At a Glance
- Tasks: Manage client portfolios and deliver top-notch service in a vibrant accounting firm.
- Company: Established accounting firm with a forward-thinking culture in Ferndown.
- Benefits: 25 days holiday, study support, free lunches, and regular social events.
- Other info: Join a supportive team with great career growth and fun perks!
- Why this job: Take your career to the next level while enjoying a dynamic work environment.
- Qualifications: AAT/ACCA/ACA qualified with 3 years' practice experience and strong tax knowledge.
The predicted salary is between 35000 - 45000 £ per year.
Client Director required for a well established accounting firm supporting contractors, freelancers and SMEs, the role is office based in Ferndown. This is a vibrant and forward thinking practice so this role would suit someone looking for the next step up in their career.
Key Responsibilities
- Manage a portfolio of clients and deliver high quality service
- Review statutory accounts and corporation tax computations
- Support, supervise and train junior staff
- Attend new client meetings and prepare quotations
- Allocate workloads and monitor internal SLAs
- Ensure timely submission of VAT returns and accounts
Requirements
- AAT/ACCA/ACA qualified (part or fully)
- Minimum 3 years' practice experience
- Strong understanding of tax
- Confident communicator with excellent client facing skills
- Ability to manage a small team
- High attention to detail and strong organisational skills
Benefits
- 25 days' holiday + bank holidays (with buy/sell options)
- Study support
- Company pension
- Free financial advice
- Duvet days, dress down days and regular social events
- Staff incentives
- Discounted gym membership
- Cycle to work scheme
- On site parking
- Free monthly Friday lunch and weekly breakfast
Freelance Client Manager employer: Bond Williams Limited
Join one of Oxford's premier employers as a Junior Facilities and Maintenance Technician, where you'll benefit from a supportive work culture that prioritises employee development and offers excellent training opportunities. With a focus on delivering top-notch maintenance services across multiple sites, this role not only promises a rewarding career path but also the chance to be part of a dynamic team in a thriving environment.
StudySmarter Expert Advice🤫
We think this is how you could land Freelance Client Manager
✨Show Off Your Expertise Online
In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.
✨Join Freelance Platforms and Networking Events
Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.
✨Build a Stunning Portfolio
Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.
✨Direct Outreach is Key
For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on Bond Williams Limited for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Freelance Client Manager
Some tips for your application 🫡
Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.
Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at Bond Williams Limited. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!
Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!
Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining Bond Williams Limited. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!
How to prepare for a job interview at Bond Williams Limited
✨Show Off Your Financial Savvy
When you're talking with Bond Williams Limited, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
✨Bring Your Portfolio to Life
A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.
✨Know Your Regulations and Compliance
In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
✨Be Ready to Discuss Your Rates and Availability
As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to Bond Williams Limited.
