Financial planning manager Work, Jobs in Cam Houses, Nyk (with Salaries)

Client Relationship Manager - Practice Accountant - Carnforth
Lamont Pridmore —Carnforth
- £42,500 - £49,500 a year
- Overtime
- Communication skills
- Time management
- Free parking
Quick apply
Van Driver
Cats Protection —Skipton
- Up to £14,018.52 a year
- Part-time
- Organisational skills
- Annual leave
5d
Customer Service Advisor
Yorkshire Building Society —Skipton
- £14,700 a year
- Free parking
2d
HR Advisor
JN Bentley —Skipton
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
Activities Co-ordinator
HC-One - Summerhill —Kendal
- £14.80 - £15.30 an hour
- Organisational skills
- Annual leave
- Employee assistance programme
Quick apply
1d
Store Manager
Ryman —Lancaster
- Up to £28,500 a year
- Full-time
- Team management
- Training & development
- Retail management
- Employee discount
- Referral programme
Community Staff Nurse
Airedale NHS Foundation Trust —Skipton
- £32,073 - £39,043 a year
- Full-time
- Case management
- Annual leave
- Employee assistance programme
9d
Senior Care Assistant
HC-One - Summerhill —Kendal
- £15.70 - £16.30 an hour
- Medication administration
- Care plans
- Leadership
- Annual leave
- Employee assistance programme
Quick apply
1d
Nurse
Salutem Care & Education —Lancaster
- £33,628.40 - £44,548.40 a year
- Carpentry
- Medication administration
- Plumbing

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Client Relationship Manager - Practice Accountant - Carnforth

Lamont Pridmore -
Carnforth

Quick apply

Job details

Permanent | Full-time
£42,500 - £49,500 a year

Benefits

Free parking
Cycle to work scheme
Financial planning services
Company pension

Qualifications

Driving Licence
Client engagement
Management accounts preparation
ACA
Accounting software
Month-end financial reporting
Management accounting expertise
Process improvement
Financial statement preparation
Customer relationship management
Relationship management
Financial accounting
Management reporting
Finance and accounting experience
Networking
Account management
Communication skills
Time management

Full job description

We are looking for an experienced Accountant to join our growing team as a Client Relationship Manager.

Alongside a salary of £42,500-£49,500, you’ll have the opportunity to earn an annual performance bonus of up to 17%, recognising your contribution to both client success and business growth.

About Lamont Pridmore

Lamont Pridmore is a family-run, national award-winning firm of Chartered Accountants, Tax and Business Advisers with offices across Cumbria and the surrounding area.

For more than 30 years, our experienced senior leadership team has supported a high-performing team dedicated to delivering exceptional service to businesses across the region.

We build long-term relationships with our clients by providing practical commercial advice alongside traditional accountancy services, helping owner-managed and family businesses succeed in an evolving business environment.

About the role

We are looking for an experienced Client Relationship Manager to manage a diverse portfolio of owner-managed and family businesses.

This role combines technical accountancy expertise with strong commercial awareness. You will help clients make informed business decisions while delivering proactive, high-quality accountancy services.

What you’ll be doing

As Client Relationship Manager, you will:

Build and maintain strong day-to-day relationships with clients.
Deliver proactive, high-quality accountancy services.
Plan, prepare and review financial accounts within agreed deadlines and budgets.
Prepare monthly, quarterly and half-yearly management reports.
Translate financial information into clear commercial advice for clients.
Identify opportunities including tax planning, restructuring and succession planning.
Work closely with the Managing Directors to improve systems, procedures and business processes.
Support business growth through networking, referrals and community engagement.

Essential requirements

We would like to hear from candidates who have:

Proven experience working in a client-facing role within an accountancy practice.
Experience managing a varied client portfolio.
Strong commercial awareness and understanding of business owner challenges.
Experience using accounts preparation software.
Experience using cloud accounting software, including Sage, Xero and QuickBooks.
Full UK driving licence.
Excellent communication and relationship-building skills.
Strong organisation, attention to detail and time management.
Proactive approach with excellent problem-solving ability.
Professional, client-focused attitude.
Ability to work effectively under pressure without compromising client service.

Desirable requirements

ACA or ACCA qualified, or equivalent practice experience.

Pay and benefits

Salary of £42,500-£49,500 per year.
Annual performance-based bonus of up to 17%.
Full paid overtime.
Time off in lieu.
Free parking.
Free financial advice.
Bacon butties on your birthday.
Cycle to work scheme.
Pension auto-enrolment.

Working pattern and location

This is a full-time, permanent, office-based role.

Hours: 8.30 am-5.00 pm, with some flexibility.

This advert is for candidates interested in our Carnforth office. We can also consider candidates who would prefer to be based from another Lamont Pridmore office, including Carlisle, Kendal, Keswick or Workington.

Travel to client premises and other Lamont Pridmore offices will be required.

Please apply to the advert closest to your preferred working location.

Application process

Please submit your CV for review.

The process will include:

First stage: 20-minute screening interview with Nexstema, on behalf of the client.
Second stage: Hiring Manager interview.

Pay: £42,500.00-£49,500.00 per year

Quick apply

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financial planning manager jobs in cam houses, nyk

Client Relationship Manager - Practice Accountant - Carnforth

Van Driver

Customer Service Advisor

HR Advisor

Activities Co-ordinator

Store Manager

Community Staff Nurse

Senior Care Assistant

Nurse

More jobs to discover

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