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Financial Services Manager

2 months ago

Exeter, Devon, United Kingdom Pro Talent Full time

ProTalent is seeking a dynamic and experienced Financial Services Manager to join a dedicated team in a reputable accountancy practice with a thriving office. The practice is committed to delivering high-quality financial services to a diverse portfolio of clients across various industries.

**Job Summary:** As a Financial Services Manager, you will play a pivotal role in managing a portfolio of clients, overseeing a range of financial services, and ensuring the delivery of exceptional accounting solutions. Your responsibilities will include handling day-to-day client requests, supporting business development, and providing leadership to a team of financial professionals.

**Key Responsibilities:**

  • **Client Portfolio Management:**
    • Manage a portfolio of clients, offering a comprehensive suite of services, including annual financial statements, tax planning, financial analysis, and other specialized areas of work.
  • **Client Relationship Management:**
    • Develop and maintain strong, long-lasting relationships with clients, ensuring their satisfaction and understanding of our financial services.
  • **Team Oversight and Support:**
    • Oversee the work of financial professionals, providing necessary support and training to ensure the team's efficiency and effectiveness.