Client Manager Exeter

Old Mill; Exeter; Hybrid; GBP 45,000 - 60,000; Full time

Benefits offered by this job

Generous Holiday Allowance

Celebrate Your Birthday

Flexible Working

Employee Assistance Programme

Ongoing Professional Development

Perks and Discounts

Pension Scheme

Job summary

Old Mill in Exeter, England, is seeking an experienced Client Manager to support Senior Rural Advisers and manage a diverse portfolio of rural businesses. You will have overall responsibility for account delivery, execution, and sign-off, ensuring compliance with industry standards.

As part of a forward-thinking team, you'll proactively seek ways to add value for clients, while also having the opportunity to mentor junior advisers. This position offers a hybrid working model with a focus on professional growth and personal wellbeing.

Qualifications

• Experience in rural accountancy and managing client accounts.
• Ability to mentor junior advisers.
• Strong understanding of compliance and industry standards.

Responsibilities

• Deliver and sign off accounts ensuring technical accuracy.
• Proactively seek to add value to clients and liaise with specialists.
• Coach junior advisers in their professional development.

Skills

Accountancy knowledge

Coaching and development skills

Client relationship management

Job description

The opportunity
Are you a rural accountant looking for a higher-profile role?
An exciting opportunity has arisen for an experienced and dedicated Client Manager, supporting our Senior Rural Advisers and their diverse and growing portfolio of Rural businesses.

Within this role, you will have overall responsibility for delivery, execution and sign-off on accounts and tax to ensure they are prepared to the highest level of technical accuracy.
You will proactively seek ways to add value to the clients and the firm and liaise with other specialists across the business to meet the clients needs.
As an accountant with a contemporary approach, you know how crucial your support and advice are to your client. You understand that to support them fully you must take a real and genuine interest in them and their business, partnering this with really sound Accountancy knowledge and experience.
Old Mill is on a journey to break the mould when it comes to providing an outstanding Accountancy and Financial Planning Service and you will be a key part of this process.
In a team that is evolving, you will be welcomed with your forward-thinking fresh ideas. We will be looking for you to make a fresh impact. You are fully committed to delivering exceptional results, as are the team, confident in your abilities you can assist with the development of those in their early years.

This role is best suited to an individual looking to offer the best levels of service to our valued rural clients.

Requirements

As a senior member of the team, you will have the responsibility for signing off accounts ensuring they comply with both Old Mill and industry standards. In addition to being invaluable support to your Adviser, you will work with other junior advisers in a coaching and development role.

If you aspire to develop professionally, Old Mill is keen to support you with this, as you grow we will also grow and we really can’t wait to help you unlock your potential.

Creativity, commitment, and accountability; these aren’t things to fear. With us, you’ll learn to embrace being open-minded, challenged, passionate, and helpful.

At Old Mill, we go beyond the basics to offer a benefits package designed to support your personal and professional growth:

• Generous Holiday Allowance – Start with 26 days of annual leave, plus bank holidays, with the option to purchase up to 5 additional days.
• Celebrate Your Birthday – Enjoy an extra day off to celebrate.
• Flexible Working – Hybrid working model with 3 days a week in the office, allowing for a great work-life balance.
• Employee Assistance Programme – Confidential support available 24/7 for your mental, physical, and financial wellbeing.
• Ongoing Professional Development – Full funding for your professional qualifications, with continuous learning opportunities.
• Perks and Discounts – Access to exclusive employee discounts on a wide range of products and services.
• Pension Scheme – A competitive pension to help plan for your future.
• Reference code: Client Manager - RurCM
• Location: Exeter, England, United Kingdom