Teams at Lamont Pridmore

Supports financial planners with client servicing, financial product administration, new business applications, provider correspondence, financial research, valuations, and recommendation or suitability reports. Maintains confidential client records, processes withdrawals and fund switches, coordinates meetings, identifies missing information, and supports investments, pensions, and protection products. The role is office-based in Kendal and may be full-time or part-time.

Manage a portfolio of owner-managed and family-business clients, preparing and reviewing statutory accounts, producing management reports, providing commercial and tax-efficiency advice, and presenting financial insights. The role involves client relationship management, business development, process improvement, and collaboration with Managing Directors. Candidates need accountancy practice experience, strong technical accounting knowledge, accounts software experience, excellent communication skills, organizational ability, and a full UK driving licence.

Manage a portfolio of owner-managed and family businesses, preparing and reviewing statutory accounts, producing management reports, advising clients on financial performance and tax efficiency, and building trusted relationships. The role also involves client meetings, commercial advisory work, business development, process improvement, and collaboration with Managing Directors. This is a permanent, full-time, office-based position in Workington with travel to client premises and other offices.