Job Description

You will be assigned specific accounts and you are to ensure that they are managed effectively and efficiently adhering to the current agreed procedures and software tools.

• Planning – ensure the client is offered pre-year end tax planning, using specialist on-line tools
• Completion – ensure the client receives a consistent high level of service and that annual accounts are completed efficiently within the 30-working day period
• Finalization & Submission – ensure the final accounts are produced to a consistent high standard and are signed and submitted correctly
• Meet with the client to review accounts, offer advice and promote other products and services on an annual basis (or more frequently if required)
• Deal with client phone calls adhering to company guidelines
• Deal with client correspondence following company guidelines
• Ensure client is contacted according to the guidelines for their category
• Manage client complaints effectively and escalate to Pod leader or Head of compliance on same working day where appropriate
• Support the integration of new clients
• Utilize the software tools available to provide an outstanding service to your client portfolio
• Ensure your personal software certificates are achieved within agreed timescales and are kept up to date
• Any other duties that may be required.

In return, the successful candidate will receive:

• Competitive salary + pension contributions
• Full study assistance accompanies the role
• Benefits package Inc. private medical insurance, death in service benefit
• Development for career progression within a family-feel environment

Required Knowledge, Skills, and Abilities