At a Glance
- Tasks: Support clients with financial insights and management reporting while building strong relationships.
- Company: Join a rapidly expanding professional services firm with a dynamic Office of the CFO team.
- Benefits: Gain exposure to diverse clients, develop leadership skills, and enjoy clear career progression.
- Other info: Collaborative environment with opportunities for mentoring and professional growth.
- Why this job: Make a real impact in a client-focused role with genuine advisory responsibilities.
- Qualifications: Experience in accounting, strong communication skills, and a proactive, client-focused approach.
The predicted salary is between 45000 - 51250 £ per year.
- Assistant Client Manager – Office of the CFO
- | Edinburgh
An exciting opportunity to join a growing and ambitious Office of the CFO team.
We're recruiting on behalf of a highly respected and rapidly expanding professional services firm seeking an experienced
Assistant Client Manager to support the delivery of outsourced finance and advisory services to a diverse portfolio of clients.
This is an excellent opportunity for a qualified accountant who enjoys building client relationships, solving business challenges and delivering meaningful financial insight.
The role offers a varied mix of management reporting, forecasting, financial planning, business advisory and client relationship management, providing exposure to businesses across a wide range of sectors.
Working alongside Client Managers and senior colleagues, you'll help clients gain greater visibility of their financial performance, support key business decisions and contribute to their long-term success.
Key responsibilities
- Preparing monthly management accounts and financial reporting packs.
- Supporting the preparation of statutory financial statements and ensuring compliance with reporting requirements.
- Building and maintaining strong relationships with clients, becoming a trusted day-to-day contact.
- Coordinating audit processes and liaising with external auditors.
- Preparing cash flow forecasts, budgets and financial models.
- Supporting clients with business planning, forecasting and commercial decision-making.
- Delivering ad hoc financial analysis and project work as required.
- Assisting with the management of a portfolio of clients, ensuring a high standard of service is delivered.
- Supporting, coaching and mentoring junior members of the team.
- Working collaboratively across the wider Office of the CFO team to deliver value-added solutions.
- Identifying opportunities to improve client service and introduce additional advisory support where appropriate.
About you
To be successful in this role, you'll have
- Experience gained within practice, industry, or a combination of both.
- Strong technical accounting and financial reporting skills.
- Experience preparing management accounts, budgets and financial analysis.
- Excellent communication and stakeholder management skills.
- A proactive, client-focused approach with strong problem-solving abilities.
- Excellent organisational and time management skills.
- The ability to manage multiple priorities within a fast-paced environment.
- Experience using cloud-based accounting software.
- Exposure to outsourced finance, virtual Finance Director/CFO or Office of the CFO services.
- Experience supporting finance transformation or technology-driven finance solutions.
- What's on offer
- Exposure to a broad portfolio of clients across multiple sectors.
- A varied, client-facing role with genuine advisory responsibilities.
- The opportunity to develop your leadership, commercial and client management skills.
- A collaborative, supportive and ambitious working environment.
- Clear opportunities for career progression within a growing Office of the CFO team.
- Please note
Applicants must have a full and unrestricted right to work in the UK. Unfortunately, sponsorship is not available for this position.
If you're looking to take the next step in your career within a dynamic, client-focused environment where you can develop your advisory skills and make a real impact, we'd love to hear from you.
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Assistant Client Manager employer: Broadgate
As a leading fintech in the cross-border payments sector, we pride ourselves on fostering a dynamic and innovative work environment where compliance is viewed as a vital component of our infrastructure. Our London-based team enjoys a hybrid working model, competitive salary packages, and equity options, alongside opportunities for professional growth and direct collaboration with senior leadership. Join us to make a meaningful impact in a role that empowers you to shape compliance strategies across multiple jurisdictions.
StudySmarter Expert Advice🤫
We think this is how you could land Assistant Client Manager
✨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 Broadgate. 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 Assistant Client Manager
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 Broadgate.
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 Broadgate'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 Broadgate
✨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 Broadgate.
✨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 Broadgate 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 Broadgate 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.
