Client Manager

ferox partners

AAT Level 4 or equivalent, Client managers and Bookkeepers! Are you’re tired of your typical 9-5 office?

Want a role where you get paid for how many hours you put in rather than your typical 40hr week?

This could be the one. …..

Job Title: Client Manager / Bookkeeper x 2 roles

Location: Either Bournemouth or Basingstoke. You will need to be in the office minimum 3 days for the first 6 months (probation) to get up an running and then WFH with 1 day in the office per a week and 1 day per month, in Bournemouth for their company day. 

Job Type: Full-time 

Salary: £28,000 – £32,000 per year, £45,000 OTE- uncapped commission

About our Client: 

Ferox Partners are really excited to be working with a Bookkeeping company who are on the look out for 2 stells employees- one to be based at the Basingstoke office and one to be based at the Bournemouth office. These roles are due growth. 

Our client has a fresh, modern approach to bookkeeping- offering flexible working (after passing probation), ability to earn commission and tracking billable hours.

Ferox are please to be working such a modern company who use cloud tech and smart workflows to help their clients see exactly what’s going on with their finances. They are big on rewarding hard work, to enjoy life outside of work, and they offer hybrid working and flexible hours to help people find a the right balance for you – whether its 9-5 or working evenings instead of mornings- they understand. 

If you have finished all your tasks by Thursday, take the Friday off – you’ve earnt it! As long as the clients are happy – they are happy.

What you need to succeed:

  • Degree in Accounting, Finance, or AAT Lvl 4 qualified or working towards it.
  • Previous bookkeeping experience- managing your own client portfolio
  • Meticulous attention to detail with strong data entry and reporting skills
  • Proficient with accounting software and MS Office, especially Excel and Xero 
  • Well-organised, capable of managing multiple priorities
  • Excellent communication skills and a collaborative mindset
  • Ability to work independently and take ownership of tasks

The Role: 

As a Client Manager, you’re not just managing numbers—you’re driving real impact for your client. The role includes:

  • Managing client accounts, ensuring all KPIs and deliverables (MI packs, VAT, CIS, etc.) are met.
  • Leading client onboarding, including proposals, AML checks, migrations, and training.
  • Conducting quarterly reviews to optimise client value and improve processes.
  • Identifying discrepancies before they become problems and finding proactive solutions.
  • Helping clients understand their finances to support their growth.
  • Building strong, tailored client relationships with an adaptable approach.
  • Keeping up with software and regulatory training to ensure compliance and efficiency.
  • Delegating and supervising trainee work while maintaining high-quality standards.

What’s in it for You?

  • Salary initially £28-£32k depending on experience, with a pay review after 6 months/ passing probation – with an OTE £45,000- uncapped commission. 
  • Flexible working model with  flexible hours, supporting work-life balance
  • Opportunities for ongoing professional development and career progression
  • Comprehensive benefits package including pension and company events
  • Join a company with a positive, modern culture and exciting growth plans
  • Benefits: Private medical insurance, pension, flexitime, on-site parking.
  • Leave: 20 days + bank holidays + birthday off and time accrued from efficient working practices. 
  • Culture: Monthly briefings, quarterly team activities.
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