Senior Client Manager

2 weeks ago


Bournemouth, Bournemouth, United Kingdom Public Practice Recruitment Ltd Full time
About the Role

We are seeking a highly skilled and experienced Senior Client Manager to join our team in Bournemouth. As a key member of our private client services team, you will be responsible for managing a portfolio of high-net-worth clients, providing expert advice on trusts, tax, and estate planning.

Key Responsibilities
  • Develop and maintain strong relationships with clients, understanding their needs and providing tailored solutions aligned with their long-term financial goals.
  • Lead and mentor a team of professionals, ensuring the delivery of high-quality services and client satisfaction.
  • Collaborate with senior management to drive business growth and identify new opportunities within the firm.
  • Stay up-to-date with the latest developments in tax legislation and trusts, ensuring compliance and best practices are followed.
  • Support the firm's commitment to continuous learning and professional development, encouraging staff to pursue qualifications such as STEP.
About the Firm

Our Bournemouth-based firm is a leading name in the accountancy sector, well-regarded for its deep expertise in private client services and its dedication to client care. We offer a collaborative and innovative environment where professionals can excel.

What We Offer
  • A competitive salary of £75,000 to £90,000 per annum.
  • A permanent, full-time role with flexible working arrangements.
  • Enhanced annual leave and a company pension scheme.
  • An Employee Assistance Programme and regular social events.
  • A modern office environment with opportunities for professional development.
Requirements
  • CTA and/or STEP qualified, or a strong desire to work towards a STEP qualification.
  • Extensive experience within UK practice, particularly in trusts and private client services.
  • Proven ability to manage a portfolio of clients and deliver high-quality advisory services.
  • Strong leadership skills, with experience in mentoring and developing junior staff.
  • Excellent communication and relationship-building abilities, with a focus on client satisfaction.
  • A proactive and strategic mindset, with a commitment to continuous learning and professional development.


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