VFO Client Manager

Location: Coventry and Leamington Spa
Salary: Competitive and dependent on experience
Hours: Permanent, Monday-Friday (36.5 hours per week)
We’re looking for a client manager to take responsibility for a mixed portfolio of clients, with a speciality in onboarding within our Virtual Finance Office department across our Coventry and Leamington offices.
At HB&O, we’re a team of passionate experts, specialising in supporting businesses and individuals through every stage of their professional and personal life. Our clients come from all different walks of life, operate in all kinds of different sectors and bring different experiences, passions and motivators to their work, but they all have a common goal: to be successful in their own right. We believe that our team should echo this too.
The Role Will Include
Key responsibilities for the onboarding of new clients, ensuring best practices are adopted from the offset and identifying potential opportunities for efficiencies, through processes or technology.
Review bookkeeping and related workpapers prepared by staff members
Review VAT returns and related workpapers prepared by staff members and approve for sending to clients
Prepare management accounts and related workpapers for clients within your portfolio, presenting where necessary individually or with Senior Manager/Directors.
Respond to email and telephone queries and provide ad-hoc support to clients
Establish own portfolio of clients
Establish good client relationships, acting as the main point of contact at HB&O
Organise meetings with clients and attend these where necessary with Senior Manager/Directors
Assist with managing the day-to-day workflow of the staff
Assist staff members with work-related queries, providing training and making decisions where necessary
Attend and actively contribute to planning meetings with managers
Ensure department-specific controls for monitoring job progress and staff workflow are complied with
Make recommendations for improvements to department-specific controls and processes
Oversee staff performance and provide regular feedback to managers
Demonstrate effective time management skills
Keep fully up-to-date with CPE requirements
Keep on top of softer skills training needs
Establish effective communication channels with clients with all HB&O services
Assist managers with the monitoring of department-specific KPIs
Required Qualifications/experience
2 years in accountancy or finance related position, qualified or qualified by experience
Desired
Some experience with implementing best practices and identifying efficiences
Job Benefits
Clear opportunity for progression
Flexi-hours – we have core hours from 9:30am to 4:30pm, then work the rest around your schedule
2pm finish every Friday
Hybrid working
Quarterly appraisals
Quarterly bonus schemes
Internal promotion opportunities
Free car parking
Employee discount platform
Regular social events
Wellbeing strategy and dedicated wellbeing team
Enhanced employer pension contribution
Enhanced maternity, paternity and adoption leave
Funded CPD courses
To apply for this role, please follow this link: Apply now.
We look forward to hearing from you.
We have core hours from 9.30 to 4.30, then work the rest around your schedule.
Once qualified, we have a graded management system so there is always somewhere to move up internally.
No one wants to try and find a parking space before your first morning coffee. We’ve got plenty of parking at both our offices.
From your supermarket shop to holidays you can save with our exclusive discount programme.
Please Note
Due to the number of applications received, only successful candidates will be contacted.
By applying for this vacancy and sending a copy of your CV, you are giving consent to Harrison Beale & Owen Limited to store your details in its database for the purposes of sharing future employment opportunities. We will hold your data over the next six months should your initial application be unsuccessful.
We always treat personal details with the utmost care and in accordance with GDPR. You can withdraw this consent at any time by emailing dataprotection@hboltd.co.uk.
Want to find out more about us or enquire about working together? We’d love to hear from you. Head over to our enquiry page, fill in the form and we will be in touch!
Leamington Spa
Highdown House
11 Highdown Road
Leamington Spa
CV31 1XT
01926 422 292
Coventry
Seven Stars House
1 Wheler Road
Coventry
CV3 4LB
02476 306 029
Birmingham
2nd Floor
31 Temple Street
Birmingham
B2 5DB
0121 285 5562
info@hboltd.co.uk
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Work arrangement
Hybrid