Lead Client Accounts Manager
3 weeks ago
Overview
Join Spicerhaart and contribute to the UK's leading Independent Property Services Group
Located in a dynamic environment, the division is tasked with managing all financial transactions related to our clients (landlords and tenants) with precision and efficiency, while also offering essential administrative support to the overall lettings operation.
What we offer you as the Director of Client Financial Services at Spicerhaart
- Competitive salary range of £30,000 - £35,000 per annum (based on experience)
- Comprehensive training will be provided (including a thorough handover from the current Client Accounts Manager, who will transition to a projects/systems transformation role)
- Standard working hours: Monday to Friday, 9am - 5.30pm
- Reporting directly to the Group Finance Director
Key qualifications for the Director of Client Financial Services
- Exceptional communication skills (both written and verbal), with strong influencing and interpersonal abilities.
- Outstanding time management and organizational capabilities.
- Keen attention to detail, with a strong ability to self-assess.
- Proven experience in managing and motivating a team.
- Proficient in using essential Microsoft applications (particularly Word and Excel).
- Ability to thrive under pressure.
- Minimum GCSE qualifications in Maths and English at grade C or above; higher educational qualifications are preferred.
- Previous experience in Client Accounting is essential.
- Familiarity with ARLA regulations is advantageous.
Primary responsibilities of this role
- Overseeing, developing, and mentoring a team of ten professionals.
- Supervising team operations and managing workflow, ensuring daily deadlines are met, including but not limited to:
- Application of bank account/card receipts
- Disbursement processes and review of draft/final statements
- Processing outgoing client payments
- Handling memos, return of deposits, work order amendments, and new let processing
- Processing purchase ledger invoices (contractor & agent) - Addressing any incoming queries, both internal and external, as appropriate.
- Ensuring weekly deadlines are met, including but not limited to:
- Bank reconciliations
- Updates for non-resident landlords, including checks and queries
- Reporting on external insurance (rent and legal protection policy)
- Maintaining the Tenancy Deposit Scheme (TDS) and other deposit schemes database, including new tenancy registrations
- Processing agency fees and transfers - Ensuring monthly deadlines are met, including but not limited to:
- Bank reconciliation to cash book
- Deposit housekeeping
- Liaising with external auditors for year-end and ARLA reporting - Processing and filing HMRC quarterly and annual documents on behalf of clients.
- Producing income and expenditure reports and invoicing.
- Managing the client accounting system's end-of-month processes, including agency fee and miscellaneous reporting.
- Conducting month-end processing and reporting to the Head Office finance team.
- Reviewing various Client Accounts housekeeping, quality control reports, and exception reports.
- Continuously improving processes to strengthen internal controls.
- Developing client accounting policies and training documentation.
- Collaborating with team members to assist with their daily processes as needed.
Additional Requirements
To advance in our recruitment process, candidates must possess:
- A valid UK Driving Licence.
- Legal eligibility to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006).
- Documentation verifying the right to work in the UK, such as:
- Passport/Birth Certificate
Additionally, we will require:
- Proof of Address.
- National Insurance number.
- Drivers Licence Check.
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