Senior Accountancy Professional

3 weeks ago


Penrith, Cumbria, United Kingdom Weatherbys Banking Group Full time

Job Description

We are seeking a senior accountancy professional to join our team in Penrith as a Financial Services Partner. This is an exciting opportunity for someone looking to take their career to the next level and manage their own book of business.

About the Role

As a Financial Services Partner, you will be responsible for managing your own portfolio of high-net-worth clients and estate owners in the Penrith area.

You will work closely with our team to provide expert advice and guidance on financial matters, ensuring that our clients receive the highest level of service.

Key Responsibilities

  1. Managing client relationships and providing expert advice on financial matters.
  2. Developing and implementing strategies to grow client portfolios and increase revenue.
  3. Collaborating with colleagues to identify new business opportunities and drive growth.

Requirements

  • A strong background in accountancy, preferably with a professional qualification.
  • Proven track record of success in managing client relationships and growing client portfolios.
  • Excellent communication and interpersonal skills.

What We Offer

We offer a competitive salary of £80,000 - £100,000 per annum, depending on experience. You will also have the opportunity to work from home one day per week and enjoy a flexible working environment.



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