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Client Manager - Manchester, United Kingdom - Streamline Search Ltd.
Description
Our client, a leading firm in the financial services industry are looking for a client manager to join their team.
As a rapidly growing business, they are committed to delivering exceptional financial services to their diverse client base, and they need a Client Manager who shares their passion for excellence and is eager to contribute to their continued success.
Manage a portfolio of clients, overseeing their financial needs and ensuring satisfaction.Provide comprehensive bookkeeping, VAT, and Management account services for assigned clients.
Review and verify accuracy of financial documents, including periodic bookkeeping, VAT returns, and Management accounts.
Support clients with Payroll services and handle the preparation and filing of P11d returns.
Deliver timely Management Information, advising on profitability, business efficiency, and effective controls.
Optimise client cash flow using appropriate software and financial analysis.
Conduct initial reviews of all Management account returns before final manager/director reviews.
Prepare integrated financial projections, budgets, Break Even Analysis, and business plans.
Proactively identify opportunities for business growth and expansion.
Support the billing process and contribute to the overall success of the client management team.
Ideally be AAT or ACCA qualified or part-qualified or QBE.
Competitive salary £30,000 - £40,000 (dependant on experience)
~25 Day's holiday (includes 3 days for Christmas and New Year as the office is closed)
~ Hybrid working
~ Smart Business Casual Dress Code
~ Annual Away trip with overnight stays
~ Private Medical Insurance after 2 Years' service
They have an awards scheme where you get a % bonus relating to your personal involvement in the sourcing and signing up of new business into the company, which can be based on a percentage of the first year's fee.
The rewards scheme also includes a bonus scheme for any successful introductions you initiate relative to cross selling and up-selling within any of the company's subsidiaries.
We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying to this post you are granting us consent to process your data and contact you in relation to this application.
Seniority level Mid-Senior levelEmployment type Full-time
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