Client Services Assistant - Onboarding / Support - Market Innovator.

New Yesterday

Do you thrive on creating outstanding first impressions?

Stop… Stop… Hang on….

Yikes, that was close - we were about to create another boring job advert that reads like a shopping list produced by someone in the company who's utterly bored with their job, underpowered, or just has no idea how to communicate with you…

Sorry about that…

Right, let's start again.

Forget everything you thought you knew about an accountancy firm. That stuffy old-fashioned way of working has no place over here. We do things differently - probably because we never intended to open a practice. We were successful property investors who were frustrated that the glossy ‘we know best' accounting firms actually knew very little about how accounting works in the property investment game. Honestly… it was so frustrating - we tried to explain it, but they didn't get it.

What we did next…

After some major blunders, enough was enough. Craig, our Founder and MD, hired his own in-house person, trained them well and suddenly things were working.

But guess what? Other property investors friends started to ask us to do their accounts, and then their friends - everyone wanted our help. Before we knew it we had a ton of customers and had become the new ‘go-to' for bookkeeping, statutory annual accounts, compliance and tax for entrepreneurial property investors and developers.

BTW - just in case you thought we got lucky, our Founder Craig knows his stuff - he's a qualified Chartered Accountant who trained with BDO (the 5th largest accounting firm in the world) before moving to London in 2006 to join Ernst & Young's real estate audit division, working with major clients including the developers of The Shard.

He later led the UK accounts team at Drivers Jonas, overseeing the collection of several hundred million pounds annually across commercial properties nationwide. Following its acquisition by Deloitte and a subsequent role at Knight Frank, he left employment to focus full-time on growing his own property portfolio.

That was 2017. Today, we are a busy practice with a great team, doing great things for our customers, and we want you to come and join us.

Want to be part of a team that hires for personality and potential, and is obsessed with delivering an amazing customer experience?

The Role at Glance:

Client Services Assistant
Reading - Onsite
£24,000 - £30,000 DOE
Plus Company Pension and Casual Dress Code
Hours: Monday to Friday, 9am to 5.30pm.

Where we are today

Since 2017 the practice has continued to grow organically - through word of mouth and referrals. We don't advertise, our website is basic, and we don't even have a LinkedIn page - not yet anyway.

But that doesn't slow us down.

Today, we are a growing, tech-forward, paperless practice delivering clear, property-by-property financial insight, not just compliance. We combine a dedicated in-house team with specialist property tax advisors to ensure our clients receive accurate information, proactive guidance, and real peace of mind.

We're boutique, focused, and proud of the relationships we build.

Why This Role Matters:

You will be the first voice, the first impression, and the first step in our clients' journey with us.

Most of our clients are beginner property investors. They are often nervous, unsure, and stepping into something new. Your role is to guide them confidently through onboarding, helping them feel supported, informed, and reassured from day one.

This is not a transactional role. It is relationship-led and detail-driven. You'll ensure every new client experience reflects the high standards we pride ourselves on.

What Makes Us Different:

• We're not a traditional accounting firm.
• We educate our clients, not just file their returns.
• We focus on insight and clarity, not just compliance.
• We use modern systems and paperless workflows.
• We treat every team member as a valued contributor from day one.
• We work hard, maintain professional standards, and genuinely enjoy what we do.

What You'll Be Doing:

• Welcoming and onboarding new clients with warmth and professionalism
• Setting up client records accurately within our systems
• Coordinating and chasing required documentation and information
• Guiding clients through our education process so they understand the basics
• Providing clear updates to clients and the accounts team
• Supporting the wider team with ad hoc tasks as required
• Ensuring a smooth and structured handover to the accountants once setup is complete

You'll Be a Great Fit If You:

• Communicate clearly, warmly, and professionally (both written and verbal)
• Have a natural people-first approach with strong customer service skills
• Are exceptionally organised and comfortable juggling multiple client setups
• Have high attention to detail and spot the small things others miss
• Are looking for a full-time, permanent role where you can grow

Why Join Us?

• Supportive Team Culture – We collaborate, share knowledge, and celebrate wins together
• Purpose-Driven Work – We are trusted advisors and build meaningful client relationships
• Professional but Friendly – High standards, upbeat atmosphere
• Modern & Tech-Forward – Streamlined, paperless workflows
• Client-Obsessed – We go the extra mile, and our clients notice
• Growing Firm – Real opportunity to develop your skills and grow with us
• Property Specialists – Boutique focus serving property investors

While we are an accounting firm, at our core we are a people business . We are interested in you , the person and not just a CV or a list of qualifications.

If this sounds like you , organised, people-focused, detail-driven, and ready to make a real impact, we would love to hear from you .

Apply today and take the first step towards joining a growing specialist firm where your contribution truly matters .

Application notice... We take your privacy seriously. When you apply, we shall process your details and pass your application to our client for review for this vacancy only. As you might expect you may be contacted by email, text or telephone. Your data is processed on the basis of our legitimate interests in fulfilling the recruitment process. Please refer to our Data Privacy Policy & Notice on our website for further details.

If you have any pre-application questions please contact us first quoting the job title & ref. Good luck, Team RR.

TPBN1_UKTJ
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Location:
Reading
Salary:
£30,000
Job Type:
FullTime
Category:
Customer Service;Customer Service;Customer Service;Science

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