Day to day duties:
- Manage a client portfolio with higher level of client responsibility
- Oversee your team’s portfolios
- Use of workflow management across the team for your own portfolio
- Deal with all elements of client service with support from Director/Partners for technical areas
- Develop opportunities for the Group and flag to Director/Partner
- More pro-active support, minimising client contact with partners
- Work both autonomously and as part of a team
- Take responsibility for delivery of quality advice
What are we looking for?
- ACA/ACCA/CA or equivalent qualified
- Experience of managing a client portfolio and working with clients within a variety of industries
- Experience coaching and mentoring junior members