Private Client Assistant Manager in Manchester
Private Client Assistant Manager

Private Client Assistant Manager in Manchester

Manchester Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support high-profile clients with financial reporting and advisory services.
  • Company: Join Sedulo Group, a mission-driven company focused on positive community change.
  • Benefits: Enjoy a vibrant workplace with wellbeing activities and career development opportunities.
  • Why this job: Make a real impact while working in a supportive and innovative environment.
  • Qualifications: Newly qualified ACCA, ACA or CIMA with practice experience.
  • Other info: Be part of a diverse team that values integrity and personal growth.

The predicted salary is between 36000 - 60000 £ per year.

Join our Private Clients Team!

Our aim is to encourage and support all applicants during the application process. If you have any reasonable adjustments that you will require, please do not hesitate to get in touch.

About Us

At Sedulo, we are building a world-class team to deliver our mission to make positive change in the communities we work in. We do this by:

  • Working with our clients to transform their business and personal finances
  • Connecting and contributing to the business community in the cities we are located in
  • Working with charities by fundraising and influencing change both now and in the future through the Sedulo Foundation
  • Being a great place to work and develop your career

At Sedulo, we embrace a holistic and innovative culture with diversity and integrity at the heart. We are working to build an open and inclusive environment which supports the needs of all our team members.

We are looking for people to join the team who want to deliver beyond expectation and get results. This is demonstrated through our persistent commitment to charitable projects and a strong focus on innovation in everything that we do. Our events team ensures we also have a lot of fun, with countless wellbeing activities and events being hosted at all our offices every week!

We understand that to be a world-class organisation, we must embrace uniqueness and choose courage over comfort. Everything we strive to be is grounded in our core values: Personable, Integrity, Holistic, Innovative, and Delivery Beyond Expectation.

The Role

We are looking for an Assistant Manager from a practice background, with strong experience across management accounts, VAT, and compliance. You will work closely with a Partner and Manager within the Private Client team to manage a portfolio of high-profile individuals and entrepreneurs, delivering and reviewing their financial reporting requirements, including statutory accounts, management accounts, and VAT returns, while providing ongoing advice and guidance.

Role Objectives

  • Provide the highest level of service and advisory support to a portfolio of key clients through regular face-to-face, video, and email communications.
  • Produce or review statutory accounts, management accounts, and VAT returns for Private Clients.
  • Assist with oversight, management, and development of the Private Client junior team members and future recruits to the rapidly growing team.
  • Assist with business development and onboarding of new Private Clients to the offices in the north (Manchester, Liverpool & Leeds).
  • Manage all reviews, work in progress, and billing for your clients, ensuring monthly targets and filing deadlines are met.
  • Co-ordinate information from, and work closely with, the Wealth Management and Tax teams to pull together comprehensive reporting packs for clients.

Knowledge, Skills and Experience Required

  • Newly qualified ACCA, ACA, or CIMA with experience within a practice environment where main duties have related to statutory year-end accounts or management accounts.
  • Experience of preparing and reviewing financial reporting packs.
  • Up-to-date experience of accounting and reporting software, including CCH and Xero.
  • Personal tax experience would be beneficial but is not essential.

What we are looking for

  • Ability to strengthen and build credible and personable relationships with a key portfolio of clients.
  • A genuine interest in a highly client-focused role and willingness to make a positive contribution.
  • Excellent leadership skills and a strong desire to coach and develop team members.
  • Highly organised, with a flexible and proactive approach to work and the ability to work under pressure.

Private Client Assistant Manager in Manchester employer: Sedulo Group

At Sedulo, we pride ourselves on being a fantastic employer that fosters a vibrant and inclusive work culture. Our commitment to employee growth is evident through our supportive environment, where team members are encouraged to develop their skills and take part in numerous wellbeing activities. Located in the heart of Manchester, Liverpool, and Leeds, we not only focus on delivering exceptional service to our clients but also actively contribute to our communities, making Sedulo a truly rewarding place to work.
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Contact Detail:

Sedulo Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Assistant Manager in Manchester

✨Tip Number 1

Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn to find folks who work at Sedulo or similar companies. Building relationships can open doors that a CV just can't.

✨Tip Number 2

Prepare for those interviews! Research Sedulo's values and mission, and think about how your experience aligns with their goals. Practise common interview questions and have some examples ready that showcase your skills and achievements.

✨Tip Number 3

Follow up after your interview! A quick thank-you email can go a long way. It shows you're genuinely interested in the role and gives you a chance to reiterate why you're the perfect fit for the Private Client Assistant Manager position.

✨Tip Number 4

Don't forget to apply through our website! It's the best way to ensure your application gets seen by the right people. Plus, it shows you're serious about joining the Sedulo team and contributing to positive change in the community.

We think you need these skills to ace Private Client Assistant Manager in Manchester

Management Accounts
VAT Compliance
Financial Reporting
Statutory Accounts Preparation
Client Relationship Management
Leadership Skills
Coaching and Development
Organisational Skills
Proactive Approach
Accounting Software (CCH, Xero)
Business Development
Team Management
Communication Skills
Attention to Detail

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Private Client Assistant Manager role. Highlight your practice background, management accounts experience, and any relevant software knowledge to catch our eye!

Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about joining Sedulo and how you can contribute to our mission. Share specific examples of how you've delivered beyond expectations in previous roles.

Showcase Your People Skills: Since this role involves building relationships with clients and mentoring junior team members, make sure to highlight your interpersonal skills. We love candidates who can demonstrate their ability to connect and communicate effectively!

Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your details and ensure you’re considered for the role!

How to prepare for a job interview at Sedulo Group

✨Know Your Numbers

As a Private Client Assistant Manager, you'll be dealing with financial reporting. Brush up on your knowledge of statutory accounts, management accounts, and VAT returns. Be ready to discuss your experience with these in detail, as it shows you understand the core responsibilities of the role.

✨Showcase Your People Skills

This role is all about building relationships with clients. Prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to communicate effectively, whether face-to-face or via video calls, as this will resonate well with the team at Sedulo.

✨Demonstrate Leadership Potential

You'll be expected to assist in developing junior team members. Think of instances where you've taken the lead or mentored others. Share these experiences during your interview to show that you're not just a team player but also someone who can inspire and guide others.

✨Embrace the Company Culture

Sedulo values integrity, innovation, and a holistic approach. Familiarise yourself with their mission and values, and be prepared to discuss how your personal values align with theirs. This will help you stand out as a candidate who truly fits into their culture.

Private Client Assistant Manager in Manchester
Sedulo Group
Location: Manchester
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  • Private Client Assistant Manager in Manchester

    Manchester
    Full-Time
    36000 - 60000 £ / year (est.)
  • S

    Sedulo Group

    50-100
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