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Portfolio Management, including:
- Managing client relationships and ensuring we deliver exceptional client service which will include regular touch points with your clients, both online and in-person
- Explore development opportunities with existing relationships to increase portfolio sizes and add to Business Development for whole service line
- Managing finances of portfolio, including driving monthly billing targets, monitoring and improving recoveries, debt recovery and forecasting
Overseeing the development of the senior & executive accountants within the team, including:
- Organising and providing on the job coaching
- Identifying training and development needs and ensuring these are facilitated
- Escalating development issues and progression requirements to senior management team
- Creating and developing a "personalbrand" that is used to promote the work and appeal of our specialist team on
- Promote, coach and assist with in the implementation and development of our bespoke software, ForSite across our internal team and all of our clients.
- Be aware of sector technical updates and share these with entire team.
About You:
- AAT qualified or part ACCA/ACA qualified
- Have a solid accounting background
- Ideally accountancy practice experience
- Strong communication and interpersonal skills
- Organised and methodical approach
- Knowledge of service charge accounting would be an advantage
