At a Glance
- Tasks: Manage a diverse portfolio of clients and provide high-quality financial advice.
- Company: Join Lamont Pridmore, a family-run award-winning accountancy firm.
- Benefits: Competitive salary, performance bonuses, free parking, and cycle to work scheme.
- Other info: Enjoy a supportive environment with opportunities for career growth.
- Why this job: Make a real impact by helping businesses thrive with your accounting expertise.
- Qualifications: Experience in client-facing roles and strong technical accounting knowledge required.
Lamont Pridmore is looking for an experienced Accounts Senior / Client Accountant to join our Carlisle team! This is an opportunity to take ownership of an established portfolio of clients, combining your technical accounting expertise with commercial insight to help businesses make confident financial decisions. You'll become a trusted adviser to owner-managed and family-run businesses, providing a service that goes beyond compliance to deliver genuine value.
In addition to a salary of £42,500–£49,500, you'll be eligible for an annual performance bonus of up to 17%, rewarding your contribution to exceptional client service and business success.
About Lamont Pridmore: Lamont Pridmore is a family-run, national award-winning firm of Chartered Accountants, Tax and Business Advisers with offices across Cumbria and the surrounding area. For more than 30 years, our experienced senior leadership team has supported a high-performing team dedicated to delivering exceptional service to businesses across the region. We build long-term relationships with our clients by providing practical commercial advice alongside traditional accountancy services, helping owner-managed and family businesses succeed in an evolving business environment.
The opportunity: As a Client Portfolio Manager, you'll manage your own portfolio of clients while building trusted relationships and delivering a first-class service. You'll work with business owners to understand their goals, interpret financial performance and provide advice that helps them plan for the future. This role offers plenty of variety, combining statutory accounts, management reporting, client meetings and commercial advisory work in a collaborative and supportive environment.
What you’ll be doing: As Client Portfolio Manager, you will:
- Manage a portfolio of owner-managed and family businesses, acting as their main point of contact on a daily basis and providing high-quality services.
- Plan, prepare and review financial accounts within agreed deadlines and budgets.
- Produce accurate monthly, quarterly and half-yearly management reports.
- Present financial information in a clear, practical way that supports business decisions for clients.
- Identify opportunities to improve tax efficiency and wider business performance.
- Develop strong, lasting relationships through proactive communication and excellent client service.
- Work alongside Managing Directors to enhance internal processes and maintain high standards.
- Contribute to the continued growth of the practice through referrals, networking and identifying opportunities within your client portfolio.
Essential requirements: We're looking for candidates with:
- Previous experience in a client-facing position within an accountancy practice.
- Experience managing a diverse portfolio of clients.
- Strong technical accounting knowledge gained in practice.
- A commercial mindset with the ability to understand the challenges facing SMEs.
- Experience using accounts preparation software.
- Good working knowledge of cloud accounting softwares such as Xero, Sage and QuickBooks.
- Excellent communication and relationship-building skills with a professional client-centric attitude.
- Strong organisational skills with the ability to prioritise competing deadlines.
- A proactive approach to problem solving and continuous improvement.
- A full UK driving licence.
Desirable requirements: ACA or ACCA qualification, or equivalent experience within an accountancy practice.
Pay and benefits: Alongside a competitive salary, you'll receive:
- £42,500–£49,500 per year.
- Annual performance bonus of up to 17%.
- Paid overtime.
- Time off in lieu.
- Free parking.
- Free financial advice.
- Birthday bacon butties.
- Cycle to work scheme.
- Company pension with auto-enrolment.
Working pattern and location: This is a permanent, full-time office-based position in Carlisle. Working hours are 8.30am to 5.00pm, with flexibility available where business needs allow. Some travel to client premises and other Lamont Pridmore offices will be required as part of the role.
Application process: If you're looking to develop your career with a respected independent accountancy practice that values long-term client relationships and high-quality advice, we'd love to hear from you. Please submit your CV for consideration.
Recruitment process: Stage 1: 20-minute screening interview with Nexstema, acting on behalf of Lamont Pridmore. Stage 2: Interview with the Hiring Manager.
Accounts Senior in Carlisle employer: Lamont Pridmore
At Lamont Pridmore, we pride ourselves on being an excellent employer, offering a supportive work culture that values teamwork and professional growth. Our Carlisle team enjoys competitive salaries, performance-related bonuses, and a range of benefits including paid overtime and pension auto-enrolment, making it a rewarding place to advance your career in payroll services.
StudySmarter Expert Advice🤫
We think this is how you could land Accounts Senior 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 Lamont Pridmore. 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 Senior 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 Lamont Pridmore.
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 Lamont Pridmore'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 Lamont Pridmore
✨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 Lamont Pridmore.
✨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 Lamont Pridmore 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 Lamont Pridmore 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.
