Client Finance Supervisor - Property Management

Client Finance Supervisor - Property Management

West Midlands (Evesham or Coventry)

£33k 6 month FTC (likely to extend)

We’re recruiting a Client Finance Supervisor for a growing residential property management business, with the role available from either its Evesham or Coventry office.

This is a great opportunity for someone with experience in service charge accounting, client accounting or residential block management finance who is ready to take genuine ownership of a portfolio.

This isn’t a transactional finance or data-entry position. You’ll be responsible for making sure the client money and service charge accounting across your portfolio is accurate, reconciled and properly controlled, while also providing day-to-day support and guidance to other members of the finance team.

The role

You’ll take responsibility for the financial management of a portfolio of residential developments, including:

• Preparing year-end service charge accounts
• Regularly reconciling service charge bank accounts, reserve/sinking funds and client money
• Preparing and issuing service charge budgets and demands
• Managing supplier invoices, coding and payment runs
• Monitoring budget vs actual expenditure
• Owning credit control and arrears management across your portfolio
• Supporting year-end audits and accountant certification
• Handling financial queries from leaseholders, freeholders, RMC/RTM directors, property managers and auditors
• Supporting Section 20 requirements where costs impact service charge demands
• Maintaining accurate and compliant client money records
• Investigating and resolving discrepancies within service charge accounts
• Supporting the onboarding and opening balance reconciliation of newly managed developments
• Providing day-to-day supervision, support and training to colleagues within the finance team
• Helping improve processes and financial controls as the business continues to grow

What we’re looking for

Ideally, you’ll already have experience within UK residential property management, leasehold block management or service charge accounting.

You should have:

• Strong service charge/client accounting knowledge
• Excellent reconciliation and double-entry bookkeeping skills
• An understanding of the RICS Service Charge Residential Management Code
• Knowledge of relevant UK leasehold legislation
• Good Excel skills
• Experience managing multiple properties, accounts or client portfolios
• The ability to explain financial information clearly to non-finance stakeholders
• Strong organisation and the ability to manage statutory and contractual deadlines

Experience using specialist property accounting systems such as Blockman, Qube, TRAMPS or PropMan would be particularly useful.

An AAT qualification, part-qualification in ACCA/CIMA/ACA or equivalent experience would be advantageous, but relevant hands-on property accounting experience is more important.

Why consider it?

This role offers considerably more ownership than a traditional transactional property finance position. You’ll have responsibility for your own portfolio, work directly with internal and external stakeholders, support other members of the team and have the opportunity to influence how processes develop as the business grows.

If you have a background in service charge accounting, client accounting or residential property finance and would like to hear more, please apply or get in touch for a confidential conversation.