Careers

Client Coordinator – Shrewsbury


Working within the Landed Estates team at WR Partners, Shrewsbury –

We act for over 65 families with landed estates across England and Wales, including around 500 trusts across the firm. Rural estates operate in a complex environment, often needing to balance managing a commercial estate with the stewardship and preservation of assets for future generations.

Landowners and farmers continue to face a challenging economic background and market volatility along with changes in farming and sustainability policy. At the same time there are exciting opportunities in the sector.

Job purpose:

To provide service excellence through the non-technical coordination of operational assignments and administrative aspects of client delivery. To ensure workflows are distributed to meet internal and external deadlines.

Job involves but is not limited to:

Workflow management

  • Maintain and update key client registers and internal database system, ensuring they remain up to date and reflect current workloads

Work planning

  • Allocate and plan workloads on appropriate staff planners, updating and reacting to change in priorities as required, seeking guidance where necessary from Team Leader

Client relationships

  • Contact clients regularly to ensure the timely receipt of information to support planned workloads
  • Chase any missing information to minimise workflow disruptions

Internal management

  • Support managers to ensure billing schedules are updated appropriately in line with planned workloads
  • Support managers in the review of WIP, assisting in the completion of billing in line with firm procedures
  • Complete regulatory online filing in accordance with operational team management
  • Diary management

Client Documentation

  • Coordinate the receipt of client information, storing appropriately, returning to clients as necessary

Client management

  • Coordinate the preparation of annual assignment plans, ensuring drafts are complete with accurate anticipated fees included
  • Liaise with the partner/manager to ensure any identified special work is accounted for within the budget.
  • Prepare engagement/disengagement letters in accordance with operational management team
  • Produce client closing packs in accordance with operational management team
  • Complete all appropriate Money-laundering checks for clients

You will:

  • Be self-motivated
  • Have the ability to prioritise multiple responsibilities to meet internal and external deadlines
  • Be willing to learn new systems and processes, making recommendations for improvement to drive efficiencies
  • Have previous client/customer service experience

What’s in it for you?

We offer an attractive salary and benefits package, birthday leave and much more!

Full-time 36 hours per week, office based.

If you are a motivated and ambitious individual looking to launch your career in Accountancy we want to hear from you! Please submit your CV and cover letter outlining your qualifications and why you are interested in joining our team to talent@wrpartners.co.uk

Apply for this role

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    Get in Touch


    We love meeting new, exciting businesses. Get in touch with our team to see how we could enhance and protect your financial position.

    Or if you’d prefer to speak to someone directly just give us a call on: 08000 664 664 or email: hello@wrpartners.co.uk.

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    Want to talk to someone?

    For new enquires, give us a call on
    08000 664 664


    Email us on
    hello@wrpartners.co.uk


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    We are a leading firm of accountants, auditors, and tax specialists who help businesses protect their wealth and generate profit.