Client Manager

Personnel Placements; Salisbury; On-site; GBP 40,000 - 70,000; Full time

Job summary

An established industry player in Salisbury is seeking a Client Manager to enhance their client services. This role offers a unique opportunity to manage client portfolios, build strong relationships, and deliver high-quality financial services. You will work in a supportive environment that fosters professional growth and innovation. The company values your expertise and dedication, offering a competitive benefits package that includes a pension scheme, generous annual leave, and wellness support. If you're an ACCA-qualified professional ready to elevate your career, this is the perfect opportunity for you.

Benefits

Pension scheme

25 days annual leave

Life assurance

Employee Assistance Programme

Corporate Discounts Platform

Flexible Benefits scheme

Qualifications

• ACCA or ACA qualification is essential.
• Experience in accountancy practice, especially tax, is a plus.

Responsibilities

• Manage client portfolios and lead meetings to provide financial advice.
• Mentor team members and report on portfolio performance.

Skills

ACCA qualification

UK accounting standards

tax legislation

relationship building

analytical skills

Education

ACCA or ACA qualified

Tools

Sage

Xero

QuickBooks

Job description

Client Manager

Are you an ACCA-qualified professional looking for your next challenge? Join this Salisbury based team as an Client Manager, where you’ll play a pivotal role in delivering outstanding service to their clients. This is a fantastic opportunity to showcase your expertise while working in a supportive, collaborative environment that values innovation and professional growth.

This business believes in rewarding your talent and dedication. Their comprehensive benefits package includes:

Pension: Employer contribution of 3.5%, employee contribution of 5%.
Holidays: 25 days annual leave + bank holidays, with the option to buy up to 5 additional days.
Work-Life Balance: Business closure over Christmas (subject to business needs).
Wellbeing: Life assurance (x4 annual salary), enhanced family leave, and sick pay policies.
Support: 24/7 Employee Assistance Programme for free, confidential advice.
Perks: Access to a Corporate Discounts Platform and a Flexible Benefits scheme, offering insurances such as PMI, dental, and cycle-to-work schemes.

As the Client Manager, you will be responsible for managing client portfolios, building strong client relationships, and ensuring the delivery of high-quality financial services. Reporting directly to the Directors, you will collaborate with a talented team and have opportunities to mentor colleagues, helping them develop their skills and achieve success.

Key Responsibilities

• Manage a portfolio of clients, leading client meetings and providing expert financial advice.
• Handle all aspects of client relationships, including quoting, service agreements, invoicing, and renewals.
• Assist in preparing management and annual accounts, forecasts, and performance reports.
• Build connections with professional contacts, such as IFAs, solicitors, and financial institutions, to secure referrals and support for clients.
• Mentor team members, providing feedback, training, and guidance to maintain high standards of service.
• Report on portfolio performance and internal targets to Directors.

What experience would weneed you to have?

• ACCA or ACA qualified.
• Relevant accountancy practice experience (tax experience is a plus).
• Proficient in UK accounting standards, tax legislation, and accounting software (e.g., Sage, Xero, QuickBooks).
• A natural relationship-builder with internal and external stakeholders.
• A confident, professional, and ethical leader who’s organised, analytical, and commercially savvy.

If you’re ready to take the next step in your accounting career, we’d love to hear from you. Apply now or give Lynne a call on 01722 334433