Client Manager: Proactive Financial Partner (Hybrid)

Niche Recruitment; England; Hybrid; GBP 28,000 - 47,000; Full time

Benefits offered by this job

Bonus

Excellent holiday allowance

Job summary

Purple Lime are reshaping how businesses understand and interact with their financial data. As a Client Manager, you'll manage a diverse portfolio of clients, delivering proactive financial advice and commercial insight.

This hybrid role in the Wiltshire countryside is based in Brinkworth and offers a salary up to £46,500 plus benefits including Bonus and an excellent holiday allowance. You will mentor junior staff, prepare management accounts, and help clients plan tax-efficient strategies

Qualifications

• ACCA, ACA or CIMA qualified with experience in accountancy practice and/or industry.
• Strong technical accounting knowledge, including management accounts, financial reporting and statutory compliance.
• Experience using Xero and cloud-based accounting systems.
• Commercially minded with the ability to interpret financial information and offer practical advice.
• Confident communicator who enjoys building lasting client relationships.
• Organised, proactive and comfortable managing multiple priorities.

Responsibilities

• Manage a portfolio of clients, building strong relationships and providing proactive financial advice.
• Oversee the preparation of management accounts, delivering valuable commercial insights.
• Identify tax-efficient planning opportunities and support clients with financial decision-making.
• Ensure statutory compliance, including annual accounts and taxation.
• Identify opportunities to improve financial processes and efficiencies.
• Support the growth of the practice through developing client relationships.
• Mentor and support one or two Assistant Management Accountants.

Skills

Management accounts

Financial reporting

Statutory compliance

Commercial mindset

Client relationships

Organised / proactive

Education

ACCA, ACA or CIMA qualified

Tools

Xero

Cloud-based accounting systems

Job description

Purple Lime are reshaping how businesses understand and interact with their financial data. As a Client Manager, you'll manage a diverse portfolio of clients, delivering proactive financial advice and commercial insight.

This hybrid role in the Wiltshire countryside is based in Brinkworth and offers a salary up to £46,500 plus benefits including Bonus and an excellent holiday allowance. You will mentor junior staff, prepare management accounts, and help clients plan tax-efficient strategies