Client advisor Work, Jobs in Tarporley, Chs (with Salaries)

Client Services Administrator
DH Accountants & Tax Advisors —Frodsham
- £25,000 - £28,000 a year
- Full-time
- Hybrid work
- Administrative experience
- Accounting
- Tax experience
- Annual leave
- Work from home
Quick apply
7d
Mortgage Advisor
The Mortgage Experts —Winsford
- £60,000 - £100,000 a year
- Remote
First Response Advisor - Legal Firm
MAJ Law Ltd —Warrington
- £45,000 - £55,000 a year
- Full-time
- Customer service
- English
- Organisational skills
- Free parking
Quick apply
11d
Will Writing & Estate Planning Advisor - | Full Training |
Westminster Law ltd —Stoke-on-Trent
- £49,500 a year
- Full-time
- Hybrid work
- Google Suite
- Sales
- Microsoft Office
- Work from home
Quick apply
Mortgage Broker - Partner Advisor
The Mortgage Experts —Stoke-on-Trent
- £60,000 - £100,000 a year
- Remote
- Marketing
Customer Relations Advisor
Magnavale Ltd —Warrington
- £26,431.00 - £34,320.31 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Analysis skills
- Free parking
Quick apply
Implementation Advisor
Bank of America —Chester
- Full-time
- Customer service
- Communication skills
- School
- Employee assistance programme
3d
JUNIOR SALES ADVISOR
Verisure Services (UK) Limited —Chester
- £3,800 a month
- Full-time
- Sales
Quick apply
Experienced Life Insurance Advisor - Office Based
Essential Insurance —Sale
- £35,000 - £75,000 a year
- Part-time
- Financial services
- In-person
- Negotiation
- Free parking
- Profit sharing
Quick apply
Trainee Financial Adviser
Douglas Steers & Company —Warrington
- Up to £100,000 a year
- Full-time
- Sales
- Analysis skills
- Driving
- Free parking
- Health & wellbeing programme
Quick apply
3d
People Business Partner
Optima Health —Warrington
- Up to £45,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Paid training
- Annual leave
2h
Insurance Advisor
Howden Group Holdings —Macclesfield
- Full-time
- Hybrid work
- Employee discount
10d
Customer Service Advisor
100% Group Ltd —Appleton Thorn
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Sales
Quick apply
8d
Customer Service Agent - 4 day week
Metro Rod —Macclesfield
- £26,743 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
Technical Support Advisor
Radius Limited —Crewe
- Full-time
- Microsoft Office
- Organisational skills
- Communication skills
- Employee assistance programme
Quick apply
Customer Service Advisor
BPO GLOBAL INTERIM MANAGEMENT LTD —Liverpool
- £14 - £17 an hour
- Full-time
- Bilingual
- Customer service
- No experience needed
- Free parking
- Health & wellbeing programme
Quick apply
2d
Graduate Trainee Tax Adviser
DJH —Altrincham
Quick apply
2d
Insurance Sales Advisor
Deeside Insurance Brokers Ltd —Deeside
- Full-time
- Sales
- No experience needed
- In-person
Quick apply
8d
Mortgage Advisor
Dobson Welch —Runcorn
- £35,000 a year
- Full-time
- Remote
- Customer service
- Communication skills
8d
Customer Success Manager (CSM)
Delta Capita —Wrexham
- Full-time
- Hybrid work
- Financial services
Quick apply

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Client Services Administrator

DH Accountants & Tax Advisors
Frodsham

Quick apply

Job details

Full-time
£25,000 - £28,000 a year
7 days ago

Benefits

Casual dress
Additional leave
Annual leave
Company pension
Work from home

Qualifications

Xero
Administrative experience
Accounting
Balance sheet reconciliation
CIMA
Tax experience
AAT

Full job description

Client Services Administrator DH Accountants & Tax Advisors | Full Time

We're a growing independent practice looking for a client services administrator to join our busy team. This is a role at the heart of our small client services team, handling client onboarding, invoicing, and credit control. As the face of the business, you will be friendly, professional and proactive - someone who takes pride in doing things properly and genuinely cares about the service clients receive.

Based primarily at our Frodsham office 2 days a week, with working from home flexibility following the probation period, you will be joining a small client services team within a growing practice that looks after a varied portfolio of small business and sole trader clients.

The role

You'll be working across client-facing and back-office tasks, including:

Managing end-to-end client onboarding from proposal acceptance to system set-up
Conducting AML/KYC checks and maintaining compliance records
Raising and issuing invoices accurately and on time
Working as part of our credit control team: monitoring aged debt and managing overdue accounts
Answering calls and handling client queries, routing to the right team member
Preparing and filing confirmation statements
Liaising with HMRC on routine client matters
Keeping client records up to date across our systems

What we're looking for

Experience in an administrative, accounts, or client services role (accountancy practice experience is ideal)
Confident communication by phone and email, including with HMRC
Methodical approach to invoicing and credit control, with strong attention to detail
Comfortable with cloud-based systems; Karbon and Xero experience is a bonus
Organised, self-motivated, and able to juggle competing priorities
Warm, professional manner

The details

Salary: £25,000 to £28,000 depending on experience
Hours: 35 hours per week, Monday to Friday, 9:00am to 5:00pm
Location: 2 days per week in our Frodsham office; travel to our Liverpool office as required
Working from home: Available following probation period

Benefits

28 days annual leave including bank holidays
Christmas closure: up to 10 additional working days off over Christmas and New Year
Long service leave: 1 extra day per year after 3 years' service, up to 5 additional days
Pension: auto-enrolled after 3 months (you up to 5%, company 3%), salary sacrifice available
All-staff social events twice a year
Smart casual dress code
Modern, cloud-based practice using automation
Mac hardware: We use Macbooks across the practice (experience helpful but not essential)

The interview process

As part of the interview process, shortlisted candidates will be asked to complete a practical assessment. This is a short, real-world exercise designed to give you a feel for the kind of work involved in the role and to help us understand how you approach everyday tasks.

About DH Accountants & Tax Advisors

Founded in 2009, DH Accountants & Tax Advisors is a cloud-based practice with offices in Liverpool and Frodsham. We support a broad range of clients from sole traders to charities and limited companies, across many sectors. Our services span accountancy compliance, bookkeeping, payroll, tax advice, management reporting, R&D tax credits and consultancy.

We are a small but scaling team, and we take pride in delivering a personal, proactive service that goes beyond the numbers.

How to apply

Send your CV and a cover letter to [email protected] with the subject line 'Client Services Administrator Application'. Tell us a little about your background and why this role appeals to you.

No agencies, please.

Job Type: Full-time

Pay: £25,000.00-£28,000.00 per year

Benefits:

Additional leave
Casual dress
Company pension
Work from home

Experience:

Administrative: 2 years (preferred)

Work Location: Hybrid remote in Frodsham WA6 6PN

Quick apply

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I want to receive the latest job alerts for client advisor in tarporley, chs

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