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Client finance partner

Exeter
Add Property
Finance
Posted: 8h ago
Offer description

We are currently recruiting for an award-winning Property Management company for the role of Client Finance Partner.


This is a key finance role within a fast-paced property management environment. You’ll be ensuring service charge accounts are accurate, timely, and compliant — supporting both internal teams and external clients with the financial clarity they rely on.


Role Overview:

* Location: Head Office (Office based role)
* Package: Competitive salary based on experience.
* Industry: Property Management / Block Management.


Key Responsibilities:

* Preparing and finalising service charge accounts, avoiding Section 20b exposure
* Handling accruals, prepayments, and financial reconciliations monthly
* Collaborating with property managers and developers to ensure clean financial reporting
* Producing reconciliations
* Attending internal, client, and auditor meetings to finalise accounts
* Analysing variances and reconciling data from prior or incoming managing agents
* Supporting budgeting and forecasting with insight on service charge performance


Main Skills Needed:

* Strong understanding of service charge accounting and RICS/ARMA guidelines
* Proven ability to prepare and review financial accounts accurately and on time
* Skilled in accruals, prepayments, and financial analysis
* Confident communicator with stakeholders at all levels
* Experience collaborating across finance and property teams
* Attention to detail, especially in reconciling accounts and handling client money


What’s in It for You:

* Join a values-led, professional team with clear growth plans
* Exposure to varied property portfolios and collaborative working culture
* Real opportunity to make your mark and develop your finance career


We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.


By applying you are confirming you are happy to be added to the Add Property mailing list regarding future suitable positions. You can opt out of this at any time simply by contacting one of our consultants.


Job Type: Permanent

Work Location: In person

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