At a Glance
- Tasks: Manage client relationships and deliver high-quality accountancy services to SMEs.
- Company: Join a respected independent accountancy firm with a collaborative culture.
- Benefits: Competitive salary, performance bonuses, paid overtime, and ongoing professional development.
- Other info: Enjoy regular team social events and a dynamic work environment.
- Why this job: Make a real impact by advising clients and enhancing their business performance.
- Qualifications: ACA or ACCA qualified, or qualified by experience, with strong accounting skills.
The predicted salary is between 50000 - 50000 £ per year.
Are you an experienced practice accountant who enjoys being hands-on, building strong client relationships, and genuinely making a difference to owner-managed businesses? Due to continued growth, we’re looking for a Client Relationship Manager to join our team. This is a varied role that combines technical accountancy work with proactive client management, giving you the opportunity to become a trusted adviser to a portfolio of businesses across a range of sectors.
This is a genuinely hands-on role. We’re looking for someone who enjoys the technical aspects of practice and is comfortable taking work from client records through to completed accounts, producing management information and supporting clients with their ongoing accounting requirements.
The Role
As a Client Relationship Manager, you’ll take ownership of a portfolio of SME clients, delivering a high standard of service while building long-term relationships and identifying opportunities to add value. Responsibilities will include:
- Preparing and reviewing statutory accounts for a varied portfolio of clients
- Producing management accounts and financial information to support business decision-making
- Preparing and reviewing VAT returns and ensuring accurate financial records are maintained
- Working closely with clients to understand their businesses and provide practical, commercial advice
- Supporting clients with profitability, cash flow and business performance improvements
- Managing client queries and delivering a proactive, high-quality service
- Identifying opportunities to provide additional services and support to clients
- Collaborating with colleagues to continually improve processes and contribute to business growth
- Keeping up to date with changes in accounting standards, legislation and best practice
About You
We’re looking for an experienced practice professional who enjoys both the technical and relationship aspects of accountancy. You’ll ideally have:
- ACA or ACCA qualified, or qualified by experience (QBE)
- A strong background within accountancy practice, managing a varied portfolio of clients
- Excellent technical accounting skills, with the ability to prepare statutory accounts and financial information from client records through to completion
- Experience producing management accounts, VAT returns and supporting clients with day-to-day financial reporting requirements
- Confidence working across all aspects of accounts preparation and advising clients on their financial performance
- Strong commercial awareness and the ability to identify opportunities to add value for clients
- Excellent communication skills and the ability to build trusted relationships with business owners
- A proactive, organised approach with strong attention to detail
What’s in it for You?
- Salary circa £50,000, depending on experience
- Performance-related bonus scheme
- Paid overtime
- Ongoing CPD and professional development opportunities
- Regular team social events throughout the year
- The opportunity to work with a highly respected and long-established independent accountancy firm
- A varied and rewarding role where you can make a genuine impact for both clients and the wider business
If you’re an experienced practice accountant who enjoys rolling up your sleeves, delivering high-quality work and becoming a trusted adviser to clients, we’d love to hear from you.
Client Relationship Manager in Carlisle employer: Cummins Mellor Recruitment
Join a highly respected and long-established independent accountancy firm in Carlisle or Workington, where you can thrive in a dynamic work culture that values hands-on client engagement and professional growth. With competitive salaries, performance-related bonuses, and ongoing CPD opportunities, this role as a Client Relationship Manager offers the chance to make a meaningful impact on owner-managed businesses while enjoying regular team social events and a supportive environment for career advancement.
Contact Details:
Cummins Mellor Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Manager in Carlisle
✨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 Cummins Mellor 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 in Carlisle
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 Cummins Mellor 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 Cummins Mellor 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 Cummins Mellor 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 Cummins Mellor 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 Cummins Mellor 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 Cummins Mellor 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.
