At a Glance
- Tasks: Manage client portfolios and deliver accounts, tax, and advisory services.
- Company: Reputable chartered accountancy firm with a strong presence in North Devon.
- Benefits: Competitive salary, career development opportunities, and supportive team environment.
- Other info: Exciting career progression within a dynamic and successful team.
- Why this job: Join a growing firm and make a real impact in a pivotal role.
- Qualifications: AAT, ATT, CTA, ACA or ACCA qualified with managerial experience.
A leading and successful firm of chartered accountants based in Holsworthy is searching for a Client Manager to join their team as a key addition in a pivotal support role to the directors, with career development prospects on offer and opportunity to carve an influential role within a highly regarded firm of chartered accountants.
Based in Holsworthy, this chartered firm has developed a very strong reputation across North Devon and further afield acting for a wide range of clients across varying industries including OMBs, SMEs, corporate clients, charities, not-for-profit, professional services and other industry sector clients. As a result of ongoing, sustained positive growth, this firm is looking to bring in the right additional Accounts Manager to bolster their team.
Joining as Client Manager based from the firm's Holsworthy offices, you will take on the full management and client portfolio responsibility for the delivery of accounts, tax and wider services to sole trader, partnership and limited company OMB, SME clients. You will take on increasing responsibility for developing client relationships, managing a portfolio and working on wider advisory, planning and business services in addition to delivering on wider project work. You will manage a team and act as key support to the firm's directors, with a clear progression path on offer within a very successful and reputable chartered accountancy practice.
For this Client Manager role, you will be AAT, ATT, CTA, ACA or ACCA qualified and will have developed your career to the managerial levels, within a career background delivering accounts/tax and general accountancy practice services to a wide range of sole trade, partnership and limited company clients, developed within an accountancy practice firm environment. You will be looking for a career move and role where you can see a development path on offer, within a growing North Devon firm of chartered accountants.
Circa £40,000 - £45,000 dependent on the background experience and level of the right professional, plus benefits.
Client Manager in Holsworthy employer: Michael Page
Join a leading firm of chartered accountants in Holsworthy, where you will be part of a supportive and dynamic work culture that prioritises employee growth and development. With a strong reputation across North Devon, this firm offers a clear progression path and the opportunity to manage diverse client portfolios, making it an excellent employer for those seeking meaningful and rewarding careers in accountancy.
StudySmarter Expert Advice🤫
We think this is how you could land Client Manager in Holsworthy
✨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. 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 Manager in Holsworthy
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.
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'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
✨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.
✨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 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 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.