Senior Client Manager
2 weeks ago
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.
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.
- 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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