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Senior Client Manager

Public Practice Recruitment Ltd
Posted 15 days ago, valid for 20 days
Location

Plymouth, Devon PL7 1RF, England

Salary

£75,000 - £90,000 per annum

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An exciting opportunity for a Senior Client Manager has opened up in Plymouth with a respected accountancy firm specializing in private client services and trusts.
  • The ideal candidate will be CTA and/or STEP qualified or show a strong desire to pursue a STEP qualification, with extensive experience in UK practice, particularly in trusts.
  • This role involves managing a portfolio of high-net-worth clients, leading a team, and delivering tailored advisory services to ensure client satisfaction.
  • The salary for this permanent, full-time position ranges from £75,000 to £90,000 per annum, with flexible working options and enhanced benefits.
  • Candidates should possess strong leadership and communication skills, along with a proactive mindset committed to continuous professional development.
Senior Client Manager

An exciting opportunity has arisen for a Senior Client Manager job in Plymouth with a highly regarded accountancy firm known for its market-leading expertise in private client services and trusts.

This firm has earned a strong reputation for providing top-quality advice and support to a diverse range of clients, making it the perfect place for a career-driven individual looking to progress in their practice career.

The Senior Client Manager job in Plymouth is ideal for a CTA and/or STEP qualified professional, or someone keen to work towards a STEP qualification.

The successful candidate will bring a wealth of experience within UK practice, with a strong understanding of trusts, and will be eager to lead and develop client relationships while mentoring junior staff.

Are you an experienced tax professional ready to take on a leadership role while advancing your expertise in a supportive and dynamic environment?

If so, this Senior Client Manager job in Plymouth could be the right opportunity for you.

Whether you’re looking for a new challenge or exploring your career options, contact us today.

Applicants can be assured of complete confidentiality throughout the process.

Role Responsibilities:
  • Managing and developing a portfolio of high-net-worth clients, providing expert advice on trusts, tax, and estate planning
  • Leading and mentoring a team of professionals, ensuring the delivery of high-quality services and client satisfaction
  • Working closely with clients to understand their needs and provide tailored solutions that align with their long-term financial goals
  • Collaborating with senior management to drive business growth and identify new opportunities within the firm
  • Staying up-to-date with the latest developments in tax legislation and trusts, ensuring compliance and best practices are followed
  • Supporting the firm’s commitment to continuous learning and professional development by encouraging staff to pursue qualifications such as STEP
About the Firm:

This Plymouth-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.

With a strong reputation and a diverse client base, the firm offers a collaborative and forward-thinking work environment where professionals can thrive.

The 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
What’s in it for You?
  • £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

Apply today or contact us to find out more about this exciting role. Don’t miss the opportunity to join a firm that truly values its people and their professional development.

About Public Practice Recruitment Ltd

Public Practice Recruitment Ltd recruits high-calibre accounting professionals at all levels for tax, accounts, and auditor jobs on both a permanent and temporary basis for accountancy firms.

Specialising solely in accountancy recruitment, Public Practice Recruitment Ltd regularly has new auditor jobs and accountancy jobs in St Albans and has a superb track record of meeting and exceeding expectations for accountants looking for their next accounting role.?

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.