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 advancing your career.
- Qualifications: Experience in finance, strong relationship management, and commercial awareness.
The predicted salary is between 37350 - 45650 £ 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 Relationship 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 senior, 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 Relationship Manager (Accountant) – Virtual Finance Office (VFO) in Milton employer: PEM
PEM is an excellent employer that values its employees by fostering a supportive and collaborative work culture in our Milton office. We offer comprehensive training and growth opportunities, ensuring that you can develop your skills while contributing to a welcoming environment for our clients. With a focus on teamwork and professional development, working with us means being part of a dynamic team dedicated to excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Manager (Accountant) – Virtual Finance Office (VFO) in Milton
✨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 PEM. 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 (Accountant) – Virtual Finance Office (VFO) in Milton
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 PEM.
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 PEM'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 PEM
✨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 PEM.
✨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 PEM 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 PEM 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.
