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- Tasks: Manage a portfolio of SME clients and provide strategic financial advice.
- Company: Join a rapidly growing outsourcing firm in Milton Park, known for its high-performance culture.
- Benefits: Enjoy hybrid work options with 3 days in the office and 2 from home.
- Why this job: Gain autonomy in client management while being supported by a collaborative team.
- Qualifications: Part-qualified or fully qualified (ACA/ACCA/CIMA) with outsourcing experience preferred.
- Other info: We celebrate diversity and welcome applicants from all backgrounds.
The predicted salary is between 34000 - 50000 £ per year.
Looking for your next step in financial outsourcing? If you're confident managing a portfolio of clients, reviewing work, and acting as a trusted advisor to growing businesses - this could be the role that moves your career forward. I'm working with a high-performing outsourcing firm based in Milton Park (OX14) that's experiencing rapid growth. They're now looking to appoint an Outsourcing Senior to help lead client delivery and support the development of more junior staff.
You'll join a driven, collaborative team made up of people from Big 4, top-tier, and boutique backgrounds. The work is fast-paced, client-facing, and full of variety - ideal if you enjoy ownership and relationship-building.
What you'll be doing:
- This is a hands-on, client-facing role where you'll manage a portfolio of SME clients across the financial services and investment management sectors.
- Preparing and reviewing management accounts, VAT returns, and FCA reporting.
- Overseeing year-end financial statements, P11Ds, and PSAs.
- Acting as the main point of contact for client queries and strategic advice.
- Reviewing work prepared by junior staff and supporting their development.
- Streamlining processes and helping to drive internal improvements.
What makes this role different?
You'll have real autonomy in how you manage your clients, while being fully supported by a knowledgeable and approachable team. The firm is fast-paced but never chaotic - decisions are made quickly, and high performance is recognised.
Work setup:
The role is hybrid, with 3 days in the office and 2 from home.
What they're looking for:
You'll be part-qualified or fully qualified (ACA/ACCA/CIMA) with solid outsourcing experience - ideally in a multi-client environment. You'll be confident reviewing work, managing client expectations, and mentoring junior colleagues. Experience in financial services is a bonus, but not essential.
If you're based within a commutable distance of Milton Park (e.g. Abingdon, Didcot, Oxford, Reading), and ready to take the reins in a growing, high-trust environment, this could be the move you've been waiting for.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Outsourcing Senior employer: Pro-Finance
Contact Detail:
Pro-Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Outsourcing Senior
✨Tip Number 1
Network with professionals in the financial outsourcing sector, especially those who have experience in multi-client environments. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Research the firm’s recent projects and client success stories. Being knowledgeable about their work will not only help you during interviews but also demonstrate your genuine interest in the role and the company.
✨Tip Number 3
Prepare to discuss your experience in managing client relationships and mentoring junior staff. Think of specific examples that showcase your ability to lead and support others, as this is a key aspect of the Outsourcing Senior role.
✨Tip Number 4
Familiarise yourself with the latest trends in financial services and investment management. Being able to speak knowledgeably about current developments will set you apart as a candidate who is proactive and engaged in the industry.
We think you need these skills to ace Outsourcing Senior
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial outsourcing, particularly in managing client portfolios and reviewing work. Use specific examples that demonstrate your ability to act as a trusted advisor.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your qualifications (ACA/ACCA/CIMA) and how your background aligns with the responsibilities outlined in the job description.
Highlight Your Client Management Skills: In your application, emphasise your experience in client-facing roles and your ability to manage expectations. Provide examples of how you've successfully built relationships with clients in previous positions.
Showcase Your Team Leadership: If you have experience mentoring junior staff, make sure to include this in your application. Discuss how you've supported their development and contributed to a collaborative team environment.
How to prepare for a job interview at Pro-Finance
✨Showcase Your Client Management Skills
Since the role involves managing a portfolio of clients, be prepared to discuss your previous experiences in client management. Highlight specific examples where you successfully handled client queries or provided strategic advice.
✨Demonstrate Your Technical Knowledge
Familiarise yourself with key financial documents such as management accounts, VAT returns, and FCA reporting. Be ready to discuss your experience in preparing and reviewing these documents, as this will be crucial for the role.
✨Emphasise Team Collaboration
The firm values collaboration, so share examples of how you've worked effectively within a team. Discuss any mentoring experiences you have had with junior staff, as this aligns with the responsibilities of supporting their development.
✨Prepare Questions About Process Improvement
Since streamlining processes is part of the job, come prepared with questions about the current processes in place. This shows your proactive approach and interest in contributing to internal improvements.