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- 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
- Own and manage a client portfolio with higher level of client responsibility, oversee your team’s portfolios and inputting to workflow planning
- Deliver revenue and profitability targets
- Foster enduring client relationships
- Develop and inspire our smarter people plan
- 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
- Pension- Looking after your future self when it's time to step back and relax.
- 33 days annual leave INC bank holidays- Time for you to focus on your family and what's important to you. Where will your precious time take you?
- Flexible Working- My client understand that as with any family, we all work in different ways and need flexibility within our working day and therefore operate a flexible working policy.
- Life Assurance- 4 times salary. Our family is important to them, and so is yours.
- Employee Referral Bonus- We're always looking for talented individuals to join the family.
- Employee Benefits Portal- Cashback and vouchers on everyday purchases.
- Extensive Learning & Development Opportunities- Continuous development and support, not only for your professional qualifications, but also for your personal goals and aspirations so everyone can grow together.
- Opportunity to attend social events- Time to stop, pause and have fun.
- Career Coaching- Better never stops. Sharing our time to make the best use of yours.
