Part Qualified Client Manager

Spear Recruitment Ltd
Edinburgh City Centre, UK
14 Feb 2019
14 Feb 2019
Contract Type
Level of qualification
Part qualified, Qualified
Part Qualified Client Manager


£20,000 to £25,000 D.O.E My client based in Edinburgh are looking for a Part Qualified Client Manager with around 3 years Practice experience that can look after a group of clients designated by the directors. A good self-starter with Xero experience. The ideal candidate will be responsible for:- Ensuring that clients receive a prompt response to queries. Identifying clients with growth prospects. Identifying cross selling opportunities Agreeing pricing with client group for additional work done. Ensuring that jobs for clients are appropriately priced for the standard of records received and are completed profitably. Ensuring that work is completed within the agreed timescales Pre year end meetings where required and post year end sign off meetings / calls. Making referral requests to clients. Reviewing prices for client group on an annual basis. They should be experienced in :- Review and preparation of designated jobs including accounts production, tax and vat. Completing peer reviews for other client managers. Prepare management accounts for the assigned list of clients within the designated timescales. Attend management accounts meetings with clients where practicable. Maintain Xero certification. Ensure that there is a culture of continuous improvement with relation to work performed on your client group. Ensure that AML reports are completed as appropriate for your client group. Other adhoc tasks as designated by the directors of the company My client are willing to offer study support to the ideal candidate and this is a full time, permanent position. This vacancy is being managed by Annie Welsh at Spear Recruitment Ltd Spear Recruitment Ltd are on Facebook and you can follow us on Twitter spearrecltd and on Instagram spearrecruitment Copyright Spear Recruitment Limited 2014. Use of all or any part of this advert to or in any media, without Spear Recruitment Ltd prior written permission is prohibited and may result in criminal or civil actions