Financial Services Manager

24 hours ago


Windsor, Windsor and Maidenhead, United Kingdom RD Financial Recruitment Full time

Client Manager - Windsor, Berkshire (Parking Provided)

Salary: £35k-£45k

Key Responsibilities:

  • Client Deliverables: Ensure client deliverables are met according to agreed Service Level Agreements (SLAs).
  • Client Portfolio Management: Manage a portfolio of clients, coordinating efforts across various teams to deliver exceptional service.
  • Bookkeeping and Accounts Management: Oversee bookkeeping activities using Sage 50 Accounts, QuickBooks, and Xero, and assist with accounts payable/receivables and prepare VAT returns for sole traders, partnerships, and limited companies.
  • Client Support: Provide unparalleled support and service to clients, ensuring their needs are met and exceeded.

About the Role:

This exciting opportunity offers a competitive salary and the chance to work in a fast-paced environment where you can truly make a difference. The organisation prides itself on exceptional client service, and is committed to maintaining the highest standards of excellence.

Requirements:

To be successful in this role, you will need to have excellent communication and interpersonal skills, as well as the ability to work effectively in a team environment. You will also need to have a strong understanding of financial services and be able to provide expert advice to clients.

What We Offer:

RD Financial Recruitment offers a competitive salary and benefits package, as well as opportunities for career advancement and professional development. We are committed to providing a supportive and inclusive work environment, and we are proud to be an equal opportunities employer.



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