Job Vacancies
Client Manager
Due to continued business growth, we are looking for an experienced finance professional to join the team and provide an outstanding service to our clients.
The role
What you'll be doing
This role includes traditional accountancy tasks and also goes beyond this; it involves acting as a commercial sounding board for the client, guiding clients through their financial journey with strategic advice and actionable insights. There will be a mix of traditional year end work and providing virtual finance manager and virtual finance director services.
This role requires a proactive approach to client service, exceptional problem-solving skills, and a strong understanding of commercial drivers. Managing workload, stakeholders and deadlines will be a key part of the role.
There is an opportunity to help shape the service provided, with the ideal candidate being able to suggest improvements and additions to the virtual finance manager and director service lines.
About the role
Full time role
Office based or hybrid working
Flexible hours
(to suit commitments)
Comfortable modern offices
Salary: £50,000-£60,000 depending on experience
23 days holiday + 8 bank holidays
3% pension contribution
Personalised development plan
The responsibilities
Client Relationship Management
Act as the first point of contact for clients, especially when they have new ideas or require guidance, ensuring a high level of service and support.
Data Management and Improvement
Oversee the accuracy of financial data, identify areas for improvement, and alert clients to potential pitfalls in a timely manner.
Client Portfolio Management
Manage your portfolio of clients to ensure that submissions are all delivered ahead of deadline, including accounts, VAT returns, etc.
Financial Reporting
Produce reports that include analysis of profit and loss, balance sheet, customers and bank balance reviews, adding valuable commentary and comparisons to highlight significant changes.
Strategic Planning
Offer strategic advice on cash flow management, foreign exchange, and other critical financial areas. Provide detailed reports with useful analysis, comparisons, and commentary to assist in strategic decision-making.
Financial Oversight and Advisory
Support clients in understanding their financial figures, helping them interpret data to make informed decisions. Provide a “second opinion” and evaluate the pros and cons of potential business moves.
Self Development
Drive and motivate yourself to acquire new knowledge and skills to be the best that you can be.
Team Development
Sharing knowledge, experience and insights with team members. Delegate where needed – we believe strongly in the Task Triangle and Delegate to Elevate.
Business Development
Identify, communicate and implement opportunities to improve processes that contribute to the improvement of the business.