At a Glance
- Tasks: Build strong client relationships and deliver top-notch advisory services.
- Company: Award-winning mid-tier firm with a supportive, family-like culture.
- Benefits: Salary up to £45,000, large bonuses, and fantastic development opportunities.
- Other info: Join a close-knit team focused on innovation and client satisfaction.
- Why this job: Make a real impact while growing your career in a dynamic environment.
- Qualifications: Commercial awareness and strong client service skills required.
The predicted salary is between 45000 - 45000 £ per year.
To make a positive and proactive contribution to the team achieving the annual business plan by maintaining and developing client-business relationships and providing a consistently high quality service to clients through efficient and timely completion of compliance and business related advisory services to all the practices clients.
Client Details: Established mid tier firm with offices across the North West of England. Continuous development of people and systems has given the client the opportunity to be forward thinking and take innovative advice led service to clients. Recently award winning from both a business and its treatment of employees perspective.
Description:
- To deliver Customer Care Programme to your portfolio adding real value to their business.
- Aims for each client:
- To keep your tax liabilities to a minimum.
- To help improve your profitability.
- To invest your wealth wisely and protect you, the family & your business.
- To plan, prepare and review financial accounts.
- To highlight and discuss barriers to work being completed within budget or opportunities for generating income.
- To clear outstanding queries with the client before discussing the file and final accounts with the Client Portfolio Manager/Managing Director/Partner, prior to the client meeting.
- To prepare Business Tax Computations (Income Tax) for review.
- To prepare/ensure the preparation and submission of VAT returns on behalf of clients.
- To maintain/ensure that client's accounting records and management accounts information is maintained as required.
- If required, to prepare monthly/quarterly/half-yearly Management Information reports and advise clients on ways to improve their profitability or cash flow. This could include competitor analysis, pricing reviews, preparing dashboards, spotlight or Profit cents reports.
- To work at client's premises as required, to work on special projects as required, from time to time undertake other tasks as may be reasonably required.
Profile:
- To have commercial awareness, identifying opportunities for additional fees from or services for clients and taking advantage of networking opportunities that could engage new clients.
- To be effective in all aspects of accountancy work, completing and delivering a finished job within agreed timescales and budgets.
- To deliver consistent high quality proactive client service, ensuring that a positive day to day client relationship is maintained.
- To ensure client satisfaction at all times, resolving outstanding issues in a timely manner.
- To work with the team in delivering and achieving the practice's annual Business Plan.
- To work with the Managing Director to set up and operate systems and procedures that ensure best and most efficient practice and help to develop the business.
- To have a good understanding of computer based accounts preparation software, relevant software used by clients and be efficient in analysing the reports generated by these systems.
- To keep up to date with changes in relevant laws and regulations.
- To have and develop the 'soft skills' necessary to relate to clients and deliver client services.
Job Offer:
- Salary up to £45,000.
- Large bonus paid twice yearly.
- Huge development opportunities for the right candidate.
- Great cultured firm with a family feel and close-knit approach to business.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Manager
✨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 Michael Page Finance. 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
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 Michael Page Finance.
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 Michael Page Finance'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 Michael Page Finance
✨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 Michael Page Finance.
✨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 Michael Page Finance 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 Michael Page Finance 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.
