Client Relationship Manager

Cumbria, North West £35000 - £45000 Annually Adecco

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permanent

Job Title: Client relationship Manager
Location: Kendal


You will be responsible for maintaining and developing client-business relationships and providing a consistently high-quality service to clients through efficient and timely completion of compliance and business-related advisory services to all our clients


Your specific duties will be to;

  • Display commercial awareness, identifying opportunities for additional fees from or services from clients and taking advantage of networking opportunities that could engage new clients
  • To be effective in all aspects of accountancy work, completing and delivering a finished job within agreed timescales and budgets
  • Deliver consistent high-quality proactive client services, ensuring that a positive day to day client relationship is maintained
  • Ensure client satisfaction at all times, resolving outstanding issues in a timely manner
  • Collaborative working with the Managing Director to set up and operate systems and procedures to ensure best and most efficient practice and help develop the business
  • Proficient in computer-based accounts preparation software, relevant software used by clients and be efficient in analysing the reports generated by these systems
  • Plan, prepare and review financial accounts, and present a completed and well documented file within agreed timescales and budgets
  • Prepare monthly/quarterly/half-yearly management information reports and advise clients on ways to improve their profitability or cash flow, be performing competitor analysis, pricing reviews, preparing dash boards, spotlight or Profitcents reports
  • Highlight and discuss barriers to work being undertaken within budget or opportunities for generating income
  • Resolve queries directly with the client prior to discussion with Client Portfolio Manager/Managing Director/Partner in advance of client meeting


You will also be responsible for Business Development by adding real value to your portfolio of between 50 -100 Clients


You will have previous experience of working in a client facing role

  • Good knowledge of IT Word/Excel
  • Use of SAGE Instant/Line 50
  • Use of other practice software

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

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Client Relationship Manager

Cumbria, North West £40000 - £47000 Annually Bennett and Game Recruitment LTD

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permanent

Our client is a well-established firm of Chartered Accountants and Business Advisors, renowned for providing comprehensive and professional accounting, tax, and business advisory services. The firm is committed to delivering high-quality, tailored solutions to a diverse range of clients, including businesses of all sizes, individuals, and charities. They are looking for a Client Relationship Manager, ideally in their Carlisle or Penrith offices, due to the growth of the business.

Successful candidates will be responsible for maintaining and developing strong client-business relationships, ensuring the delivery of high-quality services to clients, and supporting the practice's annual business plan. In order to achieve this, they are offering up to 47,000, bonuses up to 17% and benefits such as an unlimited holiday buy-in scheme through salary sacrifice.



Client Relationship Manager Job Overview

  • Maintain and develop client-business relationships, ensuring the delivery of timely, high-quality service.
  • Identify opportunities for additional fees and services to clients.
  • Ensure client satisfaction through proactive relationship management, resolving issues promptly.
  • Collaborate with the Managing Director to develop systems that improve efficiency and enhance business growth.
  • Manage a portfolio of 50-100 clients, ensuring consistent service and engagement through the Customer Care Programme.
  • Prepare and review financial accounts, business tax computations, VAT returns, and management reports.
  • Develop and present business insights, including competitor analysis, profitability reviews, and cash flow improvement strategies.
  • Work on special projects as needed and engage with clients on-site when required.


Client Relationship Manager Job Requirements

  • Proven experience in client relationship management or accountancy roles.
  • Solid understanding of accountancy tasks, including financial statements and tax computations.
  • Proficiency with business software (e.g., tax, VAT, financial reporting).
  • Excellent communication, both verbal and written.
  • Organised and capable of managing multiple accounts within timelines and budgets.


Client Relationship Manager Salary & Benefits

  • Salary: 40,000 - 47,000 per annum, based on experience.
  • Flexible working hours: 37.5 hours per week, with a typical working day from 8:30am to 5:00pm (flexible for school runs, etc.). 100% office-based role.
  • Overtime paid at the standard rate.
  • Performance-based bonus paid every 6 months, up to 17% of salary.
  • Holiday Package: 20 days + 8BH
  • Holiday Buy-In scheme (unlimited) via salary sacrifice.
  • Progression
  • Comprehensive benefits package, including pension, health coverage, and other perks.

Bennett & Game Recruitment are acting as a Recruitment Agency in relation to this vacancy.

Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries.

We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.

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Client Relationship Manager

Penrith, North West Bennett and Game

Posted 13 days ago

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Job Description

permanent

Our client is a well-established firm of Chartered Accountants and Business Advisors, renowned for providing comprehensive and professional accounting, tax, and business advisory services. The firm is committed to delivering high-quality, tailored solutions to a diverse range of clients, including businesses of all sizes, individuals, and charities. They are looking for a Client Relationship Manag.















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Client Relationship Manager (ACCA / ACA / QBE / Practice)

Cumbria, North West £44000 - £50000 Annually Ernest Gordon Recruitment Limited

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Client Relationship Manager (ACCA / ACA / QBE / Practice)

Carlisle / Lake District

44,000 - 50,000 + 17% Bonus - Package of 52,000 to 58,000 + Bonus + Progression to Directorship + Training + Holiday + Pension + Flexible hours

Are you an Accountant with practice experience looking for an opportunity with a highly reputable growing business with 8 offices around Cumbria?

Would you like the opportunity to work for an award-winning business where you will have the opportunity to make a positive commercial impact with your portfolio of clients?

On offer is an opportunity to join an established business of over 100 years, who are a stable and growing accounting practice in Cumbria.

They have high standards and retain their staff by providing a bespoke approach to training and development and who take pride in working closely with their clients.

