Client Relationship Manager

Job description

Client Relationship Manager (Accounts & Advisory)

Location: Cumbria - various locations
Salary: Up to £50,000 + 17% performance-related bonus
Job Type: Full-time, Permanent

Open to relocating? This is a great opportunity to join a well-established and highly regarded accountancy practice based in Cumbria - various locations across the region.
This is an office-based role offering strong client exposure, progression, and a good work-life balance.

The Opportunity

We're working with a reputable and growing firm to recruit a Client Relationship Manager.

This role is ideal for an experienced practice accountant looking to move into a more client-focused, advisory-led position, with the opportunity to build long-term relationships and play a key role in supporting client growth.

The Role

You'll manage your own portfolio of clients, providing a mix of accounts, reporting, and advisory support.

This is more than just a compliance role, you'll be working closely with clients, understanding their businesses, and providing practical advice to help them improve performance and plan for the future.

Key Responsibilities

• Managing a portfolio of owner-managed and family-run business clients
• Preparing and reviewing statutory accounts
• Producing management accounts and financial reports
• Building strong, long-term relationships with clients
• Providing clear, practical financial advice
• Identifying opportunities to add value and offer additional services
• Supporting clients with business improvement and growth
• Working closely with Directors and senior leadership
• Supporting business development through referrals and networking

About You

• Experience within a UK accountancy practice
• ACA / ACCA qualified or qualified by experience (QBE)
• Confident managing a client portfolio and building relationships
• Strong background in accounts and client-facing work
• Commercially aware and proactive
• Comfortable using software such as Xero, Sage, or QuickBooks
• Strong communicator who enjoys working closely with clients

What's on Offer

• Salary up to £50,000 + 17% bonus
• Established client portfolio
• Supportive and collaborative team
• Clear long-term progression opportunities
• Exposure to a wide range of clients and industries
• Flexible start and finish times
• Strong work-life balance

Important Information

• This is an office-based role in Cumbria - various locations
• You must have the right to work in the UK
• No sponsorship available

INDWIN

Our clients and their customers come from diverse backgrounds and so do we. We hire our people from various walks of life, each of whom make our company stronger with their talent, uniqueness, and expertise. This is what makes our company special; if you want to help us grow and take this ethos to our clients, then we cannot wait to collaborate with you!

The UK has now left the European Union. Any EU, EEA or Swiss citizens living in the UK that wish to remain in the UK post Brexit need to apply to the EU Settlement Scheme. Although the closing date for applications was 30th Jun 2021, if you have not yet applied but believe that you would qualify under the EU Settlement Scheme, the Home Office have confirmed that they will consider late applications. For further information please see https://www.gov.uk/browse/visas-immigration/eu-eea-swiss

Our clients and their customers come from diverse backgrounds and so do we. We hire our people from various walks of life, each of whom make our company stronger with their talent, uniqueness, and expertise. This is what makes our company special; if you want to help us grow and take this ethos to our clients, then we cannot wait to collaborate with you!

The UK has now left the European Union. Any EU, EEA or Swiss citizens living in the UK that wish to remain in the UK post Brexit need to apply to the EU Settlement Scheme. Although the closing date for applications was 30th Jun 2021, if you have not yet applied but believe that you would qualify under the EU Settlement Scheme, the Home Office have confirmed that they will consider late applications. For further information please see https://www.gov.uk/browse/visas-immigration/eu-eea-swiss
Many Thanks