A financial planning firm with a strong reputation and an emphasis on putting their clients' needs at the very heart of what they do are looking to add to the back-office administration team.
The role would involve supporting the firms paraplanners and financial planners with a variety of clientele.
The business provides advice across a diverse range of case types including Pensions, Investments, Mortgages, Protection, IHT, Tax & retirement planning, and some corporate advice as well.
This Senior Client Manager job in Barnstaple is a fantastic opportunity for a hands-on accountant who can autonomously work with clients to deliver the highest standard of service, whilst leading a team and inspiring those around you.
Would you love a varied role with a highly regarded accountancy practice in the South West, benefiting from a competitive salary, impressive suite of benefits, and a clear path to progression?
We want to hear from you if you're a strong communicator, proactive problem solver, and natural team leader who can deliver an all-rounder skillset as part of a dynamic team.
A growing firm of chartered accountants based in Barnstaple is looking for a Client Manager to join them as a key addition where you will take on the management of a client portfolio across varied industry sole traders, partnerships and limited companies, managing the delivery of year end accounts, tax and wider services.
For those looking for an opportunity to progress beyond management to become a Director/Partner, there is a genuine path on offer.
Based in Barnstaple the firm's clients are wide ranging in sector, turnover and industry range to cover the range of smaller sole traders and partnerships, alongside a large client base of OMBs and SMEs, up into the £millions in turnover on larger clients.
Are you an experienced accountancy practice professional who is now ready to take the next step into a role offering plenty of responsibility and opportunity for development?
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