Client Relationship Manager

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 Keswick 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.

• 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.

• 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.

• 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 + 8 BH.
• Holiday Buy‑In scheme (unlimited) via salary sacrifice.
• Progression.
• Comprehensive benefits package, including pension, health coverage, and other perks.

• Comprehensive benefits package, including pension, health coverage, and other perks.