Financial Services Manager

23 hours ago


Exeter, Devon, United Kingdom Pro Talent Full time
Job Title: Financial Services Manager

Company Overview:
ProTalent is a reputable accountancy practice with a thriving office in Central Exeter. Our team is dedicated to delivering high-quality financial services to clients across various industries.

Job Summary:
We are seeking a dynamic and experienced Financial Services Manager to join our dedicated team. The successful candidate will play a pivotal role in managing a portfolio of clients, overseeing a range of financial services, and ensuring the delivery of exceptional accounting solutions.

Key Responsibilities:
  • Client Portfolio Management:
    • Manage a portfolio of clients, offering a comprehensive suite of services, including annual accounts, self-assessment tax, corporation tax, VAT, bookkeeping, and other specialized areas of work.
  • Client Relationship Management:
    • Develop and maintain strong, long-lasting relationships with clients, ensuring their satisfaction and understanding of our services.
  • Team Oversight and Support:
    • Oversee the work of Accounts Assistants, providing necessary support and training to ensure the team's efficiency and effectiveness.
  • Proactive Client Support:
    • Proactively support clients with their accounting and tax planning needs, offering strategic advice to optimize their financial performance.
  • Timely Solution Delivery:
    • Ensure the timely and successful delivery of accounting solutions, meeting customer needs and objectives.
  • Accounts Reporting:
    • Produce and prepare regular account updates for clients and management, communicating financial insights and recommendations.
  • Quality Assurance:
    • Review work completed by team members, ensuring accuracy and compliance, and effectively communicate with clients to ensure understanding of their business's financial performance and obligations.
  • Monitoring and Analysis:
    • Successfully monitor clients' management accounts, explaining any variances and identifying planning opportunities to enhance financial outcomes.

Salary Range: £45,000 - £60,000 per annum, depending on experience.

Benefits:
  • Competitive salary and performance-based incentives.
  • Opportunities for professional development and advancement.
  • Supportive and collaborative team environment.
  • Health and wellness benefits.


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