Financial Services Director

2 weeks ago

Birmingham, Birmingham, United Kingdom Puro Accountancy Full time

At Puro Accountancy, we are seeking an experienced Client Manager to join our dynamic team. As a Client Manager, you will play a pivotal role in maintaining strong relationships with our valued clients and ensuring their financial needs are met effectively.


Key Responsibilities:


  • Client Relationship Management: Build and maintain excellent relationships with clients, understanding their financial objectives, and offering personalized solutions to meet their needs.
  • Account Management: Manage all aspects of the clients' accounts, including bookkeeping, tax planning, and compliance.
  • Financial Analysis: Oversee and review financial statements, providing accurate insights and recommendations to clients.
  • Complex Financial Matters: Assist clients with complex financial matters, including budgeting, forecasting, and financial analysis.
  • Team Collaboration: Collaborate with internal teams to ensure a seamless service delivery and identifying opportunities for business growth.

Requirements:


  • A minimum of 4 years' experience working in an accountancy practice environment, demonstrating a strong track record in client management.
  • Proven expertise in various accounting software and applications.
  • A professional accounting qualification (ACCA, ACA, or equivalent) would be advantageous.
  • Excellent communication and interpersonal skills, with the ability to explain complex financial concepts to clients in a clear and approachable manner.
  • Strong analytical skills and attention to detail, ensuring the accuracy of financial reports and recommendations.
  • A proactive and self-motivated attitude, able to work autonomously and as part of a team.

If you are passionate about delivering exceptional client service and driving business growth, please submit your up-to-date CV or contact us for more information.

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