At a Glance
- Tasks: Manage client portfolios and provide expert financial advice in a dynamic environment.
- Company: A well-established accountancy firm with a focus on growth and client relationships.
- Benefits: Competitive salary, professional development, and strong client exposure.
- Other info: Supportive team culture with opportunities for career progression.
- Why this job: Take ownership of your portfolio and make a real impact in clients' financial success.
- Qualifications: 2-3+ years in accountancy, AAT/ACCA/ACA qualified or part-qualified, strong communication skills.
The predicted salary is between 35000 - 45000 £ per year.
I am currently working with a well-established and growing accountancy firm looking to recruit a Senior Client Advisor to join their Accounting & Business Services team in Plymouth. This is a fantastic opportunity for someone with practice experience who enjoys a client-facing role and wants to take ownership of their own portfolio, while continuing to develop both technically and professionally.
The role will involve:
- Managing a portfolio of clients, acting as a key point of contact
- Preparing and reviewing management accounts, VAT returns, and statutory accounts
- Supporting with corporation tax and general compliance work
- Reviewing work of junior team members and providing guidance
- Working closely with clients, including attending meetings and advising on financial matters
- Assisting with onboarding, systems (Xero), and improving processes
The ideal candidate will have:
- 2-3+ years experience within an accountancy practice
- AAT / ACCA / ACA qualified or part-qualified
- Strong communication skills and confidence working with clients
- Experience with software such as Xero, IRIS, or similar
This role offers a varied workload, strong client exposure, and the opportunity to progress within a supportive and forward-thinking firm.
Client Manager. Job in Plymouth LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a well-established and growing accountancy firm in Plymouth, where you will thrive in a supportive work culture that values professional development and client relationships. With a focus on employee growth, this role offers the chance to manage your own portfolio while receiving guidance from experienced colleagues, ensuring a rewarding and meaningful career path. Enjoy a varied workload and strong client exposure in a dynamic environment that encourages innovation and process improvement.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Manager. Job in Plymouth LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy world, especially those who might know about openings at firms like the one in Plymouth. A friendly chat can sometimes lead to opportunities that aren’t even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client management skills. Think about real-life examples where you’ve successfully managed client portfolios or improved processes. We want to see how you shine in a client-facing role!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It shows your enthusiasm and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that Client Manager role! We’re all about making the application process smooth and straightforward, so don’t miss out on this fantastic opportunity.
We think you need these skills to ace Client Manager. Job in Plymouth LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Manager role. Highlight your experience in accountancy practice and any relevant qualifications like AAT, ACCA, or ACA. We want to see how your skills match what we're looking for!
Showcase Your Client Skills:Since this role is all about client interaction, don’t forget to showcase your strong communication skills. Share examples of how you've successfully managed client relationships in the past. We love seeing that confidence shine through!
Be Specific About Your Experience:When detailing your experience, be specific about the software you've used, like Xero or IRIS. Mention any relevant projects or tasks you've handled, especially those involving management accounts or VAT returns. This helps us understand your technical background better.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best 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 United Cerebral Palsy of Georgia
✨Know Your Numbers
Brush up on your technical knowledge, especially around management accounts, VAT returns, and corporation tax. Be ready to discuss your experience with these areas and how you've handled them in previous roles.
✨Showcase Your Client Skills
Since this role is client-facing, prepare examples of how you've successfully managed client relationships. Think about times when you provided valuable advice or resolved issues effectively.
✨Familiarise Yourself with Software
Make sure you're comfortable discussing software like Xero or IRIS. If you have experience with these tools, be prepared to share specific examples of how you've used them to improve processes or support clients.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to client management and team dynamics. This shows your interest in the role and helps you gauge if the company culture aligns with your values.
