At a Glance
- Tasks: Manage diverse client portfolios and build strong relationships with clients.
- Company: Dynamic accountancy practice focused on growth and inclusivity.
- Benefits: Competitive salary, flexible working, 23 days holiday, and a friendly environment.
- Other info: Emphasis on diversity and inclusion, fostering a welcoming workplace.
- Why this job: Join a growing firm and advance your career in a supportive atmosphere.
- Qualifications: Experience in accountancy, attention to detail, and good Excel skills.
The predicted salary is between 28800 - 48000 £ per year.
We are looking to recruit a Client Manager. You will be managing a varied client portfolio from sole traders, partnerships to limited companies. The firm offers a wide range of audit and accounting services both compliance and value added.
As a client manager you will be in charge of your own portfolio of clients, focusing on the development and maintenance of strong relationships. Your role will include:
- Understanding the nature of clients’ businesses and how they operate
- Keeping client promises and addressing clients' questions in a timely manner
- Planning monthly jobs in accordance with year ends
- Meeting monthly planning targets
- Completing Personal Tax Returns for portfolio clients in conjunction with the completion of accounts
- Reviewing, completion and presentation of accounts to clients
- Supervising team members to ensure timely completion of planned work
Requirements for the role:
In order to succeed in this client manager role, you will need to have worked in a similar role for an accountancy practice previously. The ideal (but not essential) candidate will have excellent knowledge of the CCH software. You will need to be able to work to strict deadlines, be self-motivated and have a good attention to detail. On top of this, you should have good Microsoft Excel skills and be able to work individually or as part of a team.
What you’ll get in return:
This is a great opportunity to progress with your career in practice working for a Chorley based accountancy practice. The firm is looking to pay a competitive salary Dependant On Experience (DOE) and Qualifications (Q), flexible working, free parking. On top of this, you will receive 23 days holiday plus bank holidays, a friendly working environment, pension and a healthy work-life balance. You will be joining an expanding firm that is continuously looking for ways to improve; this role and firm would present you with opportunities to further your career.
Diversity & Inclusion at bk plus:
At bk plus, inclusion and diversity are central to our values. We have an authentic focus on inclusion, enabling our people to feel they can bring their whole self to work and ensuring everyone feels supported, respected and confident to make a valuable contribution to our company and to our clients.
Client Manager in Chorley employer: bk plus
At bk plus, we pride ourselves on being an exceptional employer, offering our Audit Associates a supportive environment in High Wycombe where they can thrive professionally. With access to experienced mentors, diverse client exposure, and a strong commitment to employee well-being through benefits like gym discounts and a cycle-to-work scheme, we foster a culture of growth and inclusivity that empowers our team members to excel in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Client Manager in Chorley
✨Tap into Campus Networks
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We think you need these skills to ace Client Manager in Chorley
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 bk plus.
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 bk plus'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 bk plus
✨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 bk plus.
✨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 bk plus 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 bk plus 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.
