At a Glance
- Tasks: Deliver high-quality services and actionable insights to diverse clients.
- Company: Join a family-run, award-winning firm of Chartered Accountants.
- Benefits: Competitive salary, supportive team, and opportunities for professional growth.
- Other info: Dynamic work environment with a focus on client relationships and community engagement.
- Why this job: Make a real impact by helping businesses thrive with your expertise.
- Qualifications: Experience in accountancy, client-facing roles, and strong communication skills.
The predicted salary is between 35000 - 45000 € per year.
Location: The role can be based at our Carlisle, Keswick or Workington offices
Salary: Competitive, depending on experience
Contract: Full time
We’re looking for a Client Relationship Manager who understands the commercial world and can provide actionable insights and high levels of service to our clients and colleagues. You will be supporting a diverse portfolio of owner-managed and family businesses across a wide range of sectors who will rely on your expertise, clear communications and attention to detail.
What you’ll do
- Deliver consistently high-quality, proactive services to our clients, maintaining positive and productive day to day relationships
- Plan, prepare and review financial accounts within agreed timescales and budgets
- Prepare monthly/quarterly/half-yearly management information reports and translate them into clear, actionable insights for our clients
- Identify opportunities – tax planning, restructuring, succession planning – to proactively support and anticipate the needs of our clients
- Collaborate with our Managing Directors to set up, operate and improve efficient systems and procedures to ensure best practice and help develop the business
- Grow the client base through referrals, networking opportunities and community relationships
About you
- Proven experience in a client-facing accountancy firm with a diverse client portfolio
- You may be ACA / ACCA qualified or have equivalent practice experience
- Commercial awareness and an understanding of the issues facing business owners
- Experience in computer-based accounts preparation software and cloud-accounting software packages, such as Sage, Xero and QuickBooks
- A full UK driving licence is required, as you may travel to clients or other offices
You will be:
- A confident communicator; clear, warm and personable
- Well organised with good attention to detail and strong time-management skills
- Pro-active with an ability to solve problems and a professional client-focused attitude
- Be able to sometimes work in a pressured environment without compromising client service
About Lamont Pridmore
Lamont Pridmore is a family run, national award-winning firm of Chartered Accountants, Tax and Business Advisers with offices throughout Cumbria. We have been led by the same senior management team for the last 30 years who support our hard-working, high performing team. We are committed to developing close working relationships with our clients. By investing in our people, we ensure we can provide a greater range of services than are typically associated with accountants to help our clients navigate the ever-changing demands of the business world.
To apply
Please submit your CV and a brief covering letter outlining your suitability for the role by email – hr@lamontpridmore.co.uk – or complete the application form on our website and upload your CV.
Client Relationship Manager (Accountancy Practice) employer: Lamont Pridmore
At Lamont Pridmore, we pride ourselves on being a family-run, award-winning firm that values our employees and fosters a supportive work culture. With offices in Carlisle, Keswick, and Workington, we offer competitive salaries, opportunities for professional growth, and a commitment to maintaining strong client relationships. Join us to be part of a dedicated team where your expertise will be valued and your career can flourish in a dynamic environment.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Manager (Accountancy Practice)
✨Tip Number 1
Network like a pro! Attend industry events, join local business groups, and connect with people on LinkedIn. The more you put yourself out there, the better your chances of landing that Client Relationship Manager role.
✨Tip Number 2
Show off your expertise! Prepare to discuss your experience with client-facing roles and how you've provided actionable insights in past positions. Be ready to share specific examples that highlight your skills.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to refine your communication style. Focus on being clear, warm, and personable – just like the job description suggests!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our team at Lamont Pridmore.
We think you need these skills to ace Client Relationship Manager (Accountancy Practice)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Client Relationship Manager role. Highlight your client-facing experience and any relevant qualifications like ACA or ACCA to show us you’re the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your background aligns with our needs. Keep it clear, warm, and personable – just like you!
Showcase Your Commercial Awareness:In your application, demonstrate your understanding of the commercial world and the challenges faced by business owners. We want to see how you can provide actionable insights and support our clients effectively.
Apply Through Our Website:We encourage you to complete the application form on our website and upload your CV there. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important details!
How to prepare for a job interview at Lamont Pridmore
✨Know Your Clients
Before the interview, research the types of clients the firm works with. Understand their industries and common challenges they face. This will help you demonstrate your commercial awareness and show how you can provide actionable insights tailored to their needs.
✨Showcase Your Communication Skills
As a Client Relationship Manager, clear communication is key. Prepare examples of how you've effectively communicated complex financial information to clients in the past. Practise explaining these scenarios in a warm and personable manner to reflect your confident communication style.
✨Highlight Your Problem-Solving Abilities
Think of specific instances where you've proactively identified opportunities for clients, such as tax planning or restructuring. Be ready to discuss how you approached these situations and the positive outcomes that resulted, showcasing your proactive and client-focused attitude.
✨Demonstrate Organisational Skills
Prepare to discuss how you manage your time and prioritise tasks, especially under pressure. Bring examples of how you've maintained high-quality service while juggling multiple client accounts, which will illustrate your strong organisational skills and attention to detail.
