Client Service Manager (Accounts)

Ernest Gordon Recruitment Limited; England; On-site; GBP 45,000 - 50,000; Full time

Job summary

A leading financial services firm in Ferndown is looking for an experienced Client Service Manager. This role involves managing a client portfolio, delivering bespoke financial solutions, and mentoring team members. The ideal candidate is ACCA/ACA qualified and eager to further their career in private wealth management, with opportunities for continuous professional development. Compensation is competitive with additional benefits including a pension scheme, holiday, and flexi-hours.

Benefits

Pension Scheme

Holiday

Flexi-Hours

Free Parking

Training Support

Qualifications

• Experience in client management is essential.
• Fluency in financial reporting and budgeting.
• Eager to advance in private wealth management.

Responsibilities

• Deliver client requirements effectively.
• Manage individual objectives to meet company targets.
• Assist with team training and development.

Skills

Client Support

Account Management

Tax

Payroll

Education

ACCA/ACA Qualified

Job description

Overview

Client Service Manager (Accounts)

45,000 - 50,000 + Pension Scheme + Holiday +Flexi-Hours + Free Parking + Training Support

Ferndown

Are you an Accountant with a background in practice seeking an exciting opportunity with a forward-thinking, dynamic company, offering a hands-on role where you'll work with high-value clients and deliver exceptional financial services?

On offer is the opportunity well-established financial services firm renowned for its client-centric approach and over 22 years of excellence in the industry. This is your chance to step into a versatile role with ample opportunities for training and career advancement.

As part of a talented team of Chartered Accountants and Financial Planners, you\'ll provide bespoke financial solutions to a diverse portfolio of private clients. Your role will involve managing an entire client portfolio, overseeing budgets, serving as a company ambassador to promote services to current and prospective clients, and inspiring and mentoring your team members.

This position is ideal for an experienced Accountant who is eager to advance their career in private wealth management. You\'ll be part of a dynamic, thriving team and benefit from continuous professional development to enhance your expertise.

The Role

• Deliver client requirements as required
• Manage individual objectives
• Meet monthly billing target
• Assist with training and development as required
• Attend networking activities

The Person

• ACCA/ACA Qualified
• Commutable to Ferndown

Accounting, Client Support, Account Management, Tax, Payroll, Account Manager, Ferndown, Bournemouth, Poole, Ringwood, Blandford Forum, Christchurch

If this job isn\'t quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C\'s, Privacy Policy and Disclaimers which can be found at our website