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Client Portfolio Manager- Gloucestershire

Michael Page Finance
Posted 9 hours ago, valid for 19 days
Location

Stonehouse, Gloucestershire GL10 3SX, England

Contract type

Full Time

Retirement Plan
Life Insurance
Employee Assistance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • An excellent opportunity exists for a Client Portfolio Manager at a leading firm of accountants, offering career progression while maintaining a local feel.
  • The candidate should possess a minimum of 3 years of post-qualification experience in a practice and be ACCA or ACA qualified.
  • Responsibilities include managing a client portfolio, leading meetings, advising clients, and mentoring team members.
  • The position offers a competitive salary, along with benefits such as a company pension scheme, 25 days of annual leave, and life assurance at four times the annual salary.
  • Candidates should demonstrate extensive knowledge of UK accounting standards and possess strong analytical and organizational skills.

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 PlatformFlexible 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

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.