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.
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 You'll 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 We're 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
What's 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 flexible working environment with hybrid options, a competitive salary, and a comprehensive benefits package that includes opportunities for personal and professional growth. This role not only allows you to manage your own client portfolio but also encourages collaboration on diverse projects, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Client Accounts Assistant - Shrewsbury
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and property management sectors. Attend local events or join online groups where you can meet people who might know about job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by practising common questions related to client accounts and finance roles. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers and showcase your experience effectively.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your achievements in managing client accounts, reconciliations, and any relevant projects. This will give potential employers a clear picture of what you can bring to their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive and engaged with our company.
We think you need these skills to ace Client Accounts Assistant - Shrewsbury
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your client accounts or bookkeeping experience, and don’t forget to mention any relevant software you’ve used, like TRAMPS!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Client Accounts Assistant role. Share specific examples of how you've managed financial transactions or reconciled accounts in the past.
Show Off Your Communication Skills:Since this role involves liaising with clients and colleagues, make sure your written application showcases your communication skills. Keep it clear, concise, and professional while still being friendly!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Joshua Robert Recruitment
✨Know Your Numbers
Since this role is all about managing financial transactions, brush up on your numeracy skills. Be prepared to discuss your experience with client accounts and any specific software you've used, like TRAMPS. Showing confidence in your numerical abilities will impress the interviewers.
✨Showcase Your Organisation Skills
This position requires a methodical approach to workload management. Bring examples of how you've organised your tasks in previous roles, especially when handling multiple clients or projects. Highlighting your organisational skills will demonstrate that you're ready for the fast-paced environment.
✨Communicate Clearly
Good communication is key in this role, so practice articulating your thoughts clearly. Prepare to answer questions about how you've handled client queries in the past. Being able to convey complex information simply will show that you can liaise confidently with both clients and colleagues.
✨Be Ready for Teamwork
Even though you'll manage your own portfolio, collaboration is essential. Think of examples where you've worked as part of a team, especially in finance-related projects. Emphasising your ability to work well with others will highlight your fit for the supportive, collaborative culture they’re looking for.
