At a Glance
- Tasks: Build and nurture strong client relationships while delivering top-notch services.
- Company: Renowned firm of Chartered Accountants and Business Advisors with a commitment to quality.
- Benefits: Up to £47,000 salary, bonuses up to 17%, and unlimited holiday buy-in scheme.
- Other info: Flexible working hours and a comprehensive benefits package await you.
- Why this job: Join a growing team and make a real impact on client satisfaction and business success.
- Qualifications: Experience in client relationship management or accountancy roles is essential.
Our client is a well-established firm of Chartered Accountants and Business Advisors, renowned for providing comprehensive and professional accounting, tax, and business advisory services. The firm is committed to delivering high-quality, tailored solutions to a diverse range of clients, including businesses of all sizes, individuals, and charities. They are looking for a Client Relationship Manager, ideally in their Carlisle or Penrith offices, due to the growth of the business.
Successful candidates will be responsible for maintaining and developing strong client-business relationships, ensuring the delivery of high-quality services to clients, and supporting the practice's annual business plan. In order to achieve this, they are offering up to £47,000, bonuses up to 17% and benefits such as an unlimited holiday buy-in scheme through salary sacrifice.
Job Overview- Maintain and develop client-business relationships, ensuring the delivery of timely, high-quality service.
- Ensure client satisfaction through proactive relationship management, resolving issues promptly.
- Prepare and review financial accounts, business tax computations, VAT returns, and management reports.
- Develop and present business insights, including competitor analysis, profitability reviews, and cash flow improvement strategies.
- Work on special projects as needed and engage with clients on-site when required.
- Proven experience in client relationship management or accountancy roles.
- Solid understanding of accountancy tasks, including financial statements and tax computations.
- Proficiency with business software (e.g., tax, VAT, financial reporting).
- Organised and capable of managing multiple accounts within timelines and budgets.
- Flexible working hours: 37.5 hours per week, with a typical working day from 8:30am to 5:00pm (flexible for school runs, etc.). 100% office-based role.
- Overtime paid at the standard rate.
- Performance-based bonus paid every 6 months, up to 17% of salary.
- Holiday Package: 20 days + 8BH.
- Holiday Buy-In scheme (unlimited) via salary sacrifice.
- Comprehensive benefits package, including pension, health coverage, and other perks.
Client Relationship Manager (Pension's & in Penrith employer: Bennett & Game Recruitment
Join a leading accountancy group in Preston that values work-life balance and offers a competitive remuneration package. With a dynamic work culture, you'll have the opportunity to mentor junior staff and develop your skills while managing diverse client portfolios. This role not only provides a supportive environment for professional growth but also allows you to make a meaningful impact on clients' financial success.
Contact Details:
Bennett & Game Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Manager (Pension's & in Penrith
✨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 Bennett & Game 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 Relationship Manager (Pension's & in Penrith
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 Bennett & Game 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 Bennett & Game 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 Bennett & Game 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 Bennett & Game 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 Bennett & Game 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 Bennett & Game 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.
