Client Director / Personal Accountant

Client Director / Personal Accountant

Full-Time 32500 - 37500 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Manage client portfolios, ensuring top-notch service and timely filing of accounts.
  • Company: Join the Affinity Group, a leader in professional accounting services since 1995.
  • Benefits: Enjoy a competitive salary, generous holiday, study support, and vibrant social events.
  • Other info: Be part of a fun team with excellent career growth opportunities and incentives.
  • Why this job: Make a real impact while growing your career in a dynamic and supportive environment.
  • Qualifications: AAT, ACCA or ACA qualified with at least three years of practice experience.

The predicted salary is between 32500 - 37500 £ per year.

Established in 1995, the Affinity Group stands as a beacon in the professional accounting services landscape, offering expert accounting and tax services to contractors, freelancers, and SMEs. Our team of over 80 professionals, with most based in our Ferndown head office, is ready to welcome new additions! We provide a wealth of opportunities for ambitious individuals seeking to grow professionally and we are committed to nurturing our people to help them achieve their maximum potential.

We are looking for an Accountant to join our busy team in Ferndown. The ideal candidate will be AAT, ACCA or ACA qualified (part or fully) and possess relevant practice experience.

Your role

  • Responsibility for a portfolio of clients ensuring we surpass client expectations in all areas.
  • Focusing on client service and meeting the day to day demands of the clients.
  • Attending new client meetings and producing quotes.
  • Supervising and training junior members of staff with bookkeeping, VAT and accounts production work.
  • Responsibility for booking in jobs that come in and allocating workloads to the accountants.
  • Responsibility for ensuring VAT returns and accounts get filed on time.
  • Reviewing all statutory accounts and corporation tax computations.
  • Monitoring and reporting of internal SLAs.

Knowledge & Experience

The ideal candidate would have knowledge or experience in:

  • Microsoft Office programs and Outlook.
  • Client Management (1 year).
  • Previous practice experience (3 years).
  • Development, training and mentoring.

About you

Candidates should:

  • Be personable and confident liaising with clients.
  • Have a minimum of three years practice experience.
  • Be comfortable in managing and overseeing a small team.
  • Have a good understanding of all taxes.
  • Have a high level of attention to detail and accuracy.
  • Enjoy working in a dynamic and fast paced environment.
  • Be organised and able to work off own initiative.
  • Be a team player and willing to help others.

Salary and benefits

Fixed salary of £32,500 per annum + commission = £45,000 OTE. The company also offers some excellent staff benefits including:

  • 25 days of holiday plus statutory bank holidays (including the option to buy and sell holiday).
  • Study support to aid your professional development.
  • Company pension scheme.
  • Free financial advice (pensions, mortgages, investments, etc.).
  • Dress down days.
  • Engaging company events and a vibrant social calendar.
  • Staff incentives to enhance your income potential.
  • Discounted gym membership.
  • Cycle to work scheme.
  • On-site parking.
  • Free lunch on Fridays once a month and free weekly breakfast.

Job Type: Full-time

Are you happy to be based full-time in the Ferndown office for this role?

Client Director / Personal Accountant employer: The Affinity Group

At Affinity Group, we pride ourselves on being an exceptional employer, fostering a supportive and dynamic work culture in our Ferndown head office. With a commitment to professional growth, we offer extensive training opportunities, competitive salaries, and a range of benefits including generous holiday allowances, study support, and engaging company events, making it an ideal environment for ambitious accountants looking to thrive in their careers.

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Contact Details:

The Affinity Group Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Client Director / Personal Accountant

Tip Number 1

Network like a pro! Reach out to your connections in the accounting world, attend industry events, and don’t be shy about letting people know you’re on the hunt for a new role. You never know who might have the inside scoop on job openings!

Tip Number 2

Prepare for interviews by researching the company and its culture. Familiarise yourself with their services and think about how your experience aligns with their needs. This will help you stand out and show that you’re genuinely interested in joining their team.

Tip Number 3

Practice makes perfect! Conduct mock interviews with friends or family to get comfortable answering common questions. This will boost your confidence and help you articulate your skills and experiences more effectively during the real deal.

Tip Number 4

Don’t forget to follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.

We think you need these skills to ace Client Director / Personal Accountant

AAT Qualification
ACCA Qualification
ACA Qualification
Client Management
Bookkeeping
VAT Knowledge
Accounts Production

Some tips for your application 🫡

Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your AAT, ACCA, or ACA qualifications and any relevant practice experience to catch our eye!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your personality and explain why you’re the perfect fit for the Client Director role. Don’t forget to mention your client management experience and how you can help us exceed client expectations.

Showcase Your Team Spirit:We love team players! In your application, share examples of how you've supervised or trained junior staff. This will show us that you’re not just about numbers but also about nurturing talent within the team.

Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at The Affinity Group

Know Your Numbers

Make sure you brush up on your accounting knowledge, especially around taxes and client management. Be ready to discuss specific scenarios from your previous experience that showcase your expertise in handling client portfolios and meeting their expectations.

Showcase Your People Skills

As a Client Director or Personal Accountant, you'll be liaising with clients regularly. Prepare examples of how you've built strong relationships with clients in the past. Highlight your ability to communicate complex information clearly and your experience in supervising and training junior staff.

Demonstrate Organisational Skills

The role requires a high level of organisation and the ability to manage multiple tasks. Come prepared with examples of how you've successfully managed workloads, met deadlines, and ensured accuracy in your work. This will show that you're capable of handling the dynamic environment at the Affinity Group.

Ask Insightful Questions

Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and opportunities for professional development. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.