Financial Services Manager

5 days ago


Manchester, United Kingdom Public Practice Recruitment Ltd Full time
Job Title: Financial Services Manager

We are seeking a highly skilled Financial Services Manager to join our team at Public Practice Recruitment Ltd. The successful candidate will have excellent client relationship skills and the ability to manage a portfolio of clients.

Key Responsibilities:

  • Support a portfolio of clients, maintaining excellent rapport as their go-to advisor
  • Work closely with the Client Manager and Partners to support the commercial aspects of portfolio management
  • Review accounts files and support the tax planning process
  • Mentor junior staff through constructive feedback and knowledge sharing
  • Review processes and implement more efficient ways of service delivery

Requirements:

  • A minimum of 1-2 years of experience in a financial services role
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment
  • Bachelor's degree in Finance or related field

Benefits:

  • Market-leading salary of £45,000 - £55,000 per annum
  • Professional development opportunities
  • Defined path to progression


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