Senior Client Manager

Step into a leadership role where you can shape your career while working in the beautiful coastal city of Bournemouth.

Are you ready to manage high-net-worth clients and make a significant impact within a leading accountancy firm?

An exciting opportunity has arisen for a Senior Client Manager job in Bournemouth with a highly respected firm renowned for its expertise in private client services and trusts.

This role is ideal for a CTA and/or STEP qualified professional, or someone eager to work towards a STEP qualification. With extensive experience in UK practice and a strong understanding of trusts, you’ll take charge of client relationships, mentor junior staff, and contribute to the firm’s ongoing growth.

If you’re ready for a new challenge with a forward-thinking firm, this Senior Client Manager job in Bournemouth offers a unique opportunity to advance your career in a firm committed to your success.

Or perhaps you’re simply exploring your options. If so, contact us today to discuss your next career move.

• Managing and developing a portfolio of high-net-worth clients, providing expert advice on trusts, tax, and estate planning
• Leading and mentoring a team of professionals, ensuring the delivery of high-quality services and client satisfaction
• Working closely with clients to understand their needs and providing tailored solutions aligned with their long-term financial goals
• Collaborating with senior management to drive business growth and identify new opportunities within the firm
• Staying up-to-date with the latest developments in tax legislation and trusts, ensuring compliance and best practices are followed
• Supporting the firm’s commitment to continuous learning and professional development, encouraging staff to pursue qualifications such as STEP

This Bournemouth-based firm is a leading name in the accountancy sector, well-regarded for its deep expertise in private client services and its dedication to client care.

With a strong reputation and a diverse client base, the firm offers a collaborative and innovative environment where professionals can excel.

Dedicated to supporting career growth, the firm provides an ideal platform for ambitious individuals to thrive.

• Bournemouth offers a vibrant coastal lifestyle with stunning beaches and beautiful natural surroundings
• Lower cost of living compared to major cities, with excellent work-life balance opportunities
• Strong local business community and growing economy, providing numerous career development opportunities
• Enjoy a thriving cultural scene, with plenty of restaurants, shops, and leisure activities on your doorstep

• CTA and/or STEP qualified, or a strong desire to work towards a STEP qualification
• Extensive experience within UK practice, particularly in trusts and private client services
• Proven ability to manage a portfolio of clients and deliver high-quality advisory services
• Strong leadership skills, with experience in mentoring and developing junior staff
• Excellent communication and relationship-building abilities, with a focus on client satisfaction
• A proactive and strategic mindset, with a commitment to continuous learning and professional development

• £75,000 to £90,000 pa
• Permanent, full-time role
• Flexible / hybrid working
• Enhanced annual leave
• Company pension
• Employee Assistance Programme
• Regular social events
• Modern office
• Plus more

Apply today or contact us to find out more about this exciting role. Don’t miss the opportunity to join a firm that truly values its people and their professional development.

Public Practice Recruitment Ltd recruits high-calibre accounting professionals at all levels for tax, accounts, and auditor jobs on both a permanent and temporary basis for accountancy firms.

Specialising solely in accountancy recruitment, Public Practice Recruitment Ltd regularly has new auditor jobs and accountancy jobs in Bournemouth and has a superb track record of meeting and exceeding expectations for accountants looking for their next accounting role.?