Financial Services Manager

1 month ago

Hawick, United Kingdom Meraki Talent Limited Full time
About the Role

We are seeking an experienced Client Manager to join our team at Meraki Talent Limited. As a Client Manager, you will be responsible for developing and maintaining strong relationships with our clients, providing tailored financial solutions to meet their needs.

Key Responsibilities
  • Client Relationship Management: You will work closely with clients to understand their goals and objectives, and provide proactive financial advice to help them achieve their targets.
  • Account Management: You will be responsible for ensuring the accuracy and compliance of financial reports, preparing annual accounts, tax returns, and VAT returns.
  • Team Collaboration: You will work collaboratively with other team members to ensure seamless service delivery and will mentor junior staff to support their professional development.
Requirements
  • Experience: You will have prior experience in a similar role within an accountancy practice, with a solid understanding of accounting principles.
  • Qualifications: You will be fully or part-qualified in a relevant professional accountancy qualification or QBE. Support for completing qualifications is available if required.
  • Communication Skills: You will have excellent communication skills, with the ability to build trust and clearly explain complex financial information to a diverse client base.
  • Team Player: You will thrive in a collaborative environment, working closely with colleagues to meet deadlines and share knowledge.
What We Offer
  • Competitive salary
  • 33 days annual leave, increasing after 3 and 5 years of service
  • Pension scheme - minimum 5% employer contribution
  • Life insurance (4x annual salary)
  • 2 days of paid volunteering time
  • Private medical cover
  • Income protection
  • Enhanced maternity pay
  • Continuous development and career progression opportunities
  • A vibrant work culture with regular social events

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