Address
Form of workXeinadin Group - Top 20 Accountancy Firm - UK & Ireland
Group Company: Cobham Murphy
Role: Portfolio Manager
Location: Liverpool
Who are we?
Xeinadin Group was established in 2019 when more than 100 successful, independent, business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy.
Our collective mission to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships remains pivotal to our growth. It is our people who help drive our business forward, and we offer them future-focused career opportunities whilst supporting the individual specialisms.
Our regional offices of over 1800 colleagues operate in collaboration across the Group, combining collective expertise to maximise our people’s potential. As part of one Xeinadin, our colleagues are able to draw on expertise and support from across our UK, Ireland and central teams, as well as benefitting from being a part of their local communities.
About the Role:
The role of Portfolio Manager is to build relationships with clients and to have direct responsibility of client portfolios. The role requires an influential leader who can build strong relationships with internal and external stakeholders and who can deliver for the business and for clients;
Role Responsibilities:
- Review team files to ensure all standards, quality and compliance requirements are met and issues identified.
- Provide industry leading insights, solutions and advice to build the firm’s reputation and client base.
- Manage and grow own portfolio of clients.
- that all discussions, deadlines, and actions for client are delivered.
- Drive efficiency and profitability in standards and service using best practice through technology.
- Provide day to day support for all clients.
- Create and maintain strong and long lasting relationships with clients, Directors and staff.
- Contribute to strategic and business planning to deliver an increase in revenue and profits.
- Contribute to a high performing culture where people live the vision, mission and values and take action to improve if not.
- Hold responsibility for client relationships up to £180k of revenue to ensure the best possible value, advice and quality and compliance for clients.
- Ensure client work complies with all legal and ethical standards and statutory regulations.
- Provide leadership and direction to the team to help motivate and inspire people to higher performance.
- Set performance measures, review performance and take effective action to improve when off track.
- Be a strong role model for the organisations values and standards to develop a high performance culture.
- Develop and maintain the highest standards of technical knowledge and expertise for self and others.
- Develop the team ensuring the voice of the team is heard.
- Complete own portfolio of client work to provide industry leading insights and advice.
About You:
- Qualified Chartered or Certified Accountant
- At least 3 years post qualification experience
- Preferably working in a small to medium sized accountancy practice
- Experience includes the preparation of year end accounts and Audit work
Xeinadin’s vision is to be the most trusted business advisory and accountancy group for owner-managers of small and medium-sized enterprises across the UK and Ireland. We’re more than the sum of our parts so if you are interested in hearing more bout opportunity and journey we are on, please send your CV for immediate consideration.
