Lloyd Recruitment Services Ltd
East Grinstead, Sussex
Client Manager £45,000 - £60,000 DOE + Bonuses East Grinstead Hybrid Working Lloyd Recruitment Services are delighted to be working on behalf of a respected firm of chartered certified accountants who are looking to appoint a Client Manager on a full-time, permanent basis. The Role Our client is a well-established specialist accountancy firm, renowned for their expertise and diverse client base. They are seeking an experienced Client Manager to oversee a portfolio comprising self-employed individuals, companies, partnerships and personal tax clients. Experience with Trusts would be advantageous but is not essential. Client Manager Key Responsibilities Managing a portfolio of clients, frequently acting as the sole point of contact Preparing accounts for sole traders and companies Completing self-assessment tax returns Preparing partnership and company tax returns Delivering excellent client service and support Utilising accounting software such as CCH, Sage and Xero (knowledge preferred but not essential) About You Qualified ICAEW or ACCA preferred; QBE considered for the right candidate 7-10 years' experience within general practice essential Able to manage your own portfolio confidently and independently Professional, approachable and comfortable in a client-facing environment Based within a reasonable commuting distance of East Grinstead Benefits Pension scheme Private medical insurance Life assurance Comprehensive CPD support and professional development opportunities Bonus scheme Hybrid working: 1-2 days per week in the office following an initial training period Flexible working hours between 8:00am and 6:00pm This role provides a fantastic chance to join a progressive firm committed to career growth, work-life balance, and continuous professional development. Extra Information: Refer a friend and earn up to £500 (see website for details). Due to high application volumes, only shortlisted candidates will be contacted. If you don't hear from us within 5 days, please assume you have not been successful. By applying, you accept Lloyd Recruitment Services' Privacy and GDPR Policy (see website). Lloyd Recruitment Services acts as an employment agency for this vacancy and is an equal opportunity employer.
Mar 04, 2026
Full time
Client Manager £45,000 - £60,000 DOE + Bonuses East Grinstead Hybrid Working Lloyd Recruitment Services are delighted to be working on behalf of a respected firm of chartered certified accountants who are looking to appoint a Client Manager on a full-time, permanent basis. The Role Our client is a well-established specialist accountancy firm, renowned for their expertise and diverse client base. They are seeking an experienced Client Manager to oversee a portfolio comprising self-employed individuals, companies, partnerships and personal tax clients. Experience with Trusts would be advantageous but is not essential. Client Manager Key Responsibilities Managing a portfolio of clients, frequently acting as the sole point of contact Preparing accounts for sole traders and companies Completing self-assessment tax returns Preparing partnership and company tax returns Delivering excellent client service and support Utilising accounting software such as CCH, Sage and Xero (knowledge preferred but not essential) About You Qualified ICAEW or ACCA preferred; QBE considered for the right candidate 7-10 years' experience within general practice essential Able to manage your own portfolio confidently and independently Professional, approachable and comfortable in a client-facing environment Based within a reasonable commuting distance of East Grinstead Benefits Pension scheme Private medical insurance Life assurance Comprehensive CPD support and professional development opportunities Bonus scheme Hybrid working: 1-2 days per week in the office following an initial training period Flexible working hours between 8:00am and 6:00pm This role provides a fantastic chance to join a progressive firm committed to career growth, work-life balance, and continuous professional development. Extra Information: Refer a friend and earn up to £500 (see website for details). Due to high application volumes, only shortlisted candidates will be contacted. If you don't hear from us within 5 days, please assume you have not been successful. By applying, you accept Lloyd Recruitment Services' Privacy and GDPR Policy (see website). Lloyd Recruitment Services acts as an employment agency for this vacancy and is an equal opportunity employer.
Customer & Office Administrator £30 - £35k per annum Monday to Friday, 7:30am - 5pm (1 hour paid lunch break) We are seeking a proactive and organised individual to join our client's team, based in Redhill. In this role, you will be taking ownership of customer enquiries, quotations, job scheduling and general office administration. The ideal candidate will thrive in a fast-paced environment, is highly attentive to detail and enjoys finding ways to streamline processes. Key Responsibilities: Manage incoming customer enquiries via phone and email. Prepare accurate quotations and follow up to ensure progress. Process contract orders and maintain records in CRM/databases. Schedule jobs and complete all necessary paperwork efficiently. Support general office administration tasks. Resolve customer queries related to operations, escalating when necessary. Work collaboratively within the team, maintaining clear communication and professionalism. Skills & Experience: Strong organisational skills with the ability to prioritise a demanding workload. Excellent oral and written communication. Proficient in IT and CRM systems. Experience in customer relationship management. Attention to detail and a problem-solving mindset. Experience or knowledge of plant hire operations is desirable. If you are organised, customer-focused and keen to contribute to a fast-paced team environment, we'd love to hear from you. Refer a friend and earn a retail voucher worth up to £500! Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion. By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you. Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
Mar 03, 2026
Full time
Customer & Office Administrator £30 - £35k per annum Monday to Friday, 7:30am - 5pm (1 hour paid lunch break) We are seeking a proactive and organised individual to join our client's team, based in Redhill. In this role, you will be taking ownership of customer enquiries, quotations, job scheduling and general office administration. The ideal candidate will thrive in a fast-paced environment, is highly attentive to detail and enjoys finding ways to streamline processes. Key Responsibilities: Manage incoming customer enquiries via phone and email. Prepare accurate quotations and follow up to ensure progress. Process contract orders and maintain records in CRM/databases. Schedule jobs and complete all necessary paperwork efficiently. Support general office administration tasks. Resolve customer queries related to operations, escalating when necessary. Work collaboratively within the team, maintaining clear communication and professionalism. Skills & Experience: Strong organisational skills with the ability to prioritise a demanding workload. Excellent oral and written communication. Proficient in IT and CRM systems. Experience in customer relationship management. Attention to detail and a problem-solving mindset. Experience or knowledge of plant hire operations is desirable. If you are organised, customer-focused and keen to contribute to a fast-paced team environment, we'd love to hear from you. Refer a friend and earn a retail voucher worth up to £500! Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion. By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you. Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
