Finance Client Manager

Job Title: Finance Client Manager (Hybrid Role)

Salary: Competitive
Location:Leamington Spa
Hours: Full-time (36.5 hours per week) with hybrid working available. Flexible hours with a 2 PM finish on Fridays.

We are seeking a proactive and driven Finance Client Manager to join a dedicated team of professionals. Youll manage a diverse portfolio of clients in the virtual finance office department, working for a company that prioritises employee wellbeing and supports personal and professional growth.

Key Responsibilities:

• Client Onboarding: Ensure smooth onboarding of new clients, introducing best practices and identifying opportunities to optimise processes with technology.
• Review & Approve Work: Oversee bookkeeping, VAT returns, and associated work prepared by staff.
• Management Accounts: Prepare and present management accounts for your clients, with Senior Manager/Director support when required.
• Client Communication: Serve as the primary contact for your clients, responding to inquiries and offering tailored support.
• Portfolio Development: Build and maintain strong client relationships while expanding your client portfolio.
• Team Leadership: Supervise staff, provide guidance and training, and manage workflow effectively.
• Process Improvements: Identify and implement improvements in department controls and processes.
• Performance Monitoring: Assist with monitoring KPIs and providing feedback on staff performance.
• Professional Development: Stay current with CPD requirements and enhance your soft skills through training.

What Were Looking For:

• A minimum of 2 years' experience in practice, with either a professional qualification or equivalent experience.
• Strong time management, leadership, and interpersonal skills.
• A client focused approach with the ability to build and maintain lasting professional relationships.

What We Offer:

In recognition of your hard work, youll receive:

• A competitive starting salary.
• Quarterly bonus scheme.
• Free car parking.
• Access to an employee discount platform.
• Regular social events.
• Comprehensive wellbeing strategies.
• Enhanced leave policies for maternity, paternity, and adoption.
• Funded CPD courses and professional development opportunities.

Apply Today:

For more details, contact Morgan Parkes Recruitment or email your CV to us.

About Us:

Morgan Parkes Recruitment Ltd specialises in UK-based opportunities and adheres to strict equal opportunities policies. We process applications from candidates eligible to work in the UK.

GDPR Notice: Your personal data will be securely stored and used solely for recruitment purposes. You can withdraw consent for the use of your data at any time in line with GDPR regulations.