At a Glance
- Tasks: Build trusted client relationships and deliver innovative finance solutions.
- Company: Dynamic Virtual Finance Office team with a focus on growth and innovation.
- Benefits: Hybrid working options, career development, and a supportive team environment.
- Other info: Exciting opportunity for autonomy and variety in a growing team.
- Why this job: Make a real impact on diverse businesses while developing your finance expertise.
- Qualifications: Experience in finance, strong relationship management, and commercial awareness.
The predicted salary is between 41850 - 51150 £ per year.
We’re looking for an experienced and commercially minded finance professional who enjoys building trusted client relationships, leading service delivery, and making a real difference to growing businesses.
The Virtual Finance Office (VFO) team is a dynamic team of 38 professionals delivering innovative, cloud-based finance solutions to a diverse client base.
Our services span bookkeeping, management reporting, credit control and wider finance support, helping businesses gain valuable financial insight and operate more effectively.
As part of our ambitious 2030 strategy, the VFO team is entering an exciting period of growth, creating a fantastic opportunity for a Client Manager to take ownership of a varied portfolio of clients, act as a trusted advisor, and help shape the future of the team.
This is a client-facing role where you’ll combine technical expertise with commercial awareness and strong relationship management.
You’ll work with owner-managed businesses, start-ups, SMEs, not-for-profits and scaling businesses, delivering high-quality management accounts, VAT returns, cashflow forecasts and wider financial reporting, while ensuring an exceptional client experience.
You’ll be a key point of contact for your clients, understanding their businesses, challenges and goals, and identifying opportunities to add value.
You’ll also work closely with our internal processing and production teams to ensure smooth delivery, manage risks proactively, improve recoveries through confident commercial conversations, and support the development of junior team members.
This is an excellent opportunity for someone seeking variety, autonomy and genuine career development within a growing and ambitious team.
Whether you’re looking to apply your experience from practice in a more relationship-focused advisory role, or you’re bringing industry experience and want the opportunity to work with a broad and varied client base, you’ll find plenty of challenge, development and reward in this role.
This role is primarily based on‑site at our Milton, Cambridgeshire office, with hybrid working options available.
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Client Manager (Part or fully qualified) – Virtual Finance Office (VFO) in Milton employer: PEM
PEM in Cambridge is an exceptional employer, offering a collaborative work culture that values expertise and innovation in the field of Trusts and Estates. With a strong focus on employee development, you will have ample opportunities for professional growth while working alongside experienced partners and colleagues on impactful advisory projects. The vibrant location of Cambridge not only enhances your work-life balance but also provides access to a rich network of professionals and resources in the financial services sector.
