Financial Professional
We are seeking to hire an experienced professional to manage a portfolio of clients and develop strong relationships through continuous engagement.
About the Role
* Manage a portfolio of clients annually and develop strong client relationships through continuous engagement, providing exceptional customer service and support.
* Collaborate with an ambitious team of experts, scheduling client assignments and developing consulting opportunities that drive business growth.
* Oversee the management of client assignments, ensuring key objectives are delivered as required and in a timely manner, exceeding client expectations.
* Contribute to and assist with the office work plan and diversification, identifying opportunities for improvement and implementing changes.
* Respond to ad-hoc client queries in a timely and professional manner, resolving issues promptly and efficiently.
* Proactively engage with clients on project opportunities, identifying new business potential and driving revenue growth.
Key Requirements:
* A motivated and ambitious individual with a passion for delivering exceptional results and progressing successfully in their career.
* An effective and personable business advisor who can provide expert guidance and support to clients, building trust and credibility.
* Excellent interpersonal skills, including the ability to supervise and mentor junior staff, promoting a positive and supportive team culture.
* Experience of dealing and consulting with clients, with a proven track record of delivering high-quality results and exceeding client expectations.
* Strong organisational and time management skills, with the ability to prioritize tasks and manage multiple projects simultaneously, meeting deadlines and delivering results.
* Experience in practice accounting as a Qualified Accountant, with a strong understanding of financial principles and regulations.
Benefits:
The successful candidate will have access to a range of benefits, including ongoing training and development opportunities, flexible working arrangements, and a competitive salary package.
What We Offer:
As a member of our team, you will have the opportunity to work with a talented group of professionals, contributing to the success of our business and driving your own career forward.