Shape smarter decisions through great client relationships.
If you thrive on building client relationships, enjoy interpreting financial data, and want to use your skills to make a real impact – this one’s for you.
As a CRM at Blu Sky, you’ll be the go-to advisor for your portfolio. You’ll help clients navigate key decisions, forecast with confidence, and align their finances to long-term goals. More than just compliance, we’re here to support our clients with clarity as they grow.
Download the candidate pack | Email our team to apply now
Location: North Shields – Hybrid
Type: Full-time, permanent
Salary: Up to £50,000 (depending on experience)
Reporting to the Client Relationship Director (CRD) you will be part of a client-focused team, dedicated to providing exceptional service. In this role you will build trusted relationships with clients, proactively guiding them through financial decisions, solving real business challenges, and helping them grow with confidence. Whether it’s forecasting, automation, or insightful reporting, your impact will reassure clients that their finances are fully under control.
Purpose
A key part of the Blu Sky client delivery team, you will be responsible for delivering accurate, timely management information, while also supporting clients with cash flow forecasting, payment runs, board reporting, finance process automation, and strategic decision-making. You will provide essential compliance services such as bookkeeping and VAT, but more importantly, you’ll add value by taking the pressure off clients when it comes to managing their finances, giving them peace of mind and the headspace to grow their business.
Requirements
Experience:
- Managing and developing client relationships
- Portfolio ownership and service delivery
- Financial advisory and strategic insight
- Bookkeeping and management accounts preparation
- Preparation of statutory accounts and corporation tax
- Reviewing and quality-checking work
- Strong proficiency with Microsoft Office
Qualifications:
- ACA or ACCA qualified (or equivalent)
Desirable:
- Experience networking and building new client relationships
- Familiarity with cloud-based systems (e.g. Xero)
Personal Attributes:
- Detail-focused: Accurate and meticulous delivery
- Analytical: Comfortable interpreting financial performance
- Numerical: Enjoys data analysis and working with figures
- Structured: Excellent time management and organisation
- Risk-aware: Anticipates and mitigates issues
- Commercially aware: Understands client business contexts
- Self-starter: Takes ownership of work and client outcomes
- Administrative: Keeps information well-documented
- Resilient: Performs well under pressure and deadlines
Career Progression
Progression is based on performance and alignment with company values. As we continue to grow our client portfolio and advisory services, there will be opportunities to progress over the medium to long term. For the right individual, there may also be the potential to explore equity participation as part of their future with the business.
Benefits
At Blu Sky, we believe work should work for you. That means trusting our people, supporting your wellbeing, and rewarding your impact – with flexibility, fairness, and a healthy dose of fun. Here’s what you can expect as part of the Blu Sky team:
Time off that works for you: We know balance looks different for everyone – and we’ve built our leave package with that in mind!
- 25 days annual leave (plus bank holidays)
- 1 day off for your birthday – go celebrate!
- 1 wellbeing day – take time for you, or maybe to welcome a new furry friend
- 1 volunteering day – support a cause you care about, on us
- Remote working – work from anywhere, so long as it works for clients and your team
- Flexible hours – talk to your manager, agree a plan, and go for it
- Onboarding package – everything you need to hit the ground running
Family-friendly support
Whether you’re growing your family or navigating change, we’ve got your back!
- Maternity leave – 3 months full pay, followed by 3 months at 50% pay (for those returning to work)
- Paternity leave – 2 weeks full pay, plus an optional 2 weeks at 50% pay
Health & peace of mind
- Private medical insurance – available firm-wide
- Death in service cover – additional security for your loved ones
Smart benefits
Make the most of our salary sacrifice options.
- Electric car scheme – lease a vehicle while saving on tax
- More options in the pipeline – we’re always exploring ways to add value
Recognition & reward
- Firmwide bonus scheme – discretionary, based on overall performance
- Quarterly strategy days – in-person sessions to reflect, connect and shape our future
