Financial Services Manager

3 days ago


Salisbury, Wiltshire, United Kingdom Personnel Placements Full time

Are you a skilled accountant looking for your next challenge in the financial services industry? As a Financial Services Manager with Personnel Placements, you will have the opportunity to showcase your expertise while working in a supportive and collaborative environment.

The estimated salary for this role is £45,000 - £60,000 per annum, depending on experience. This business believes in rewarding its employees' talent and dedication with a comprehensive benefits package, including:

  • Pension: Up to 5% employer contribution
  • Holidays: 25 days annual leave + bank holidays, with the option to buy up to 5 additional days
  • Work-Life Balance: Business closure over Christmas (subject to business needs)
  • Wellbeing: Life assurance (x4 annual salary), enhanced family leave, and sick pay policies
  • Support: 24/7 Employee Assistance Programme for free, confidential advice

As a Financial Services Manager, you will be responsible for managing client portfolios, building strong relationships, and ensuring the delivery of high-quality financial services. Key responsibilities include:

Key Responsibilities:
  • Manage a portfolio of clients, leading client meetings and providing expert financial advice
  • Assist in preparing management and annual accounts, forecasts, and performance reports
  • Build connections with professional contacts to secure referrals and support for clients
  • Mentor team members, providing feedback, training, and guidance to maintain high standards of service

You must be ACCA or ACA qualified with relevant accountancy practice experience, preferably in tax. Proficiency in UK accounting standards, tax legislation, and accounting software such as Sage, Xero, or QuickBooks is essential.



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