At a Glance
- Tasks: Manage financial transactions and support a diverse portfolio of clients in property management.
- Company: Reputable professional services firm with a collaborative and supportive culture.
- Benefits: Competitive salary, flexible benefits, hybrid working, and opportunities for personal development.
- Other info: Flexible working arrangements and a chance to grow your career in a supportive environment.
- Why this job: Join a dynamic team and gain hands-on experience in finance while making a real impact.
- Qualifications: Experience in client accounts or finance roles; AAT qualification preferred but not essential.
The predicted salary is between 30000 - 40000 £ per year.
A well–regarded professional services firm is looking for a Client Accounts Assistant to join its busy Client Accounting team in Shrewsbury on a hybrid basis. This is a hands–on role at the heart of a multi–disciplinary finance function, supporting a broad portfolio of managed property clients across the rural, residential, and living sectors. The team is a mix of professional and non–professional accountants covering the full finance cycle client reporting, AP, AR, bank reconciliation, and systems management. You will carry your own client portfolio while collaborating closely with colleagues and taking on ad hoc projects as the business requires.
What Youll Be Doing
- Managing the day–to–day financial transactions for a portfolio of managed clients, ensuring compliance with industry regulations
- Performing regular reconciliations of client ledgers and bank accounts
- Raising ad hoc charges and invoices; allocating cash received from tenants
- Reconciling receipts against charges raised and undertaking credit control, with debtor reporting
- Recording and processing supplier invoices and managing client funds through the weekly payment cycle
- Producing income and expenditure reports from TRAMPS and assisting with interpretation and application
- Preparing and reconciling budgets and cashflows
- Responding promptly and professionally to internal and external queries, including managing shared inboxes
- Supporting payroll processing and contributing to one–off projects as required
What Were Looking For
- Proven experience in a client accounts, bookkeeping, or finance assistant role. AAT qualified is preferred, but strong practical experience will be equally considered
- Solid numeracy and attention to detail, with a methodical and organised approach to workload
- Competent user of accounting software and general IT; experience with TRAMPS or similar property management systems is advantageous
- Good written and verbal communication skills, with the ability to liaise confidently with clients and colleagues
- Able to work independently and manage your own portfolio, as well as contribute as part of a wider team
- Payroll experience is a bonus but not essential; full training will be provided to the right candidate
- A background in property management or agricultural finance is helpful but not required
Whats on Offer
- A competitive salary commensurate with experience
- A flexible benefits package including the option to purchase additional leave, health cash plan, and cycle to work scheme
- Hybrid working from day one
- A supportive, collaborative team with real opportunities to develop
Client Accounts Assistant - Shrewsbury employer: Joshua Robert Recruitment
Join a well-regarded professional services firm in Shrewsbury as a Client Accounts Assistant, where you will be part of a dynamic and supportive team dedicated to delivering exceptional client service. Enjoy a competitive salary, flexible benefits, and the opportunity for hybrid working from day one, all while developing your skills in a collaborative environment that values employee growth and offers exposure to a diverse portfolio of clients in the property sector.
StudySmarter Expert Advice🤫
We think this is how you could land Client Accounts Assistant - Shrewsbury
✨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 Joshua Robert 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 Accounts Assistant - Shrewsbury
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 Joshua Robert 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 Joshua Robert 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 Joshua Robert 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 Joshua Robert 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 Joshua Robert 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 Joshua Robert 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.
