Relationship Manager / Financial Accounts Manager

POSITION OVERVIEW

• Standard Occupational Classification (SOC) Code: 3554
• Employer: [Employer hidden — sign up to reveal] Global
• Salary: £34,800 per annum
• Working Hours: 37.5 hours per week (Full-time, permanent)
• Work Location: Bolton, United Kingdom

About the Employer

[Employer hidden — sign up to reveal] Global is a regulated professional services firm providing tax advisory, financial management, and compliance services to UK-based and international clients. The company operates in line with UK regulatory standards and maintains robust internal compliance and governance frameworks.

Role Purpose

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

• 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 — sign up to reveal] 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.

For more information, contact [Employer hidden — sign up to reveal] or call [contact hidden].