Client Liaison Advisor

Temp to Perm, Temporary
Full Time
Job Sector:
South Wales
Salary description:
£17150/ annum
Start Date:
Job Ref:

Client Liaison Advisor wanted for an accountancy practice providing tax, Accountancy and compliance advice to Personal Service Companies and the Self Employed.

The business requires a Client Liaison Advisor to join their friendly team. Working in partnership with one of the Accountants, the successful candidate will be the first point of contact for an allocated client base. The Client Liaison Advisors build excellent relationships with clients, striving to provide their businesses with the most accurate tax and accountancy advice, along with an efficient and compliant administration service.

Key responsibilities are:

To take full responsibility for an allocated client base in order to provide a single point of contact service.
Be the first point of contact for the Partnership and its businesses, providing an efficient and professional front-of-house service over the telephone, via email and face-to-face.
Advise clients on taxation, financial and administration matters as relevant to Personal Service Companies and Sole Traders via telephone, email, letter and face-to-face.
Manage and monitor projects that are relevant to your designated client base using Excel spreadsheets and the bespoke database system.
Liaise effectively with the other departments and third parties to research and collate information in order to advise clients accurately.
Process correspondence received from and on behalf of clients, liaising with clients as required.Hours of work are 8:30 - 5:, Monday to Friday with one hour for lunch.

Free Parking after probation.

You will get 25 days holiday plus bank holiday and Pension.

Wages are £17,150 per year.

The copmpany offer to fund AAT training with the permanent role for candidates that are interested.

This is a temp to perm role If you feel this role is for you; please send an up to date CV so we can contact you for a discussion

Company Description

Closing Date:

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