At a Glance
- Tasks: Manage client relationships and deliver high-quality accountancy services to diverse businesses.
- Company: Join a family-run, award-winning firm of Chartered Accountants with a supportive culture.
- Benefits: Competitive salary, performance bonuses, free parking, and cycle to work scheme.
- Other info: Full-time, office-based role with excellent career growth opportunities.
- Why this job: Make a real impact by helping businesses thrive with your expertise.
- Qualifications: Experience in client-facing roles and strong commercial awareness required.
The predicted salary is between 42500 - 49500 £ per year.
We are looking for an experienced Accountant to join our growing team as a Client Relationship Manager. Alongside a salary of £42,500-£49,500, you’ll have the opportunity to earn an annual performance bonus of up to 17%, recognising your contribution to both client success and business growth.
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.
About the role
We are looking for an experienced Client Relationship Manager to manage a diverse portfolio of owner-managed and family businesses. This role combines technical accountancy expertise with strong commercial awareness. You will help clients make informed business decisions while delivering proactive, high-quality accountancy services.
What you’ll be doing as Client Relationship Manager:
- Build and maintain strong day-to-day relationships with clients.
- Deliver proactive, high-quality accountancy services.
- Plan, prepare and review financial accounts within agreed deadlines and budgets.
- Prepare monthly, quarterly and half-yearly management reports.
- Translate financial information into clear commercial advice for clients.
- Identify opportunities including tax planning, restructuring and succession planning.
- Work closely with the Managing Directors to improve systems, procedures and business processes.
- Support business growth through networking, referrals and community engagement.
Essential requirements
We would like to hear from candidates who have:
- Proven experience working in a client-facing role within an accountancy practice.
- Experience managing a varied client portfolio.
- Strong commercial awareness and understanding of business owner challenges.
- Experience using accounts preparation software.
- Experience using cloud accounting software, including Sage, Xero and QuickBooks.
- Full UK driving licence.
- Excellent communication and relationship-building skills.
- Strong organisation, attention to detail and time management.
- Proactive approach with excellent problem-solving ability.
- Professional, client-focused attitude.
- Ability to work effectively under pressure without compromising client service.
Desirable requirements
ACA or ACCA qualified, or equivalent practice experience.
Pay and benefits
Salary of £42,500-£49,500 per year. Annual performance-based bonus of up to 17%. Full paid overtime. Time off in lieu. Free parking. Free financial advice. Bacon butties on your birthday. Cycle to work scheme. Pension auto-enrolment.
Working pattern and location
This is a full-time, permanent, office-based role. Hours: 8.30 am-5.00 pm, with some flexibility. This advert is for candidates interested in our Carnforth office. We can also consider candidates who would prefer to be based from another Lamont Pridmore office, including Carlisle, Kendal, Keswick or Workington. Travel to client premises and other Lamont Pridmore offices will be required.
Please apply to the advert closest to your preferred working location.
Application process
Please submit your CV for review. The process will include:
- First stage: 20-minute screening interview with Nexstema, on behalf of the client.
- Second stage: Hiring Manager interview.
Client Relationship Manager - Practice Accountant - Carnforth employer: Lamont Pridmore
Lamont Pridmore is an exceptional employer, offering a supportive and family-oriented work culture that prioritises employee growth and development. With competitive salaries, performance bonuses, and unique perks like free financial advice and birthday treats, our Carnforth office fosters a collaborative environment where you can thrive while helping local businesses succeed. Join us to build meaningful client relationships and make a real impact in the community.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Manager - Practice Accountant - Carnforth
✨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.
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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 Client Relationship Manager - Practice Accountant - Carnforth
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.
