Financial Services Manager

1 month ago


Hawick, United Kingdom Meraki Talent Limited Full time
About the Role

We are seeking an experienced Client Manager to join our team at Meraki Talent Limited. As a Client Manager, you will be responsible for managing client relationships and overseeing client accounts, providing bespoke financial advice tailored to each client's needs.

This role goes beyond account management, as the successful candidate will become a trusted advisor, helping clients achieve their financial objectives with expert guidance.

Key Responsibilities
  • Client Relationship Management: Develop strong, long-lasting relationships with clients, understanding their goals and proactively offering tailored financial solutions.
  • Account Management: Ensure the accuracy and compliance of financial reports, preparing annual accounts, tax returns, and VAT returns.
  • Team Collaboration: Collaborate with other team members to ensure seamless service delivery and mentor junior staff, supporting their professional development.
Why Apply?

Our company offers a supportive environment focused on both personal and professional development. Continuous learning opportunities, career progression, and access to the latest technology are integral to our culture. New employees will be part of a team that values growth, collaboration, and innovation, with ongoing training to stay at the forefront of the industry.

Benefits include a competitive salary, 33 days annual leave, increasing after 3 and 5 years of service, a pension scheme with a minimum 5% employer contribution, life insurance, private medical cover, income protection, and enhanced maternity pay.

About Us

Our dynamic accountancy firm has been providing tailored financial solutions to SMEs for over 20 years, helping drive success and growth. Expanding from a single office to 11 locations, we are committed to maintaining our high standards of excellence. We are now seeking an experienced Client Manager to join our team and contribute to our continued growth and success.



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