At a Glance
- Tasks: Manage your own client portfolio and provide expert financial advice.
- Company: A modern, growing accountancy practice in Stevenage.
- Benefits: Competitive salary, bonuses, career progression, and a casual dress code.
- Other info: Enjoy regular team events, ongoing training, and direct access to senior leadership.
- Why this job: Take ownership of client relationships and make a real impact in a supportive team.
- Qualifications: Qualified accountant with experience in managing client portfolios.
Are you an experienced practice accountant looking to take ownership of your own client portfolio within a modern and growing firm? Our client, a highly regarded and forward thinking accountancy practice based in Stevenage, is seeking an experienced Client Manager to join their expanding team. This is an excellent opportunity for a qualified accountant who enjoys building strong client relationships, providing commercial advice and acting as a trusted business partner to SME clients. You will manage your own portfolio, lead client meetings and play an important role in supporting and developing junior team members.
If you are looking for a position that offers autonomy, progression and genuine influence within a growing business, this could be the ideal next step.
The Role
As Client Manager, you will become the primary point of contact for a varied portfolio of SME and owner managed businesses, delivering an exceptional level of service and helping clients make informed business decisions. Your responsibilities will include:
- Managing your own portfolio of SME clients.
- Building strong, long term relationships with business owners and directors.
- Reviewing year end accounts, corporation tax returns, personal tax returns and VAT returns.
- Leading client meetings and providing practical financial advice.
- Preparing and presenting management accounts and financial reports.
- Supporting clients with cloud based accounting software including Xero.
- Identifying opportunities to provide additional advisory services.
- Mentoring and developing junior members of the team.
- Managing deadlines and ensuring work is completed accurately and on time.
- Working closely with the Directors to support the continued growth of the practice.
About You
The successful candidate will be a qualified accountant with previous experience managing a client portfolio within an accountancy practice environment. You will have:
- ACA, ACCA or CIMA qualification.
- Previous experience managing a portfolio of clients.
- Strong technical knowledge of accounts and tax.
- Experience reviewing accounts and tax returns.
- Excellent communication and relationship building skills.
- The ability to explain financial information clearly to clients.
- Experience mentoring junior team members.
- Knowledge of Xero and cloud accounting systems.
- Excellent organisational and time management skills.
- A commercial approach and a genuine desire to help clients succeed.
What's in it for you?
- Commission and bonus opportunities.
- Clear career progression opportunities.
- Ongoing training and professional development.
- Supportive and collaborative team environment.
- Modern cloud based practice.
- Exposure to a varied client portfolio.
- Direct access to senior leadership.
- 20 days holiday plus bank holidays.
- Birthday day off.
- Christmas shutdown.
- Free on site parking.
- Regular team events and socials.
- Casual dress code.
If you are an experienced practice accountant looking for a client focused role within a progressive and growing accountancy firm, we would love to hear from you. Apply today or contact SMT for further information.
Client Manager in Stevenage employer: Smart10 Ltd, Trading as SMT Recruitment
Join a modern and forward-thinking accountancy practice in Stevenage, where you will have the autonomy to manage your own client portfolio and build lasting relationships with SME clients. With a supportive team culture, clear career progression opportunities, and a commitment to ongoing professional development, this role offers a rewarding environment for qualified accountants looking to make a genuine impact. Enjoy benefits such as commission opportunities, a casual dress code, and regular team events, all while working in a collaborative atmosphere that values your contributions.
Contact Details:
Smart10 Ltd, Trading as SMT Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Manager in Stevenage
✨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 Smart10 Ltd, Trading as SMT Recruitment. 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 Manager in Stevenage
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 Smart10 Ltd, Trading as SMT Recruitment.
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 Smart10 Ltd, Trading as SMT Recruitment'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 Smart10 Ltd, Trading as SMT Recruitment
✨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 Smart10 Ltd, Trading as SMT Recruitment.
✨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 Smart10 Ltd, Trading as SMT Recruitment 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 Smart10 Ltd, Trading as SMT Recruitment 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.
