Relationship Manager

ORDER FIRST LTD; Greater London; On-site; GBP 44,000 - 45,000; Full time

Job summary

A UK-based professional services firm is looking for a financial manager to manage a portfolio of clients. Responsibilities include overseeing financial health, preparing financial reports, and ensuring compliance with regulations. The ideal candidate will have experience in managing financial accounts and a deep understanding of client compliance requirements. This full-time role offers an annual salary of £44,700 to £45,000.

Qualifications

• Experience managing client financial accounts.
• Strong understanding of financial compliance and regulations.

Responsibilities

• Manage a portfolio of business and individual clients.
• Ensure timely and accurate service delivery.
• Conduct periodic client reviews.

Job description

Responsibilities

• Manage a portfolio of business and individual clients, acting as their main financial contact within the firm.
• Oversee the financial health and performance of each client account, ensuring timely and accurate service delivery.
• Conduct periodic client reviews to assess financial progress, discuss risks, and recommend improvements.
• Oversee the preparation and review of financial statements, management accounts, year‑end accounts, and bookkeeping records for assigned clients.
• Produce monthly, quarterly, and annual financial reports for clients and senior management.
• Ensure clients’ compliance with Companies House filing requirements, HMRC tax deadlines, VAT regulations, PAYE, CIS, and other statutory obligations.
• Support the development and improvement of internal financial processes and systems.

Employment Details

Experience: Required
Employment: Full‑time
Salary: £44,700 – £45,000 yearly

About ORDER FIRST LTD

Order First Limited, incorporated on 11 June 2018 (Company No. 11407480), is a UK‑based professional services firm specialising in financial management, accounting, payroll administration, compliance, and strategic advisory.