At a Glance
- Tasks: Build and maintain strong relationships with clients while delivering exceptional service.
- Company: Join TC Group, the fastest-growing top 20 accountancy firm in the UK.
- Benefits: Enjoy flexible hybrid working, competitive salary, and continuous training opportunities.
- Other info: Be part of a dynamic team with excellent career growth and a supportive culture.
- Why this job: Make a real impact by helping ambitious business owners grow their businesses.
- Qualifications: 3+ years of practice experience and strong accounting software knowledge required.
The predicted salary is between 35000 - 45000 £ per year.
Hours
Monday to Friday, 37.5 hours per week with flexible, hybrid working after probation.
Holiday
23 days annual leave (excluding bank holidays) increasing by one day per year of service (up to a maximum of 5 days).
About the Client Relationship Manager role
We are TC Group, the fastest‑growing top 20 accountancy firm in the UK.
We’re business advisors and accountants with over 30 years of experience, delivering a broad range of bespoke support and advice to ambitious business owners and their businesses.
TC Bulley Davey are looking for a Client Relationship Manager to join the team in Peterborough.
You will build and maintain strong relationships with a portfolio of accountancy clients, act as a trusted point of contact and ensure exceptional service delivery.
You will work closely with internal teams to understand client needs, identify growth opportunities and support long‑term client retention.
Key responsibilities of a Client Relationship Manager will include
- Reviewing year‑end accounts, corporation and personal tax returns and VAT returns prepared by senior or junior members of the accounts team.
- Helping clients with general advice and software questions.
- Managing a portfolio of clients, including workforce planning, management of WIP and billing.
- Briefing team members on assignments and ensuring everyone has a clear understanding of the plans.
- Overseeing junior team members, delegating work and signing off on files prepared by them to ensure work is done within budget.
- Strengthening existing client relationships.
- Contributing to ongoing process improvement and best practice development.
- Winning new clients.
About you
- We are looking for candidates with the following skills and experience:
- 3+ years of practice experience.
- Working knowledge of accounting software including Sage and Xero; previous use of CCH would be an advantage.
- Recent experience of accounts production with a good level of technical knowledge of accounting standards.
- Strong Excel skills (including VLOOKUP, SUMIF and Pivot Tables).
- Strong attention to detail.
- Self‑motivated and able to demonstrate drive and initiative.
- Comfortable in a client‑facing role.
- Strong background in accounts preparation.
- Ability to work under pressure and meet deadlines.
- Previous knowledge and experience of a broad range of sectors would be an advantage.
- Solid communication skills, with experience of regular in‑person or telephone client contact.
- Organised and diligent, ensuring jobs are processed in a timely way and client requests are dealt with.
- Participative team player who motivates others and willingly accepts tasks to assist others.
- Full benefits available for the Client Relationship Manager
- Private medical insurance after 5 years of service.
- Cycle to work scheme.
- Group life assurance at 4 times the salary.
- Access to our employee benefits portal – cashback and vouchers on everyday purchases.
- Employee referral bonus.
- Employee assistance programme.
- Continuous training and development – support not only for professional qualifications but also for personal goals and aspirations.
About us
TC Group is growing and changing at quite a pace.
We’re an ambitious group of people with a shared aim – to create a consistent, high‑quality experience for our clients.
Our client list includes more and more of the UK’s ambitious business owners, SMEs and large corporations.
We help them make courageous decisions to grow their businesses.
We look for individuals who are technically brilliant, solution‑focused, and continually strive to be best‑in‑class.
Each member of our team plays an integral part in creating the unique feel and culture of our business, helping us continue to grow, develop and evolve.
We are an equal opportunity employer and welcome candidates from all backgrounds.
Eligibility & Sponsorship
We can only accept applications from candidates who are based in the UK and unfortunately we are unable to provide sponsorship.
Apply now.
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StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Manager in Peterborough
✨Tap into Campus Networks
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We think you need these skills to ace Client Relationship Manager in Peterborough
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 TC Group.
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 TC Group'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 TC Group
✨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 TC Group.
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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
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✨Network with Industry Professionals
Before your interview, reach out to current or former TC Group 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.
