.
✨Tip Number 3
Don’t forget to showcase your personality! Firms want to see how you’d fit into their culture, so be yourself during interviews. Show enthusiasm for the role and the firm, and let your passion for client management shine through.
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in the position and the firm, which can give you an edge over other candidates.
We think you need these skills to ace Client Manager in Plymouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your client-facing experience and any relevant qualifications like AAT, ACCA, or ACA. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background aligns with what we’re looking for. Don’t forget to mention your experience with software like Xero or IRIS.
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure your application showcases your strong communication skills. Whether it's through your writing style or examples of past client interactions, let us know you can connect with clients effectively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Autograph Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to accounting and business services. Familiarise yourself with management accounts, VAT returns, and the software mentioned in the job description, like Xero. This will show that you're not just a people person but also technically savvy.
✨Showcase Your Client Skills
Since this role is client-facing, prepare examples of how you've successfully managed client relationships in the past. Think about specific situations where you provided valuable advice or resolved issues. This will demonstrate your strong communication skills and confidence.
✨Be Ready to Discuss Team Dynamics
As you'll be reviewing the work of junior team members, be prepared to talk about your experience in mentoring or guiding others. Share examples of how you've supported colleagues in their development, as this shows leadership potential and teamwork.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the firm’s culture, growth opportunities, or their approach to client management. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.