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- Tasks: Manage client portfolios and deliver expert financial advice in a collaborative team.
- Company: Join a supportive Andover-based firm that values innovation and professional growth.
- Benefits: Enjoy 25 days holiday, pension contributions, and access to corporate discounts.
- Why this job: This role offers mentorship opportunities and a chance to build strong client relationships.
- Qualifications: ACCA or ACA qualified with relevant accountancy practice experience required.
- Other info: Flexible benefits scheme and 24/7 Employee Assistance Programme for your wellbeing.
The predicted salary is between 36000 - 60000 £ per year.
Are you an ACCA-qualified professional looking for your next challenge? Join this Andover based team as an Client Manager Accountant, where you’ll play a pivotal role in delivering outstanding service to their clients. This is a fantastic opportunity to showcase your expertise while working in a supportive, collaborative environment that values innovation and professional growth.
This business believes in rewarding your talent and dedication. Their comprehensive benefits package for the Client Manager Accountantincludes:
Pension: Employer contribution of 3.5%, employee contribution of 5%.
Holidays: 25 days annual leave + bank holidays, with the option to buy up to 5 additional days.
Work-Life Balance: Business closure over Christmas (subject to business needs).
Wellbeing: Life assurance (x4 annual salary), enhanced family leave, and sick pay policies.
Support: 24/7 Employee Assistance Programme for free, confidential advice.
Perks: Access to a Corporate Discounts Platform and a Flexible Benefits scheme, offering insurances such as PMI, dental, and cycle-to-work schemes.
As the Client Manager Accountantyou will be responsible for managing client portfolios, building strong client relationships, and ensuring the delivery of high-quality financial services. Reporting directly to the Directors, you will collaborate with a talented team and have opportunities to mentor colleagues, helping them develop their skills and achieve success.
Key Responsibilities
- Manage a portfolio of clients, leading client meetings and providing expert financial advice.
- Handle all aspects of client relationships, including quoting, service agreements, invoicing, and renewals.
- Assist in preparing management and annual accounts, forecasts, and performance reports.
- Build connections with professional contacts, such as IFAs, solicitors, and financial institutions, to secure referrals and support for clients.
- Mentor team members, providing feedback, training, and guidance to maintain high standards of service.
- Report on portfolio performance and internal targets to Directors.
What experience would weneed you to have?
- ACCA or ACA qualified.
- Relevant accountancy practice experience (tax experience is a plus).
- Proficient in UK accounting standards, tax legislation, and accounting software (e.g., Sage, Xero, QuickBooks).
- A natural relationship-builder with internal and external stakeholders.
- A confident, professional, and ethical leader who’s organised, analytical, and commercially savvy.
If you’re ready to take the next step in your accounting career, we’d love to hear from you. Apply now or give Lynne a call on 01722 334433
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Accountant employer: Personnel Placements
Contact Detail:
Personnel Placements Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Accountant
✨Tip Number 1
Network with professionals in the accounting field, especially those who are already working in client management roles. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the latest UK accounting standards and tax legislation. Being well-versed in these areas will not only boost your confidence but also demonstrate your commitment to staying updated in your field during interviews.
✨Tip Number 3
Prepare to discuss your experience in managing client portfolios and building relationships. Think of specific examples where you successfully handled client meetings or provided expert financial advice, as this will showcase your suitability for the role.
✨Tip Number 4
Research the company’s values and recent achievements. Understanding their focus on innovation and professional growth will help you align your responses during interviews and show that you’re genuinely interested in contributing to their success.
We think you need these skills to ace Accountant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your ACCA qualification and relevant accountancy practice experience. Emphasise your proficiency in UK accounting standards and any specific software you have used, such as Sage or Xero.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role of Client Manager Accountant. Mention your experience in managing client portfolios and building relationships, and explain how you can contribute to the company's success.
Highlight Relevant Skills: In your application, focus on skills that align with the job description, such as leadership, analytical thinking, and relationship-building. Provide examples of how you've successfully mentored team members or managed client relationships in the past.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the accounting field.
How to prepare for a job interview at Personnel Placements
✨Showcase Your ACCA Qualification
Make sure to highlight your ACCA qualification during the interview. Discuss how your training has equipped you with the skills necessary for managing client portfolios and providing expert financial advice.
✨Demonstrate Relationship-Building Skills
Prepare examples of how you've successfully built and maintained client relationships in the past. This role requires a natural relationship-builder, so be ready to discuss your approach to client management and collaboration.
✨Familiarise Yourself with Relevant Software
Since proficiency in accounting software like Sage, Xero, or QuickBooks is essential, ensure you can discuss your experience with these tools. Be prepared to explain how you've used them to enhance your work efficiency and accuracy.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities and ethical decision-making. Think about situations where you've had to mentor colleagues or handle challenging client interactions, and be ready to share those experiences.
