Financial Services Manager

4 weeks ago


Exeter, Devon, United Kingdom Pro Talent Full time

ProTalent is seeking a dynamic and experienced Financial Services Manager to join a reputable accountancy practice in Central Exeter. As a key member of the team, you 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.

Qualifications and Skills:

  • Proven experience in a similar role within an accountancy practice.
  • Strong understanding of financial services, including annual accounts, tax, VAT, and bookkeeping.
  • Leadership and team management skills, with the ability to mentor and support junior team members.
  • Excellent communication and client relationship management skills.
  • Attention to detail, analytical thinking, and problem-solving abilities.
  • Proactive approach to client support and financial planning.

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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