Client Manager

Client Manager required. Our client, a leading firm in the financial services industry are looking for a client manager to join their team. As a rapidly growing business, they are committed to delivering exceptional financial services to their diverse client base, and they need a Client Manager who shares their passion for excellence and is eager to contribute to their continued success.

Key Responsibilities

• Manage a portfolio of clients, overseeing their financial needs and ensuring satisfaction.
• Provide comprehensive bookkeeping, VAT, and Management account services for assigned clients.
• Review and verify accuracy of financial documents, including periodic bookkeeping, VAT returns, and Management accounts.
• Coordinate with clients to ensure timely receipt and return of all necessary documents, meeting deadlines.
• Support clients with Payroll services and handle the preparation and filing of P11d returns.
• Periodically assess client processes to enhance efficiency and productivity.
• Deliver timely Management Information, advising on profitability, business efficiency, and effective controls.
• Optimise client cash flow using appropriate software and financial analysis.
• Conduct initial reviews of all Management account returns before final manager/director reviews.
• Prepare integrated financial projections, budgets, Break Even Analysis, and business plans.
• Assist in sourcing and negotiating finance for clients.
• Conduct business valuations when necessary.
• Act as a liaison between clients and the internal team, ensuring effective communication and addressing any concerns.
• Train and develop less experienced staff within the team.
• Proactively identify opportunities for business growth and expansion.
• Uphold high standards of professionalism and ethical conduct in all client interactions.
• Support the billing process and contribute to the overall success of the client management team.

Requirements

• 5+ Years’ experience of working in a practice
• Ideally be AAT or ACCA qualified or part-qualified or QBE.

Remuneration

• Competitive salary £30,000 – £40,000 (dependant on experience)
• 25 Day’s holiday (includes 3 days for Christmas and New Year as the office is closed)
• Extra Day’s Leave for your Birthday and Extra Day’s Leave awarded after 3 years of service up to a maximum of 30 days
• Hybrid working
• Flexi-time working (7-3; 8-4; 9-5; 10-6)
• Dress Down Friday
• Smart Business Casual Dress Code
• Regular team socials including Chester Races
• Annual Away trip with overnight stays
• Private Medical Insurance after 2 Years’ service

They have an awards scheme where you get a % bonus relating to your personal involvement in the sourcing and signing up of new business into the company, which can be based on a percentage of the first year’s fee.

The rewards scheme also includes a bonus scheme for any successful introductions you initiate relative to cross selling and up-selling within any of the company’s subsidiaries.

Streamline Search is a technical recruitment agency based in Chichester, West Sussex operating across the United Kingdom. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying to this post you are granting us consent to process your data and contact you in relation to this application.