Client Services Assistant - Onboarding​/Support - Market Innovator

Position: Client Services Assistant - Onboarding / Support - Market Innovator
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, under powered, 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 Linked In 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

•…