In this role you will deliver excellent value to your clients in a wide and interesting array of industries and help them grow and increase profitability.

This role would suit a qualified or qualified by experience accountant who has excellent interpersonal skills and is looking for a client facing role in a practice that offers progression to directorship.

The role:

  • To plan, prepare and review financial accounts, and present a completed and well documented file within agreed timescales and budgets
  • To highlight and discuss barriers to work being completed within budget or opportunities for generating income
  • To clear outstanding queries with the client before discussing the file and final accounts with the Client Portfolio Manager/Managing Director/Partner, prior to the client meeting
  • To prepare Business Tax Computations (Income Tax) for review
  • To prepare/ensure the preparation and submission of VAT returns on behalf of clients
  • To maintain/ensure that clients' accounting records and management accounts information is maintained as required

The person:

  • Accountant with practice experience
  • Great communication skills

If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

Key Words: ACCA, ACA, QBE, Tax, Practice, Accounting, Tax, Carlisle, Cumbria, Kendal, Keswick, Penrith

Reference Number: BBBH20888

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

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Client Relationship Manager (ACCA / ACA / QBE / Practice)

Carlisle, North West Ernest Gordon Recruitment

Posted 2 days ago

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Job Description

permanent

Client Relationship Manager (ACCA / ACA / QBE / Practice)

Carlisle / Lake District

£44,000 - £0,000 + 17% Bonus - Package of 2,000 to 8,000 + Bonus + Progression to Directorship + Training + Holiday + Pension + Flexible hours

Are you an Accountant with practice experience looking for an opportunity with a highly reputable growing business with 8 offices around Cumbria?

Would you like the opportun.



















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Business Development Manager

Cumbria, North West Total Resourcing Ltd

Posted 274 days ago

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Job Description

Permanent

Our Client are recruiting for a Senior Business Development Manager to support the growing needs of the business. This client brings together nuclear fuel cycle engineering expertise to serve the group’s facilities and external customers. Its services range from Operational Support Engineering to full Engineering, Procurement, Construction and Management (EPCM) missions.

We have successfully recruited many candidates into this client and it is so wonderful to see their careers flourish with the support and guidance from an extremely strong Senior Leadership Team.

Requirements

Lead the development of the short- and medium-term key account and business development strategies for specific client accounts.

  • Support the Head of Business Development to develop and maintain a contact programme with senior staff within client and partner organisations.
  • Maintain regular contact with existing future potential customers.
  • Develop Account Plans, Opportunity Capture Plans and Value Propositions.
  • Support the Head of Business Development with developing Order Intake forecasts and budgets.
  • Work within the governance framework to secure approval to pursue opportunities and to bid, including presenting details of opportunities.
  • Anticipate new opportunities and support tendering activities by providing market intelligence to bids teams, or sometimes direct technical input or review.
  • Keep track of market developments amongst clients, competitors, and suppliers, and look for opportunities to facilitate the growth across the UK nuclear industry.
  • Understand the capabilities and areas of differentiation and promote these to customers.
  • Capture information in a structured manner to facilitate sharing.
  • Interface collaboratively within the business winning team, including marketing & communications and tendering, and with the wider business including technical disciplines and functions, in the UK and abroad

Benefits

Full-time, permanent, 37-hours a week

Travel may be required on occasion between the 3 different offices and Client sites

Hybrid working – 2 days minimum in the office each week, flexible working

Free on-site parking

Benefits:

25 days annual leave, plus bank holidays

Additional 1 day off for every 1-year service which is capped at 5

Competitive salary

Annual Bonus Scheme

One Professional Membership subscription paid for by the company

Private medical insurance

Non-contribution pension scheme

Enhanced Maternity Pay

Group Income Protection

Group Life Insurance

Sports allowance

Online discount platform

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Finance Business Partner (Treasury & Development)

Kendal, North West £40000 - £42500 Annually Bayman Atkinson Smythe

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Job Description

permanent

FBP | Housing Association | to c£42,000 | Very Hybrid (1 dpw) | Superb Pension & Holidays

A respected housing association in the North West seeks a Finance Business Partner to connect its Development and Finance teams. Reporting to the Head of Finance, you’ll provide high‑quality financial analysis and support on development projects and new‑home sales, maintain cash‑flow forecasts and liquidity, ensure compliance with loan covenants, and oversee treasury operations.

Key responsibilities

  • Development & Accounting: Manage accounting for development income and expenditure (including property sales and capitalised interest) and reconcile the housing stock register.
  • li>Management Accounts & Budgets: Produce monthly management accounts and cash‑flow forecasts for development schemes and prepare annual revenue and capital budgets. < i>Appraisal & Modelling: Act as super‑user of the development appraisal system, review scheme appraisals for robustness, and maintain a library of appraisals. < i>Treasury & Liquidity: Maintain the treasury diary, coordinate loan valuations and covenant calculations, forecast loan drawdowns/repayments, and manage cash‑flow to ensure liquidity. < i>Compliance & Returns: Support year‑end audits, prepare regulatory returns (e.g., Quarterly Financial Survey and VAT) and champion health, safety, and data‑quality standards.

Ideal candidate

  • Strong digital skills (Excel, PowerPoint, Word, Teams) and solid understanding of accounting standards.
  • Proven ability to prepare financial models and cash‑flow forecasts, communicate with non‑finance colleagues, and act as a finance business partner.

Why apply?

This role allows you to shape the financial strategy of significant development projects in a housing association with a strong social mission. You’ll enjoy a competitive salary, very flexible hybrid working, with great additional benefits and the chance to influence strategic decisions while working closely with senior leaders.

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