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Senior Client Manager
1 month ago
We are seeking a highly experienced Senior Client Manager to join our team in Maidstone. As a Senior Client Manager, you will be responsible for managing and developing a portfolio of high-net-worth clients, providing expert advice on trusts, tax, and estate planning.
You will lead and mentor a team of professionals, ensuring the delivery of high-quality services and client satisfaction. You will work closely with clients to understand their needs and provide tailored solutions that align with their long-term financial goals.
Collaborating with senior management, you will drive business growth and identify new opportunities within the firm. You will stay up-to-date with the latest developments in tax legislation and trusts, ensuring compliance and best practices are followed.
As a Senior Client Manager, you will be an integral part of our team, supporting the firm's commitment to continuous learning and professional development by encouraging staff to pursue qualifications such as STEP.
About the FirmOur Maidstone-based firm is a leader in the accountancy sector, known for its expertise in private client services and its commitment to delivering exceptional client care.
We offer a collaborative and forward-thinking work environment where professionals can thrive. Our firm is dedicated to helping its employees grow and advance their careers, making it an ideal place for ambitious individuals.
Candidate Requirements- CTA and/or STEP qualified, or a strong desire to work towards a STEP qualification
- Extensive experience within UK practice, particularly in trusts and private client services
- Proven ability to manage a portfolio of clients and deliver high-quality advisory services
- Strong leadership skills, with experience in mentoring and developing junior staff
- Excellent communication and relationship-building abilities, with a focus on client satisfaction
- A proactive and strategic mindset, with a commitment to continuous learning and professional development
- £75,000 to £90,000 pa
- Permanent, full-time role
- Flexible / hybrid working
- Enhanced annual leave
- Company pension
- Employee Assistance Programme
- Regular social events
- Modern office
- Plus more
