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Are you an experienced manager within an accountancy firm? Are you looking to join a firm that has genuine career progression and a clear route to Directorship / Partnership? Then this role is for you. Spencer Clarke Group are working with a well-established accountancy practice who are looking to appoint managers into their practice who they can progress within the firm to partner level. To be considered for this opportunity you will have: Strong track record within practice, Suitably qualified; ACCA or ACA as a minimum, Experienced in managing a portfolio of diverse clients, Planning and reviewing accounts for sole traders, partnerships and limited companies, Preparing and reviewing Tax Returns both personal and corporation, Be able to work within a team, Show initiative, Be able to build strong and lasting client and staff relationships. If this sounds like you, and you want to have a clear progression path and plan to achieve partnership then this is a position which you cannot miss out on. For an initial conversation around this role please do directly reach out to Matt on or As leading specialist senior experience finance recruiter Matt has excellent knowledge on the industry and has helped 100's of candidates to find work. He takes pride in helping people, so if this role isn't quite for you, but keen to find a perfect role, reach out to Matt today! Check out my latest jobs I'm working on https://about-us/meet-the-team/profile/matt-byrne-fraser/ About Spencer Clarke Group Within the Accountancy & Finance division we work across the whole of the UK and cover Practice, Public and Industry alike with Permanent, Interim or contract positions. If you are looking for a new opportunity and this position does not interest you, please do send your CV via our website and one of our experienced consultants will be sure to contact you. Know someone who this role could suit? Spencer Clarke Group offer a market leading referral scheme of up to £500 so if you know of someone who may also be looking for an exciting career opportunity, ask them to email their CV to Matt Byrne Fraser on remembering to include your details as well. T's & C's apply. INDSCG4
The Role The Relationship Manager is responsible for proactively managing client relationships, seeking new opportunities and determining a strategy to effectively manage risk and maximise our client's lifecycle. Relationship Managers are also responsible for managing and supporting the development of Portfolio Executives. The Responsibilities Monitor client's financial performance to identify opportunities and risk. Build your own network of professional advisors and accountants in the midmarket space Complete facility reviews, underwriting, risk frameworks and client visits as determined by the client's status. Manage client files on the Client Relationship Management (CRM) system, including collating necessary documents during the onboarding process and throughout the client's lifecycle. Develop and maintain your own network of business connections in the local area. Raise the profile of and maintain the reputation of the business, whilst demonstrating our values and key behaviours. Complete proactive analysis and understanding ofthe client's business. Deliver excellent standards of customer service. Prepare clientfiles to support client reviews for increasing, extending or exiting of facilities. Assist in the delivery of new clients by liaising with multiple stakeholders, whether internal or external. Monitor and report on client risk management, escalating concerns as necessary. Work collaboratively to improve & maintain operational efficiency. The Requirements You will be required to travel for client visits, attend events and other offices - these may include an overnight stay. Relationship Manager experience with the ability to manage credit risk and a diverse portfolio of lending facilities. A strong understanding of accounting principles and their practical application. Experience of running high value portfolios in the SME and mid-market space, with average client borrowings of >£1 million Strong customer service and communication skills. The Benefits 28 days annual leave, plus bank holidays. An employer pension contribution of10% of your base salary. Access to a range of gym & retail discounts and perks. Company paid for Private Medical Insurance, Health Cash Plan and Employee Assistance Programme. Death-in-Service benefit offour times your salary. Salary sacrifice scheme to purchase an electric car. Bonus - dependent on personal performance.