At a Glance
- Tasks: Manage a diverse client portfolio and provide proactive commercial and tax advice.
- Company: Established accountancy practice with a supportive and flexible work environment.
- Benefits: Flexible working options, strong support for development, and opportunities for career progression.
- Other info: Opportunity to mentor junior team members and work across multiple sectors.
- Why this job: Step into a management role and make a real impact on client relationships.
- Qualifications: Experience in account management or accounting, with strong communication skills.
The predicted salary is between 35000 - 45000 £ per year.
We are working with a well-established and growing accountancy practice that is looking to appoint a Client Manager to join their team. This is a flexible opportunity, with the role based in either Bideford or Launceston, along with some travel between offices, particularly during the initial onboarding period.
This position would suit:
- An experienced Client Manager looking to take on a varied and established portfolio, or
- A Senior/Semi-Senior Accountant ready to step up into a management role, with strong support and development in place.
The Role
As Client Manager, you will be responsible for managing your own client portfolio while supporting the wider team. Responsibilities will include:
- Managing a diverse portfolio of clients across multiple sectors
- Preparation, review, and sign-off of statutory accounts
- Managing corporate and personal tax matters
- Leading client meetings, including year-end reviews and advisory discussions
- Providing proactive commercial and tax advice
- Supporting and mentoring junior team members
- Building and maintaining strong client relationships
Client Portfolio
The firm supports a wide-ranging client base, with exposure across multiple industries. Portfolio structure will vary depending on experience:
- Experienced hires: Ready-made portfolio to take ownership of
- Step-up candidates: Initially supporting a larger portfolio alongside a senior manager.
Accounts Manager, Client Relationship Manager in Launceston employer: DK Recruitment
Join a well-established and growing accountancy practice that values flexibility and employee development. With a supportive work culture, you will have the opportunity to manage a diverse client portfolio while receiving strong mentorship and growth opportunities. Located in the picturesque towns of Bideford or Launceston, this role offers a unique chance to thrive in a collaborative environment that prioritises both professional and personal fulfilment.
StudySmarter Expert Advice🤫
We think this is how you could land Accounts Manager, Client Relationship Manager in Launceston
✨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 DK 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 Accounts Manager, Client Relationship Manager in Launceston
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 DK 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 DK 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 DK 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 DK 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 DK 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 DK 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.
