Client Manager - Top 50 Accountancy Practice
- Recruiter
- High Profile Resourcing Ltd
- Location
- Somerset
- Posted
- 14 Aug 2018
- Closes
- 09 Nov 2018
- Job role
- Accountant
- Sector
- Accounting - Public practice
- Experience level
- Manager
Client Manager - Top 50 Accountancy Practice
Salary: £32-40,000 + great benefits
Location: Somerset
Our Client is a leading accountancy firm that has enjoyed fantastic growth during the last few years and they have ambitious plans for the future. They employ a culture that is open, supportive and encouraging with the vast majority of their vacancies being filled through internal promotions.
If you are client focused, confident and enjoy working in a supportive team-based environment is a great opportunity to progress your career.
The role:
- To act as the office-based point of client contact on a non-advisory basis with the ability to deal with a variety of providers and third parties
- To maintain the accuracy of client data to assist in the on-going management of data, to ensure that the client records are accurate and consistent.
- To establish and maintain relationships with clients in an efficient and professional manner and ensure a high level of service is provided.
- To both obtain & maintain adequate technical knowledge in all aspects that are advised on and apply this knowledge to clients’ individual circumstances to ensure suitability and accuracy of advice.
- To ensure all communications to clients and third parties adhere to both external regulation and internal policies and procedures leading to an efficient, consistent approach across the business.
- To ensure all communications to clients and third parties are of an exceptional standard to enable the recipient in understanding the advice.
The person:
- Working towards Diploma in Financial Planning / equivalent competency
- Proven experience in a financial planning environment
- Ability to apply knowledge to practical situations
- Good numeracy and reasoning skills
- Good communication skills, both written and verbal
- High degree of organisational skills and attention to detail with ability to meet deadlines
- IT literate (Microsoft office)
To apply for this fantastic opportunity please email your CV, or call for more details