Overview
Excellent opportunity to join a leading firm of accountants in the capacity of Client Portfolio Manager.
Career progression opportunities available whilst working for a leading firm with a local feel.
Client Details
Our client is a successful firm of accountants and business advisory with a local feel yet a national presence.
Their mission to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships remains pivotal to their continued growth.
People are at the core of their business helping them drive their business forward. They are able to offer future-focused career opportunities whilst supporting the individual specialisms.
Description
* Managing a portfolio of clients, leading client meetings, and advising clients.
* Manage all aspects of client relationship including, quoting, agreeing services, invoicing, payment method and annual engagement renewal
* Assist in the production of Management and Annual Accounts, forecasts and performance reports
* Build strong relationships with professional contacts, e.g. IFA’s, solicitors and financial institutions to encourage referrals and access funding and support for clients
* Mentor team, providing feedback, training, and support to ensure accurate, efficient, and profitable service.
* Report to the Directors on portfolio performance and internal targets set
Profile
- Demonstrates extensive knowledge and application of current UK accounting standards, tax legislation, technical issues and related matters, and updates team on new developments and standards.
- Commercial, detailed, analytical, driven, ethical, engaging, honest, decisive, professional, confident, organised, strategic.
- Good working knowledge of Excel and ability to learn and use bookkeeping packages such as Sage, Xero, QuickBooks etc.
- ACCA or ACA qualified
- 3+ years of experience working in a Practice post qualification
- Experience of overseeing/managing a portfolio of £300k +
Job Offer
* Company Pension Scheme
* 25 days of annual leave + bank holidays
* Additional annual leave days from certain levels of seniority
* Ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum
* Business closure over Christmas*
* Life Assurance x4 annual salary
* Enhanced family leave policies
* Enhanced Company Sick Pay
* Employee Assistance Programme – 24/7 support, free and confidential
* Corporate Discounts Platform
Flexible Benefits platform with ability to opt-in to various insurances (level of seniority dependent & self-funded at corporate rates) such as:
* PMI single or family
* Critical Illness Cover
* Cash plan
* Cycle to work
* Eye care
* Dental
*subject to exceptions and business needs
