Relationship Manager / Financial Accounts Manager
SKILLS
FULL DESCRIPTION
Relationship Manager / Financial Accounts Manager
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Standard Occupational Classification (SOC) Code: 3554
Employer: [Employer hidden — view at passion-project.co.uk] Global
Salary: £34,800 per annum
Working Hours: 37.5 hours per week (Full-time, permanent)
Work Location: Bolton, United Kingdom
POSITION OVERVIEW
The Relationship Manager / Financial Accounts Manager role is a genuine vacancy created to support the company’s operational and business needs. The position plays a critical role in managing client relationships, overseeing financial accounts, and ensuring accurate financial reporting in accordance with UK financial and regulatory requirements.
KEY RESPONSIBILITIES
- Key Duties and Responsibilities
- Manage and maintain long-term professional relationships with assigned clients.
- Oversee client financial accounts, ensuring accuracy, consistency, and timely reporting.
- Prepare, review, and reconcile financial records, statements, and account summaries.
- Act as the primary point of contact for clients on financial and account-related matters.
- Ensure compliance with HMRC requirements, internal policies, and financial regulations.
- Coordinate with internal departments to ensure efficient service delivery.
- Monitor account performance and identify process improvements to enhance client satisfaction.
- Maintain accurate documentation and records to support audits and compliance reviews.
QUALIFICATIONS
- Relevant experience in relationship management, financial account management, or a related professional role.
- Strong understanding of financial reporting, compliance, and client account handling.
- Excellent written and verbal communication skills.
- Strong organisational and analytical abilities with attention to detail.
- Ability to manage workload independently while meeting deadlines.
- Proficiency in financial systems and standard office software.
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Salary & Working Conditions
- Annual salary of £34,800, compliant with Skilled Worker visa salary thresholds for SOC Code 3554.
- Full-time employment based on 37.5 hours per week.
- Permanent position with ongoing operational requirements.
Equality & Compliance Statement
- [Employer hidden] Global is an equal opportunity employer. All applications are assessed fairly and in accordance with UK employment and immigration regulations. Appointment to this role is subject to right-to-work checks as required by UK law.
How to apply?
Send us your CV to join a dynamic team committed to delivering top-notch tax and financial services.