Client Portfolio Manager
Job Type : Permanent, Full Time
Salary : £50000 – £60000/annum
Client Portfolio Manager – Accountancy Practice – Hertfordshire
About the Company:
Our client takes a refreshingly modern approach to accountancy. They work closely and proactively with clients to help them remain compliant, manage their finances and achieve their ambitions. Their team pride themselves on being approachable and offering ‘down to earth’ advice.
Working from a contemporary office in the heart of St Albans, Hertfordshire, you will be welcomed into their ever-growing team. Regardless of your role you can expect to be fully supported in developing your career. They operate a hybrid working pattern with the opportunity to combine office and client working with some home working.
About the Opportunity:
Due to continued growth in the last 2 years our client is looking for a full-time SME portfolio manager to join their team.
About the Responsibilities:
Joining as Client Portfolio Manager you will be reporting into the Partners and responsible for:
* Effectively controlling your own client portfolio including everything from staff planning, management of WIP and billing
* Building and further developing client relationships with existing and new clients
* Displaying a strong commercial awareness in fee development
* Presenting for partner review, completing files to a high standard
* Displaying pro-active awareness of current relevant legislation, compliance standards
* Raising high quality business correspondence
* Acting as the main point of contact for compliance queries from clients within portfolio
* Quoting and estimating fees within your level of authority
* Meeting clients to pitch and tender for new work and putting together associated documents
* Business development – attending new client meetings and networking events
* Effectively delegating work to, and mentoring, the team
* Providing feedback to junior and senior team members about quality of work/performance
* Managing the team including monitoring work in progress and work standards
About the Applicant:
As the successful applicant, you will be:
* Confident, articulate and an effective communicator at all levels
* Well-presented and professional
* Patience in training colleagues
* ACA/ACCA Fully Qualified with 3+ years post qualification experience
* Up to date knowledge of corporate and personal taxes
* Strong time management skills
* Previous management experience
* Commercial and proactive approach to client development
